GOOG.NEO vs. CAT
GOOG.NEO (Alphabet Inc CDR) and CAT (Caterpillar Inc.) are both stocks. GOOG.NEO operates in Internet Content & Information (Communication Services), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past 3 years, GOOG.NEO returned 40.63%/yr vs 63.12%/yr for CAT. At a 0.24 correlation, their price movements are largely independent.
Performance
GOOG.NEO vs. CAT - Performance Comparison
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Different Trading Currencies
GOOG.NEO is traded in CAD, while CAT is traded in USD. To make them comparable, the CAT values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, GOOG.NEO achieves a 16.65% return, which is significantly lower than CAT's 61.02% return.
GOOG.NEO
- 1D
- 3.57%
- 1M
- -6.70%
- YTD
- 16.65%
- 6M
- 13.45%
- 1Y
- 112.96%
- 3Y*
- 40.63%
- 5Y*
- —
- 10Y*
- —
CAT
- 1D
- -3.65%
- 1M
- -0.27%
- YTD
- 61.02%
- 6M
- 51.90%
- 1Y
- 167.00%
- 3Y*
- 63.12%
- 5Y*
- 36.16%
- 10Y*
- 32.09%
GOOG.NEO vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
GOOG.NEO Alphabet Inc CDR | 16.65% | 61.26% | 33.74% | 56.62% | -39.75% | 4.65% |
CAT Caterpillar Inc. | 61.02% | 52.95% | 35.37% | 23.17% | 27.05% | -5.15% |
Correlation
The correlation between GOOG.NEO and CAT is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Aug 12, 2021 | 0.24 |
Fundamentals
GOOG.NEO:
CA$714.72B
CAT:
$421.21B
GOOG.NEO:
CA$10.28
CAT:
$20.07
GOOG.NEO:
5.76
CAT:
45.05
GOOG.NEO:
1.86
CAT:
6.00
GOOG.NEO:
1.85
CAT:
22.57
GOOG.NEO:
CA$385.48B
CAT:
$70.76B
GOOG.NEO:
CA$228.10B
CAT:
$23.01B
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Return for Risk
GOOG.NEO vs. CAT — Risk / Return Rank
GOOG.NEO
CAT
GOOG.NEO vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alphabet Inc CDR (GOOG.NEO) 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.
| GOOG.NEO | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.63 | 1.73 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 5.44 | 13.55 | -8.11 |
| Martin ratioReturn relative to average drawdown | 19.25 | 42.41 | -23.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GOOG.NEO | CAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.97 | 4.98 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.25 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.95 | -0.28 |
Drawdowns
GOOG.NEO vs. CAT - Drawdown Comparison
The maximum GOOG.NEO drawdown since its inception was -45.34%, which is greater than CAT's maximum drawdown of -36.42%. Use the drawdown chart below to compare losses from any high point for GOOG.NEO and CAT.
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Drawdown Indicators
| GOOG.NEO | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.34% | -36.42% | -8.92% |
Max Drawdown (1Y)Largest decline over 1 year | -21.01% | -12.40% | -8.61% |
Max Drawdown (3Y)Largest decline over 3 years | -29.58% | -33.15% | +3.57% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.15% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.42% | — |
Current DrawdownCurrent decline from peak | -7.53% | -3.65% | -3.88% |
Average DrawdownAverage peak-to-trough decline | -14.10% | -9.67% | -4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.93% | 3.95% | +1.98% |
Volatility
GOOG.NEO vs. CAT - Volatility Comparison
The current volatility for Alphabet Inc CDR (GOOG.NEO) is 9.04%, while Caterpillar Inc. (CAT) has a volatility of 11.25%. This indicates that GOOG.NEO 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
| GOOG.NEO | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 11.25% | -2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 20.44% | 26.87% | -6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.82% | 33.73% | -4.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.45% | 28.93% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.45% | 29.18% | +2.27% |
Dividends
GOOG.NEO vs. CAT - Dividend Comparison
GOOG.NEO's dividend yield for the trailing twelve months is around 0.32%, less 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% |
GOOG.NEO Alphabet Inc CDR | 0.32% | 0.37% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
GOOG.NEO vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Alphabet Inc CDR 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
GOOG.NEO vs. CAT - Profitability Comparison
GOOG.NEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alphabet Inc CDR reported a gross profit of 60.98B and revenue of 102.35B. Therefore, the gross margin over that period was 59.6%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
GOOG.NEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alphabet Inc CDR reported an operating income of 31.23B and revenue of 102.35B, resulting in an operating margin of 30.5%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
GOOG.NEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alphabet Inc CDR reported a net income of 34.98B and revenue of 102.35B, resulting in a net margin of 34.2%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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
GOOG.NEO 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.
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