CAT vs RTX: Which Is the Better Buy?

Side-by-side comparison of Caterpillar Inc. and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-08.
Caterpillar Inc. · Industrials
$940.12
-39.4% upside to fair value
Grade C High Quality
VS
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
RTX has more upside to fair value (-25.2%). RTX trades at a lower forward P/E (34.3x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CAT RTX
Current Price $940.12 $185.60
Fair Value Estimate $569.47 $138.81
Upside to Fair Value -39.4% -25.2%
Market Cap $433.1B $249.9B
Forward P/E 46.6x 34.3x
EV / EBITDA 29.7x 18.3x
Price / Sales 6.1x 2.8x
Price / FCF 37.8x 29.9x
Revenue Growth YoY +22.2% +8.7%
Gross Margin 32.5% 20.2%
Operating Margin 16.6% 10.9%
Return on Equity 47.5% 11.2%
Dividend Yield 0% 0%
FCF Yield 2.64% 3.34%
Analyst Consensus Hold Buy
Investment Thesis
CAT — Caterpillar Inc.
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…
RTX — RTX Corporation
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
Metric CAT RTX
Zone Low $427.10 $104.11
Zone High $484.05 $117.99
In Buy Zone? No No
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