Caterpillar Inc (CAT)vsCopa Holdings SA (CPA)
CAT
Caterpillar Inc
$695.40
-4.02%
INDUSTRIALS · Cap: $325.43B
CPA
Copa Holdings SA
$110.91
-2.66%
INDUSTRIALS · Cap: $4.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Caterpillar Inc generates 1768% more annual revenue ($67.59B vs $3.62B). CPA leads profitability with a 18.6% profit margin vs 13.1%. CPA appears more attractively valued with a PEG of 0.95. CPA earns a higher WallStSmart Score of 77/100 (B+).
CAT
Buy57
out of 100
Grade: C
CPA
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-444.6%
Fair Value
$127.70
Current Price
$695.40
$567.70 premium
Margin of Safety
+39.5%
Fair Value
$248.76
Current Price
$110.91
$137.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Attractively priced relative to earnings
Every $100 of equity generates 26 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 22.5%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 15.2x book value
Weak financial health signals
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CAT
The strongest argument for CAT centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 18.0% demonstrates continued momentum.
Bull Case : CPA
The strongest argument for CPA centers on P/E Ratio, Return on Equity, PEG Ratio. Profitability is solid with margins at 18.6% and operating margin at 22.5%. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : CAT
The primary concerns for CAT are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Bear Case : CPA
The primary concerns for CPA are Piotroski F-Score.
Key Dynamics to Monitor
CAT profiles as a growth stock while CPA is a mature play — different risk/reward profiles.
CAT carries more volatility with a beta of 1.53 — 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
CPA scores higher overall (77/100 vs 57/100), backed by strong 18.6% margins. 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.
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 →Copa Holdings SA
INDUSTRIALS · AIRLINES · USA
Copa Holdings, SA, provides airline passenger and cargo services. The company is headquartered in Panama City, Panama.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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