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Recent

v0.1
CAT.F$38.20-2.50%
Fair $38.20+0.0%

CAT.F

Caterpillar Inc.

Industrials / Farm & Heavy Construction MachineryFrankfurt

$38.20

-1.00 (-2.50%)

Fairly Valued+0.0%Fair Value $38.20Fund rank 30/100 · Data gapFallback financials|
SA 43/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.8B · quality 55.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

43/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
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 · CAT.FLocal 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

$324.5B

P/E

40.6x

↑

EV/EBITDA

25.6x

↑

ROE

41.7%

↑

Gross Margin

31.8%

↑

Debt/Equity

2.03

↑
52-Week Range$38
$16$42

TradingView lightweight chart

CAT.F price, volumen y niveles de valoración

Último $39.00Periodo +188.5%
Fair value: $38.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+4.4%

FCF CAGR

+13.0%

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

2022-FY → 2025-FY

Gross margin

31.8%+2.3% pts

Operating margin

16.5%+1.6% pts

Net margin

13.1%+1.9% pts

FCF margin

11.0%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$67.59B$67.59B$64.81B$67.06B$59.43B
Net Income$8.88B$8.88B$10.79B$10.34B$6.71B
EBITDA$14.30B$14.30B$16.04B$15.71B$11.41B
EPS1.021.021.201.090.69
Gross Margin31.8%31.8%36.0%34.7%29.5%
Operating Margin16.5%16.5%20.2%19.3%14.9%
Net Margin13.1%13.1%16.7%15.4%11.3%
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
Returns
ROE41.7%41.7%55.4%53.0%42.3%
Valuation
P/E40.6440.6414.8013.84—
EV/EBITDA25.5925.5911.9311.07—
P/B15.6115.618.207.34—
Growth & Yield
Revenue Growth4.3%4.3%-3.4%12.8%—
EPS Growth-14.7%-14.7%9.6%59.2%—
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

49.2%

muy exigente

EPS terminal req.

$3.39

Spread vs growth

-63.9%

5Y implied EPS CAGR

32.1%

muy exigente

EPS terminal req.

$4.10

Spread vs growth

-46.8%

10Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$6.61

Spread vs growth

-35.2%

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 +146.0%

Total return

+146.0%

Start / end P/E

13.3x → 38.2x

EPS bridge

1.20 → 1.02

Residual

-27.6%

EPS growth-14.7%
Multiple rerating+187.5%
Dividend+0.7%
Residual / FX / buybacks / cross-term-27.6%

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.