GEV vs. CAT
GEV (GE Vernova Inc.) and CAT (Caterpillar Inc.) are both stocks. Both are in the Industrials sector — GEV in Specialty Industrial Machinery, CAT in Farm & Heavy Construction Machinery. Over the past year, GEV returned 50.32% vs 87.70% for CAT. Their 0.46 correlation means their historical movements had little consistent relationship.
Performance
GEV vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, GEV achieves a 51.80% return, which is significantly higher than CAT's 43.10% return.
GEV
- 1D
- 0.85%
- 1M
- -12.70%
- 6M
- 36.49%
- YTD
- 51.80%
- 1Y
- 50.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 151.05%
CAT
- 1D
- 0.70%
- 1M
- -17.66%
- 6M
- 24.42%
- YTD
- 43.10%
- 1Y
- 87.70%
- 3Y*
- 43.33%
- 5Y*
- 33.84%
- 10Y*
- 28.72%
- ALL TIME*
- 10.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.66B | $2.67B | $2.93B | |
| $3.36B | $3.09B | $2.94B |
GEV vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
GEV GE Vernova Inc. | 51.80% | 99.02% | 186.24% |
CAT Caterpillar Inc. | 43.10% | 60.30% | 2.94% |
Correlation
The correlation between GEV and CAT is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024 | 0.46 |
The correlation between GEV and CAT shifts across timeframes, from 0.46 (all time) to 0.60 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
GEV:
$263.75B
CAT:
$375.33B
GEV:
$34.87
CAT:
$20.10
GEV:
28.40
CAT:
40.53
GEV:
0.13
CAT:
2.68
GEV:
6.54
CAT:
5.40
GEV:
22.36
CAT:
20.34
GEV:
$41.37B
CAT:
$70.76B
GEV:
$8.36B
CAT:
$23.01B
GEV:
$8.66B
CAT:
$15.31B
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Return for Risk
GEV vs. CAT — Risk / Return Rank
GEV
CAT
GEV vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GE Vernova Inc. (GEV) 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.
| GEV | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 3.34 | -1.29 |
| Martin ratioReturn relative to average drawdown | 5.48 | 13.81 | -8.34 |
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Drawdowns
GEV vs. CAT - Drawdown Comparison
The maximum GEV drawdown since its inception was -38.29%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for GEV and CAT.
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Drawdown Indicators
| GEV | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.29% | -73.43% | +35.14% |
Max Drawdown (1Y)Largest decline over 1 year | -24.57% | -26.36% | +1.79% |
Max Drawdown (3Y)Largest decline over 3 years | — | -34.05% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.05% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.36% | — |
Current DrawdownCurrent decline from peak | -15.71% | -23.34% | +7.63% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -19.71% | +12.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.22% | 6.41% | +2.81% |
Volatility
GEV vs. CAT - Volatility Comparison
GE Vernova Inc. (GEV) has a higher volatility of 18.64% compared to Caterpillar Inc. (CAT) at 11.37%. This indicates that GEV'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.
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Volatility by Period
| GEV | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.64% | 11.37% | +7.27% |
Volatility (6M)Calculated over the trailing 6-month period | 38.47% | 31.53% | +6.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.98% | 39.11% | +12.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.55% | 31.62% | +22.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.55% | 31.31% | +23.24% |
Dividends
GEV vs. CAT - Dividend Comparison
GEV's dividend yield for the trailing twelve months is around 0.18%, less than CAT's 0.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.76% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
GEV GE Vernova Inc. | 0.18% | 0.11% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
GEV vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between GE Vernova Inc. 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
GEV vs. CAT - Profitability Comparison
GEV - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, GE Vernova Inc. reported a gross profit of 2.36B and revenue of 11.10B. Therefore, the gross margin over that period was 21.3%.
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 6.11B and revenue of 17.42B. Therefore, the gross margin over that period was 35.1%.
GEV - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, GE Vernova Inc. reported an operating income of 655.00M and revenue of 11.10B, resulting in an operating margin of 5.9%.
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 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
GEV - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, GE Vernova Inc. reported a net income of 668.00M and revenue of 11.10B, resulting in a net margin of 6.0%.
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 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.
Frequently Asked Questions
GEV and CAT have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GEV has higher volatility (18.64%) compared to CAT (11.37%). In terms of maximum drawdown, GEV dropped -38.29% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (2.25 vs 0.97), 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.
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