May 29, 2026 a 11:43 am
CAT: Fundamental Ratio Analysis - Caterpillar Inc.
Caterpillar Inc. has consistently been a leader in the construction and mining equipment industry, with a robust product range from large machinery to financial products. Despite challenges in debt-to-equity ratios, the company shows strong growth potential driven by innovative technology solutions and a solid market position.
Fundamental Rating
The fundamental rating of Caterpillar Inc. reflects a mixed performance, with strong returns on equity and assets but weaker leverage indicators.
| Category | Score | Visualization |
|---|---|---|
| Discounted Cash Flow | 3 | |
| Return on Equity | 5 | |
| Return on Assets | 5 | |
| Debt to Equity | 1 | |
| Price to Earnings | 2 | |
| Price to Book | 1 |
Historical Rating
Caterpillar's historical ratings indicate stability, with consistent scores across most fundamental metrics.
| Date | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|
| 2026-05-28 | 3 | 3 | 5 | 5 | 1 | 2 | 1 |
| N/A | 0 | 3 | 5 | 5 | 1 | 2 | 1 |
Analyst Price Targets
Analyst estimates suggest a favorable outlook, with a consensus price target suggesting potential stock appreciation.
| High | Low | Median | Consensus |
|---|---|---|---|
| 1165 | 658 | 825 | 867.33 |
Analyst Sentiment
The analyst sentiment towards Caterpillar reflects a generally optimistic view, with a majority rating the stock as a 'Buy'.
| Recommendation | Number | Visualization |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 25 | |
| Hold | 21 | |
| Sell | 7 | |
| Strong Sell | 0 |
Conclusion
Caterpillar Inc. presents a mixed yet promising investment opportunity, with strong fundamentals in ROE and ROA counteracted by challenges in debt management. Analyst sentiment and price targets are favorable, suggesting potential appreciation. Nevertheless, investors should be mindful of the competitive industrial sector and economic cycles impacting demand.
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