COMP <GO>
CSX vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
CSX Corporation (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: CSX 5
— CAT 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $51.62 (-0.71%) • MKT CAP: $95.84B
roic
17.20%
LAST: $613.62 (-1.47%) • MKT CAP: $286.26B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CSX VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CSX | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 17.20% | 21.15% | -3.95 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.9x | 20.8x | -5.86 | CSX | /valuation <GO> |
| Free Cash Flow Yield | 1.78% | 3.76% | -1.98 | CAT | /fcf-yield <GO> |
| Operating Margin | 32.10% | 17.52% | +14.58 | CSX | /operating-margins <GO> |
| Net Profit Margin | 20.50% | 14.51% | +5.99 | CSX | /net-margins <GO> |
| Revenue Growth (YoY) | -3.10% | 18.36% | -21.46 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.01% | 1.06% | -0.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.88 | 4.33 | -1.45 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | CSX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.60% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.0 | 30.6 | +35.40 | CSX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.02 | -0.14 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.0x | 19.7x | +11.28 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $95.84B | $286.26B | -$190.42B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CSX REV | CAT REV | CSX GROSS % | CAT GROSS % | CSX FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.09B | $67.59B | — | 99.9% | $1.71B | $8.92B |
| FY 2024 | $14.54B | $64.81B | — | 100.0% | $2.72B | $10.05B |
| FY 2023 | $14.66B | $67.06B | — | 99.8% | $4.85B | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CSX // BETA 0.88
CAT // BETA 1.02