キャタピラーの株価が割高な水準で取引される

データセンター需要の好調さと記録的な受注残高を背景に、キャタピラーの株価は高いマルチプルで取引されている。

キャタピラーの現在の予想フリーキャッシュフロー倍率(株価/フリーキャッシュフロー)は43倍に達しており、過去5年間の平均の約3倍となっている。この割高感は、データセンター需要の急増、627億ドルという記録的な受注残高、そして二桁の売上高成長への期待に起因している。

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