StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
CAT$862.01-1.58%
Fair $862.01+0.0%

CAT

Caterpillar Inc.

Industrials / Farm & Heavy Construction MachineryNYSE

$862.01

-13.86 (-1.58%)

Fairly Valued+0.0%Fair Value $862.01Fund rank 30/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.8B · quality 56.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

32/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.03, above the 2.0 threshold
Thesis & Journal · CATLocal privado en este navegador · Caterpillar Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$397.0B

P/E

43.0x

↑

EV/EBITDA

30.8x

↑

ROE

41.7%

↑

Gross Margin

31.8%

↑

Debt/Equity

2.03

↑
52-Week Range$862
$340$931

TradingView lightweight chart

CAT price, volumen y niveles de valoración

Último $862.01Periodo +3445.5%
Fair value: $862.01

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+2.7%

FCF CAGR

—

FCF margin

11.0%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $67.59B · net income $8.88B · FCF $7.45B

2007-FY → 2025-FY

Gross margin

31.8%— pts

Operating margin

16.5%+4.8% pts

Net margin

13.1%+4.7% pts

FCF margin

11.0%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$67.59B$67.59B$64.81B$67.06B$59.43B$50.97B$41.75B$53.80B$54.72B$42.68B$35.77B$44.15B$52.14B$52.69B$63.07B$57.39B$39.87B$29.54B$48.04B$41.96B
Net Income$8.88B$8.88B$10.79B$10.34B$6.71B$6.49B$3.00B$6.09B$6.15B$759.0M$-59.0M$2.52B$2.47B$3.80B$5.72B$4.98B$2.70B$895.0M$3.56B$3.54B
EBITDA$14.30B$14.30B$16.04B$15.71B$11.41B$9.23B$6.99B$10.87B$11.06B$7.34B$4.20B$6.83B$6.48B$8.71B$11.39B$9.68B$6.26B$2.91B$6.43B$6.72B
EPS18.8118.8122.0520.1212.6411.835.4610.7410.261.26-0.114.183.905.758.487.404.151.435.665.37
Gross Margin31.8%31.8%36.0%34.7%29.5%———————————————
Operating Margin16.5%16.5%20.2%19.3%14.9%13.5%10.9%15.4%15.2%10.5%3.2%8.6%6.4%10.7%13.6%12.5%9.9%2.0%9.3%11.7%
Net Margin13.1%13.1%16.7%15.4%11.3%12.7%7.2%11.3%11.2%1.8%-0.2%5.7%4.7%7.2%9.1%8.7%6.8%3.0%7.4%8.4%
Balance Sheet
Debt/Equity2.032.031.971.942.33———————————————
Current Ratio1.351.35——————————————————
Cash Flow
Free Cash Flow$7.45B$7.45B$8.82B$9.79B$5.17B$6.11B$5.35B$5.86B$5.28B———————————
Returns
ROE41.7%41.7%55.4%53.0%42.3%———————————————
Valuation
P/E42.9742.9716.5014.3619.69———————————————
EV/EBITDA30.7930.7913.0711.4214.19———————————————
P/B19.1019.109.137.618.32———————————————
Growth & Yield
Revenue Growth4.3%4.3%-3.4%12.8%—22.1%-22.4%-1.7%28.2%19.3%-19.0%-15.3%-1.0%-16.4%9.9%44.0%35.0%-38.5%14.5%—
EPS Growth-14.7%-14.7%9.6%59.2%—116.7%-49.2%4.7%714.3%1245.5%-102.6%7.2%-32.2%-32.2%14.6%78.3%190.2%-74.7%5.4%—
Dividend Yield0.7%0.7%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

59.6%

muy exigente

EPS terminal req.

$76.49

Spread vs growth

-74.3%

5Y implied EPS CAGR

37.5%

muy exigente

EPS terminal req.

$92.55

Spread vs growth

-52.2%

10Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$149.06

Spread vs growth

-37.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +148.4%

Total return

+148.4%

Start / end P/E

15.8x → 45.8x

EPS bridge

22.05 → 18.81

Residual

-28.0%

EPS growth-14.7%
Multiple rerating+190.3%
Dividend+0.7%
Residual / FX / buybacks / cross-term-28.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.