CAT vs. BKV
CAT (Caterpillar Inc.) and BKV (BKV Corp) are both stocks. CAT operates in Farm & Heavy Construction Machinery (Industrials), while BKV operates in Oil & Gas E&P (Energy). Over the past year, CAT returned 87.70% vs 18.51% for BKV. Their 0.22 correlation means their historical movements had little consistent relationship.
Performance
CAT vs. BKV - Performance Comparison
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Returns By Period
In the year-to-date period, CAT achieves a 43.10% return, which is significantly higher than BKV's -9.91% return.
CAT
- 1D
- 0.70%
- 1M
- -17.66%
- 6M
- 24.42%
- YTD
- 43.10%
- 1Y
- 87.70%
- 3Y*
- 43.33%
- 5Y*
- 33.84%
- 10Y*
- 28.72%
- ALL TIME*
- 10.47%
BKV
- 1D
- 1.62%
- 1M
- -10.07%
- 6M
- -17.78%
- YTD
- -9.91%
- 1Y
- 18.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.19%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BKV BKV Corp | $23.05M | $20.19M | $22.46M |
| $2.66B | $2.67B | $2.93B |
CAT vs. BKV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CAT Caterpillar Inc. | 43.10% | 60.30% | -3.75% |
BKV BKV Corp | -9.91% | 14.17% | 28.19% |
Correlation
The correlation between CAT and BKV is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2024 | 0.22 |
Fundamentals
CAT:
$375.33B
BKV:
$2.68B
CAT:
$20.10
BKV:
$3.17
CAT:
40.53
BKV:
7.73
CAT:
5.40
BKV:
2.11
CAT:
20.34
BKV:
1.08
CAT:
$70.76B
BKV:
$1.08B
CAT:
$23.01B
BKV:
$693.49M
CAT:
$15.31B
BKV:
$544.16M
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Return for Risk
CAT vs. BKV — Risk / Return Rank
CAT
BKV
CAT vs. BKV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Caterpillar Inc. (CAT) and BKV Corp (BKV). 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.
| CAT | BKV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.81 | ||
| Sortino ratioReturn per unit of downside risk | +2.00 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.11 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 0.68 | +2.67 |
| Martin ratioReturn relative to average drawdown | 13.81 | 1.68 | +12.13 |
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Drawdowns
CAT vs. BKV - Drawdown Comparison
The maximum CAT drawdown since its inception was -73.43%, which is greater than BKV's maximum drawdown of -39.98%. Use the drawdown chart below to compare losses from any high point for CAT and BKV.
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Drawdown Indicators
| CAT | BKV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.43% | -39.98% | -33.45% |
Max Drawdown (1Y)Largest decline over 1 year | -26.36% | -27.52% | +1.16% |
Max Drawdown (3Y)Largest decline over 3 years | -34.05% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -34.05% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.36% | — | — |
Current DrawdownCurrent decline from peak | -23.34% | -23.94% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -19.71% | -12.15% | -7.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.41% | 11.07% | -4.66% |
Volatility
CAT vs. BKV - Volatility Comparison
Caterpillar Inc. (CAT) has a higher volatility of 11.37% compared to BKV Corp (BKV) at 10.10%. This indicates that CAT's price experiences larger fluctuations and is considered to be riskier than BKV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAT | BKV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.37% | 10.10% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 31.53% | 26.67% | +4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.11% | 41.73% | -2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.62% | 42.88% | -11.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.31% | 42.88% | -11.57% |
Dividends
CAT vs. BKV - Dividend Comparison
CAT's dividend yield for the trailing twelve months is around 0.76%, while BKV has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKV BKV Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 0.76% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
Financials
CAT vs. BKV - Financials Comparison
This section allows you to compare key financial metrics between Caterpillar Inc. and BKV Corp. 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
CAT vs. BKV - Profitability Comparison
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
BKV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, BKV Corp reported a gross profit of 405.49M and revenue of 432.85M. Therefore, the gross margin over that period was 93.7%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
BKV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, BKV Corp reported an operating income of 86.03M and revenue of 432.85M, resulting in an operating margin of 19.9%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Caterpillar Inc. reported a net income of 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.
BKV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, BKV Corp reported a net income of 44.08M and revenue of 432.85M, resulting in a net margin of 10.2%.
Frequently Asked Questions
CAT and BKV have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (11.37%) compared to BKV (10.10%). In terms of maximum drawdown, CAT dropped -73.43% vs BKV's -39.98%.
CAT currently has the higher Sharpe Ratio (2.25 vs 0.45), 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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