BAC vs CAT: Which Is the Better Buy?

Side-by-side comparison of Bank of America Corporation and Caterpillar Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-13.
Bank of America Corporation · Financial Services
$53.95
-41.2% upside to fair value
Grade C
VS
Caterpillar Inc. · Industrials
$912.14
-47.9% upside to fair value
Grade D High Quality
QuantHub Verdict
BAC has more upside to fair value (-41.2%). BAC trades at a lower forward P/E (12.3x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric BAC CAT
Current Price $53.95 $912.14
Fair Value Estimate $31.74 $475.00
Upside to Fair Value -41.2% -47.9%
Market Cap $387.2B $420.2B
Forward P/E 12.3x 44.9x
EV / EBITDA 12.7x 30.0x
Price / Sales 2.2x 5.9x
Price / FCF 30.7x 36.7x
Revenue Growth YoY -35.6% +22.2%
Gross Margin 63.2% 32.5%
Operating Margin 22.9% 16.6%
Return on Equity 10.5% 47.5%
Dividend Yield 0% 1.5%
FCF Yield 3.26% 2.73%
Analyst Consensus Strong Buy Hold
Investment Thesis
BAC — Bank of America Corporation
Bank of America Corporation is a leading diversified bank with $3.41 trillion in assets and a broad footprint across consumer banking, global markets, wealth management, and corporate banking. The company benefits from a strong market position and experienced leadership under CEO Brian T. Moynihan. However, the stock is currently overvalued, trading approximately 36% above its fair value estimate…
CAT — Caterpillar Inc.
Caterpillar is the world's leading manufacturer of construction and mining equipment, with diversified revenue across Construction Industries, Resource Industries, Energy & Transportation, and Cat Financial. Q1 2026 results reported April 30 showed revenue of $17.4 billion (+22.2% YoY) and EPS of $5.50 (+30.3% YoY), driven by powerful demand from data center build-outs (large engine and power gen…
Accumulation Zones
Metric BAC CAT
Zone Low $23.80 $356.00
Zone High $26.98 $404.00
In Buy Zone? No No
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