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CAT vs CPA

CAT
Caterpillar Inc.
NEUTRAL
Price
$735.35
Market Cap
$344.13B
Sector
Industrials
AI Confidence
90%
CPA
Copa Holdings, S.A.
BULLISH
Price
$117.95
Market Cap
$4.85B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CAT
39.01
CPA
7.25
Forward P/E
CAT
26.48
CPA
6.07
P/B Ratio
CAT
16.05
CPA
1.75
P/S Ratio
CAT
5.09
CPA
1.34
EV/EBITDA
CAT
26.1
CPA
5.22

Profitability

Gross Margin
CAT
28.79%
CPA
41.75%
Operating Margin
CAT
16.02%
CPA
22.45%
Profit Margin
CAT
13.14%
CPA
18.57%
ROE
CAT
43.53%
CPA
26.09%
ROA
CAT
7.89%
CPA
8.31%

Growth

Revenue Growth
CAT
18.0%
CPA
9.6%
Earnings Growth
CAT
-11.4%
CPA
5.3%

Financial Health

Debt/Equity
CAT
2.07
CPA
0.83
Current Ratio
CAT
1.44
CPA
1.31
Quick Ratio
CAT
0.87
CPA
1.15

Dividends

Dividend Yield
CAT
0.85%
CPA
5.8%
Payout Ratio
CAT
31.05%
CPA
39.56%

AI Verdict

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
CPA BULLISH

Copa Holdings presents a compelling deep-value opportunity, characterized by a stable Piotroski F-Score of 6/9 and a current price ($117.95) trading significantly below both its Graham Number ($156.99) and Intrinsic Value ($243.39). The company exhibits exceptional profitability with an ROE of 26.09% and a very low P/E ratio of 7.25, suggesting the market is severely underpricing its earnings power. While technical trends are currently bearish and insider sentiment is weak, the fundamental health and dividend sustainability provide a strong margin of safety.

Strengths
Significant undervaluation relative to Graham Number and Intrinsic Value
High profitability metrics (ROE 26.09%, Operating Margin 22.45%)
Attractive and sustainable dividend yield of 5.80% with a low payout ratio (39.56%)
Risks
Strongly bearish technical trend (0/100) indicating short-term price pressure
Low insider sentiment (40/100) suggesting lack of internal confidence in immediate upside
Cyclical nature of the airline industry and sensitivity to fuel prices/macroeconomic shocks

Compare Another Pair

CAT vs CPA: Head-to-Head Comparison

This page compares Caterpillar Inc. (CAT) and Copa Holdings, S.A. (CPA) 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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