AMCR vs. CAT
Compare and contrast key facts about Amcor plc (AMCR) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMCR or CAT.
Key characteristics
| AMCR | CAT | |
|---|---|---|
| YTD Return | -5.98% | 14.10% |
| 1Y Return | -14.84% | 56.84% |
| 3Y Return (Ann) | -4.60% | 16.06% |
| 5Y Return (Ann) | 0.06% | 22.79% |
| 10Y Return (Ann) | 3.53% | 15.43% |
| Sharpe Ratio | -0.66 | 2.02 |
| Daily Std Dev | 21.42% | 27.64% |
| Max Drawdown | -48.09% | -73.43% |
| Current Drawdown | -27.96% | -11.47% |
Fundamentals
| AMCR | CAT | |
|---|---|---|
| Market Cap | $12.96B | $171.48B |
| EPS | $0.44 | $22.11 |
| PE Ratio | 20.39 | 15.53 |
| PEG Ratio | 7.58 | 2.10 |
| Revenue (TTM) | $14.03B | $67.00B |
| Gross Profit (TTM) | $2.73B | $15.57B |
| EBITDA (TTM) | $1.81B | $16.56B |
Correlation
The correlation between AMCR and CAT is 0.27, 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.
Performance
AMCR vs. CAT - Performance Comparison
In the year-to-date period, AMCR achieves a -5.98% return, which is significantly lower than CAT's 14.10% return. Over the past 10 years, AMCR has underperformed CAT with an annualized return of 3.53%, while CAT has yielded a comparatively higher 15.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AMCR vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amcor plc (AMCR) 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.
Dividends
AMCR vs. CAT - Dividend Comparison
AMCR's dividend yield for the trailing twelve months is around 5.54%, more than CAT's 1.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCR Amcor plc | 5.54% | 5.11% | 4.05% | 3.93% | 3.93% | 5.20% | 4.74% | 3.69% | 3.89% | 2.04% | 3.53% | 0.00% |
CAT Caterpillar Inc. | 1.55% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Drawdowns
AMCR vs. CAT - Drawdown Comparison
The maximum AMCR drawdown since its inception was -48.09%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for AMCR and CAT. For additional features, visit the drawdowns tool.
Volatility
AMCR vs. CAT - Volatility Comparison
The current volatility for Amcor plc (AMCR) is 5.58%, while Caterpillar Inc. (CAT) has a volatility of 10.46%. This indicates that AMCR experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AMCR vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Amcor plc 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