WallStSmart

Caterpillar Inc (CAT)vsRockwell Automation Inc (ROK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 704% more annual revenue ($70.75B vs $8.80B). CAT leads profitability with a 13.3% profit margin vs 12.4%. ROK appears more attractively valued with a PEG of 2.00. CAT earns a higher WallStSmart Score of 67/100 (B-).

CAT

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 4.3Quality: 4.5
Piotroski: 3/9Altman Z: 2.40

ROK

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 4.3Quality: 5.5
Piotroski: 5/9Altman Z: 2.08

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT5 strengths · Avg: 8.8/10
Market CapQuality
$419.05B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
50.5%10/10

Every $100 of equity generates 50 in profit

Revenue GrowthGrowth
22.2%8/10

Revenue surging 22.2% year-over-year

EPS GrowthGrowth
30.2%8/10

Earnings expanding 30.2% YoY

Free Cash FlowQuality
$1.55B8/10

Generating 1.5B in free cash flow

ROK4 strengths · Avg: 8.8/10
Return on EquityProfitability
30.9%10/10

Every $100 of equity generates 31 in profit

Market CapQuality
$51.11B9/10

Large-cap with strong market position

Operating MarginProfitability
20.7%8/10

Strong operational efficiency at 20.7%

EPS GrowthGrowth
39.6%8/10

Earnings expanding 39.6% YoY

Areas to Watch

CAT4 concerns · Avg: 2.8/10
PEG RatioValuation
2.064/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
45.2x2/10

Premium valuation, high expectations priced in

Price/BookValuation
22.3x2/10

Trading at 22.3x book value

ROK4 concerns · Avg: 3.3/10
PEG RatioValuation
2.004/10

Expensive relative to growth rate

Price/BookValuation
14.6x4/10

Trading at 14.6x book value

Debt/EquityHealth
1.153/10

Elevated debt levels

P/E RatioValuation
47.6x2/10

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 22.2% demonstrates continued momentum.

Bull Case : ROK

The strongest argument for ROK centers on Return on Equity, Market Cap, Operating Margin. Revenue growth of 11.9% demonstrates continued momentum.

Bear Case : CAT

The primary concerns for CAT are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 45.2x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Bear Case : ROK

The primary concerns for ROK are PEG Ratio, Price/Book, Debt/Equity. A P/E of 47.6x leaves little room for execution misses.

Key Dynamics to Monitor

CAT profiles as a growth stock while ROK is a value play — different risk/reward profiles.

CAT carries more volatility with a beta of 1.63 — 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 66/100) and 22.2% revenue growth. Both earn "Strong Buy" and "Strong 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 →

Rockwell Automation Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Rockwell Automation, Inc. is an American provider of industrial automation and information technology. Its brands include Allen-Bradley and Factory Talk software.

Want to dig deeper into these stocks?