WallStSmart

Caterpillar Inc (CAT)vsGrupo Aeroportuario del Pacifico SAB De CV ADR (PAC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 113% more annual revenue ($70.75B vs $33.25B). PAC leads profitability with a 30.8% profit margin vs 13.3%. PAC appears more attractively valued with a PEG of 1.07. PAC 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

PAC

Strong Buy

67

out of 100

Grade: B-

Growth: 4.0Profit: 9.0Value: 6.7Quality: 4.0
Piotroski: 5/9Altman Z: 1.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CAT.

PACUndervalued (+28.1%)

Margin of Safety

+28.1%

Fair Value

$408.71

Current Price

$217.17

$191.54 discount

UndervaluedFair: $408.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT5 strengths · Avg: 8.8/10
Market CapQuality
$409.91B10/10

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

PAC3 strengths · Avg: 9.7/10
Profit MarginProfitability
30.8%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
44.2%10/10

Strong operational efficiency at 44.2%

Return on EquityProfitability
20.8%9/10

Every $100 of equity generates 21 in profit

Areas to Watch

CAT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

Price/BookValuation
19.3x4/10

Trading at 19.3x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
43.1x2/10

Premium valuation, high expectations priced in

PAC4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Debt/EquityHealth
1.253/10

Elevated debt levels

Price/BookValuation
620.5x2/10

Trading at 620.5x book value

EPS GrowthGrowth
-6.4%2/10

Earnings declined 6.4%

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 : PAC

The strongest argument for PAC centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 30.8% and operating margin at 44.2%. PEG of 1.07 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 43.1x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Bear Case : PAC

The primary concerns for PAC are Revenue Growth, Debt/Equity, Price/Book.

Key Dynamics to Monitor

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

CAT carries more volatility with a beta of 1.56 — 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 67/100) and 22.2% revenue growth. PAC offers better value entry with a 28.1% margin of safety. 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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Grupo Aeroportuario del Pacifico SAB De CV ADR

INDUSTRIALS · AIRPORTS & AIR SERVICES · USA

Grupo Aeroportuario del Pacfico, SAB de CV, develops, manages and operates airports mainly in the Pacific region of Mexico. The company is headquartered in Guadalajara, Mexico.

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