Beneath is Validea’s guru basic report for CATERPILLAR INC. (CAT). Of the 22 guru methods we comply with, CAT charges highest utilizing our Multi-Factor Investor mannequin based mostly on the revealed technique of Pim van Vliet. This multi-factor mannequin seeks low volatility shares that even have robust momentum and excessive web payout yields.
CATERPILLAR INC. (CAT) is a large-cap progress inventory within the Constr. & Agric. Equipment business. The score utilizing this technique is 100% based mostly on the agency’s underlying fundamentals and the inventory’s valuation. A rating of 80% or above sometimes signifies that the technique has some curiosity within the inventory and a rating above 90% sometimes signifies robust curiosity.
The next desk summarizes whether or not the inventory meets every of this technique’s exams. Not all standards within the beneath desk obtain equal weighting or are impartial, however the desk offers a quick overview of the robust and weak factors of the safety within the context of the technique’s standards.
| MARKET CAP: | PASS |
| STANDARD DEVIATION: | PASS |
| TWELVE MINUS ONE MOMENTUM: | NEUTRAL |
| NET PAYOUT YIELD: | NEUTRAL |
| FINAL RANK: | PASS |
Detailed Evaluation of CATERPILLAR INC.
Extra Data on Pim van Vliet
About Pim van Vliet: In investing, you sometimes have to take extra danger to get extra return. There’s one main exception to this within the issue investing world, although. Low volatility shares have been confirmed to outperform their excessive volatility counterparts, and accomplish that with much less danger. Pim van Vliet is the top of Conservative Equities at Robeco Asset Administration. His analysis into conservative issue investing led to the creation of this technique and the publication of the guide “Excessive Returns From Low Danger: A Exceptional Inventory Market Paradox”. Van Vliet holds a PhD in Monetary and Enterprise Economics from Erasmus College Rotterdam.
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About Validea: Validea is aninvestment researchservice that follows the revealed methods of funding legends. Validea presents each inventory evaluation and mannequin portfolios based mostly on gurus who’ve outperformed the market over the long-term, together with Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For extra details about Validea, click here
The views and opinions expressed herein are the views and opinions of the writer and don’t essentially mirror these of Nasdaq, Inc.
