WallStSmart

Caterpillar Inc (CAT)vsRXO Inc. (RXO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 1134% more annual revenue ($70.75B vs $5.73B). CAT leads profitability with a 13.3% profit margin vs -1.8%. CAT appears more attractively valued with a PEG of 2.22. 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

RXO

Avoid

32

out of 100

Grade: F

Growth: 3.3Profit: 2.0Value: 3.0Quality: 6.5
Piotroski: 5/9Altman Z: 2.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CAT.

RXOSignificantly Overvalued (-42.3%)

Margin of Safety

-42.3%

Fair Value

$11.48

Current Price

$25.82

$14.34 premium

UndervaluedFair: $11.48Overvalued

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

RXO1 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

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
25.2x2/10

Trading at 25.2x book value

RXO4 concerns · Avg: 2.0/10
PEG RatioValuation
189.002/10

Expensive relative to growth rate

Return on EquityProfitability
-7.0%2/10

ROE of -7.0% — below average capital efficiency

Revenue GrowthGrowth
-0.6%2/10

Revenue declined 0.6%

EPS GrowthGrowth
-93.2%2/10

Earnings declined 93.2%

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 : RXO

The strongest argument for RXO centers on Price/Book.

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 : RXO

The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

CAT profiles as a growth stock while RXO is a turnaround play — different risk/reward profiles.

RXO carries more volatility with a beta of 1.97 — 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 32/100) and 22.2% revenue growth. Both earn "Strong Buy" and "Avoid" 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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RXO Inc.

INDUSTRIALS · TRUCKING · USA

RXO Inc. is a prominent player in the transportation and logistics sector, dedicated to providing cutting-edge freight solutions throughout North America. By harnessing state-of-the-art technology and data analytics, RXO enhances supply chain efficiency and cost-effectiveness for a diverse range of clients. The company's emphasis on sustainability and ongoing innovation bolsters its operational excellence and competitive positioning within the rapidly changing logistics market. With an extensive network and strategic partnerships, RXO is well-prepared to adapt to the evolving demands of the industry, presenting a compelling opportunity for institutional investors seeking growth potential in logistics.

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