WallStSmart

Caterpillar Inc (CAT)vsOrion Energy Systems Inc (OESX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 81882% more annual revenue ($70.75B vs $86.31M). CAT leads profitability with a 13.3% profit margin vs -3.7%. OESX appears more attractively valued with a PEG of 1.62. 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

OESX

Hold

41

out of 100

Grade: D

Growth: 4.7Profit: 2.0Value: 4.7Quality: 5.0
Piotroski: 6/9Altman Z: -1.13

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT5 strengths · Avg: 8.8/10
Market CapQuality
$459.43B10/10

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

OESX2 strengths · Avg: 8.0/10
Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.3%8/10

Revenue surging 23.3% year-over-year

Areas to Watch

CAT4 concerns · Avg: 2.8/10
PEG RatioValuation
2.374/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
49.8x2/10

Premium valuation, high expectations priced in

Price/BookValuation
25.5x2/10

Trading at 25.5x book value

OESX4 concerns · Avg: 2.8/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

Market CapQuality
$39.84M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-38.6%2/10

ROE of -38.6% — below average capital efficiency

EPS GrowthGrowth
-74.7%2/10

Earnings declined 74.7%

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 : OESX

The strongest argument for OESX centers on Price/Book, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.

Bear Case : CAT

The primary concerns for CAT are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 49.8x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Bear Case : OESX

The primary concerns for OESX are PEG Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

CAT carries more volatility with a beta of 1.60 — expect wider price swings.

OESX is growing revenue faster at 23.3% — 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 41/100) and 22.2% revenue growth. Both earn "Strong 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.

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Orion Energy Systems Inc

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Orion Energy Systems, Inc. researches, designs, develops, manufactures, markets, sells, installs and implements energy management systems for commercial and retail offices, outdoor area lighting, and industrial applications in North America. The company is headquartered in Manitowoc, Wisconsin.

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