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CAT vs LPX

CAT
Caterpillar Inc.
BEARISH
Price
$810.05
Market Cap
$376.91B
Sector
Industrials
AI Confidence
85%
LPX
Louisiana-Pacific Corporation
BEARISH
Price
$72.09
Market Cap
$5.04B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CAT
43.11
LPX
34.66
Forward P/E
CAT
28.95
LPX
16.93
P/B Ratio
CAT
17.68
LPX
2.92
P/S Ratio
CAT
5.58
LPX
1.86
EV/EBITDA
CAT
29.48
LPX
12.74

Profitability

Gross Margin
CAT
28.79%
LPX
21.75%
Operating Margin
CAT
16.02%
LPX
1.23%
Profit Margin
CAT
13.14%
LPX
5.39%
ROE
CAT
43.53%
LPX
8.58%
ROA
CAT
7.89%
LPX
6.3%

Growth

Revenue Growth
CAT
18.0%
LPX
-16.6%
Earnings Growth
CAT
-11.4%
LPX
--

Financial Health

Debt/Equity
CAT
2.07
LPX
0.22
Current Ratio
CAT
1.44
LPX
2.78
Quick Ratio
CAT
0.87
LPX
1.44

Dividends

Dividend Yield
CAT
0.74%
LPX
1.66%
Payout Ratio
CAT
31.05%
LPX
53.85%

AI Verdict

CAT BEARISH

Caterpillar exhibits a stable but mediocre Piotroski F-Score of 4/9, indicating a lack of strong financial momentum. The stock is trading at a massive premium, with a current price of $810.05 dwarfing both the Graham Number ($139.18) and the Intrinsic Value ($131.53). While revenue growth remains robust at 18%, the divergence into negative earnings growth (-11.4%) suggests significant margin compression or rising costs. Combined with bearish insider selling and a technical trend score of 10/100, the current valuation appears unsustainable.

Strengths
Exceptional Return on Equity (ROE) of 43.53%
Strong top-line revenue growth of 18% YoY
Healthy gross margins (28.79%) and operating margins (16.02%)
Risks
Extreme overvaluation relative to book value (P/B 17.68) and Graham Number
Negative earnings growth (-11.4% YoY) despite increasing revenue
High leverage with a Debt/Equity ratio of 2.07
LPX BEARISH

LPX exhibits a stable but mediocre Piotroski F-Score of 4/9 and lacks a provided Altman Z-Score, though its balance sheet remains liquid. The stock is severely overvalued relative to its Graham Number ($34.02) and Intrinsic Value ($14.56), trading at a significant premium despite a collapse in YoY EPS (-97.1%) and negative revenue growth (-16.6%). While analysts maintain a 'Buy' rating, the combination of aggressive CEO selling and a 0/100 technical trend suggests a strong bearish outlook.

Strengths
Very low Debt/Equity ratio (0.22)
Strong liquidity with a Current Ratio of 2.78
Positive long-term 3Y and 5Y price performance
Risks
Severe earnings collapse with YoY EPS growth of -97.1%
Negative revenue growth (-16.6% YoY and Q/Q)
Significant overvaluation relative to defensive fair value (Graham Number)

Compare Another Pair

CAT vs LPX: Head-to-Head Comparison

This page compares Caterpillar Inc. (CAT) and Louisiana-Pacific Corporation (LPX) 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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