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APOG vs CAT

APOG
Apogee Enterprises, Inc.
BEARISH
Price
$33.27
Market Cap
$715.7M
Sector
Industrials
AI Confidence
85%
CAT
Caterpillar Inc.
NEUTRAL
Price
$735.35
Market Cap
$344.13B
Sector
Industrials
AI Confidence
90%

Valuation

P/E Ratio
APOG
17.79
CAT
39.01
Forward P/E
APOG
10.48
CAT
26.48
P/B Ratio
APOG
1.4
CAT
16.05
P/S Ratio
APOG
0.51
CAT
5.09
EV/EBITDA
APOG
6.03
CAT
26.1

Profitability

Gross Margin
APOG
23.83%
CAT
28.79%
Operating Margin
APOG
8.69%
CAT
16.02%
Profit Margin
APOG
2.86%
CAT
13.14%
ROE
APOG
7.73%
CAT
43.53%
ROA
APOG
6.05%
CAT
7.89%

Growth

Revenue Growth
APOG
2.1%
CAT
18.0%
Earnings Growth
APOG
-19.8%
CAT
-11.4%

Financial Health

Debt/Equity
APOG
0.61
CAT
2.07
Current Ratio
APOG
1.9
CAT
1.44
Quick Ratio
APOG
1.27
CAT
0.87

Dividends

Dividend Yield
APOG
3.24%
CAT
0.85%
Payout Ratio
APOG
55.61%
CAT
31.05%

AI Verdict

APOG BEARISH

APOG demonstrates strong deterministic health with a Piotroski F-Score of 7/9, indicating solid operational efficiency and financial stability, though the absence of an Altman Z-Score raises concern about default risk. The stock trades at a premium to its Graham Number ($31.67) and intrinsic value ($13.09), suggesting overvaluation despite a relatively low P/E (17.79) and attractive forward P/E (10.48). However, the company faces significant headwinds with negative year-over-year earnings growth (-19.8%) and a deteriorating technical trend (0/100), while insider activity remains neutral. Analysts show no consensus, and the 1-year price decline of 26.6% reflects persistent market skepticism.

Strengths
Piotroski F-Score of 7/9 indicates strong financial health and operational efficiency
Attractive forward P/E of 10.48 suggests potential undervaluation based on future earnings
Consistent history of earnings beat rates (3/4 in last 4 quarters) and positive average surprise (+13.58%)
Risks
Negative year-over-year earnings growth (-19.8%) and Q/Q decline (-21.2%) signal deteriorating profitability
Stock trades at $33.27, significantly above both Graham Number ($31.67) and intrinsic value ($13.09), indicating overvaluation
Technical trend is bearish (0/100), with 1-year return down 26.6% and 6-month return down 19.5%
CAT NEUTRAL

CAT shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 18.0%
Strong ROE of 43.5%
Risks
High valuation with P/E of 39.0
Premium vs Graham Number ($139.4)
High debt burden with D/E of 2.07

Compare Another Pair

APOG vs CAT: Head-to-Head Comparison

This page compares Apogee Enterprises, Inc. (APOG) and Caterpillar Inc. (CAT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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