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 2026-07-14.
Caterpillar Inc. · Industrials
$940.12
-39.4% upside to fair value
Grade C
High Quality
VS
JPMorgan Chase & Co. · Financial Services
$334.53
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+45.0%).
JPM trades at a lower forward P/E
(14.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CAT |
JPM |
| Current Price |
$940.12 |
$334.53 |
| Fair Value Estimate |
$569.47 |
$485.07 |
| Upside to Fair Value |
-39.4%
|
+45.0%
|
| Market Cap |
$433.1B |
$896.4B |
| Forward P/E |
46.6x
|
14.3x
|
| EV / EBITDA |
29.7x
|
12.4x
|
| Price / Sales |
6.1x
|
5.4x
|
| Price / FCF |
37.8x
|
6.4x
|
| Revenue Growth YoY |
+22.2%
|
-168.4%
|
| Gross Margin |
32.5%
|
78.6%
|
| Operating Margin |
16.6%
|
33.7%
|
| Return on Equity |
47.5%
|
17.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.64%
|
15.72%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Caterpillar Inc. is a leading global manufacturer of agricultural and construction machinery, operating within the Industrials sector. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, cost advantages, and intangible assets. It posted robust revenue growth of 22.2% and earnings growth of 27.3% in the most recent quarter, reflecti…
JPMorgan Chase & Co. operates as a leading diversified bank within the financial services sector, demonstrating a high-quality business model characterized by a strong return on equity of 17.8% and robust profitability margins including a net margin of 38.9%. Despite a significant revenue decline of 168.4% year-over-year in the most recent quarter, earnings grew by 41.2%, reflecting operational e…
Accumulation Zones
| Metric |
CAT |
JPM |
| Zone Low |
$427.10 |
$363.80 |
| Zone High |
$484.05 |
$412.31 |
| In Buy Zone? |
No
|
Yes
|