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 2026-05-13.
Caterpillar Inc. · Industrials
$912.14
-47.9% upside to fair value
Grade D
High Quality
VS
JPMorgan Chase & Co. · Financial Services
$316.99
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+45.0%).
JPM trades at a lower forward P/E
(15.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CAT |
JPM |
| Current Price |
$912.14 |
$316.99 |
| Fair Value Estimate |
$475.00 |
$459.64 |
| Upside to Fair Value |
-47.9%
|
+45.0%
|
| Market Cap |
$420.2B |
$854.9B |
| Forward P/E |
44.9x
|
15.0x
|
| EV / EBITDA |
30.0x
|
21.8x
|
| Price / Sales |
5.9x
|
3.0x
|
| Price / FCF |
36.7x
|
8.5x
|
| Revenue Growth YoY |
+22.2%
|
+6.9%
|
| Gross Margin |
32.5%
|
60.9%
|
| Operating Margin |
16.6%
|
26.2%
|
| Return on Equity |
47.5%
|
16.3%
|
| Dividend Yield |
1.5% |
0% |
| FCF Yield |
2.73%
|
11.79%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
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…
JPMorgan Chase & Co. is a leading diversified financial services firm with a strong competitive moat driven by its scale, diversified revenue streams, and long-tenured leadership. The company operates across four main segments: Commercial & Investment Bank, Consumer & Community Banking, Asset & Wealth Management, and Corporate, generating $279.75 billion in revenue in fiscal 2025. Its durable com…
Accumulation Zones
| Metric |
CAT |
JPM |
| Zone Low |
$356.00 |
$344.73 |
| Zone High |
$404.00 |
$390.69 |
| In Buy Zone? |
No
|
Yes
|