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.
Correlation
The correlation between CARR and CAT is 0.58, 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
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Key characteristics
CARR:
0.49
CAT:
0.08
CARR:
0.94
CAT:
0.24
CARR:
1.11
CAT:
1.03
CARR:
0.50
CAT:
0.01
CARR:
1.17
CAT:
0.03
CARR:
14.04%
CAT:
12.91%
CARR:
33.35%
CAT:
30.86%
CARR:
-41.60%
CAT:
-73.43%
CARR:
-8.53%
CAT:
-14.45%
Fundamentals
CARR:
$64.83B
CAT:
$166.29B
CARR:
$1.54
CAT:
$20.72
CARR:
49.10
CAT:
17.06
CARR:
63.02
CAT:
1.81
CARR:
2.91
CAT:
2.63
CARR:
4.68
CAT:
9.11
CARR:
$23.04B
CAT:
$63.26B
CARR:
$6.36B
CAT:
$22.45B
CARR:
$4.00B
CAT:
$15.46B
Returns By Period
In the year-to-date period, CARR achieves a 10.78% return, which is significantly higher than CAT's -1.69% return.
CARR
10.78%
26.24%
1.46%
15.93%
34.05%
N/A
CAT
-1.69%
20.76%
-7.14%
0.87%
27.87%
18.00%
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Risk-Adjusted Performance
CARR vs. CAT — Risk-Adjusted Performance Rank
CARR
CAT
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.
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Dividends
CARR vs. CAT - Dividend Comparison
CARR's dividend yield for the trailing twelve months is around 1.10%, less than CAT's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CARR Carrier Global Corporation | 1.10% | 1.16% | 1.30% | 1.54% | 0.94% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 1.60% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
Drawdowns
CARR vs. CAT - Drawdown Comparison
The maximum CARR drawdown since its inception was -41.60%, 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.
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Volatility
CARR vs. CAT - Volatility Comparison
Carrier Global Corporation (CARR) has a higher volatility of 12.93% compared to Caterpillar Inc. (CAT) at 8.02%. 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.
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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
CARR vs. CAT - Profitability Comparison
CARR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Carrier Global Corporation reported a gross profit of 1.45B and revenue of 5.22B. Therefore, the gross margin over that period was 27.7%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a gross profit of 4.96B and revenue of 14.25B. Therefore, the gross margin over that period was 34.8%.
CARR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Carrier Global Corporation reported an operating income of 629.00M and revenue of 5.22B, resulting in an operating margin of 12.1%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported an operating income of 2.58B and revenue of 14.25B, resulting in an operating margin of 18.1%.
CARR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Carrier Global Corporation reported a net income of 412.00M and revenue of 5.22B, resulting in a net margin of 7.9%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a net income of 2.00B and revenue of 14.25B, resulting in a net margin of 14.1%.