HD vs. CAT
Compare and contrast key facts about The Home Depot, Inc. (HD) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HD or CAT.
Key characteristics
| HD | CAT | |
|---|---|---|
| YTD Return | -2.60% | 14.39% |
| 1Y Return | 17.52% | 58.44% |
| 3Y Return (Ann) | 3.00% | 16.13% |
| 5Y Return (Ann) | 13.59% | 22.13% |
| 10Y Return (Ann) | 18.34% | 15.50% |
| Sharpe Ratio | 0.88 | 2.13 |
| Daily Std Dev | 19.38% | 27.65% |
| Max Drawdown | -70.47% | -73.43% |
| Current Drawdown | -15.10% | -11.24% |
Fundamentals
| HD | CAT | |
|---|---|---|
| Market Cap | $332.08B | $171.48B |
| EPS | $15.11 | $22.11 |
| PE Ratio | 22.18 | 15.53 |
| PEG Ratio | 1.91 | 2.10 |
| Revenue (TTM) | $152.67B | $67.00B |
| Gross Profit (TTM) | $52.78B | $15.57B |
| EBITDA (TTM) | $24.94B | $16.56B |
Correlation
The correlation between HD and CAT is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HD vs. CAT - Performance Comparison
In the year-to-date period, HD achieves a -2.60% return, which is significantly lower than CAT's 14.39% return. Over the past 10 years, HD has outperformed CAT with an annualized return of 18.34%, while CAT has yielded a comparatively lower 15.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HD vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Home Depot, Inc. (HD) 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.
Dividends
HD vs. CAT - Dividend Comparison
HD's dividend yield for the trailing twelve months is around 2.54%, more than CAT's 1.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HD The Home Depot, Inc. | 2.54% | 2.41% | 2.41% | 1.59% | 2.26% | 2.49% | 2.40% | 1.88% | 2.06% | 1.78% | 1.79% | 1.89% |
CAT Caterpillar Inc. | 1.55% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Drawdowns
HD vs. CAT - Drawdown Comparison
The maximum HD drawdown since its inception was -70.47%, roughly equal to the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for HD and CAT. For additional features, visit the drawdowns tool.
Volatility
HD vs. CAT - Volatility Comparison
The current volatility for The Home Depot, Inc. (HD) is 4.86%, while Caterpillar Inc. (CAT) has a volatility of 10.01%. This indicates that HD 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.
Financials
HD vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between The Home Depot, 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