PortfoliosLab logoPortfoliosLab logo
AUGO vs. CAT
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AUGO vs. CAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aura Minerals Inc. Common Shares (AUGO) and Caterpillar Inc. (CAT). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

AUGO vs. CAT - Yearly Performance Comparison


2026 (YTD)2025
AUGO
Aura Minerals Inc. Common Shares
63.12%113.25%
CAT
Caterpillar Inc.
23.96%39.66%

Fundamentals

Market Cap

AUGO:

$6.75B

CAT:

$332.27B

EPS

AUGO:

-$0.99

CAT:

$18.86

PS Ratio

AUGO:

7.10

CAT:

4.93

PB Ratio

AUGO:

25.40

CAT:

15.59

Total Revenue (TTM)

AUGO:

$921.73M

CAT:

$67.59B

Gross Profit (TTM)

AUGO:

$526.82M

CAT:

$21.86B

EBITDA (TTM)

AUGO:

$552.62M

CAT:

$14.51B

Returns By Period

In the year-to-date period, AUGO achieves a 63.12% return, which is significantly higher than CAT's 23.96% return.


AUGO

1D
15.09%
1M
-2.62%
YTD
63.12%
6M
124.06%
1Y
3Y*
5Y*
10Y*

CAT

1D
6.15%
1M
-4.63%
YTD
23.96%
6M
49.25%
1Y
117.77%
3Y*
48.13%
5Y*
27.26%
10Y*
27.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

AUGO vs. CAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AUGO

CAT
CAT Risk / Return Rank: 9797
Overall Rank
CAT Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
CAT Sortino Ratio Rank: 9797
Sortino Ratio Rank
CAT Omega Ratio Rank: 9696
Omega Ratio Rank
CAT Calmar Ratio Rank: 9696
Calmar Ratio Rank
CAT Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AUGO vs. CAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aura Minerals Inc. Common Shares (AUGO) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AUGO vs. CAT - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


AUGOCATDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.42

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.92

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.92

Sharpe Ratio (All Time)

Calculated using the full available price history

7.50

0.34

+7.16

Correlation

The correlation between AUGO and CAT is 0.34, 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

AUGO vs. CAT - Dividend Comparison

AUGO's dividend yield for the trailing twelve months is around 1.80%, more than CAT's 0.84% yield.


TTM20252024202320222021202020192018201720162015
AUGO
Aura Minerals Inc. Common Shares
1.80%1.61%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CAT
Caterpillar Inc.
0.84%1.02%1.49%1.69%1.93%2.07%2.26%2.56%2.58%1.97%3.32%4.33%

Drawdowns

AUGO vs. CAT - Drawdown Comparison

The maximum AUGO drawdown since its inception was -31.42%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for AUGO and CAT.


Loading graphics...

Drawdown Indicators


AUGOCATDifference

Max Drawdown

Largest peak-to-trough decline

-31.42%

-73.43%

+42.01%

Max Drawdown (1Y)

Largest decline over 1 year

-18.14%

Max Drawdown (5Y)

Largest decline over 5 years

-34.05%

Max Drawdown (10Y)

Largest decline over 10 years

-43.36%

Current Drawdown

Current decline from peak

-8.36%

-8.59%

+0.23%

Average Drawdown

Average peak-to-trough decline

-5.68%

-19.79%

+14.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.13%

Volatility

AUGO vs. CAT - Volatility Comparison


Loading graphics...

Volatility by Period


AUGOCATDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.02%

Volatility (6M)

Calculated over the trailing 6-month period

26.33%

Volatility (1Y)

Calculated over the trailing 1-year period

64.71%

34.60%

+30.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

64.71%

29.76%

+34.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

64.71%

30.52%

+34.19%

Financials

AUGO vs. CAT - Financials Comparison

This section allows you to compare key financial metrics between Aura Minerals Inc. Common Shares 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
321.66M
19.13B
(AUGO) Total Revenue
(CAT) Total Revenue
Values in USD except per share items

AUGO vs. CAT - Profitability Comparison

The chart below illustrates the profitability comparison between Aura Minerals Inc. Common Shares and Caterpillar Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
62.3%
28.6%
Portfolio components
AUGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Aura Minerals Inc. Common Shares reported a gross profit of 200.30M and revenue of 321.66M. Therefore, the gross margin over that period was 62.3%.

CAT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a gross profit of 5.48B and revenue of 19.13B. Therefore, the gross margin over that period was 28.6%.

AUGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Aura Minerals Inc. Common Shares reported an operating income of 181.54M and revenue of 321.66M, resulting in an operating margin of 56.4%.

CAT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported an operating income of 2.66B and revenue of 19.13B, resulting in an operating margin of 13.9%.

AUGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Aura Minerals Inc. Common Shares reported a net income of -19.86M and revenue of 321.66M, resulting in a net margin of -6.2%.

CAT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a net income of 2.40B and revenue of 19.13B, resulting in a net margin of 12.6%.