Caterpillar Inc (CAT)vsHelios Technologies Inc (HLIO)
CAT
Caterpillar Inc
$904.28
+1.44%
INDUSTRIALS · Cap: $419.05B
HLIO
Helios Technologies Inc
$81.27
-5.43%
INDUSTRIALS · Cap: $2.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Caterpillar Inc generates 8015% more annual revenue ($70.75B vs $871.90M). CAT leads profitability with a 13.3% profit margin vs 7.0%. HLIO appears more attractively valued with a PEG of 1.03. CAT earns a higher WallStSmart Score of 67/100 (B-).
CAT
Strong Buy67
out of 100
Grade: B-
HLIO
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CAT.
Margin of Safety
+37.4%
Fair Value
$118.05
Current Price
$81.27
$36.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 50 in profit
Revenue surging 22.2% year-over-year
Earnings expanding 30.2% YoY
Generating 1.5B in free cash flow
Earnings expanding 169.1% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
16.8% revenue growth
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 22.3x book value
ROE of 6.5% — below average capital efficiency
7.0% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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 : HLIO
The strongest argument for HLIO centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 16.8% demonstrates continued momentum. PEG of 1.03 suggests the stock is reasonably priced for its growth.
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 : HLIO
The primary concerns for HLIO are Return on Equity, Profit Margin, P/E Ratio. A P/E of 45.6x leaves little room for execution misses.
Key Dynamics to Monitor
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.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CAT scores higher overall (67/100 vs 63/100) and 22.2% revenue growth. HLIO offers better value entry with a 37.4% margin of safety. Both earn "Strong Buy" and "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.
Visit Website →Helios Technologies Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Helios Technologies, Inc. develops, manufactures and sells solutions for the electronics and hydraulics markets in the Americas, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Sarasota, Florida.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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