Caterpillar Inc. equity research report

Bibliographic Details
Main Author: Alfani, Leonardo
Publication Date: 2024
Format: Master thesis
Language: eng
Source: Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)
Download full: http://hdl.handle.net/10400.14/47790
Summary: The following paper will perform an equity valuation analysis of the company Caterpillar Inc. contextualized in its main operating sectors. The analysis will be carried out using a DCF model to reach a final equity value per share with the objective of comparing this obtained value with the present market price of the company’s shares. The paper will so develop: the Introduction will address the importance of valuation and then present the company being valued. To follow, a literature review will be presented, showing the fundamentals and the theorical bases sustaining the soundness of a valuation methodology like the DCF model. The Valuation section applies the elements presented in the literature review section in order to reach a fair value for Caterpillar. The Conclusions and General Discussions section closes the analysis. Here a comparison with the equity report from Morningstar and a recommendation with regard to Caterpillar Inc. will be made. The report and the collection of data has been concluded on the day of the issue of Caterpillar’s annual report, February the 16th 2024.
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spelling Caterpillar Inc. equity research reportRelatório de pesquisa de ações da Caterpillar Inc.Share priceEquity valuationDiscounted cash flowCaterpillar Inc.Preço das açõesAvaliação patrimonialFluxo de caixa descontadoThe following paper will perform an equity valuation analysis of the company Caterpillar Inc. contextualized in its main operating sectors. The analysis will be carried out using a DCF model to reach a final equity value per share with the objective of comparing this obtained value with the present market price of the company’s shares. The paper will so develop: the Introduction will address the importance of valuation and then present the company being valued. To follow, a literature review will be presented, showing the fundamentals and the theorical bases sustaining the soundness of a valuation methodology like the DCF model. The Valuation section applies the elements presented in the literature review section in order to reach a fair value for Caterpillar. The Conclusions and General Discussions section closes the analysis. Here a comparison with the equity report from Morningstar and a recommendation with regard to Caterpillar Inc. will be made. The report and the collection of data has been concluded on the day of the issue of Caterpillar’s annual report, February the 16th 2024.Martins, TudelaVeritatiAlfani, Leonardo2024-10-172024-04-262025-07-15T00:00:00Z2024-10-17T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10400.14/47790urn:tid:203731620enginfo:eu-repo/semantics/embargoedAccessreponame:Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)instname:FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologiainstacron:RCAAP2025-05-13T01:36:49Zoai:repositorio.ucp.pt:10400.14/47790Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireinfo@rcaap.ptopendoar:https://opendoar.ac.uk/repository/71602025-05-29T01:52:29.755423Repositórios Científicos de Acesso Aberto de Portugal (RCAAP) - FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologiafalse
dc.title.none.fl_str_mv Caterpillar Inc. equity research report
Relatório de pesquisa de ações da Caterpillar Inc.
title Caterpillar Inc. equity research report
spellingShingle Caterpillar Inc. equity research report
Alfani, Leonardo
Share price
Equity valuation
Discounted cash flow
Caterpillar Inc.
Preço das ações
Avaliação patrimonial
Fluxo de caixa descontado
title_short Caterpillar Inc. equity research report
title_full Caterpillar Inc. equity research report
title_fullStr Caterpillar Inc. equity research report
title_full_unstemmed Caterpillar Inc. equity research report
title_sort Caterpillar Inc. equity research report
author Alfani, Leonardo
author_facet Alfani, Leonardo
author_role author
dc.contributor.none.fl_str_mv Martins, Tudela
Veritati
dc.contributor.author.fl_str_mv Alfani, Leonardo
dc.subject.por.fl_str_mv Share price
Equity valuation
Discounted cash flow
Caterpillar Inc.
Preço das ações
Avaliação patrimonial
Fluxo de caixa descontado
topic Share price
Equity valuation
Discounted cash flow
Caterpillar Inc.
Preço das ações
Avaliação patrimonial
Fluxo de caixa descontado
description The following paper will perform an equity valuation analysis of the company Caterpillar Inc. contextualized in its main operating sectors. The analysis will be carried out using a DCF model to reach a final equity value per share with the objective of comparing this obtained value with the present market price of the company’s shares. The paper will so develop: the Introduction will address the importance of valuation and then present the company being valued. To follow, a literature review will be presented, showing the fundamentals and the theorical bases sustaining the soundness of a valuation methodology like the DCF model. The Valuation section applies the elements presented in the literature review section in order to reach a fair value for Caterpillar. The Conclusions and General Discussions section closes the analysis. Here a comparison with the equity report from Morningstar and a recommendation with regard to Caterpillar Inc. will be made. The report and the collection of data has been concluded on the day of the issue of Caterpillar’s annual report, February the 16th 2024.
publishDate 2024
dc.date.none.fl_str_mv 2024-10-17
2024-04-26
2024-10-17T00:00:00Z
2025-07-15T00:00:00Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/masterThesis
format masterThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/10400.14/47790
urn:tid:203731620
url http://hdl.handle.net/10400.14/47790
identifier_str_mv urn:tid:203731620
dc.language.iso.fl_str_mv eng
language eng
dc.rights.driver.fl_str_mv info:eu-repo/semantics/embargoedAccess
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dc.format.none.fl_str_mv application/pdf
dc.source.none.fl_str_mv reponame:Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)
instname:FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologia
instacron:RCAAP
instname_str FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologia
instacron_str RCAAP
institution RCAAP
reponame_str Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)
collection Repositórios Científicos de Acesso Aberto de Portugal (RCAAP)
repository.name.fl_str_mv Repositórios Científicos de Acesso Aberto de Portugal (RCAAP) - FCCN, serviços digitais da FCT – Fundação para a Ciência e a Tecnologia
repository.mail.fl_str_mv info@rcaap.pt
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