CAT vs JPM: Which Is the Better Buy?
Side-by-side comparison of Caterpillar Inc. and JPMorgan Chase & Co. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
Caterpillar Inc. · Industrials
$808.99
-2.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
JPMorgan Chase & Co. · Financial Services
$350.13
+26.9% upside to fair value
Med Conviction
Grade A-
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+26.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CAT |
JPM |
| Current Price |
$808.99 |
$350.13 |
| Fair Value Estimate |
$790.88 |
$444.48 |
| Upside to Fair Value |
-2.2%
|
+26.9%
|
| Market Cap |
$372.6B |
$938.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.6x
|
20.0x
|
| Price / Sales |
5.0x
|
3.1x
|
| Price / FCF |
41.4x
|
—
|
| Revenue Growth YoY |
+24.0%
|
+17.9%
|
| Gross Margin |
33.9%
|
62.6%
|
| Operating Margin |
17.5%
|
28.2%
|
| Return on Equity |
54.1%
|
17.8%
|
| Dividend Yield |
0.76% |
1.71% |
| FCF Yield |
2.41%
|
—
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Caterpillar is the world's premier manufacturer of heavy construction and mining equipment, diesel and natural gas power units, and industrial gas turbines, organized across Construction Industries, Resource Industries, Energy & Transportation, and Financial Products, with 118,000 employees and a century-old brand. Business quality is high: return on equity of 54.1%, TTM operating margin of 17.5%…
JPMorgan Chase is a diversified global bank spanning consumer banking, cards, payments, commercial banking, investment banking, markets, treasury services, and asset and wealth management, with an unusually high-quality franchise supported by funding scale, distribution, leading market positions and cross-selling across 86.6 million U.S. consumers and more than 90% of Fortune 500 companies. Busin…
Accumulation Zones
| Metric |
CAT |
JPM |
| Zone Low |
$593.16 |
$333.36 |
| Zone High |
$672.25 |
$377.81 |
| In Buy Zone? |
No
|
Yes
|