Joel Greenblatt fit · Magic Formula - high ROIC + cheap EV/EBIT
Is Caterpillar Inc. (CAT) a Joel Greenblatt Stock?
Partial match - either cheap or high-quality, but not both.
56/100
CMixed signals
1/5 criteria passed
+6 sector-quality lift. Top-quintile within its sector on 3 of 5 quality metrics. Raw pillar score 50 → lifted to 56 before grade derivation.
Joel Greenblatt's Criteria, Applied to CAT
EBIT/EV yield ≥ 10%
key2.5%
ROIC ≥ 25%
key12.4%
EV/EBIT ≤ 12
40.5x
Gross margin ≥ 30%
32.5%
How CAT Scores on Other Strategies
Live Financial Snapshot
Market cap
$376.28B
P/E (TTM)
44.3x
ROIC (TTM)
15.09%
Gross margin
31.78%
Other Joel Greenblatt fit reports
Frequently Asked Questions
What is CAT's Joel Greenblatt fit score?
CAT scores 56/100 on our Joel Greenblatt fit engine - grade C. Partial match - either cheap or high-quality, but not both.
Does Joel Greenblatt actually own CAT?
Our score is computed from financial fundamentals against Joel Greenblatt's published criteria. We don't claim that Joel Greenblatt personally owns or recommends CAT.
How often is this score updated?
CAT's Joel Greenblatt fit score is recomputed daily from the latest TTM financials. The page below shows when it was last refreshed.
Educational tool, not investment advice. Scores are computed from publicly-available financial data against published investing-strategy criteria. We do not claim that Joel Greenblatt personally owns or recommends CAT.