WallStSmart

Caterpillar Inc (CAT)vsStandex International Corporation (SXI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 7891% more annual revenue ($70.75B vs $885.39M). CAT leads profitability with a 13.3% profit margin vs 11.2%. SXI appears more attractively valued with a PEG of 0.95. 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

SXI

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 7.0Value: 5.7Quality: 6.5
Piotroski: 1/9Altman Z: 2.48

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT5 strengths · Avg: 8.8/10
Market CapQuality
$419.05B10/10

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

SXI2 strengths · Avg: 9.0/10
EPS GrowthGrowth
207.4%10/10

Earnings expanding 207.4% YoY

PEG RatioValuation
0.958/10

Growing faster than its price suggests

Areas to Watch

CAT4 concerns · Avg: 2.8/10
PEG RatioValuation
2.064/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
45.2x2/10

Premium valuation, high expectations priced in

Price/BookValuation
22.3x2/10

Trading at 22.3x book value

SXI2 concerns · Avg: 3.5/10
P/E RatioValuation
36.9x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

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 : SXI

The strongest argument for SXI centers on EPS Growth, PEG Ratio. PEG of 0.95 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 45.2x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Bear Case : SXI

The primary concerns for SXI are P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

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

CAT carries more volatility with a beta of 1.63 — 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 66/100) and 22.2% revenue growth. 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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Standex International Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Standex International Corporation manufactures and sells various products and services for the commercial and industrial markets in the United States and internationally. The company is headquartered in Salem, New Hampshire.

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