Valuation

CATCaterpillar

StockNYSEStany ZjednoczoneIndustrialsEU retail: available

8/10

Ratios vs sector

Medians of Industrials companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.
Metric	CAT	Sector median	vs median
P/E	31,7	25,5 · n=196	25% above
P/B	17,8	3,8 · n=213	372% above
P/S	4,6	2,0 · n=223	127% above
EV/EBIT	25,8	20,0 · n=181	29% above
Free-cash-flow yield	3,1%	4,1% · n=214	23% below
Dividend yield	0,82%	0,79% · n=227	near the median
Return on equity	57,0%	15,2% · n=213	275% above
Return on invested capital	77,3%	11,8% · n=203	553% above
Gross margin	34,3%	35,0% · n=176	near the median
Net debt / EBITDA	−0,43	1,60 · n=181	127% below

Value factor: 23 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

Instrument	P/E	P/B	EV/EBIT	Free-cash-flow yield	Dividend yield	Smart Score
GEGE Aerospace	35,5	18,1	—	2,6%	0,6%	—/10
RTXRTX Corporation	32,5	3,8	26,8	4,5%	1,5%	6/10
GEVGE Vernova	26,3	21,0	134,4	5,0%	0,2%	5/10
DEDeere & Company	36,0	6,3	—	3,4%	1,0%	—/10
UNPUnion Pacific Corporation	23,2	8,2	19,5	3,8%	1,9%	10/10
ETNEaton Corporation	41,5	7,8	—	2,5%	1,1%	3/10
BABOEING	69,8	23,9	37,3	−0,1%	0,0%	1/10
UBERUber	14,8	5,2	22,5	7,1%	0,0%	7/10
PHParker-Hannifin	33,0	7,8	25,4	3,2%	0,8%	8/10
LMTLockheed Martin	19,2	13,7	15,1	7,2%	2,6%	7/10

Fiscal-year history

From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.

Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 cze 2026 · filed 05 sie 2026

WYCOFAJ SIĘ Z KONTRAKTU TUTAJ · Klienci z UE: 14 dni na odstąpienie od umowy.