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 0.53, 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
Loading data...
Key characteristics
CMI:
0.49
CAT:
-0.03
CMI:
0.87
CAT:
0.24
CMI:
1.11
CAT:
1.03
CMI:
0.46
CAT:
0.01
CMI:
1.38
CAT:
0.01
CMI:
10.07%
CAT:
12.84%
CMI:
31.20%
CAT:
30.85%
CMI:
-75.66%
CAT:
-73.43%
CMI:
-13.38%
CAT:
-15.40%
Fundamentals
CMI:
$46.09B
CAT:
$165.80B
CMI:
$20.30
CAT:
$20.48
CMI:
16.48
CAT:
17.21
CMI:
2.68
CAT:
1.82
CMI:
1.36
CAT:
2.62
CMI:
4.22
CAT:
9.18
CMI:
$33.87B
CAT:
$63.26B
CMI:
$8.52B
CAT:
$22.45B
CMI:
$4.90B
CAT:
$14.81B
Returns By Period
In the year-to-date period, CMI achieves a -4.07% return, which is significantly lower than CAT's -2.78% return. Over the past 10 years, CMI has underperformed CAT with an annualized return of 11.93%, while CAT has yielded a comparatively higher 17.79% annualized return.
CMI
-4.07%
15.34%
-8.26%
15.21%
19.49%
11.93%
CAT
-2.78%
17.87%
-8.88%
-0.78%
29.25%
17.79%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
CMI vs. CAT - Dividend Comparison
CMI's dividend yield for the trailing twelve months is around 2.15%, more than CAT's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMI Cummins Inc. | 2.15% | 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. | 1.61% | 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.
Loading data...
Volatility
CMI vs. CAT - Volatility Comparison
Cummins Inc. (CMI) has a higher volatility of 9.93% compared to Caterpillar Inc. (CAT) at 8.60%. 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.
Loading data...
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
CMI vs. CAT - Profitability Comparison
CMI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Cummins Inc. reported a gross profit of 2.16B and revenue of 8.17B. Therefore, the gross margin over that period was 26.4%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a gross profit of 4.96B and revenue of 14.25B. Therefore, the gross margin over that period was 34.8%.
CMI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Cummins Inc. reported an operating income of 1.13B and revenue of 8.17B, resulting in an operating margin of 13.9%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported an operating income of 2.58B and revenue of 14.25B, resulting in an operating margin of 18.1%.
CMI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Cummins Inc. reported a net income of 824.00M and revenue of 8.17B, resulting in a net margin of 10.1%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a net income of 2.00B and revenue of 14.25B, resulting in a net margin of 14.1%.