AMCR vs. CAT
AMCR (Amcor plc) and CAT (Caterpillar Inc.) are both stocks. AMCR operates in Packaging & Containers (Consumer Cyclical), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past 5 years, AMCR returned -4.45%/yr vs 32.93%/yr for CAT. At a 0.45 correlation, their price movements are largely independent.
Performance
AMCR vs. CAT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AMCR achieves a -6.44% return, which is significantly lower than CAT's 62.36% return.
AMCR
- 1D
- -1.38%
- 1M
- 4.34%
- YTD
- -6.44%
- 6M
- -7.76%
- 1Y
- -11.59%
- 3Y*
- -3.66%
- 5Y*
- -4.45%
- 10Y*
- —
CAT
- 1D
- 1.80%
- 1M
- 5.88%
- YTD
- 62.36%
- 6M
- 57.25%
- 1Y
- 167.95%
- 3Y*
- 62.31%
- 5Y*
- 32.93%
- 10Y*
- 31.52%
AMCR vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AMCR Amcor plc | -6.44% | -6.17% | 2.61% | -14.97% | 3.20% | 6.16% | 13.41% | -0.71% |
CAT Caterpillar Inc. | 62.36% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 17.84% |
Correlation
The correlation between AMCR and CAT is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2019 | 0.45 |
The correlation between AMCR and CAT shifts across timeframes, from 0.33 (1 year) to 0.45 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AMCR:
$17.57B
CAT:
$431.41B
AMCR:
$1.59
CAT:
$20.07
AMCR:
23.87
CAT:
46.14
AMCR:
0.73
CAT:
6.14
AMCR:
0.47
CAT:
23.12
AMCR:
$22.19B
CAT:
$70.76B
AMCR:
$4.10B
CAT:
$23.01B
AMCR:
$2.58B
CAT:
$15.31B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AMCR vs. CAT — Risk / Return Rank
AMCR
CAT
AMCR vs. CAT - Risk-Adjusted Trends 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.
| AMCR | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.35 | ||
| Sortino ratioReturn per unit of downside risk | -6.01 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.72 | -0.76 |
| Calmar ratioReturn relative to maximum drawdown | -0.44 | 12.18 | -12.61 |
| Martin ratioReturn relative to average drawdown | -0.80 | 40.49 | -41.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| AMCR | CAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.37 | 4.98 | -5.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | 1.08 | -1.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.35 | -0.38 |
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.
Loading charts...
Drawdown Indicators
| AMCR | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.21% | -73.43% | +26.22% |
Max Drawdown (1Y)Largest decline over 1 year | -26.51% | -13.88% | -12.63% |
Max Drawdown (3Y)Largest decline over 3 years | -29.92% | -34.05% | +4.13% |
Max Drawdown (5Y)Largest decline over 5 years | -34.24% | -34.05% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.36% | — |
Current DrawdownCurrent decline from peak | -30.98% | -0.08% | -30.90% |
Average DrawdownAverage peak-to-trough decline | -14.51% | -19.74% | +5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.46% | 4.17% | +10.29% |
Volatility
AMCR vs. CAT - Volatility Comparison
Amcor plc (AMCR) and Caterpillar Inc. (CAT) have volatilities of 11.50% and 11.17%, 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.
Loading charts...
Volatility by Period
| AMCR | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.50% | 11.17% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 25.35% | 27.09% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.18% | 33.97% | -2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.01% | 30.62% | -5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.24% | 30.86% | -1.62% |
Dividends
AMCR vs. CAT - Dividend Comparison
AMCR's dividend yield for the trailing twelve months is around 6.83%, more than CAT's 0.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMCR Amcor plc | 6.83% | 6.15% | 5.34% | 5.11% | 4.05% | 3.93% | 3.93% | 2.17% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 0.65% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
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
AMCR vs. CAT - Profitability Comparison
AMCR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Amcor plc reported a gross profit of 1.19B and revenue of 5.91B. Therefore, the gross margin over that period was 20.1%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a gross profit of 6.11B and revenue of 17.42B. Therefore, the gross margin over that period was 35.1%.
AMCR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Amcor plc reported an operating income of 461.00M and revenue of 5.91B, resulting in an operating margin of 7.8%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
AMCR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Amcor plc reported a net income of 278.00M and revenue of 5.91B, resulting in a net margin of 4.7%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a net income of 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.
Frequently Asked Questions
AMCR and CAT have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMCR has higher volatility (11.50%) compared to CAT (11.17%). In terms of maximum drawdown, AMCR dropped -47.21% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (4.98 vs -0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for AMCR and CAT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer