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CAT vs EFX

CAT
Caterpillar Inc.
NEUTRAL
Price
$735.35
Market Cap
$344.13B
Sector
Industrials
AI Confidence
90%
EFX
Equifax Inc.
NEUTRAL
Price
$172.47
Market Cap
$20.81B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CAT
39.01
EFX
30.42
Forward P/E
CAT
26.48
EFX
16.79
P/B Ratio
CAT
16.05
EFX
4.53
P/S Ratio
CAT
5.09
EFX
3.31
EV/EBITDA
CAT
26.1
EFX
13.38

Profitability

Gross Margin
CAT
28.79%
EFX
56.12%
Operating Margin
CAT
16.02%
EFX
17.45%
Profit Margin
CAT
13.14%
EFX
11.12%
ROE
CAT
43.53%
EFX
14.37%
ROA
CAT
7.89%
EFX
6.27%

Growth

Revenue Growth
CAT
18.0%
EFX
14.3%
Earnings Growth
CAT
-11.4%
EFX
34.0%

Financial Health

Debt/Equity
CAT
2.07
EFX
1.13
Current Ratio
CAT
1.44
EFX
0.61
Quick Ratio
CAT
0.87
EFX
0.51

Dividends

Dividend Yield
CAT
0.85%
EFX
1.19%
Payout Ratio
CAT
31.05%
EFX
36.27%

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
EFX NEUTRAL

EFX presents a dichotomy between strong operational growth and deteriorating market sentiment. While the Piotroski F-Score of 6/9 indicates stable financial health and the company maintains impressive YoY earnings growth of 34%, the technical trend is severely bearish (0/100) with the stock trading near its 52-week low. The current price of $172.47 is closely aligned with the growth-based intrinsic value ($167.26) but significantly exceeds the defensive Graham Number ($69.68). Liquidity concerns are evident in the low current ratio (0.61), and aggressive insider selling by the CEO and other officers adds to the bearish outlook despite a 'Buy' analyst consensus.

Strengths
Strong YoY earnings growth of 34.00% and revenue growth of 14.30%
Consistent track record of beating earnings estimates over 25 quarters
Healthy gross margins (56.12%) and operating margins (17.45%)
Risks
Severe liquidity risk indicated by a current ratio of 0.61 and quick ratio of 0.51
Strong bearish technical momentum with a 1-year price decline of 32.3%
Bearish insider sentiment with significant selling by the CEO, COO, and CTO

Compare Another Pair

CAT vs EFX: Head-to-Head Comparison

This page compares Caterpillar Inc. (CAT) and Equifax Inc. (EFX) 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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