CAT vs. HD
Compare and contrast key facts about Caterpillar Inc. (CAT) and The Home Depot, Inc. (HD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAT or HD.
Key characteristics
| CAT | HD | |
|---|---|---|
| YTD Return | 14.39% | -2.60% |
| 1Y Return | 58.44% | 17.52% |
| 3Y Return (Ann) | 16.13% | 3.00% |
| 5Y Return (Ann) | 22.13% | 13.59% |
| 10Y Return (Ann) | 15.50% | 18.34% |
| Sharpe Ratio | 2.13 | 0.88 |
| Daily Std Dev | 27.65% | 19.38% |
| Max Drawdown | -73.43% | -70.47% |
| Current Drawdown | -11.24% | -15.10% |
Fundamentals
| CAT | HD | |
|---|---|---|
| Market Cap | $171.48B | $332.08B |
| EPS | $22.11 | $15.11 |
| PE Ratio | 15.53 | 22.18 |
| PEG Ratio | 2.10 | 1.91 |
| Revenue (TTM) | $67.00B | $152.67B |
| Gross Profit (TTM) | $15.57B | $52.78B |
| EBITDA (TTM) | $16.56B | $24.94B |
Correlation
The correlation between CAT and HD is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CAT vs. HD - Performance Comparison
In the year-to-date period, CAT achieves a 14.39% return, which is significantly higher than HD's -2.60% return. Over the past 10 years, CAT has underperformed HD with an annualized return of 15.50%, while HD has yielded a comparatively higher 18.34% annualized 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
CAT vs. HD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Caterpillar Inc. (CAT) and The Home Depot, Inc. (HD). 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. HD - Dividend Comparison
CAT's dividend yield for the trailing twelve months is around 1.55%, less than HD's 2.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 1.55% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
HD The Home Depot, Inc. | 2.54% | 2.41% | 2.41% | 1.59% | 2.26% | 2.49% | 2.40% | 1.88% | 2.06% | 1.78% | 1.79% | 1.89% |
Drawdowns
CAT vs. HD - Drawdown Comparison
The maximum CAT drawdown since its inception was -73.43%, roughly equal to the maximum HD drawdown of -70.47%. Use the drawdown chart below to compare losses from any high point for CAT and HD. For additional features, visit the drawdowns tool.
Volatility
CAT vs. HD - Volatility Comparison
Caterpillar Inc. (CAT) has a higher volatility of 10.01% compared to The Home Depot, Inc. (HD) at 4.86%. This indicates that CAT's price experiences larger fluctuations and is considered to be riskier than HD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CAT vs. HD - Financials Comparison
This section allows you to compare key financial metrics between Caterpillar Inc. and The Home Depot, 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