CMI vs. CAT
Compare and contrast key facts about Cummins Inc. (CMI) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMI or CAT.
Correlation
The correlation between CMI and CAT is 0.54, 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
CMI vs. CAT - Performance Comparison
Key characteristics
CMI:
0.08
CAT:
-0.52
CMI:
0.29
CAT:
-0.58
CMI:
1.04
CAT:
0.93
CMI:
0.09
CAT:
-0.57
CMI:
0.30
CAT:
-1.39
CMI:
6.72%
CAT:
10.74%
CMI:
26.64%
CAT:
28.50%
CMI:
-75.66%
CAT:
-73.43%
CMI:
-23.13%
CAT:
-26.39%
Fundamentals
CMI:
$40.68B
CAT:
$146.13B
CMI:
$28.38
CAT:
$22.05
CMI:
10.41
CAT:
13.87
CMI:
0.59
CAT:
1.54
CMI:
$25.70B
CAT:
$49.01B
CMI:
$6.37B
CAT:
$17.50B
CMI:
$3.76B
CAT:
$12.23B
Returns By Period
The year-to-date returns for both stocks are quite close, with CMI having a -14.87% return and CAT slightly lower at -15.40%. Over the past 10 years, CMI has underperformed CAT with an annualized return of 10.98%, while CAT has yielded a comparatively higher 17.21% annualized return.
CMI
-14.87%
-14.96%
-8.90%
2.41%
20.51%
10.98%
CAT
-15.40%
-6.42%
-21.25%
-17.41%
24.38%
17.21%
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Risk-Adjusted Performance
CMI vs. CAT — Risk-Adjusted Performance Rank
CMI
CAT
CMI vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cummins Inc. (CMI) 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.
Dividends
CMI vs. CAT - Dividend Comparison
CMI's dividend yield for the trailing twelve months is around 2.42%, more than CAT's 1.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMI Cummins Inc. | 2.42% | 2.01% | 2.71% | 2.49% | 2.57% | 2.33% | 2.74% | 3.32% | 2.38% | 2.93% | 3.99% | 1.95% |
CAT Caterpillar Inc. | 1.81% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
Drawdowns
CMI vs. CAT - Drawdown Comparison
The maximum CMI drawdown since its inception was -75.66%, roughly equal to the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for CMI and CAT. For additional features, visit the drawdowns tool.
Volatility
CMI vs. CAT - Volatility Comparison
Cummins Inc. (CMI) has a higher volatility of 11.54% compared to Caterpillar Inc. (CAT) at 10.89%. This indicates that CMI'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.
Financials
CMI vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Cummins Inc. 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