ESCORTS.NS vs. CAT

Last updated Jun 5, 2026

ESCORTS.NS (Escorts Kubota Limited) and CAT (Caterpillar Inc.) are both stocks. Both operate in the Farm & Heavy Construction Machinery industry within the Industrials sector. Over the past 10 years, ESCORTS.NS returned 32.50%/yr vs 35.58%/yr for CAT. At a 0.05 correlation, their price movements are largely independent.

Performance

ESCORTS.NS vs. CAT - Performance Comparison

The chart below illustrates the hypothetical performance of a ₹10,000 investment in Escorts Kubota Limited (ESCORTS.NS) and Caterpillar Inc. (CAT). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

ESCORTS.NS is traded in INR, while CAT is traded in USD. To make them comparable, the CAT values have been converted to INR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ESCORTS.NS achieves a -25.67% return, which is significantly lower than CAT's 67.53% return. Over the past 10 years, ESCORTS.NS has underperformed CAT with an annualized return of 32.50%, while CAT has yielded a comparatively higher 35.58% annualized return.

ESCORTS.NS

• 1D: -0.50%
• 1M: -17.06%
• YTD: -25.67%
• 6M: -25.49%
• 1Y: -16.10%
• 3Y*: 8.58%
• 5Y*: 18.45%
• 10Y*: 32.50%

CAT

• 1D: -4.69%
• 1M: -2.10%
• YTD: 67.53%
• 6M: 59.00%
• 1Y: 189.83%
• 3Y*: 68.75%
• 5Y*: 39.44%
• 10Y*: 35.58%

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

ESCORTS.NS vs. CAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ESCORTS.NS Escorts Kubota Limited	-25.67%	12.59%	12.21%	39.83%	12.67%	52.39%	100.64%	-10.42%	-10.13%	166.02%
CAT Caterpillar Inc.	67.53%	67.98%	28.44%	26.82%	31.35%	18.26%	30.16%	22.54%	-10.09%	64.16%

Correlation

The correlation between ESCORTS.NS and CAT is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.03
Correlation (3Y) Calculated over the trailing 3-year period	0.07
Correlation (5Y) Calculated over the trailing 5-year period	0.05
Correlation (10Y) Calculated over the trailing 10-year period	0.05
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007	0.05

Return for Risk

ESCORTS.NS vs. CAT — Risk / Return Rank

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

ESCORTS.NS

ESCORTS.NS Risk / Return Rank: 21
ESCORTS.NS Sharpe Ratio Rank: 21
ESCORTS.NS Sortino Ratio Rank: 20
ESCORTS.NS Omega Ratio Rank: 21
ESCORTS.NS Calmar Ratio Rank: 25
ESCORTS.NS Martin Ratio Rank: 16

CAT

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

ESCORTS.NS vs. CAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Escorts Kubota Limited (ESCORTS.NS) 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.

	ESCORTS.NS	CAT	Difference
Sharpe ratio: Return per unit of total volatility	-0.46	5.57	-6.04
Sortino ratio: Return per unit of downside risk	-0.48	6.02	-6.49
Omega ratio: Gain probability vs. loss probability	0.94	1.79	-0.85
Calmar ratio: Return relative to maximum drawdown	-0.47	17.40	-17.87
Martin ratio: Return relative to average drawdown	-1.18	51.96	-53.14
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ESCORTS.NS vs. CAT - Sharpe Ratio Comparison

The current ESCORTS.NS Sharpe Ratio is -0.46, which is lower than the CAT Sharpe Ratio of 5.57. The chart below compares the historical Sharpe Ratios of ESCORTS.NS 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.

Sharpe Ratios by Period

	ESCORTS.NS	CAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.46	5.57	-6.04
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.61	1.31	-0.69
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.88	1.18	-0.30
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.70	-0.42

Drawdowns

ESCORTS.NS vs. CAT - Drawdown Comparison

The maximum ESCORTS.NS drawdown since its inception was -85.95%, which is greater than CAT's maximum drawdown of -66.98%. Use the drawdown chart below to compare losses from any high point for ESCORTS.NS and CAT.

Drawdown Indicators

	ESCORTS.NS	CAT	Difference
Max Drawdown Largest peak-to-trough decline	-85.95%	-66.98%	-18.97%
Max Drawdown (1Y) Largest decline over 1 year	-30.49%	-10.98%	-19.51%
Max Drawdown (3Y) Largest decline over 3 years	-36.49%	-32.60%	-3.89%
Max Drawdown (5Y) Largest decline over 5 years	-36.49%	-32.60%	-3.89%
Max Drawdown (10Y) Largest decline over 10 years	-56.62%	-38.37%	-18.25%
Current Drawdown Current decline from peak	-36.24%	-4.69%	-31.55%
Average Drawdown Average peak-to-trough decline	-40.33%	-12.42%	-27.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.25%	3.67%	+8.58%

Volatility

ESCORTS.NS vs. CAT - Volatility Comparison

The current volatility for Escorts Kubota Limited (ESCORTS.NS) is 9.61%, while Caterpillar Inc. (CAT) has a volatility of 12.16%. This indicates that ESCORTS.NS 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.

Volatility by Period

	ESCORTS.NS	CAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.61%	12.16%	-2.55%
Volatility (6M) Calculated over the trailing 6-month period	25.16%	27.44%	-2.28%
Volatility (1Y) Calculated over the trailing 1-year period	31.32%	34.28%	-2.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.74%	30.33%	+0.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	37.76%	30.25%	+7.51%

Dividends

ESCORTS.NS vs. CAT - Dividend Comparison

ESCORTS.NS's dividend yield for the trailing twelve months is around 1.31%, more than CAT's 0.67% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CAT Caterpillar Inc.	0.67%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%
ESCORTS.NS Escorts Kubota Limited	1.31%	0.75%	0.54%	0.23%	0.33%	0.39%	0.20%	0.40%	0.28%	0.19%	0.40%	0.70%

Financials

Frequently Asked Questions

Can I hold both ESCORTS.NS and CAT in my portfolio?

ESCORTS.NS and CAT have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.