ELA vs. CAT
ELA (Envela Corporation) and CAT (Caterpillar Inc.) are both stocks. ELA operates in Luxury Goods (Consumer Cyclical), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past 10 years, ELA returned 37.01%/yr vs 29.38%/yr for CAT. Their 0.06 correlation means their historical movements had little consistent relationship.
Performance
ELA vs. CAT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ELA achieves a 58.52% return, which is significantly higher than CAT's 52.98% return. Over the past 10 years, ELA has outperformed CAT with an annualized return of 37.01%, while CAT has yielded a comparatively lower 29.38% annualized return.
ELA
- 1D
- -3.28%
- 1M
- -15.63%
- 6M
- 64.67%
- YTD
- 58.52%
- 1Y
- 277.40%
- 3Y*
- 57.58%
- 5Y*
- 35.46%
- 10Y*
- 37.01%
- ALL TIME*
- 5.72%
CAT
- 1D
- -0.62%
- 1M
- -10.02%
- 6M
- 26.39%
- YTD
- 52.98%
- 1Y
- 102.41%
- 3Y*
- 48.68%
- 5Y*
- 35.43%
- 10Y*
- 29.38%
- ALL TIME*
- 10.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.05B | $2.78B | $2.99B | |
| $2.52M | $2.86M | $3.07M |
ELA vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ELA Envela Corporation | 58.52% | 86.35% | 47.74% | -7.60% | 29.24% | -21.73% | 285.19% | 193.54% | -50.55% | -25.00% |
CAT Caterpillar Inc. | 52.98% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
Correlation
The correlation between ELA and CAT is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.13 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 1992 | 0.06 |
The correlation between ELA and CAT shifts across timeframes, from 0.06 (all time) to 0.26 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
ELA:
$550.69M
CAT:
$401.25B
ELA:
$0.86
CAT:
$23.20
ELA:
24.63
CAT:
37.55
ELA:
0.86
CAT:
2.48
ELA:
1.88
CAT:
5.44
ELA:
6.88
CAT:
20.77
ELA:
$293.04M
CAT:
$74.73B
ELA:
$63.57M
CAT:
$25.31B
ELA:
$27.22M
CAT:
$16.79B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ELA vs. CAT — Risk / Return Rank
ELA
CAT
ELA vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Envela Corporation (ELA) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ELA | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.41 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 9.80 | 3.91 | +5.90 |
| Martin ratioReturn relative to average drawdown | 27.81 | 15.40 | +12.41 |
Loading charts...
Drawdowns
ELA vs. CAT - Drawdown Comparison
The maximum ELA drawdown since its inception was -97.32%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for ELA and CAT.
Loading charts...
Drawdown Indicators
| ELA | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.32% | -73.43% | -23.89% |
Max Drawdown (1Y)Largest decline over 1 year | -28.50% | -26.36% | -2.14% |
Max Drawdown (3Y)Largest decline over 3 years | -45.05% | -34.05% | -11.00% |
Max Drawdown (5Y)Largest decline over 5 years | -61.53% | -34.05% | -27.48% |
Max Drawdown (10Y)Largest decline over 10 years | -78.03% | -43.36% | -34.67% |
Current DrawdownCurrent decline from peak | -26.56% | -18.05% | -8.51% |
Average DrawdownAverage peak-to-trough decline | -57.45% | -19.71% | -37.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.03% | 6.71% | +3.32% |
Volatility
ELA vs. CAT - Volatility Comparison
The current volatility for Envela Corporation (ELA) is 9.84%, while Caterpillar Inc. (CAT) has a volatility of 12.70%. This indicates that ELA 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.
Loading charts...
Volatility by Period
| ELA | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.84% | 12.70% | -2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 50.40% | 31.59% | +18.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.52% | 39.42% | +32.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.78% | 31.72% | +22.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 65.16% | 31.36% | +33.80% |
Dividends
ELA vs. CAT - Dividend Comparison
ELA has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.71%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.71% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
ELA Envela 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
ELA vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Envela 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.
Total Revenue: Total amount of money received from sales and other business activities
ELA vs. CAT - Profitability Comparison
ELA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Envela Corporation reported a gross profit of 13.38M and revenue of 56.77M. Therefore, the gross margin over that period was 23.6%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Caterpillar Inc. reported a gross profit of 7.76B and revenue of 20.54B. Therefore, the gross margin over that period was 37.8%.
ELA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Envela Corporation reported an operating income of 5.10M and revenue of 56.77M, resulting in an operating margin of 9.0%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Caterpillar Inc. reported an operating income of 4.30B and revenue of 20.54B, resulting in an operating margin of 20.9%.
ELA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Envela Corporation reported a net income of 4.17M and revenue of 56.77M, resulting in a net margin of 7.4%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Caterpillar Inc. reported a net income of 3.59B and revenue of 20.54B, resulting in a net margin of 17.5%.
Frequently Asked Questions
ELA and CAT have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (12.70%) compared to ELA (9.84%). In terms of maximum drawdown, ELA dropped -97.32% vs CAT's -73.43%.
ELA currently has the higher Sharpe Ratio (3.91 vs 2.61), 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.
Find the right allocation for ELA and CAT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer