CAT PEER ANALYSIS

Caterpillar Inc — metric-by-metric comparison with peers and the industry median

CATCaterpillar Inc

🇺🇸 USA · US · Industrials · Farm & Heavy Construction Machinery

Value it Duel

Overall Profile & Returns

· Farm & Heavy Construction Machinery

Position Within Industry

0 = weak quartile, 100 = strong quartile

CATIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	CAT	VOLV-B	DTG	EPI-A	EXO	Ind. Median
P/E	47.91	21.17●	24.44	37.85	—	28.62
P/B	24.21	3.65	1.53	7.01	0.48●	1.75
EV/EBITDA	30.83	12.38●	15.47	22.97	—	14.32
P/S	6.39	1.49	0.76●	5.29	13.89	1.39

Financial Health
Metric	CAT	VOLV-B	DTG	EPI-A	EXO	Ind. Median
Current Ratio	1.35	1.19	1.80	2.43	16.87●	2.06
Debt/Equity	230.8%	135.1%	136.6%	43.2%	12.1%●	57.5%
NetDebt/EBITDA	2.45	2.60	5.45	0.73	-0.59●	0.97

Profitability
Metric	CAT	VOLV-B	DTG	EPI-A	EXO	Ind. Median
Net Margin	13.3%	7.0%	3.1%	14.0%●	-364.0%	4.3%
ROE	51.3%●	17.0%	6.2%	19.3%	-11.1%	7.5%
ROA	10.4%●	4.8%	1.8%	10.4%	-9.9%	3.6%
EBITDA Margin	22.5%	15.2%	7.6%	23.8%●	-438.7%	13.5%

Growth + Dividend
Metric	CAT	VOLV-B	DTG	EPI-A	EXO	Ind. Median
Rev. Growth	11.8%●	-9.5%	-14.4%	-6.4%	-45.1%	0.8%
NI Growth	-5.2%	-28.8%	-52.1%	-4.7%●	—	-12.2%
Div. Yield	0.6%	2.6%	4.4%●	1.5%	0.7%	1.0%
Payout	0.5%	114.4%	106.3%	54.0%	-2.5%	13.8%

Valuation
Metric	CAT	DE	OSK	PCAR	Ind. Median
P/E	47.91	35.97	119.01	26.82●	28.62
P/B	24.21	6.28	15.40	3.36●	1.75
EV/EBITDA	30.83	19.79	63.40	18.98●	14.32
P/S	6.39	3.67	6.60	2.44●	1.39

Financial Health
Metric	CAT	DE	OSK	PCAR	Ind. Median
Current Ratio	1.35	0.79	1.63	3.11●	2.06
Debt/Equity	230.8%	234.1%	25.7%●	75.6%	57.5%
NetDebt/EBITDA	2.45	4.78	0.82●	1.59	0.97

Profitability
Metric	CAT	DE	OSK	PCAR	Ind. Median
Net Margin	13.3%●	10.2%	5.5%	9.1%	4.3%
ROE	51.3%●	18.5%	13.3%	13.1%	7.5%
ROA	10.4%●	4.5%	5.9%	5.7%	3.6%
EBITDA Margin	22.5%	24.5%●	10.5%	14.0%	13.5%

Growth + Dividend
Metric	CAT	DE	OSK	PCAR	Ind. Median
Rev. Growth	11.8%●	5.4%	-0.7%	-15.8%	0.8%
NI Growth	-5.2%●	-15.4%	-5.9%	-28.7%	-12.2%
Div. Yield	0.6%	1.0%	1.5%●	1.1%	1.0%
Payout	0.5%	36.7%	23.0%	57.7%	13.8%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.