Caterpillar Inc (CAT)vsMatrix Service Co (MTRX)
CAT
Caterpillar Inc
$782.64
-6.91%
INDUSTRIALS · Cap: $409.91B
MTRX
Matrix Service Co
$11.10
-3.73%
INDUSTRIALS · Cap: $346.61M
Smart Verdict
WallStSmart Research — data-driven comparison
Caterpillar Inc generates 8269% more annual revenue ($70.75B vs $845.48M). CAT leads profitability with a 13.3% profit margin vs -1.8%. MTRX appears more attractively valued with a PEG of 1.18. CAT earns a higher WallStSmart Score of 67/100 (B-).
CAT
Strong Buy67
out of 100
Grade: B-
MTRX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CAT.
Margin of Safety
+11.2%
Fair Value
$13.09
Current Price
$11.10
$1.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 50 in profit
Revenue surging 22.2% year-over-year
Earnings expanding 30.2% YoY
Generating 1.5B in free cash flow
Earnings expanding 175.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Trading at 19.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
3.3% revenue growth
Smaller company, higher risk/reward
Operating margin of 0.9%
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 22.2% demonstrates continued momentum.
Bull Case : MTRX
The strongest argument for MTRX centers on EPS Growth, Debt/Equity, Price/Book. PEG of 1.18 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 43.1x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.
Bear Case : MTRX
The primary concerns for MTRX are Revenue Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
CAT profiles as a growth stock while MTRX is a turnaround play — different risk/reward profiles.
CAT carries more volatility with a beta of 1.56 — expect wider price swings.
CAT is growing revenue faster at 22.2% — sustainability is the question.
CAT generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
CAT scores higher overall (67/100 vs 52/100) and 22.2% revenue growth. 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 →Matrix Service Co
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Matrix Service Company provides engineering, manufacturing, infrastructure, construction, and maintenance services primarily to the oil, gas, energy, petrochemical, industrial, agricultural, mining, and mineral markets in the United States, Canada, South Korea, Australia, and internationally. . The company is headquartered in Tulsa, Oklahoma.
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