CARR vs. CAT
Compare and contrast key facts about Carrier Global Corporation (CARR) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CARR or CAT.
Key characteristics
| CARR | CAT | |
|---|---|---|
| YTD Return | 8.41% | 14.84% |
| 1Y Return | 53.24% | 63.04% |
| 3Y Return (Ann) | 14.57% | 15.40% |
| Sharpe Ratio | 1.89 | 2.14 |
| Daily Std Dev | 28.60% | 27.65% |
| Max Drawdown | -40.82% | -73.43% |
| Current Drawdown | -0.68% | -10.89% |
Fundamentals
| CARR | CAT | |
|---|---|---|
| Market Cap | $54.51B | $171.48B |
| EPS | $1.43 | $22.11 |
| PE Ratio | 42.31 | 15.53 |
| PEG Ratio | 2.25 | 2.10 |
| Revenue (TTM) | $23.01B | $67.00B |
| Gross Profit (TTM) | $5.47B | $15.57B |
| EBITDA (TTM) | $3.05B | $16.56B |
Correlation
The correlation between CARR and CAT is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CARR vs. CAT - Performance Comparison
In the year-to-date period, CARR achieves a 8.41% return, which is significantly lower than CAT's 14.84% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CARR vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carrier Global Corporation (CARR) 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.
Dividends
CARR vs. CAT - Dividend Comparison
CARR's dividend yield for the trailing twelve months is around 1.21%, less than CAT's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CARR Carrier Global Corporation | 1.21% | 1.30% | 1.54% | 0.94% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 1.54% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Drawdowns
CARR vs. CAT - Drawdown Comparison
The maximum CARR drawdown since its inception was -40.82%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for CARR and CAT. For additional features, visit the drawdowns tool.
Volatility
CARR vs. CAT - Volatility Comparison
Carrier Global Corporation (CARR) has a higher volatility of 11.48% compared to Caterpillar Inc. (CAT) at 9.98%. This indicates that CARR's price experiences larger fluctuations and is considered to be riskier than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CARR vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Carrier Global Corporation 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