WallStSmart

Ameresco Inc (AMRC)vsCaterpillar Inc (CAT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 3592% more annual revenue ($74.73B vs $2.02B). CAT leads profitability with a 14.5% profit margin vs 1.4%. AMRC appears more attractively valued with a PEG of 1.34. CAT earns a higher WallStSmart Score of 73/100 (B).

AMRC

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 4.5Value: 6.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.07

CAT

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: 2.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMRCUndervalued (+16.4%)

Margin of Safety

+16.4%

Fair Value

$40.32

Current Price

$23.78

$16.54 discount

UndervaluedFair: $40.32Overvalued

Intrinsic value data unavailable for CAT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMRC1 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

CAT6 strengths · Avg: 9.0/10
Market CapQuality
$376.28B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
55.9%10/10

Every $100 of equity generates 56 in profit

EPS GrowthGrowth
68.2%10/10

Earnings expanding 68.2% YoY

Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

Revenue GrowthGrowth
24.0%8/10

Revenue surging 24.0% year-over-year

Free Cash FlowQuality
$3.26B8/10

Generating 3.3B in free cash flow

Areas to Watch

AMRC4 concerns · Avg: 3.0/10
Market CapQuality
$1.21B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.4%3/10

ROE of 4.4% — below average capital efficiency

Profit MarginProfitability
1.4%3/10

1.4% margin — thin

Debt/EquityHealth
1.503/10

Elevated debt levels

CAT4 concerns · Avg: 3.0/10
P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
19.4x4/10

Trading at 19.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
2.331/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : AMRC

The strongest argument for AMRC centers on Price/Book. PEG of 1.34 suggests the stock is reasonably priced for its growth.

Bull Case : CAT

The strongest argument for CAT centers on Market Cap, Return on Equity, EPS Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bear Case : AMRC

The primary concerns for AMRC are Market Cap, Return on Equity, Profit Margin. A P/E of 43.0x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.

Bear Case : CAT

The primary concerns for CAT are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMRC profiles as a value stock while CAT is a growth play — different risk/reward profiles.

AMRC carries more volatility with a beta of 2.62 — expect wider price swings.

CAT is growing revenue faster at 24.0% — sustainability is the question.

CAT generates stronger free cash flow (3.3B), providing more financial flexibility.

Bottom Line

CAT scores higher overall (73/100 vs 51/100) and 24.0% revenue growth. AMRC offers better value entry with a 16.4% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ameresco Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Ameresco, Inc. provides comprehensive energy services for businesses and organizations in the United States, Canada, and internationally. The company is headquartered in Framingham, Massachusetts.

Caterpillar Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Caterpillar Inc. (often shortened to CAT) is an American Fortune 100 corporation that designs, develops, engineers, manufactures, markets, and sells machinery, engines, financial products, and insurance to customers via a worldwide dealer network.

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