BWEN
Broadwind, Inc.
BWEN offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
CAT
Caterpillar Inc.
CAT has the edge over BWEN overall, supported by stronger fundamentals.
BWEN Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Under pressure | |
| Under pressure | |
| Strong |
BWEN's balance sheet is currently strong, but its revenue, profitability and cash flow are under pressure.
CAT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
CAT's revenue, profitability, cash flow and balance sheet are all currently healthy.
BWEN PE Valuation
BWEN has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 54x next year's earnings.
CAT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $380 | -37% |
| Fair | 18x | $461 | -24% |
| Forward | 20x | $605 | — |
| Current | 24x | $605 | — |
| Expensive | 33x | $840 | +39% |
Historical ranges are pointers, not guarantees.
CAT's PE is in its expensive range at 24x. If earnings grow as analysts expect, today's price would be 20x next year's earnings, in its fair range.
BWEN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Decline | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect BWEN to return to profit, with revenue declining.
CAT Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Low |
CAT has the edge over BWEN on the outlook, with more favorable revenue expectations.
BWEN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.05 | — |
| Q3 2026 | -$0.18 | -182% |
| Q2 2026 | $0.24 | +$0.34 |
| Q1 2026 | $0.23 | +$0.27 |
| Q4 2025 | $0.23 | +360% |
| Q3 2025 | $0.22 | +57% |
| Q2 2025 | -$0.10 | -129% |
| Q1 2025 | -$0.04 | -110% |
| Q4 2024 | $0.05 | -86% |
BWEN has swung to a loss: it lost $0.18 per share over the past year, after a profit the year before.
CAT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $30.32 | +19% |
| Q3 2026 | $25.48 | +31% |
| Q2 2026 | $23.23 | +18% |
| Q1 2026 | $20.08 | -2% |
| Q4 2025 | $18.81 | -15% |
| Q3 2025 | $19.46 | -9.7% |
| Q2 2025 | $19.64 | -10% |
| Q1 2025 | $20.50 | -7.4% |
| Q4 2024 | $22.05 | +9.6% |
CAT has the edge over BWEN on earnings quality, reporting a profit while its opponent remains loss making.
BWEN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $22.3M | -50% |
| Q2 2026 | $24.3M | -38% |
| Q1 2026 | $34.1M | -7.5% |
| Q4 2025 | $37.7M | +12% |
| Q3 2025 | $44.2M | +25% |
| Q2 2025 | $39.2M | +7.6% |
| Q1 2025 | $36.8M | -2.1% |
| Q4 2024 | $33.6M | -28% |
BWEN's revenue has slid since its 2023 peak: $22M last quarter, down 50% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -2.9% | -23 points |
| Q2 2026 | -1% | -0.6 points |
| Q1 2026 | 1.1% | +0.6 points |
| Q4 2025 | -0.2% | +0.6 points |
| Q3 2025 | 20% | +16 points |
| Q2 2025 | -0.4% | -3.9 points |
| Q1 2025 | 0.5% | -5 points |
| Q4 2024 | -0.9% | -5.7 points |
BWEN's operating margin was −2.9% last quarter, down 23 points from the same quarter a year ago.
CAT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $20.7B | +17% |
| Q2 2026 | $20.5B | +24% |
| Q1 2026 | $17.4B | +22% |
| Q4 2025 | $19.1B | +18% |
| Q3 2025 | $17.6B | +9.5% |
| Q2 2025 | $16.6B | -0.7% |
| Q1 2025 | $14.2B | -9.8% |
| Q4 2024 | $16.2B | -5% |
CAT has the edge over BWEN on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | +3.1 points |
| Q2 2026 | 21% | +3.6 points |
| Q1 2026 | 18% | -0.4 points |
| Q4 2025 | 14% | -4.1 points |
| Q3 2025 | 17% | -2.2 points |
| Q2 2025 | 17% | -3.6 points |
| Q1 2025 | 18% | -4.2 points |
| Q4 2024 | 18% | -0.3 points |
CAT has the edge over BWEN on profitability, with a higher operating margin.
BWEN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$948K | -125% |
| Q2 2026 | -$4.2M | +$9.4M |
| Q1 2026 | $127K | +$9.1M |
| Q4 2025 | -$187K | -101% |
| Q3 2025 | $3.8M | +123% |
| Q2 2025 | -$13.7M | -$3.6M |
| Q1 2025 | -$9M | -318% |
| Q4 2024 | $14.5M | -0.7% |
BWEN has burned cash in most quarters: −$5M over the past year, against −$4M the year before.
CAT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.7B | +19% |
| Q2 2026 | $3.8B | +47% |
| Q1 2026 | $1.1B | +97% |
| Q4 2025 | $2.7B | +0.1% |
| Q3 2025 | $3.1B | -1.5% |
| Q2 2025 | $2.6B | -4.2% |
| Q1 2025 | $579M | -63% |
| Q4 2024 | $2.7B | -22% |
CAT has the edge over BWEN on cash generation, producing positive trailing cash flow while its opponent burns cash.
BWEN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +171K shares |
| 1 year | +1.8% | +410K shares |
| 3 years | +9.7% | +2.1M shares |
| 5 years | +22% | +4.2M shares |
| Available history | +47% | +7.5M shares |
BWEN has 24M diluted shares, up 1.8% from a year ago.
CAT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.3% | -1.6M shares |
| 1 year | -2.1% | -9.9M shares |
| 3 years | -10% | -51.7M shares |
| 5 years | -16% | -86.7M shares |
| Available history | -19% | -107M shares |
CAT has the edge over BWEN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.2B |
| Q2 2026 | $1.5B |
| Q1 2026 | $5B |
| Q4 2025 | $340M |
| Q3 2025 | $362M |
| Q2 2025 | $828M |
| Q1 2025 | $3.7B |
| Q4 2024 | $640M |
CAT spent $8.1B buying back its own shares over the past year, up 47% from the year before.
BWEN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -3.0x | Net Cash |
| Q2 2026 | -0.9x | Net Cash |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | 0.8x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 3.6x | Elevated |
| Q1 2025 | 1.5x | Healthy |
| Q4 2024 | 0.3x | Very low |
BWEN has the edge over CAT on leverage, with a lower net debt burden relative to earnings.
CAT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.5x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | 2.0x | Healthy |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | -0.3x | Net Cash |
| Q4 2024 | 1.6x | Healthy |
CAT has more cash than debt.
BWEN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.1 | Neutral |
| Stochastic | 3.3 | Oversold |
BWEN's weekly RSI is 37 (neutral) and its Stochastic is 3 (oversold).
CAT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.7 | Neutral |
| Stochastic | 6.7 | Oversold |
CAT's weekly RSI is 33 (neutral) and its Stochastic is 7 (oversold).
BWEN PE vs Industrials Sector
| Metric | BWEN | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 24x | 53% below |
| PE % | 40 | 58 | 18 pts below |
BWEN has the edge over CAT on valuation relative to its sector.
CAT PE vs Industrials Sector
| Metric | CAT | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 24x | 1.3% below |
| PE % | 69 | 58 | 11 pts above |
CAT is trading at 24x earnings, in line with the Industrials sector's median of 24x.
BWEN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.33 | 24% below |
| 20 week MA | $4.03 | 37% below |
| 50 week MA | $3.41 | 26% below |
| 100 week MA | $2.69 | 6.3% below |
| 200 week MA | $2.91 | 13% below |
BWEN is in a downtrend: it's below all five of its weekly moving averages, and 13% below its 200-week average.
CAT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $709.0 | 15% below |
| 20 week MA | $797.0 | 24% below |
| 50 week MA | $771.3 | 22% below |
| 100 week MA | $586.7 | 3.2% above |
| 200 week MA | $443.1 | 37% above |
CAT has the edge over BWEN on trend strength, trading above more of its moving averages.
BWEN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $1.65 | $6.01 | +264% |
| 2021 | $6.01 | $2.05 | -66% |
| 2022 | $2.05 | $1.75 | -15% |
| 2023 | $1.75 | $2.77 | +58% |
| 2024 | $2.77 | $1.92 | -31% |
| 2025 | $1.92 | $3.11 | +62% |
| 2026 YTD | $3.11 | $2.52 | -19% |
BWEN's yearly returns have swung widely, from +264% in 2020 to −66% in 2021. It's down 19% so far in 2026.
CAT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $148.3 | $179.6 | +21% |
| 2021 | $179.6 | $206.2 | +15% |
| 2022 | $206.2 | $239.9 | +16% |
| 2023 | $239.9 | $295.7 | +23% |
| 2024 | $295.7 | $364.9 | +23% |
| 2025 | $364.9 | $583.0 | +60% |
| 2026 YTD | $583.0 | $605.3 | +3.8% |
CAT has the edge over BWEN on returns for 2026, with the stronger performance.