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CAH vs. CAT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CAH vs. CAT - Performance Comparison

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

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Returns By Period

In the year-to-date period, CAH achieves a 8.15% return, which is significantly lower than CAT's 57.36% return. Over the past 10 years, CAH has underperformed CAT with an annualized return of 14.13%, while CAT has yielded a comparatively higher 31.08% annualized return.


CAH

1D
2.25%
1M
21.14%
YTD
8.15%
6M
12.07%
1Y
45.67%
3Y*
38.65%
5Y*
33.15%
10Y*
14.13%

CAT

1D
4.84%
1M
-1.59%
YTD
57.36%
6M
44.09%
1Y
149.86%
3Y*
58.05%
5Y*
34.78%
10Y*
31.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CAH vs. CAT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CAH
Cardinal Health, Inc.
8.15%76.25%19.01%34.15%54.08%-0.40%10.09%18.04%-24.50%-12.65%
CAT
Caterpillar Inc.
57.36%60.30%24.66%25.95%18.60%15.95%26.97%19.51%-17.56%75.03%

Correlation

The correlation between CAH and CAT is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Dec 31, 1987

0.25

Over the past year, the correlation between CAH and CAT has dropped to 0.02 - well below their long-term average of 0.25, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

CAH:

$52.19B

CAT:

$418.12B

EPS

CAH:

$6.55

CAT:

$20.07

PE Ratio

CAH:

33.76

CAT:

44.72

PEG Ratio

CAH:

0.80

CAT:

2.96

PS Ratio

CAH:

0.21

CAT:

5.95

Total Revenue (TTM)

CAH:

$250.55B

CAT:

$70.76B

Gross Profit (TTM)

CAH:

$9.23B

CAT:

$23.01B

EBITDA (TTM)

CAH:

$2.79B

CAT:

$15.31B

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Return for Risk

CAH vs. CAT — Risk / Return Rank

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

CAH
CAH Risk / Return Rank: 8383
Overall Rank
CAH Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
CAH Sortino Ratio Rank: 8484
Sortino Ratio Rank
CAH Omega Ratio Rank: 8585
Omega Ratio Rank
CAH Calmar Ratio Rank: 7979
Calmar Ratio Rank
CAH Martin Ratio Rank: 8080
Martin Ratio Rank

CAT
CAT Risk / Return Rank: 9898
Overall Rank
CAT Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
CAT Sortino Ratio Rank: 9898
Sortino Ratio Rank
CAT Omega Ratio Rank: 9797
Omega Ratio Rank
CAT Calmar Ratio Rank: 9898
Calmar Ratio Rank
CAT Martin Ratio Rank: 9999
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.

CAH vs. CAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cardinal Health, Inc. (CAH) 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.


CAHCATDifference
Sharpe ratioReturn per unit of total volatility

-2.77

Sortino ratioReturn per unit of downside risk

-2.49

Omega ratioGain probability vs. loss probability

1.33

1.63

-0.30

Calmar ratioReturn relative to maximum drawdown

2.25

10.86

-8.62

Martin ratioReturn relative to average drawdown

5.91

35.61

-29.70

CAH vs. CAT - Sharpe Ratio Comparison

The current CAH Sharpe Ratio is 1.52, which is lower than the CAT Sharpe Ratio of 4.29. The chart below compares the historical Sharpe Ratios of CAH and CAT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CAH vs. CAT - Drawdown Comparison

The maximum CAH drawdown since its inception was -61.93%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for CAH and CAT.


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Drawdown Indicators


CAHCATDifference

Max Drawdown

Largest peak-to-trough decline

-61.93%

-73.43%

+11.50%

Max Drawdown (1Y)

Largest decline over 1 year

-20.42%

-13.88%

-6.54%

Max Drawdown (3Y)

Largest decline over 3 years

-20.42%

-34.05%

+13.63%

Max Drawdown (5Y)

Largest decline over 5 years

-22.80%

-34.05%

+11.25%

Max Drawdown (10Y)

Largest decline over 10 years

-46.13%

-43.36%

-2.77%

Current Drawdown

Current decline from peak

-3.56%

-4.56%

+1.00%

Average Drawdown

Average peak-to-trough decline

-15.94%

-19.73%

+3.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.75%

4.23%

+3.52%

Volatility

CAH vs. CAT - Volatility Comparison

The current volatility for Cardinal Health, Inc. (CAH) is 7.28%, while Caterpillar Inc. (CAT) has a volatility of 13.12%. This indicates that CAH 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


CAHCATDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.28%

13.12%

-5.84%

Volatility (6M)

Calculated over the trailing 6-month period

20.29%

28.52%

-8.23%

Volatility (1Y)

Calculated over the trailing 1-year period

30.28%

35.18%

-4.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.25%

30.79%

-5.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.26%

30.98%

-1.72%

Dividends

CAH vs. CAT - Dividend Comparison

CAH's dividend yield for the trailing twelve months is around 0.92%, more than CAT's 0.67% yield.


PositionTTM20252024202320222021202020192018201720162015
CAH
Cardinal Health, Inc.
0.92%0.99%1.28%1.98%2.57%3.80%3.62%3.80%4.24%3.00%2.41%1.68%
CAT
Caterpillar Inc.
0.67%1.02%1.49%1.69%1.93%2.07%2.26%2.56%2.58%1.97%3.32%4.33%

Financials

CAH vs. CAT - Financials Comparison

This section allows you to compare key financial metrics between Cardinal Health, Inc. 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


10.00B20.00B30.00B40.00B50.00B60.00B70.00B20222023202420252026
60.94B
17.42B
(CAH) Total Revenue
(CAT) Total Revenue
Values in USD except per share items

CAH vs. CAT - Profitability Comparison

The chart below illustrates the profitability comparison between Cardinal Health, Inc. 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

0.0%10.0%20.0%30.0%40.0%20222023202420252026
4.1%
35.1%
Portfolio components
CAH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cardinal Health, Inc. reported a gross profit of 2.50B and revenue of 60.94B. Therefore, the gross margin over that period was 4.1%.

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%.

CAH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cardinal Health, Inc. reported an operating income of 509.00M and revenue of 60.94B, resulting in an operating margin of 0.8%.

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%.

CAH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cardinal Health, Inc. reported a net income of 399.00M and revenue of 60.94B, resulting in a net margin of 0.7%.

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


CAH and CAT have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CAT has higher volatility (13.12%) compared to CAH (7.28%). In terms of maximum drawdown, CAH dropped -61.93% vs CAT's -73.43%.

CAT currently has the higher Sharpe Ratio (4.29 vs 1.52), 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.

Portfolio Optimizer

Find the right allocation for CAH 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.

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