1D·

ETF-DIY Share #4: Caterpillar | Valuation & analysis in a 17-point check

As part of my ETF DIY project, I analyzed $CAT (+0,96%) analyzed them using my self-developed valuation system:


Moat: 4/5 - Leader in construction machinery, Technologically complex products, Difficult market entry for competitors


Growth: 2/5 - Sales slightly declining and this is expected to continue in the future


Risk: 3/5 - Dependence on macroeconomic factors and competitive pressure from favorable competition


Dividend quality: 1/1 - Dividend aristocrat


Belief: 0/1 - Solid company, but unlikely to outperform the market


Total: 10/17


Savings plan is run with factor 3.


If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.


The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=tXTq7XPxTGY

1
Participar na conversa