WallStSmart

Caterpillar Inc (CAT)vsLandstar System Inc (LSTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 1321% more annual revenue ($67.59B vs $4.76B). CAT leads profitability with a 13.1% profit margin vs 2.4%. LSTR appears more attractively valued with a PEG of 1.30. CAT earns a higher WallStSmart Score of 55/100 (C-).

CAT

Buy

55

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 4.3Quality: 4.5
Piotroski: 3/9Altman Z: 2.40

LSTR

Hold

41

out of 100

Grade: D

Growth: 2.0Profit: 5.0Value: 4.0Quality: 7.5
Piotroski: 3/9Altman Z: 6.60
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CAT.

LSTROvervalued (-12.9%)

Margin of Safety

-12.9%

Fair Value

$144.09

Current Price

$184.59

$40.50 premium

UndervaluedFair: $144.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT4 strengths · Avg: 9.0/10
Market CapQuality
$414.16B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
43.5%10/10

Every $100 of equity generates 44 in profit

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

Free Cash FlowQuality
$2.25B8/10

Generating 2.2B in free cash flow

LSTR2 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
6.6010/10

Safe zone — low bankruptcy risk

Areas to Watch

CAT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.174/10

Expensive relative to growth rate

Price/BookValuation
17.7x4/10

Trading at 17.7x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
44.2x2/10

Premium valuation, high expectations priced in

LSTR4 concerns · Avg: 2.8/10
Profit MarginProfitability
2.4%3/10

2.4% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
51.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : LSTR

The strongest argument for LSTR centers on Debt/Equity, Altman Z-Score. PEG of 1.30 suggests the stock is reasonably priced for its growth.

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 : LSTR

The primary concerns for LSTR are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 51.0x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

CAT profiles as a growth stock while LSTR is a value 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 41/100) 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.

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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Landstar System Inc

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company is headquartered in Jacksonville, Florida.

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