BMBOY vs. CAT
BMBOY (Grupo Bimbo SAB de CV ADR) and CAT (Caterpillar Inc.) are both stocks. BMBOY operates in Packaged Foods (Consumer Defensive), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past 5 years, BMBOY returned 11.14%/yr vs 39.82%/yr for CAT. At a 0.10 correlation, their price movements are largely independent.
Performance
BMBOY vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, BMBOY achieves a -0.45% return, which is significantly lower than CAT's 85.30% return.
BMBOY
- 1D
- 0.00%
- 1M
- -6.35%
- YTD
- -0.45%
- 6M
- -2.91%
- 1Y
- 15.04%
- 3Y*
- -14.26%
- 5Y*
- 11.14%
- 10Y*
- —
CAT
- 1D
- 6.29%
- 1M
- 16.34%
- YTD
- 85.30%
- 6M
- 81.84%
- 1Y
- 187.54%
- 3Y*
- 67.12%
- 5Y*
- 39.82%
- 10Y*
- 33.94%
BMBOY vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMBOY Grupo Bimbo SAB de CV ADR | -0.45% | 27.07% | -48.59% | 21.25% | 31.98% | 51.07% | 30.33% | -14.67% | -4.82% | -11.11% |
CAT Caterpillar Inc. | 85.30% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 27.10% |
Correlation
The correlation between BMBOY and CAT is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 2017 | 0.10 |
The correlation between BMBOY and CAT shifts across timeframes, from 0.10 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BMBOY:
$13.68B
CAT:
$492.36B
BMBOY:
MX$10.80
CAT:
$20.07
BMBOY:
20.60
CAT:
52.66
BMBOY:
5.31
CAT:
3.48
BMBOY:
0.57
CAT:
7.01
BMBOY:
1.97
CAT:
26.39
BMBOY:
MX$422.73B
CAT:
$70.76B
BMBOY:
MX$217.77B
CAT:
$23.01B
BMBOY:
MX$63.88B
CAT:
$15.31B
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Return for Risk
BMBOY vs. CAT — Risk / Return Rank
BMBOY
CAT
BMBOY vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grupo Bimbo SAB de CV ADR (BMBOY) 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.
| BMBOY | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.86 | ||
| Sortino ratioReturn per unit of downside risk | -4.69 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.72 | -0.60 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 13.60 | -12.90 |
| Martin ratioReturn relative to average drawdown | 1.42 | 44.45 | -43.03 |
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Drawdowns
BMBOY vs. CAT - Drawdown Comparison
The maximum BMBOY drawdown since its inception was -56.90%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for BMBOY and CAT.
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Drawdown Indicators
| BMBOY | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.90% | -73.43% | +16.53% |
Max Drawdown (1Y)Largest decline over 1 year | -21.74% | -13.88% | -7.86% |
Max Drawdown (3Y)Largest decline over 3 years | -54.90% | -34.05% | -20.85% |
Max Drawdown (5Y)Largest decline over 5 years | -56.90% | -34.05% | -22.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.36% | — |
Current DrawdownCurrent decline from peak | -41.43% | 0.00% | -41.43% |
Average DrawdownAverage peak-to-trough decline | -22.74% | -19.72% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.62% | 4.24% | +6.38% |
Volatility
BMBOY vs. CAT - Volatility Comparison
The current volatility for Grupo Bimbo SAB de CV ADR (BMBOY) is 9.09%, while Caterpillar Inc. (CAT) has a volatility of 14.45%. This indicates that BMBOY 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
| BMBOY | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.09% | 14.45% | -5.36% |
Volatility (6M)Calculated over the trailing 6-month period | 28.03% | 28.66% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.70% | 36.10% | +4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.58% | 30.99% | +18.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 52.21% | 31.03% | +21.18% |
Dividends
BMBOY vs. CAT - Dividend Comparison
BMBOY's dividend yield for the trailing twelve months is around 1.93%, more than CAT's 0.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMBOY Grupo Bimbo SAB de CV ADR | 1.93% | 1.57% | 2.12% | 0.85% | 2.32% | 1.49% | 0.92% | 1.34% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 0.57% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
Financials
BMBOY vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Grupo Bimbo SAB de CV ADR 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
BMBOY vs. CAT - Profitability Comparison
BMBOY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Grupo Bimbo SAB de CV ADR reported a gross profit of 50.41B and revenue of 102.15B. Therefore, the gross margin over that period was 49.4%.
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%.
BMBOY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Grupo Bimbo SAB de CV ADR reported an operating income of 9.82B and revenue of 102.15B, resulting in an operating margin of 9.6%.
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%.
BMBOY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Grupo Bimbo SAB de CV ADR reported a net income of 2.41B and revenue of 102.15B, resulting in a net margin of 2.4%.
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
BMBOY and CAT have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (14.45%) compared to BMBOY (9.09%). In terms of maximum drawdown, BMBOY dropped -56.90% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (5.23 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.
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