WallStSmart

Caterpillar Inc (CAT)vsExpeditors International of Washington, Inc. (EXPD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 511% more annual revenue ($67.59B vs $11.07B). CAT leads profitability with a 13.1% profit margin vs 7.3%. CAT appears more attractively valued with a PEG of 2.17. CAT earns a higher WallStSmart Score of 55/100 (C-).

CAT

Buy

55

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 4.3Quality: 4.5
Piotroski: 3/9Altman Z: 2.40

EXPD

Hold

45

out of 100

Grade: D

Growth: 2.0Profit: 7.0Value: 3.3Quality: 6.3
Piotroski: 3/9Altman Z: 4.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CAT.

EXPDSignificantly Overvalued (-38.1%)

Margin of Safety

-38.1%

Fair Value

$117.25

Current Price

$148.79

$31.54 premium

UndervaluedFair: $117.25Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT4 strengths · Avg: 9.0/10
Market CapQuality
$414.16B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
43.5%10/10

Every $100 of equity generates 44 in profit

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

Free Cash FlowQuality
$2.25B8/10

Generating 2.2B in free cash flow

EXPD2 strengths · Avg: 10.0/10
Return on EquityProfitability
35.4%10/10

Every $100 of equity generates 35 in profit

Altman Z-ScoreHealth
4.7410/10

Safe zone — low bankruptcy risk

Areas to Watch

CAT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.174/10

Expensive relative to growth rate

Price/BookValuation
17.7x4/10

Trading at 17.7x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
44.2x2/10

Premium valuation, high expectations priced in

EXPD4 concerns · Avg: 3.5/10
P/E RatioValuation
25.0x4/10

Moderate valuation

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CAT

The strongest argument for CAT centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 18.0% demonstrates continued momentum.

Bull Case : EXPD

The strongest argument for EXPD centers on Return on Equity, Altman Z-Score.

Bear Case : CAT

The primary concerns for CAT are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 44.2x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.

Bear Case : EXPD

The primary concerns for EXPD are P/E Ratio, Price/Book, Profit Margin.

Key Dynamics to Monitor

CAT profiles as a growth stock while EXPD is a value play — different risk/reward profiles.

CAT carries more volatility with a beta of 1.52 — expect wider price swings.

CAT is growing revenue faster at 18.0% — sustainability is the question.

CAT generates stronger free cash flow (2.2B), providing more financial flexibility.

Bottom Line

CAT scores higher overall (55/100 vs 45/100) and 18.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Caterpillar Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Caterpillar Inc. (often shortened to CAT) is an American Fortune 100 corporation that designs, develops, engineers, manufactures, markets, and sells machinery, engines, financial products, and insurance to customers via a worldwide dealer network.

Visit Website →

Expeditors International of Washington, Inc.

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

Expeditors (Expeditors International of Washington) is an American worldwide logistics and freight forwarding company headquartered in Seattle, Washington.

Want to dig deeper into these stocks?