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CNC vs. CAT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CNC vs. CAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Centene Corporation (CNC) and Caterpillar Inc. (CAT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with CNC having a 58.03% return and CAT slightly higher at 60.51%. Over the past 10 years, CNC has underperformed CAT with an annualized return of 6.71%, while CAT has yielded a comparatively higher 31.20% annualized return.


CNC

1D
4.33%
1M
16.21%
YTD
58.03%
6M
71.67%
1Y
17.89%
3Y*
-1.96%
5Y*
-1.92%
10Y*
6.71%

CAT

1D
1.26%
1M
2.03%
YTD
60.51%
6M
54.15%
1Y
161.94%
3Y*
59.74%
5Y*
33.67%
10Y*
31.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CNC vs. CAT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CNC
Centene Corporation
58.03%-32.07%-18.37%-9.51%-0.47%37.26%-4.52%9.05%14.29%78.52%
CAT
Caterpillar Inc.
60.51%60.30%24.66%25.95%18.60%15.95%26.97%19.51%-17.56%75.03%

Correlation

The correlation between CNC and CAT is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.13

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (10Y)
Calculated over the trailing 10-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Dec 14, 2001

0.28

The correlation between CNC and CAT shifts across timeframes, from 0.13 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CNC:

$32.23B

CAT:

$426.51B

EPS

CNC:

-$13.07

CAT:

$20.07

PS Ratio

CNC:

0.16

CAT:

6.07

PB Ratio

CNC:

1.50

CAT:

22.86

Total Revenue (TTM)

CNC:

$198.10B

CAT:

$70.76B

Gross Profit (TTM)

CNC:

$29.57B

CAT:

$23.01B

EBITDA (TTM)

CNC:

-$5.11B

CAT:

$15.31B

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Return for Risk

CNC vs. CAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CNC
CNC Risk / Return Rank: 5252
Overall Rank
CNC Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
CNC Sortino Ratio Rank: 5050
Sortino Ratio Rank
CNC Omega Ratio Rank: 5959
Omega Ratio Rank
CNC Calmar Ratio Rank: 5050
Calmar Ratio Rank
CNC Martin Ratio Rank: 4949
Martin Ratio Rank

CAT
CAT Risk / Return Rank: 9898
Overall Rank
CAT Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
CAT Sortino Ratio Rank: 9898
Sortino Ratio Rank
CAT Omega Ratio Rank: 9797
Omega Ratio Rank
CAT Calmar Ratio Rank: 9898
Calmar Ratio Rank
CAT Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CNC vs. CAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Centene Corporation (CNC) 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.


CNCCATDifference
Sharpe ratioReturn per unit of total volatility

-4.48

Sortino ratioReturn per unit of downside risk

-4.66

Omega ratioGain probability vs. loss probability

1.15

1.69

-0.54

Calmar ratioReturn relative to maximum drawdown

0.32

11.74

-11.42

Martin ratioReturn relative to average drawdown

0.53

38.95

-38.42

CNC vs. CAT - Sharpe Ratio Comparison

The current CNC Sharpe Ratio is 0.28, which is lower than the CAT Sharpe Ratio of 4.76. The chart below compares the historical Sharpe Ratios of CNC and CAT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CNCCATDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

4.76

-4.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

1.10

-1.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

1.01

-0.84

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.35

+0.05

Drawdowns

CNC vs. CAT - Drawdown Comparison

The maximum CNC drawdown since its inception was -74.07%, roughly equal to the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for CNC and CAT.


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Drawdown Indicators


CNCCATDifference

Max Drawdown

Largest peak-to-trough decline

-74.07%

-73.43%

-0.64%

Max Drawdown (1Y)

Largest decline over 1 year

-55.50%

-13.88%

-41.62%

Max Drawdown (3Y)

Largest decline over 3 years

-68.65%

-34.05%

-34.60%

Max Drawdown (5Y)

Largest decline over 5 years

-74.07%

-34.05%

-40.02%

Max Drawdown (10Y)

Largest decline over 10 years

-74.07%

-43.36%

-30.71%

Current Drawdown

Current decline from peak

-33.11%

-2.64%

-30.47%

Average Drawdown

Average peak-to-trough decline

-22.15%

-19.74%

-2.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

33.84%

4.18%

+29.66%

Volatility

CNC vs. CAT - Volatility Comparison

Centene Corporation (CNC) and Caterpillar Inc. (CAT) have volatilities of 11.25% and 10.77%, 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.


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Volatility by Period


CNCCATDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.25%

10.77%

+0.48%

Volatility (6M)

Calculated over the trailing 6-month period

36.53%

27.35%

+9.18%

Volatility (1Y)

Calculated over the trailing 1-year period

64.57%

34.31%

+30.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.51%

30.67%

+8.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.53%

30.89%

+7.64%

Dividends

CNC vs. CAT - Dividend Comparison

CNC has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.66%.


PositionTTM20252024202320222021202020192018201720162015
CAT
Caterpillar Inc.
0.66%1.02%1.49%1.69%1.93%2.07%2.26%2.56%2.58%1.97%3.32%4.33%
CNC
Centene Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

CNC vs. CAT - Financials Comparison

This section allows you to compare key financial metrics between Centene Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00B20.00B30.00B40.00B50.00B20222023202420252026
49.94B
17.42B
(CNC) Total Revenue
(CAT) Total Revenue
Values in USD except per share items

CNC vs. CAT - Profitability Comparison

The chart below illustrates the profitability comparison between Centene Corporation and Caterpillar Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%20222023202420252026
21.9%
35.1%
Portfolio components
CNC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Centene Corporation reported a gross profit of 10.94B and revenue of 49.94B. Therefore, the gross margin over that period was 21.9%.

CAT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a gross profit of 6.11B and revenue of 17.42B. Therefore, the gross margin over that period was 35.1%.

CNC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Centene Corporation reported an operating income of 1.86B and revenue of 49.94B, resulting in an operating margin of 3.7%.

CAT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.

CNC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Centene Corporation reported a net income of 1.54B and revenue of 49.94B, resulting in a net margin of 3.1%.

CAT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a net income of 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.


Frequently Asked Questions


CNC and CAT have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CNC has higher volatility (11.25%) compared to CAT (10.77%). In terms of maximum drawdown, CNC dropped -74.07% vs CAT's -73.43%.

CAT currently has the higher Sharpe Ratio (4.76 vs 0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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