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.
Performance
AMCR vs. CAT - Performance Comparison
Returns By Period
In the year-to-date period, AMCR achieves a 11.36% return, which is significantly lower than CAT's 31.10% return.
AMCR
11.36%
-7.01%
3.84%
16.18%
5.13%
N/A
CAT
31.10%
-2.30%
8.00%
55.41%
24.32%
16.72%
Fundamentals
| AMCR | CAT | |
|---|---|---|
| Market Cap | $14.94B | $184.19B |
| EPS | $0.56 | $21.53 |
| PE Ratio | 18.46 | 17.72 |
| PEG Ratio | 3.85 | 2.60 |
| Total Revenue (TTM) | $13.55B | $65.66B |
| Gross Profit (TTM) | $2.73B | $23.58B |
| EBITDA (TTM) | $1.89B | $16.27B |
Key characteristics
| AMCR | CAT | |
|---|---|---|
| Sharpe Ratio | 0.73 | 2.08 |
| Sortino Ratio | 1.20 | 2.82 |
| Omega Ratio | 1.15 | 1.37 |
| Calmar Ratio | 0.55 | 3.46 |
| Martin Ratio | 3.59 | 7.91 |
| Ulcer Index | 4.50% | 6.92% |
| Daily Std Dev | 22.29% | 26.39% |
| Max Drawdown | -47.21% | -73.43% |
| Current Drawdown | -14.66% | -8.49% |
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Correlation
The correlation between AMCR and CAT is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
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 4.86%, more than CAT's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCR Amcor plc | 4.86% | 5.12% | 4.06% | 3.95% | 3.93% | 2.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 1.42% | 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 -47.21%, 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
Amcor plc (AMCR) and Caterpillar Inc. (CAT) have volatilities of 10.26% and 10.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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