064350.KS vs. CAT
Compare and contrast key facts about Hyundai Rotem Co (064350.KS) and Caterpillar Inc. (CAT).
Performance
064350.KS vs. CAT - Performance Comparison
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064350.KS vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
064350.KS Hyundai Rotem Co | 7.59% | 278.80% | 86.84% | -5.97% | 36.54% | 20.93% | 10.26% | -43.99% | 48.53% | 3.31% |
CAT Caterpillar Inc. | 35.00% | 56.62% | 42.13% | 29.54% | 25.31% | 27.04% | 19.51% | 24.05% | -14.00% | 54.65% |
Different Trading Currencies
064350.KS is traded in KRW, while CAT is traded in USD. To make them comparable, the CAT values have been converted to KRW using the latest available exchange rates.
Returns By Period
In the year-to-date period, 064350.KS achieves a 7.59% return, which is significantly lower than CAT's 35.00% return. Over the past 10 years, 064350.KS has underperformed CAT with an annualized return of 28.32%, while CAT has yielded a comparatively higher 32.05% annualized return.
064350.KS
- 1D
- 6.73%
- 1M
- -18.81%
- YTD
- 7.59%
- 6M
- -10.55%
- 1Y
- 104.20%
- 3Y*
- 97.61%
- 5Y*
- 58.94%
- 10Y*
- 28.32%
CAT
- 1D
- 0.00%
- 1M
- 3.98%
- YTD
- 35.00%
- 6M
- 61.95%
- 1Y
- 130.40%
- 3Y*
- 57.26%
- 5Y*
- 35.93%
- 10Y*
- 32.05%
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Return for Risk
064350.KS vs. CAT — Risk / Return Rank
064350.KS
CAT
064350.KS vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hyundai Rotem Co (064350.KS) and Caterpillar Inc. (CAT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 064350.KS | CAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.72 | 3.88 | -2.16 |
Sortino ratioReturn per unit of downside risk | 2.20 | 4.41 | -2.22 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.60 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 2.69 | 7.73 | -5.04 |
Martin ratioReturn relative to average drawdown | 6.01 | 25.07 | -19.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 064350.KS | CAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.72 | 3.88 | -2.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.20 | 1.24 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 1.10 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.62 | -0.32 |
Correlation
The correlation between 064350.KS and CAT is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
064350.KS vs. CAT - Dividend Comparison
064350.KS's dividend yield for the trailing twelve months is around 0.30%, less than CAT's 0.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
064350.KS Hyundai Rotem Co | 0.30% | 0.11% | 0.00% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 0.83% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
Drawdowns
064350.KS vs. CAT - Drawdown Comparison
The maximum 064350.KS drawdown since its inception was -78.18%, which is greater than CAT's maximum drawdown of -59.40%. Use the drawdown chart below to compare losses from any high point for 064350.KS and CAT.
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Drawdown Indicators
| 064350.KS | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.18% | -73.43% | -4.75% |
Max Drawdown (1Y)Largest decline over 1 year | -32.17% | -13.88% | -18.29% |
Max Drawdown (5Y)Largest decline over 5 years | -40.91% | -34.05% | -6.86% |
Max Drawdown (10Y)Largest decline over 10 years | -78.18% | -43.36% | -34.82% |
Current DrawdownCurrent decline from peak | -18.81% | -7.46% | -11.35% |
Average DrawdownAverage peak-to-trough decline | -39.23% | -19.78% | -19.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.43% | 5.16% | +9.27% |
Volatility
064350.KS vs. CAT - Volatility Comparison
Hyundai Rotem Co (064350.KS) has a higher volatility of 24.79% compared to Caterpillar Inc. (CAT) at 10.45%. This indicates that 064350.KS's price experiences larger fluctuations and is considered to be riskier than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 064350.KS | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 24.79% | 10.45% | +14.34% |
Volatility (6M)Calculated over the trailing 6-month period | 48.47% | 25.51% | +22.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 64.21% | 33.84% | +30.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.09% | 28.98% | +22.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 53.40% | 29.18% | +24.22% |
Financials
064350.KS vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Hyundai Rotem Co and Caterpillar Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities