Large gap with delayed quotes
Analysis date: 27.06.2025
Global Evaluation
Neutral
Neutral
The stock is classified in the neutral zone since 06.06.2025.
Interest
Very strong
Very strong
Four stars since 24.06.2025.
Earnings Rev Trend
0.10
0.10
Compared to seven weeks ago, the analysts have not significantly revised their earnings per share estimates (changes between +1% and -1% are considered neutral). But the last significant trend is positive since 24.06.2025 at a price of 373.02.
Evaluation
Neutral
Neutral
Based on its growth potential and our own criteria, we believe the share price is currently fairly priced.
MT Tech Trend
Positive
Positive
The forty day technical trend is positive since 02.05.2025.
4wk Rel Perf
5.20%
5.20%
The four-week dividend-adjusted overperformance versus SP500 is 5.20%.
Sensibility
Middle
Middle
The stock has been on the moderate-sensitivity level since 14.03.2025.
Bear Market Factor
Middle
Middle
On average, the stock is likely to decline with the index.
Bad News Factor
Low
Low
When the stock's pressure is specific, the market sanction on average is 1.66%.
Mkt Cap in $bn
180.93
180.93
With a market capitalization >$8bn, CATERPILLAR is considered a large-cap stock.
G/PE Ratio
0.78
0.78
A ratio (Forecasted Growth + Estimated Dividend Yield/ Estimated Price Earnings) below 0.9 indicates that investors must pay a premium for the estimated growth potential:
LT P/E
16.96
16.96
The estimated PE is for the year 2027.
LT Growth
11.63%
11.63%
The annualized growth estimate is for the current year to 2027.
Avg. Nb analysts
21
21
Over the last seven weeks, an average of 21 analysts provided earnings per share estimates.
Dividend Yield
1.56%
1.56%
The twelve month estimated dividend yield represents 26.51% of earnings forecasts.
Beta
122
122
For 1% of index variation, the stock varies on average by 1.22%.
Correlation
0.75
0.75
75.13% of stock movements are explained by index variations.
Value at Risk
92.33
92.33
The value at risk is estimated at USD 92.33. The risk is therefore 24.00%. This value is based on the historical volatility for a medium time period (1 month) with a confidence of 95%.
First Analysis Date
02.01.2002
02.01.2002