BKV vs. CAT
BKV (BKV Corp) and CAT (Caterpillar Inc.) are both stocks. BKV operates in Oil & Gas E&P (Energy), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past year, BKV returned 18.51% vs 87.70% for CAT. Their 0.22 correlation means their historical movements had little consistent relationship.
Performance
BKV vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, BKV achieves a -9.91% return, which is significantly lower than CAT's 43.10% return.
BKV
- 1D
- 1.62%
- 1M
- -10.07%
- 6M
- -17.78%
- YTD
- -9.91%
- 1Y
- 18.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.19%
CAT
- 1D
- 0.70%
- 1M
- -17.66%
- 6M
- 24.42%
- YTD
- 43.10%
- 1Y
- 87.70%
- 3Y*
- 43.33%
- 5Y*
- 33.84%
- 10Y*
- 28.72%
- ALL TIME*
- 10.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BKV BKV Corp | $23.05M | $20.19M | $22.46M |
| $2.66B | $2.67B | $2.93B |
BKV vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BKV BKV Corp | -9.91% | 14.17% | 28.19% |
CAT Caterpillar Inc. | 43.10% | 60.30% | -3.75% |
Correlation
The correlation between BKV and CAT is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2024 | 0.22 |
Fundamentals
BKV:
$2.68B
CAT:
$375.33B
BKV:
$3.17
CAT:
$20.10
BKV:
7.73
CAT:
40.53
BKV:
2.11
CAT:
5.40
BKV:
1.08
CAT:
20.34
BKV:
$1.08B
CAT:
$70.76B
BKV:
$693.49M
CAT:
$23.01B
BKV:
$544.16M
CAT:
$15.31B
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Return for Risk
BKV vs. CAT — Risk / Return Rank
BKV
CAT
BKV vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BKV Corp (BKV) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BKV | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.81 | ||
| Sortino ratioReturn per unit of downside risk | -2.00 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.37 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 3.34 | -2.67 |
| Martin ratioReturn relative to average drawdown | 1.68 | 13.81 | -12.13 |
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Drawdowns
BKV vs. CAT - Drawdown Comparison
The maximum BKV drawdown since its inception was -39.98%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for BKV and CAT.
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Drawdown Indicators
| BKV | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.98% | -73.43% | +33.45% |
Max Drawdown (1Y)Largest decline over 1 year | -27.52% | -26.36% | -1.16% |
Max Drawdown (3Y)Largest decline over 3 years | — | -34.05% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.05% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.36% | — |
Current DrawdownCurrent decline from peak | -23.94% | -23.34% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -12.15% | -19.71% | +7.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.07% | 6.41% | +4.66% |
Volatility
BKV vs. CAT - Volatility Comparison
The current volatility for BKV Corp (BKV) is 10.10%, while Caterpillar Inc. (CAT) has a volatility of 11.37%. This indicates that BKV 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.
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Volatility by Period
| BKV | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.10% | 11.37% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 26.67% | 31.53% | -4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.73% | 39.11% | +2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.88% | 31.62% | +11.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.88% | 31.31% | +11.57% |
Dividends
BKV vs. CAT - Dividend Comparison
BKV has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.76%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKV BKV Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 0.76% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
Financials
BKV vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between BKV Corp 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
BKV vs. CAT - Profitability Comparison
BKV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, BKV Corp reported a gross profit of 405.49M and revenue of 432.85M. Therefore, the gross margin over that period was 93.7%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
BKV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, BKV Corp reported an operating income of 86.03M and revenue of 432.85M, resulting in an operating margin of 19.9%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
BKV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, BKV Corp reported a net income of 44.08M and revenue of 432.85M, resulting in a net margin of 10.2%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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
BKV and CAT have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (11.37%) compared to BKV (10.10%). In terms of maximum drawdown, BKV dropped -39.98% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (2.25 vs 0.45), 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.
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