November 08, 2025 a 11:43 am
CAT: Fundamental Ratio Analysis - Caterpillar Inc.
Caterpillar Inc. is a leading player in the industrial equipment sector with a strong global presence. Its diverse segments and innovative solutions underline its potential for robust growth. However, market volatility and economic fluctuations remain key challenges for performance.
Fundamental Rating
Caterpillar Inc. holds a strong fundamental rating, evident from consistent scores in key financial segments.
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow (DCF) | 3 | |
| Return on Equity (ROE) | 5 | |
| Return on Assets (ROA) | 5 | |
| Debt to Equity | 1 | |
| Price to Earnings (P/E) | 3 | |
| Price to Book (P/B) | 1 |
Historical Rating
The historical data shows stable performance in fundamental aspects over time.
| Date | Overall | DCF | ROE | ROA | Debt/Equity | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2025-11-07 | 3 | 3 | 5 | 5 | 1 | 3 | 1 |
| Previous | 0 | 3 | 5 | 5 | 1 | 3 | 1 |
Analyst Price Targets
Analysts maintain diverse price targets, indicating varied expectations on Caterpillar's market performance.
| High | Low | Median | Consensus |
|---|---|---|---|
| 729 | 380 | 556 | 555.1 |
Analyst Sentiment
Analyst recommendations reflect confidence with more “Buy” ratings, suggesting potential upward momentum.
| Recommendation | Count | Proportion |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 25 | |
| Hold | 21 | |
| Sell | 7 | |
| Strong Sell | 0 |
Conclusion
Caterpillar Inc.'s performance is promising, especially with strong ROE and ROA indicators. Despite some financial leverage, its overall rating remains positive. Analyst predictions suggest market optimism, underlining potential growth, although external economic factors might impact future stability. Investors should consider both strong longer-term growth prospects alongside medium-term risks.