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About The Company

CEO

Mr. D. James Umpleby III

Market Cap

164.52 Billion USD

Sector

Industrials

Website

https://www.caterpillar.com

Last Update

08/05/2025, 16:09:45

Description

Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide.

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Overview

Value

35

Growth

37

Health

36

Management

8

Analyst Opinion

63

Total

31

All Scores Out Of 100

Best Features

  • Has a history of share buybacks
  • Low risk of bankruptcy
  • Price-to-earnings ratio of 19.6 is lower than the market average (19.6x)

Risk Factors

  • Earnings have declined recently
  • Has a high level of debt
  • No margin of safety at their current market price
  • Disliked by Twitter users
  • Poor earnings and cashflow growth

Market Peers

CAT

Key Figures

PE Ratio (TTM)

19.59

Margin Of Safety (DCF)

-57.01%

Revenue Growth (5 Year Average)

1.55%

Ratings Consensus

Neutral

Share Buybacks

0.70%

Dividend Yeild (TTM)

1.75%

Valuation

Value Score

35

  • Price-to-earnings ratio of 19.6 is lower than the market average (19.6x)
  • Free-cashflow-yeild of 5.61% is better than the market average (4.7%)
  • Estimated intrinsic-value of 137.70 USD is lower than current price ( 349.81 USD)
  • Margin-of-safety of -57.01% is worse than the market average (17.95%)

Desired Margin Of Safety

0%

Tip: Set your desired Margin Of Safety

Free Cash Flow Type

Annual Cashflow Growth

0%

Discount Rate

0%

Buy Target: < 137.9 USD

Current Price: 320.3 USD

How Does This Work?

Show Advanced Options

This calculator helps investors estimate the Intrinsic Value of a company based on the current value of future cash flows. To use the tool, simply input a desired Margin Of Safety, which is an additional discount applied to the present value of the expected future cash flows. The tool calculates the present value using a discount rate that reflects the risk and time value of money, and provides an estimated target price for the company based on the selected margin of safety. The calculator defaults to using 5 Year Free Cash Flow Growth % and a discount rate based on the US 10-year treasury bond coupon rate. Use our performance analyser to get a feel the impact this has on longterm investment returns and discover a margin of safety you are comfortable with. This can be a useful tool for investors looking to make informed decisions about whether to buy or sell shares of a particular company.

Price/Earnings

19.59x

Free Cashflow Yeild

5.61%

PE/Earnings Growth

N/A

Price/Book

8.47x

Growth

Growth Score

37

  • 5 Year Average Revenue growth of 1.55% is lower than the market average (10.97%)
  • Revenue growth has slowed this year
  • 5 Year Average Earnings growth of 8.85% is lower than the market average (14.48%)
  • Earnings growth has slowed this year
  • 5 Year Average Free Cashflow growth of 8.96% is lower than the market average (12.35%)
  • Free Cashflow growth has slowed this year

Revenue Growth

1.55%

Earnings Growth

8.85%

Cashflow Growth

8.96%

Health

Health Score

36

  • Low risk of bankruptcy
  • Assets cover liabilities
  • Normal operation does not require debt to be sustainable
  • Has a high level of debt
  • Debt repayments significantly impact cashflow

Altman Z Score

3.73

Piostroski Score

5.00

Debt/Equity

2.14x

Current Assets/Liabilities

1.32x

Free Cashflow/Total Debt

0.03x

Debt/Capital

0.90x

Dividend

Secure Dividend Score

63

  • Dividend is likely safe
  • Long term dividend payout ratio of 39.25% is considered good
  • Payout ratio (TTM) of 33.67% is lower than the average (40%)
  • Spending a lower percentage of their income on dividends than last 5 years
  • Dividend yeild of 1.75% is less than the market average (1.85%)
  • Dividends have been declining over the last 5 years
  • Dividend growth has been slowing recently

Dividend Yeild

1.75%

Dividend Growth

-0.88%

Payout Ratio (Earnings)

33.67%

Payout Ratio (Cashflow)

31.12%

Management

Management Score

8

  • Has a history of returning value to shareholders through stock buybacks
  • Return-on-capital-employed of 3.62% is lower than the market average (10%)
  • Has repurchased shares when overvalued
  • Return-on-equity of 0.00% is lower than the market average (15%)

Average Buybacks/Dilution

0.70%

Recent Buybacks/Dilution

0.64%

5 Year Price Volitility

29.38%

Return On Assets

0.00%

Return On Capital Employed

3.62%

Return On Equity

0.00%

Return On Free Cashflow

N/A

Return On Investments

0.00%

Social Sentiment

Social Sentiment Score

10

Twitter Sentiment

10.00

Stocktwits Sentiment

10.00

Analysts

Analyst Opinion

63

  • Ratings consensus is Neutral

SEC Filings

Find yearly (10-K), quaterly (10-Q) and disclosure (8-K) report here, on the Securities and Exchange Commission's EDGAR database. If reading through reports isn't your cup of tea, don't worry. We've made it easy for you by summarizing all the important bits.

Other Information

Company Name

Caterpillar Inc.

Currency

USD

Beta

1.138

Vol Avg

2523965

Ceo

Mr. D. James Umpleby III

Cik

0000018230

Cusip

149123101

Exchange

New York Stock Exchange

Full Time Employees

112900

Industry

Agricultural - Machinery

Sector

Industrials

Ipo Date

1929-12-02

Address

510 Lake Cook Road

City

Deerfield

State

IL

Country

US

Zip

60015

Phone

224-551-4000

Analysis Last Updated

08/05/2025, 16:09:45

All financial data provided by FMP

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