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CAT vs IEX

CAT
Caterpillar Inc.
NEUTRAL
Price
$735.35
Market Cap
$344.13B
Sector
Industrials
AI Confidence
90%
IEX
IDEX Corporation
NEUTRAL
Price
$207.39
Market Cap
$15.42B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CAT
39.01
IEX
32.35
Forward P/E
CAT
26.48
IEX
23.11
P/B Ratio
CAT
16.05
IEX
3.84
P/S Ratio
CAT
5.09
IEX
4.46
EV/EBITDA
CAT
26.1
IEX
18.02

Profitability

Gross Margin
CAT
28.79%
IEX
44.52%
Operating Margin
CAT
16.02%
IEX
20.7%
Profit Margin
CAT
13.14%
IEX
13.98%
ROE
CAT
43.53%
IEX
12.34%
ROA
CAT
7.89%
IEX
6.63%

Growth

Revenue Growth
CAT
18.0%
IEX
4.2%
Earnings Growth
CAT
-11.4%
IEX
5.5%

Financial Health

Debt/Equity
CAT
2.07
IEX
0.48
Current Ratio
CAT
1.44
IEX
2.86
Quick Ratio
CAT
0.87
IEX
1.92

Dividends

Dividend Yield
CAT
0.85%
IEX
1.37%
Payout Ratio
CAT
31.05%
IEX
43.99%

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
IEX NEUTRAL

IDEX Corporation presents a dichotomy between exceptional operational consistency and severe valuation premiums. While the Piotroski F-Score of 4/9 indicates stable but not strong financial health, the stock is trading significantly above its Graham Number ($88.24) and Intrinsic Value ($97.75). The company boasts a remarkable earnings track record, beating estimates in 23 of the last 25 quarters, yet revenue and earnings growth remain sluggish at 4.2% and 5.5% respectively. Consequently, the current price of $207.39 represents a high-premium bet on quality over value.

Strengths
Exceptional earnings consistency with 23/25 quarters beating estimates
Strong liquidity profile with a Current Ratio of 2.86 and Quick Ratio of 1.92
Conservative leverage with a Debt/Equity ratio of 0.48
Risks
Severe overvaluation relative to Graham and Intrinsic value benchmarks
Low organic growth rates (Revenue growth of 4.20% YoY)
Bearish technical trend score (10/100) despite recent price gains

Compare Another Pair

CAT vs IEX: Head-to-Head Comparison

This page compares Caterpillar Inc. (CAT) and IDEX Corporation (IEX) 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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