Competitive view
CAT vs. two close competitors
This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.
YouTube
Caterpillar Inc.
CAT
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
YouTube
Deere & Company
DE
Latest video
Q2 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
YouTube
GE Aerospace
GE
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
CAT
$419.40B
Caterpillar Inc.
DE
$155.98B
Deere & Company
GE
$350.33B
GE Aerospace
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
CAT
45.3x
Caterpillar Inc.
DE
32.7x
Deere & Company
GE
41.6x
GE Aerospace
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
CAT
30.2x
Caterpillar Inc.
DE
25.3x
Deere & Company
GE
38.6x
GE Aerospace
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
CAT
22.2%
Caterpillar Inc.
DE
-11.1%
Deere & Company
GE
24.7%
GE Aerospace
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
CAT
30.2%
Caterpillar Inc.
DE
-8.5%
Deere & Company
GE
-1.8%
GE Aerospace
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
CAT
18.2%
Caterpillar Inc.
DE
17.5%
Deere & Company
GE
20.2%
GE Aerospace
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
CAT
28.6%
Caterpillar Inc.
DE
26.0%
Deere & Company
GE
31.1%
GE Aerospace
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
CAT
13.3%
Caterpillar Inc.
DE
10.1%
Deere & Company
GE
17.9%
GE Aerospace
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
CAT
51.3%
Caterpillar Inc.
DE
18.3%
Deere & Company
GE
45.4%
GE Aerospace
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
CAT
0.9%
Caterpillar Inc.
DE
0.7%
Deere & Company
GE
1.6%
GE Aerospace
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
CAT
230.79x
Caterpillar Inc.
DE
376.02x
Deere & Company
GE
116.53x
GE Aerospace
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
CAT
1.35x
Caterpillar Inc.
DE
2.21x
Deere & Company
GE
1.01x
GE Aerospace
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
CAT
1.60
Caterpillar Inc.
DE
0.93
Deere & Company
GE
1.38
GE Aerospace
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
CAT
0.7%
Caterpillar Inc.
DE
1.1%
Deere & Company
GE
0.5%
GE Aerospace
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
CAT
3.7%
Caterpillar Inc.
DE
11.6%
Deere & Company
GE
4.7%
GE Aerospace