Carrier Global Corp (CARR)vsCaterpillar Inc (CAT)
CARR
Carrier Global Corp
$67.17
+8.79%
INDUSTRIALS · Cap: $56.12B
CAT
Caterpillar Inc
$810.05
-0.96%
INDUSTRIALS · Cap: $414.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Caterpillar Inc generates 211% more annual revenue ($67.59B vs $21.75B). CAT leads profitability with a 13.1% profit margin vs 6.8%. CARR appears more attractively valued with a PEG of 1.48. CAT earns a higher WallStSmart Score of 55/100 (C-).
CARR
Hold45
out of 100
Grade: D
CAT
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.0%
Fair Value
$58.82
Current Price
$67.17
$8.35 premium
Intrinsic value data unavailable for CAT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Mega-cap, among the largest globally
Every $100 of equity generates 44 in profit
18.0% revenue growth
Generating 2.2B in free cash flow
Areas to Watch
Distress zone — elevated risk
6.8% margin — thin
Operating margin of 1.9%
Weak financial health signals
Expensive relative to growth rate
Trading at 17.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CARR
The strongest argument for CARR centers on Market Cap. PEG of 1.48 suggests the stock is reasonably priced for its growth.
Bull Case : CAT
The strongest argument for CAT centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 18.0% demonstrates continued momentum.
Bear Case : CARR
The primary concerns for CARR are Altman Z-Score, Profit Margin, Operating Margin. A P/E of 44.8x leaves little room for execution misses.
Bear Case : CAT
The primary concerns for CAT are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 44.2x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Key Dynamics to Monitor
CARR profiles as a value stock while CAT is a growth play — different risk/reward profiles.
CAT carries more volatility with a beta of 1.52 — expect wider price swings.
CAT is growing revenue faster at 18.0% — sustainability is the question.
CAT generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
CAT scores higher overall (55/100 vs 45/100) and 18.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Carrier Global Corp
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.
Visit Website →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.
Visit Website →Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
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