WallStSmart

Caterpillar Inc (CAT)vsJBTMarel Corp (JBTM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 1680% more annual revenue ($67.59B vs $3.80B). CAT leads profitability with a 13.1% profit margin vs -1.3%. JBTM appears more attractively valued with a PEG of 1.22. JBTM earns a higher WallStSmart Score of 57/100 (C).

CAT

Buy

55

out of 100

Grade: C-

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

JBTM

Buy

57

out of 100

Grade: C

Growth: 8.7Profit: 3.5Value: 5.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CAT.

JBTMUndervalued (+5.3%)

Margin of Safety

+5.3%

Fair Value

$174.70

Current Price

$119.39

$55.31 discount

UndervaluedFair: $174.70Overvalued

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

JBTM2 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
115.6%10/10

Revenue surging 115.6% year-over-year

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

JBTM3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-1.6%2/10

ROE of -1.6% — below average capital efficiency

Profit MarginProfitability
-1.3%1/10

Currently unprofitable

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 : JBTM

The strongest argument for JBTM centers on Price/Book, Revenue Growth. Revenue growth of 115.6% demonstrates continued momentum. PEG of 1.22 suggests the stock is reasonably priced for its growth.

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 : JBTM

The primary concerns for JBTM are Piotroski F-Score, Return on Equity, Profit Margin.

Key Dynamics to Monitor

CAT profiles as a growth stock while JBTM is a hypergrowth play — different risk/reward profiles.

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

JBTM is growing revenue faster at 115.6% — sustainability is the question.

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

Bottom Line

JBTM scores higher overall (57/100 vs 55/100) and 115.6% revenue growth. Both earn "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.

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JBTMarel Corp

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company is headquartered in Chicago, Illinois.

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