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STOCK COMPARISON

Hyster-Yale Materials Handling vs Caterpillar: Fair Value & Quality

Both stocks run through our valuation models. Here is how Hyster-Yale Materials Handling (HY) and Caterpillar (CAT) compare, as of Aug 10, 2026.

As of Aug 10, 2026, Fair Value Calculator sees Hyster-Yale Materials Handling as the less overvalued of the two: Hyster-Yale Materials Handling trades at $37.09 versus a fair value of $25.87 (-30%), while Caterpillar trades at $842 versus $308 (-63%).
Hyster-Yale Materials Handling
HY · USD · Industrials
-30%
upside to fair value
overvalued
Price$37.09
Fair Value$25.87
Quality33/100
Caterpillar
CAT · USD · Industrials
-63%
upside to fair value
overvalued
Price$842
Fair Value$308
Quality64/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Hyster-Yale Materials HandlingCaterpillar
Valuation
—P/E (TTM)47.2×
0.19×P/S (TTM)6.11×
1.49×P/B20.27×
74.5×EV/EBITDA31.1×
1.61×PEG2.25×
3.9%Dividend yield0.6%
$1.44Dividend per share$6.04
Profitability
-3%Net margin13%
-3%Operating margin18%
-20%Return on equity51%
-1%Return on assets9%
Growth
-13%Revenue growth (YoY)22%
2.0%Avg. growth/yr (3Y)4.4%
6.0%Avg. growth/yr (5Y)10.1%
Balance & size
0.51×Debt / equity1.44×
$704MMarket cap$432B
mixedGrowth qualityhealthy

Caterpillar leads: 5 to 8 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Hyster-Yale Materials Handlingof which business quality 35 · market factors 32 Caterpillarof which business quality 62 · market factors 61
ProfitabilityMargins and returns on capital today
34
61
Quality GrowthAre margins and returns improving?
2
22
CashflowEarnings quality: real cash, not paper profit
13
68
Fin. StrengthBalance sheet, leverage, solvency risk
35
51
InvestmentDisciplined investing over empire-building
67
72
Low VolatilityCalm price path (market factor)
16
32
MomentumPrice trend over the last 3–12 months (market factor)
35
68
52W MomentumDistance to the 52-week high (market factor)
46
83
Net IssuanceBuybacks instead of dilution
73
100

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

Hyster-Yale Materials Handling

DCF Models$9.48
Dividend Discount$16.70
Multiples$10.25
Asset-Based$17.85
Growth DCF$9.28

11 of 12 models see the stock below the current price.

Caterpillar

DCF Models$365
Earnings-Based$151
Dividend Discount$111
Multiples$314
Asset-Based$31.01
Growth DCF$326
Economic Profit$220
Growth Earnings$361

26 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Hyster-Yale Materials Handling
Bear $19.30Fair Value $25.87Bull $25.87
$37.09 = current price (white tick)
Caterpillar
Bear $196Fair Value $308Bull $403
$842 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Hyster-Yale Materials Handling · Industrials

Quality score33 · bottom 25%
Fair value upside-30% · below median

Caterpillar · Industrials

Quality score64 · Top 25%
Fair value upside-63% · bottom 25%

Bottom line

As of Aug 10, 2026, Fair Value Calculator sees Hyster-Yale Materials Handling as the less overvalued of the two: Hyster-Yale Materials Handling trades at $37.09 versus a fair value of $25.87 (-30%), while Caterpillar trades at $842 versus $308 (-63%).

Caterpillar has the higher quality score (64/100).

See the full analysis →
Hyster-Yale Materials Handling · Caterpillar

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.