CNXC vs. CAT

Last updated Apr 2, 2026

Compare and contrast key facts about Concentrix Corporation (CNXC) and Caterpillar Inc. (CAT).

Performance

CNXC vs. CAT - Performance Comparison

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

CNXC vs. CAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
CNXC Concentrix Corporation	-35.50%	-1.39%	-55.03%	-25.36%	-24.91%	81.22%	23.38%
CAT Caterpillar Inc.	27.78%	60.30%	24.66%	25.95%	18.60%	15.95%	2.89%

Fundamentals

Market Cap CNXC : $1.63B CAT : $342.52B
EPS CNXC : -$21.23 CAT : $18.86
PS Ratio CNXC : 0.17 CAT : 5.08
PB Ratio CNXC : 0.58 CAT : 16.07
Total Revenue (TTM) CNXC : $9.95B CAT : $67.59B
Gross Profit (TTM) CNXC : $3.27B CAT : $21.86B
EBITDA (TTM) CNXC : -$944.68M CAT : $14.51B

Returns By Period

In the year-to-date period, CNXC achieves a -35.50% return, which is significantly lower than CAT's 27.78% return.

CNXC

• 1D: -2.89%
• 1M: -16.37%
• YTD: -35.50%
• 6M: -43.96%
• 1Y: -49.38%
• 3Y*: -38.43%
• 5Y*: -28.06%
• 10Y*: —

CAT

• 1D: 3.09%
• 1M: -2.92%
• YTD: 27.78%
• 6M: 52.68%
• 1Y: 123.97%
• 3Y*: 49.64%
• 5Y*: 28.03%
• 10Y*: 28.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CNXC vs. CAT — Risk / Return Rank

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

CNXC

CNXC Risk / Return Rank: 8
CNXC Sharpe Ratio Rank: 7
CNXC Sortino Ratio Rank: 10
CNXC Omega Ratio Rank: 10
CNXC Calmar Ratio Rank: 9
CNXC Martin Ratio Rank: 3

CAT

CAT Risk / Return Rank: 97
CAT Sharpe Ratio Rank: 98
CAT Sortino Ratio Rank: 97
CAT Omega Ratio Rank: 96
CAT Calmar Ratio Rank: 96
CAT Martin Ratio Rank: 98

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.

CNXC vs. CAT - Risk-Adjusted Trends Comparison

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

	CNXC	CAT	Difference
Sharpe ratio Return per unit of total volatility	-0.84	3.59	-4.43
Sortino ratio Return per unit of downside risk	-1.06	4.17	-5.23
Omega ratio Gain probability vs. loss probability	0.86	1.56	-0.70
Calmar ratio Return relative to maximum drawdown	-0.86	6.86	-7.72
Martin ratio Return relative to average drawdown	-1.77	24.22	-25.99
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CNXC vs. CAT - Sharpe Ratio Comparison

The current CNXC Sharpe Ratio is -0.84, which is lower than the CAT Sharpe Ratio of 3.59. The chart below compares the historical Sharpe Ratios of CNXC and CAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CNXC	CAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.84	3.59	-4.43
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.60	0.95	-1.54
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.93	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.35	0.34	-0.70

Correlation

The correlation between CNXC and CAT is 0.31, 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.

Dividends

CNXC vs. CAT - Dividend Comparison

CNXC's dividend yield for the trailing twelve months is around 5.21%, more than CAT's 0.81% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CNXC Concentrix Corporation	5.21%	3.27%	2.87%	1.15%	0.77%	0.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CAT Caterpillar Inc.	0.81%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%

Drawdowns

CNXC vs. CAT - Drawdown Comparison

The maximum CNXC drawdown since its inception was -87.10%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for CNXC and CAT.

Drawdown Indicators

	CNXC	CAT	Difference
Max Drawdown Largest peak-to-trough decline	-87.10%	-73.43%	-13.67%
Max Drawdown (1Y) Largest decline over 1 year	-59.31%	-18.14%	-41.17%
Max Drawdown (5Y) Largest decline over 5 years	-87.10%	-34.05%	-53.05%
Max Drawdown (10Y) Largest decline over 10 years	—	-43.36%	—
Current Drawdown Current decline from peak	-86.10%	-5.77%	-80.33%
Average Drawdown Average peak-to-trough decline	-46.34%	-19.78%	-26.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	28.74%	5.14%	+23.60%

Volatility

CNXC vs. CAT - Volatility Comparison

Concentrix Corporation (CNXC) has a higher volatility of 30.37% compared to Caterpillar Inc. (CAT) at 11.76%. This indicates that CNXC'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.

Volatility by Period

	CNXC	CAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	30.37%	11.76%	+18.61%
Volatility (6M) Calculated over the trailing 6-month period	49.07%	26.46%	+22.61%
Volatility (1Y) Calculated over the trailing 1-year period	59.06%	34.71%	+24.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	47.28%	29.79%	+17.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	49.53%	30.52%	+19.01%

Financials

CNXC vs. CAT - Profitability Comparison

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

CNXC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Concentrix Corporation reported a gross profit of 849.66M and revenue of 2.50B. Therefore, the gross margin over that period was 34.0%.

CAT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a gross profit of 5.48B and revenue of 19.13B. Therefore, the gross margin over that period was 28.6%.

CNXC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Concentrix Corporation reported an operating income of 118.56M and revenue of 2.50B, resulting in an operating margin of 4.7%.

CAT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported an operating income of 2.66B and revenue of 19.13B, resulting in an operating margin of 13.9%.

CNXC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Concentrix Corporation reported a net income of 21.59M and revenue of 2.50B, resulting in a net margin of 0.9%.

CAT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a net income of 2.40B and revenue of 19.13B, resulting in a net margin of 12.6%.