Caterpillar Inc (CAT)vsDuke Energy Corporation (DUK)
CAT
Caterpillar Inc
$810.05
+9.88%
INDUSTRIALS · Cap: $414.16B
DUK
Duke Energy Corporation
$129.55
+2.40%
UTILITIES · Cap: $100.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Caterpillar Inc generates 113% more annual revenue ($67.59B vs $31.79B). DUK leads profitability with a 15.6% profit margin vs 13.1%. CAT appears more attractively valued with a PEG of 2.17. DUK earns a higher WallStSmart Score of 59/100 (C).
CAT
Buy55
out of 100
Grade: C-
DUK
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CAT.
Margin of Safety
-64.7%
Fair Value
$78.65
Current Price
$129.55
$50.90 premium
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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 28.1%
Areas to Watch
Expensive relative to growth rate
Trading at 17.7x book value
Weak financial health signals
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Earnings declined 2.2%
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 : DUK
The strongest argument for DUK centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.6% and operating margin at 28.1%.
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.
Bear Case : DUK
The primary concerns for DUK are Debt/Equity, Piotroski F-Score, PEG Ratio. Debt-to-equity of 1.75 is elevated, increasing financial risk.
Key Dynamics to Monitor
CAT profiles as a growth stock while DUK is a mature 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
DUK scores higher overall (59/100 vs 55/100), backed by strong 15.6% margins. Both earn "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 →Duke Energy Corporation
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?