WallStSmart

Caterpillar Inc (CAT)vsHayward Holdings Inc (HAYW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 6060% more annual revenue ($70.75B vs $1.15B). HAYW leads profitability with a 14.0% profit margin vs 13.3%. HAYW appears more attractively valued with a PEG of 1.67. HAYW earns a higher WallStSmart Score of 69/100 (B-).

CAT

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 4.3Quality: 4.5
Piotroski: 3/9Altman Z: 2.40

HAYW

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 5.0Quality: 7.0
Piotroski: 5/9Altman Z: 1.84

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT5 strengths · Avg: 8.8/10
Market CapQuality
$419.05B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
50.5%10/10

Every $100 of equity generates 50 in profit

Revenue GrowthGrowth
22.2%8/10

Revenue surging 22.2% year-over-year

EPS GrowthGrowth
30.2%8/10

Earnings expanding 30.2% YoY

Free Cash FlowQuality
$1.55B8/10

Generating 1.5B in free cash flow

HAYW2 strengths · Avg: 9.0/10
EPS GrowthGrowth
79.1%10/10

Earnings expanding 79.1% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

CAT4 concerns · Avg: 2.8/10
PEG RatioValuation
2.064/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
45.2x2/10

Premium valuation, high expectations priced in

Price/BookValuation
22.3x2/10

Trading at 22.3x book value

HAYW3 concerns · Avg: 3.3/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Free Cash FlowQuality
$-157.77M2/10

Negative free cash flow — burning cash

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 22.2% demonstrates continued momentum.

Bull Case : HAYW

The strongest argument for HAYW centers on EPS Growth, Price/Book. Revenue growth of 11.5% demonstrates continued momentum.

Bear Case : CAT

The primary concerns for CAT are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 45.2x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Bear Case : HAYW

The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.

Key Dynamics to Monitor

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

CAT carries more volatility with a beta of 1.63 — expect wider price swings.

CAT is growing revenue faster at 22.2% — sustainability is the question.

CAT generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

HAYW scores higher overall (69/100 vs 67/100) and 11.5% revenue growth. Both earn "Strong Buy" and "Strong Buy" 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.

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Hayward Holdings Inc

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.

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