WallStSmart

Caterpillar Inc (CAT)vsStar Bulk Carriers Corp (SBLK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 6112% more annual revenue ($74.73B vs $1.20B). SBLK leads profitability with a 23.9% profit margin vs 14.5%. CAT appears more attractively valued with a PEG of 1.41. SBLK earns a higher WallStSmart Score of 78/100 (B+).

CAT

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: 2.40

SBLK

Strong Buy

78

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 7.3Quality: 5.5
Piotroski: 3/9Altman Z: 1.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CAT.

SBLKUndervalued (+84.4%)

Margin of Safety

+84.4%

Fair Value

$154.03

Current Price

$31.17

$122.86 discount

UndervaluedFair: $154.03Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT6 strengths · Avg: 9.0/10
Market CapQuality
$376.28B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
55.9%10/10

Every $100 of equity generates 56 in profit

EPS GrowthGrowth
68.2%10/10

Earnings expanding 68.2% YoY

Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

Revenue GrowthGrowth
24.0%8/10

Revenue surging 24.0% year-over-year

Free Cash FlowQuality
$3.26B8/10

Generating 3.3B in free cash flow

SBLK6 strengths · Avg: 9.5/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.7%10/10

Strong operational efficiency at 39.7%

Revenue GrowthGrowth
44.5%10/10

Revenue surging 44.5% year-over-year

EPS GrowthGrowth
388194.0%10/10

Earnings expanding 388194.0% YoY

Profit MarginProfitability
23.9%9/10

Keeps 24 of every $100 in revenue as profit

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Areas to Watch

CAT4 concerns · Avg: 3.0/10
P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
19.4x4/10

Trading at 19.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
2.331/10

Elevated debt levels

SBLK4 concerns · Avg: 3.0/10
PEG RatioValuation
1.954/10

Expensive relative to growth rate

Return on EquityProfitability
5.8%3/10

ROE of 5.8% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.382/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CAT

The strongest argument for CAT centers on Market Cap, Return on Equity, EPS Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bull Case : SBLK

The strongest argument for SBLK centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 23.9% and operating margin at 39.7%. Revenue growth of 44.5% demonstrates continued momentum.

Bear Case : CAT

The primary concerns for CAT are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.

Bear Case : SBLK

The primary concerns for SBLK are PEG Ratio, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

CAT carries more volatility with a beta of 1.59 — expect wider price swings.

SBLK is growing revenue faster at 44.5% — sustainability is the question.

CAT generates stronger free cash flow (3.3B), providing more financial flexibility.

Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SBLK scores higher overall (78/100 vs 73/100), backed by strong 23.9% margins and 44.5% 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.

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Star Bulk Carriers Corp

INDUSTRIALS · MARINE SHIPPING · USA

Star Bulk Carriers Corp. The company is headquartered in Maroussi, Greece.

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