CAT vs. URI
Compare and contrast key facts about Caterpillar Inc. (CAT) and United Rentals, Inc. (URI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAT or URI.
Correlation
The correlation between CAT and URI is 0.50, 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. URI - Performance Comparison
Key characteristics
CAT:
0.38
URI:
0.09
CAT:
0.72
URI:
0.38
CAT:
1.09
URI:
1.04
CAT:
0.55
URI:
0.12
CAT:
1.16
URI:
0.32
CAT:
8.62%
URI:
9.23%
CAT:
26.61%
URI:
34.10%
CAT:
-73.43%
URI:
-93.69%
CAT:
-18.13%
URI:
-25.02%
Fundamentals
CAT:
$162.52B
URI:
$42.93B
CAT:
$22.03
URI:
$38.70
CAT:
15.44
URI:
16.98
CAT:
1.66
URI:
1.25
CAT:
$64.81B
URI:
$15.35B
CAT:
$23.37B
URI:
$5.94B
CAT:
$16.25B
URI:
$6.34B
Returns By Period
In the year-to-date period, CAT achieves a -5.92% return, which is significantly higher than URI's -6.47% return. Over the past 10 years, CAT has underperformed URI with an annualized return of 18.04%, while URI has yielded a comparatively higher 21.85% annualized return.
CAT
-5.92%
-14.48%
-1.69%
7.16%
22.54%
18.04%
URI
-6.47%
-15.80%
-11.40%
0.67%
34.91%
21.85%
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Risk-Adjusted Performance
CAT vs. URI — Risk-Adjusted Performance Rank
CAT
URI
CAT vs. URI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Caterpillar Inc. (CAT) and United Rentals, Inc. (URI). 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. URI - Dividend Comparison
CAT's dividend yield for the trailing twelve months is around 1.63%, more than URI's 1.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 1.63% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
URI United Rentals, Inc. | 1.02% | 0.93% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CAT vs. URI - Drawdown Comparison
The maximum CAT drawdown since its inception was -73.43%, smaller than the maximum URI drawdown of -93.69%. Use the drawdown chart below to compare losses from any high point for CAT and URI. For additional features, visit the drawdowns tool.
Volatility
CAT vs. URI - Volatility Comparison
The current volatility for Caterpillar Inc. (CAT) is 7.73%, while United Rentals, Inc. (URI) has a volatility of 9.00%. This indicates that CAT experiences smaller price fluctuations and is considered to be less risky than URI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CAT vs. URI - Financials Comparison
This section allows you to compare key financial metrics between Caterpillar Inc. and United Rentals, 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