WallStSmart

Caterpillar Inc (CAT)vsOrion Energy Systems Inc (OESX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 82880% more annual revenue ($67.59B vs $81.45M). CAT leads profitability with a 13.1% profit margin vs -5.6%. OESX appears more attractively valued with a PEG of 1.62. 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

OESX

Hold

35

out of 100

Grade: F

Growth: 3.3Profit: 2.5Value: 3.7Quality: 5.5
Piotroski: 4/9Altman Z: -1.85
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CAT.

OESXSignificantly Overvalued (-27.0%)

Margin of Safety

-27.0%

Fair Value

$11.25

Current Price

$9.11

$2.14 premium

UndervaluedFair: $11.25Overvalued

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

OESX2 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

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

Expensive relative to growth rate

Price/BookValuation
19.4x4/10

Trading at 19.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
44.2x2/10

Premium valuation, high expectations priced in

OESX4 concerns · Avg: 3.0/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

Market CapQuality
$37.33M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.8%3/10

Operating margin of 1.8%

Return on EquityProfitability
-34.8%2/10

ROE of -34.8% — below average capital efficiency

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 : OESX

The strongest argument for OESX centers on Debt/Equity, Price/Book.

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 : OESX

The primary concerns for OESX are PEG Ratio, Market Cap, Operating Margin.

Key Dynamics to Monitor

CAT profiles as a growth stock while OESX is a turnaround 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 35/100) 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.

Visit Website →

Orion Energy Systems Inc

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Orion Energy Systems, Inc. researches, designs, develops, manufactures, markets, sells, installs and implements energy management systems for commercial and retail offices, outdoor area lighting, and industrial applications in North America. The company is headquartered in Manitowoc, Wisconsin.

Visit Website →

Want to dig deeper into these stocks?