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

Performance

DE vs. CAT - Performance Comparison

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

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DE vs. CAT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DE
Deere & Company
21.35%11.39%7.56%-5.48%26.59%28.86%57.96%18.30%-2.90%54.83%
CAT
Caterpillar Inc.
23.96%60.30%24.66%25.95%18.60%15.95%26.97%19.51%-17.56%75.03%

Fundamentals

EPS

DE:

$18.52

CAT:

$18.86

PE Ratio

DE:

30.42

CAT:

37.56

PEG Ratio

DE:

7.15

CAT:

2.48

PS Ratio

DE:

3.42

CAT:

4.93

Total Revenue (TTM)

DE:

$44.66B

CAT:

$67.59B

Gross Profit (TTM)

DE:

$16.29B

CAT:

$21.86B

EBITDA (TTM)

DE:

$11.66B

CAT:

$14.51B

Returns By Period

In the year-to-date period, DE achieves a 21.35% return, which is significantly lower than CAT's 23.96% return. Over the past 10 years, DE has underperformed CAT with an annualized return of 24.09%, while CAT has yielded a comparatively higher 27.85% annualized return.


DE

1D
1.70%
1M
-10.28%
YTD
21.35%
6M
23.98%
1Y
21.59%
3Y*
12.46%
5Y*
10.08%
10Y*
24.09%

CAT

1D
6.15%
1M
-4.63%
YTD
23.96%
6M
49.25%
1Y
117.77%
3Y*
48.13%
5Y*
27.26%
10Y*
27.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

DE vs. CAT — Risk / Return Rank

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

DE
DE Risk / Return Rank: 6666
Overall Rank
DE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
DE Sortino Ratio Rank: 6464
Sortino Ratio Rank
DE Omega Ratio Rank: 6161
Omega Ratio Rank
DE Calmar Ratio Rank: 7070
Calmar Ratio Rank
DE Martin Ratio Rank: 6767
Martin Ratio Rank

CAT
CAT Risk / Return Rank: 9797
Overall Rank
CAT Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
CAT Sortino Ratio Rank: 9797
Sortino Ratio Rank
CAT Omega Ratio Rank: 9696
Omega Ratio Rank
CAT Calmar Ratio Rank: 9696
Calmar Ratio Rank
CAT Martin Ratio Rank: 9898
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.

DE vs. CAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Deere & Company (DE) 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.


DECATDifference

Sharpe ratio

Return per unit of total volatility

0.72

3.42

-2.70

Sortino ratio

Return per unit of downside risk

1.31

4.04

-2.73

Omega ratio

Gain probability vs. loss probability

1.16

1.54

-0.39

Calmar ratio

Return relative to maximum drawdown

1.37

6.50

-5.12

Martin ratio

Return relative to average drawdown

2.79

22.99

-20.20

DE vs. CAT - Sharpe Ratio Comparison

The current DE Sharpe Ratio is 0.72, which is lower than the CAT Sharpe Ratio of 3.42. The chart below compares the historical Sharpe Ratios of DE 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.


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Sharpe Ratios by Period


DECATDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

3.42

-2.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.92

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

0.92

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.34

+0.05

Correlation

The correlation between DE 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.


Dividends

DE vs. CAT - Dividend Comparison

DE's dividend yield for the trailing twelve months is around 1.15%, more than CAT's 0.84% yield.


TTM20252024202320222021202020192018201720162015
DE
Deere & Company
1.15%1.39%1.42%1.33%1.05%1.14%1.13%1.75%1.84%1.53%2.33%3.15%
CAT
Caterpillar Inc.
0.84%1.02%1.49%1.69%1.93%2.07%2.26%2.56%2.58%1.97%3.32%4.33%

Drawdowns

DE vs. CAT - Drawdown Comparison

The maximum DE drawdown since its inception was -73.27%, roughly equal to the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for DE and CAT.


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Drawdown Indicators


DECATDifference

Max Drawdown

Largest peak-to-trough decline

-73.27%

-73.43%

+0.16%

Max Drawdown (1Y)

Largest decline over 1 year

-16.83%

-18.14%

+1.31%

Max Drawdown (5Y)

Largest decline over 5 years

-33.81%

-34.05%

+0.24%

Max Drawdown (10Y)

Largest decline over 10 years

-37.91%

-43.36%

+5.45%

Current Drawdown

Current decline from peak

-14.72%

-8.59%

-6.13%

Average Drawdown

Average peak-to-trough decline

-18.64%

-19.79%

+1.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.26%

5.13%

+3.13%

Volatility

DE vs. CAT - Volatility Comparison

The current volatility for Deere & Company (DE) is 7.08%, while Caterpillar Inc. (CAT) has a volatility of 12.02%. This indicates that DE experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DECATDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.08%

12.02%

-4.94%

Volatility (6M)

Calculated over the trailing 6-month period

21.52%

26.33%

-4.81%

Volatility (1Y)

Calculated over the trailing 1-year period

30.15%

34.60%

-4.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.87%

29.76%

-0.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.21%

30.52%

-0.31%

Financials

DE vs. CAT - Financials Comparison

This section allows you to compare key financial metrics between Deere & Company 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


8.00B10.00B12.00B14.00B16.00B18.00B20.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
12.09B
19.13B
(DE) Total Revenue
(CAT) Total Revenue
Values in USD except per share items

DE vs. CAT - Profitability Comparison

The chart below illustrates the profitability comparison between Deere & Company 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

26.0%28.0%30.0%32.0%34.0%36.0%38.0%40.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
32.6%
28.6%
Portfolio components
DE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Deere & Company reported a gross profit of 3.94B and revenue of 12.09B. Therefore, the gross margin over that period was 32.6%.

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%.

DE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Deere & Company reported an operating income of 1.90B and revenue of 12.09B, resulting in an operating margin of 15.7%.

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%.

DE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Deere & Company reported a net income of 1.07B and revenue of 12.09B, resulting in a net margin of 8.8%.

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%.