Compare Stocks: DE vs. PCAR vs. CAT

Market Snapshot

Current market context for the selected companies.

DE

$694.30

Market Cap $188.30B

Sector Industrials

Industry Machinery

Data through 2026-09-03

PCAR

$124.44

Market Cap $64.28B

Sector Industrials

Industry Machinery

Data through 2026-09-03

CAT

$799.03

Market Cap $364.19B

Sector Industrials

Industry Machinery

Data through 2026-09-03

Performance

Absolute returns and relative performance versus SPY.

Metric	DE	PCAR	CAT
1 Month	+13.4%	-6.7%	-8.3%
1 Month vs SPY	+13.1%	-7.1%	-8.7%
3 Months	+17.3%	+5.4%	-15.0%
3 Months vs SPY	+15.3%	+3.3%	-17.1%
6 Months	+17.5%	+0.9%	+13.2%
6 Months vs SPY	+4.1%	-12.5%	-0.3%
1 Year	+47.9%	+29.3%	+92.5%
1 Year vs SPY	+27.8%	+9.3%	+72.4%
2 Years	+81.8%	+31.5%	+127.2%
2 Years vs SPY	+43.4%	-6.9%	+88.8%

Growth & Profitability

Operating growth, margins and capital efficiency.

Metric	DE	PCAR	CAT
Revenue Growth	-11.1%	0.5%	24.0%
Earnings Growth	-8.5%	4.2%	68.2%
Gross Margin	25.2%	13.7%	29.7%
Operating Margin	17.5%	12.0%	22.2%
Net Margin	10.2%	9.0%	14.5%
Return on Equity	18.2%	12.8%	57.0%
Return on Assets	3.8%	4.1%	9.0%

Valuation

Common valuation multiples shown side by side.

Metric	DE	PCAR	CAT
P / E	37.5	25.8	33.6
Forward P / E	31.1	17.2	24.5
P / S	3.8	2.3	4.8
P / B	6.5	3.2	18.5
EV / Sales	4.6	2.5	5.4
EV / EBIT	26.5	21.1	24.5
P / FCF	40.4	33.2	70.9
FCF Yield	2.5%	3.0%	1.4%

Cash Flow & Balance Sheet

Cash generation and leverage context.

Metric	DE	PCAR	CAT
Free Cash Flow	$4.52B	$1.94B	$5.05B
Operating Cash Flow	$7.25B	$4.34B	$13.57B
Debt / Equity	376.0%	72.9%	232.8%

Earnings Outlook

Upcoming earnings expectations when available.

Metric	DE	PCAR	CAT
Next Earnings	2026-11-25	2026-10-27	2026-10-29
EPS Estimate	4.04	1.60	6.92
Revenue Estimate	10.35B	7.61B	20.4B
EPS Growth	+4.1%	+43.1%	+39.7%
Revenue Growth	-2.1%	+24.6%	+15.7%
Analyst Coverage	17	10	21