BMBOY vs. CAT

Last updated Apr 1, 2026

Compare and contrast key facts about Grupo Bimbo SAB de CV ADR (BMBOY) and Caterpillar Inc. (CAT).

Performance

BMBOY vs. CAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Grupo Bimbo SAB de CV ADR (BMBOY) and Caterpillar Inc. (CAT). The values are adjusted to include any dividend payments, if applicable.

BMBOY vs. CAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BMBOY Grupo Bimbo SAB de CV ADR	3.31%	27.07%	-48.59%	21.25%	31.98%	51.07%	30.33%	-14.67%	-4.82%	-11.11%
CAT Caterpillar Inc.	27.78%	60.30%	24.66%	25.95%	18.60%	15.95%	26.97%	19.51%	-17.56%	26.30%

Fundamentals

Market Cap BMBOY : $14.53B CAT : $342.52B
EPS BMBOY : $10.20 CAT : $18.86
PE Ratio BMBOY : 1.32 CAT : 38.72
PEG Ratio BMBOY : 0.34 CAT : 2.56
PS Ratio BMBOY : 0.03 CAT : 5.08
PB Ratio BMBOY : 0.12 CAT : 16.07
Total Revenue (TTM) BMBOY : $424.30B CAT : $67.59B
Gross Profit (TTM) BMBOY : $221.82B CAT : $21.86B
EBITDA (TTM) BMBOY : $61.06B CAT : $14.51B

Returns By Period

In the year-to-date period, BMBOY achieves a 3.31% return, which is significantly lower than CAT's 27.78% return.

BMBOY

• 1D: 1.59%
• 1M: -7.32%
• YTD: 3.31%
• 6M: -9.74%
• 1Y: 22.51%
• 3Y*: -9.07%
• 5Y*: 11.38%
• 10Y*: —

CAT

• 1D: 3.09%
• 1M: -2.92%
• YTD: 27.78%
• 6M: 52.68%
• 1Y: 123.97%
• 3Y*: 49.64%
• 5Y*: 28.03%
• 10Y*: 28.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BMBOY vs. CAT — Risk / Return Rank

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

BMBOY

BMBOY Risk / Return Rank: 60
BMBOY Sharpe Ratio Rank: 57
BMBOY Sortino Ratio Rank: 57
BMBOY Omega Ratio Rank: 62
BMBOY Calmar Ratio Rank: 62
BMBOY Martin Ratio Rank: 59

CAT

CAT Risk / Return Rank: 97
CAT Sharpe Ratio Rank: 98
CAT Sortino Ratio Rank: 97
CAT Omega Ratio Rank: 96
CAT Calmar Ratio Rank: 96
CAT Martin Ratio Rank: 98

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.

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.

	BMBOY	CAT	Difference
Sharpe ratio Return per unit of total volatility	0.45	3.59	-3.14
Sortino ratio Return per unit of downside risk	1.07	4.17	-3.11
Omega ratio Gain probability vs. loss probability	1.17	1.56	-0.39
Calmar ratio Return relative to maximum drawdown	1.01	6.86	-5.86
Martin ratio Return relative to average drawdown	1.83	24.22	-22.40
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BMBOY vs. CAT - Sharpe Ratio Comparison

The current BMBOY Sharpe Ratio is 0.45, which is lower than the CAT Sharpe Ratio of 3.59. The chart below compares the historical Sharpe Ratios of BMBOY and CAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BMBOY	CAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.45	3.59	-3.14
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.23	0.95	-0.72
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.93	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.12	0.34	-0.22

Correlation

The correlation between BMBOY and CAT is 0.11, 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

BMBOY vs. CAT - Dividend Comparison

BMBOY's dividend yield for the trailing twelve months is around 1.52%, more than CAT's 0.81% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BMBOY Grupo Bimbo SAB de CV ADR	1.52%	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.	0.81%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%

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.

Drawdown Indicators

	BMBOY	CAT	Difference
Max Drawdown Largest peak-to-trough decline	-56.90%	-73.43%	+16.53%
Max Drawdown (1Y) Largest decline over 1 year	-22.38%	-18.14%	-4.24%
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 Drawdown Current decline from peak	-39.22%	-5.77%	-33.45%
Average Drawdown Average peak-to-trough decline	-22.19%	-19.78%	-2.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.32%	5.14%	+7.18%

Volatility

BMBOY vs. CAT - Volatility Comparison

The current volatility for Grupo Bimbo SAB de CV ADR (BMBOY) is 10.33%, while Caterpillar Inc. (CAT) has a volatility of 11.76%. 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.

Volatility by Period

	BMBOY	CAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.33%	11.76%	-1.43%
Volatility (6M) Calculated over the trailing 6-month period	26.82%	26.46%	+0.36%
Volatility (1Y) Calculated over the trailing 1-year period	50.11%	34.71%	+15.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.14%	29.79%	+20.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	52.55%	30.52%	+22.03%

Financials

BMBOY vs. CAT - Profitability Comparison

The chart below illustrates the profitability comparison between Grupo Bimbo SAB de CV ADR and Caterpillar Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BMBOY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Grupo Bimbo SAB de CV ADR reported a gross profit of 55.40B and revenue of 106.94B. Therefore, the gross margin over that period was 51.8%.

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%.

BMBOY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Grupo Bimbo SAB de CV ADR reported an operating income of 11.43B and revenue of 106.94B, resulting in an operating margin of 10.7%.

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%.

BMBOY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Grupo Bimbo SAB de CV ADR reported a net income of 3.11B and revenue of 106.94B, resulting in a net margin of 2.9%.

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%.