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CAT vs CRS

CAT
Caterpillar Inc.
NEUTRAL
Price
$735.35
Market Cap
$344.13B
Sector
Industrials
AI Confidence
90%
CRS
Carpenter Technology Corporation
NEUTRAL
Price
$427.48
Market Cap
$21.3B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CAT
39.01
CRS
49.76
Forward P/E
CAT
26.48
CRS
35.04
P/B Ratio
CAT
16.05
CRS
10.72
P/S Ratio
CAT
5.09
CRS
7.23
EV/EBITDA
CAT
26.1
CRS
30.49

Profitability

Gross Margin
CAT
28.79%
CRS
28.85%
Operating Margin
CAT
16.02%
CRS
21.13%
Profit Margin
CAT
13.14%
CRS
14.77%
ROE
CAT
43.53%
CRS
23.49%
ROA
CAT
7.89%
CRS
10.75%

Growth

Revenue Growth
CAT
18.0%
CRS
7.5%
Earnings Growth
CAT
-11.4%
CRS
25.9%

Financial Health

Debt/Equity
CAT
2.07
CRS
0.35
Current Ratio
CAT
1.44
CRS
4.25
Quick Ratio
CAT
0.87
CRS
2.02

Dividends

Dividend Yield
CAT
0.85%
CRS
0.19%
Payout Ratio
CAT
31.05%
CRS
9.29%

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
CRS NEUTRAL

Carpenter Technology exhibits exceptional fundamental health with a Piotroski F-Score of 8/9 and a very conservative debt profile (D/E 0.35). However, the stock is severely overvalued from a deterministic standpoint, trading at $427.48—well above both its Graham Number ($87.77) and its growth-based Intrinsic Value ($253.41). While earnings growth is robust and analysts remain bullish, the combination of a bearish technical trend (10/100) and significant insider selling ($33.32M) suggests the current price has decoupled from fundamental value.

Strengths
Strong financial health indicated by Piotroski F-Score of 8/9
Excellent liquidity with a Current Ratio of 4.25
High profitability with ROE of 23.49% and Operating Margin of 21.13%
Risks
Extreme valuation premium (P/B of 10.72 and P/E of 49.76)
Significant insider selling by the President and Directors
Strongly bearish technical trend (10/100)

Compare Another Pair

CAT vs CRS: Head-to-Head Comparison

This page compares Caterpillar Inc. (CAT) and Carpenter Technology Corporation (CRS) 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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