WallStSmart

Caterpillar Inc (CAT)vsKimball Electronics (KE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 4813% more annual revenue ($70.75B vs $1.44B). CAT leads profitability with a 13.3% profit margin vs 1.8%. KE appears more attractively valued with a PEG of 1.28. CAT earns a higher WallStSmart Score of 67/100 (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

KE

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 4.5Value: 4.7Quality: 7.5
Piotroski: 3/9Altman Z: 3.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CAT.

KESignificantly Overvalued (-51.5%)

Margin of Safety

-51.5%

Fair Value

$16.06

Current Price

$25.95

$9.89 premium

UndervaluedFair: $16.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT5 strengths · Avg: 8.8/10
Market CapQuality
$419.40B10/10

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

KE3 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

EPS GrowthGrowth
53.3%10/10

Earnings expanding 53.3% YoY

Altman Z-ScoreHealth
3.0410/10

Safe zone — low bankruptcy risk

Areas to Watch

CAT4 concerns · Avg: 2.8/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
45.3x2/10

Premium valuation, high expectations priced in

Price/BookValuation
22.3x2/10

Trading at 22.3x book value

KE4 concerns · Avg: 3.0/10
Market CapQuality
$608.44M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.5%3/10

ROE of 4.5% — below average capital efficiency

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

Operating MarginProfitability
3.5%3/10

Operating margin of 3.5%

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 : KE

The strongest argument for KE centers on Price/Book, EPS Growth, Altman Z-Score. PEG of 1.28 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 45.3x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Bear Case : KE

The primary concerns for KE are Market Cap, Return on Equity, Profit Margin. Thin 1.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

CAT carries more volatility with a beta of 1.60 — 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

CAT scores higher overall (67/100 vs 56/100) and 22.2% revenue growth. 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.

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Kimball Electronics

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Kimball Electronics, Inc. provides electronic contract manufacturing services and diversified manufacturing services to clients in the automotive, medical, industrial and public safety end markets. The company is headquartered in Jasper, Indiana.

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