Bringing the fundamentals into focus…
Back to Caterpillar Inc.
How Caterpillar Inc. stacks up
CAT · against 13 other Industrials companies of similar size
Valuation
40/ 100
Below the middle of the pack.
Ranked #8 of 14 · scores higher than 46% of peers
Bars: peers in each 10-point band of the valuation score5 peers with a valuation score of 40–49, including CAT · Click a bar to see the companies
Why valuation scores 40?
Weighted metrics compared with all Industrials companies.Its metrics sit close to the Industrials norm.
- less operating profit (EBITDA) for the company's total value: weaker than 64% of peers. EBITDA yield: 4.9% vs peer median 6.9%
- Free cash flow yield is close to the peer norm. Free cash flow yield: 3.7% vs peer median 3.7%
- Earnings yield is close to the peer norm. Earnings yield: 3.8% vs peer median 3.8%
Metric by metric
Position: dot = CAT, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | CAT | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 14 reported | 3.7% | 3.6% | 62% | 30% | |
| EBITDA yieldHigher is better · 14 reported | 5.0% | 5.1% | 46% | 50% | |
| Free cash flow yieldHigher is better · 12 reported | 3.1% | 3.4% | 45% | 20% | |
| Book yieldHigher is better · 14 reported | 6.8% | 14.2% | 31% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around CAT| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 1.15T CNY (≈$161.5B) | 79 | 79 | |
| 2 | 22.15T JPY (≈$150.6B) | 54 | 60 | |
| 3 | 147.5B USD | 52 | 54 | |
| 4 | 180.3B USD | 45 | 49 | |
| 5 | 153.0B EUR (≈$168.3B) | 43 | 51 | |
| 5 | 210.5B EUR (≈$231.5B) | 43 | 43 | |
| 7 | 135.1B EUR (≈$148.6B) | 41 | 47 | |
| 8 | 286.8B USD | 40 | 52 | |
| 9 | 274.7B USD | 38 | 55 | |
| 10 | 179.5B USD | 31 | 35 | |
| 10 | 152.1B USD | 31 | 49 | |
| 12 | 244.5B USD | 30 | 62 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score