CAT vs. CMI
Compare and contrast key facts about Caterpillar Inc. (CAT) and Cummins Inc. (CMI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAT or CMI.
Correlation
The correlation between CAT and CMI is 0.55, 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
CAT vs. CMI - Performance Comparison
Key characteristics
CAT:
-0.49
CMI:
0.03
CAT:
-0.53
CMI:
0.26
CAT:
0.93
CMI:
1.03
CAT:
-0.45
CMI:
0.03
CAT:
-1.30
CMI:
0.09
CAT:
11.75%
CMI:
8.81%
CAT:
31.23%
CMI:
30.29%
CAT:
-73.43%
CMI:
-75.66%
CAT:
-28.44%
CMI:
-26.17%
Fundamentals
CAT:
$139.16B
CMI:
$38.82B
CAT:
$22.04
CMI:
$28.36
CAT:
13.21
CMI:
9.84
CAT:
1.45
CMI:
0.60
CAT:
2.15
CMI:
1.14
CAT:
6.98
CMI:
3.74
CAT:
$49.01B
CMI:
$25.70B
CAT:
$17.50B
CMI:
$6.37B
CAT:
$12.23B
CMI:
$3.76B
Returns By Period
The year-to-date returns for both stocks are quite close, with CAT having a -17.76% return and CMI slightly lower at -18.24%. Over the past 10 years, CAT has outperformed CMI with an annualized return of 16.35%, while CMI has yielded a comparatively lower 10.65% annualized return.
CAT
-17.76%
-13.00%
-22.66%
-17.24%
23.60%
16.35%
CMI
-18.24%
-14.32%
-13.19%
-0.98%
16.92%
10.65%
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Risk-Adjusted Performance
CAT vs. CMI — Risk-Adjusted Performance Rank
CAT
CMI
CAT vs. CMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Caterpillar Inc. (CAT) and Cummins Inc. (CMI). 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
CAT vs. CMI - Dividend Comparison
CAT's dividend yield for the trailing twelve months is around 1.91%, less than CMI's 2.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 1.91% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
CMI Cummins Inc. | 2.52% | 2.01% | 2.71% | 2.49% | 2.57% | 2.33% | 2.74% | 3.32% | 2.38% | 2.93% | 3.99% | 1.95% |
Drawdowns
CAT vs. CMI - Drawdown Comparison
The maximum CAT drawdown since its inception was -73.43%, roughly equal to the maximum CMI drawdown of -75.66%. Use the drawdown chart below to compare losses from any high point for CAT and CMI. For additional features, visit the drawdowns tool.
Volatility
CAT vs. CMI - Volatility Comparison
Caterpillar Inc. (CAT) and Cummins Inc. (CMI) have volatilities of 16.57% and 16.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CAT vs. CMI - Financials Comparison
This section allows you to compare key financial metrics between Caterpillar Inc. and Cummins 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