HEROMOTOCO.NS vs. CAT
Compare and contrast key facts about Hero MotoCorp Limited (HEROMOTOCO.NS) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEROMOTOCO.NS or CAT.
Key characteristics
| HEROMOTOCO.NS | CAT | |
|---|---|---|
| YTD Return | 12.64% | 33.11% |
| 1Y Return | 46.73% | 56.75% |
| 3Y Return (Ann) | 23.38% | 25.63% |
| 5Y Return (Ann) | 16.14% | 24.43% |
| 10Y Return (Ann) | 7.17% | 17.44% |
| Sharpe Ratio | 1.85 | 2.22 |
| Sortino Ratio | 2.59 | 2.96 |
| Omega Ratio | 1.31 | 1.39 |
| Calmar Ratio | 1.81 | 3.71 |
| Martin Ratio | 6.10 | 8.58 |
| Ulcer Index | 8.01% | 6.86% |
| Daily Std Dev | 26.48% | 26.50% |
| Max Drawdown | -58.18% | -73.43% |
| Current Drawdown | -25.63% | -7.08% |
Fundamentals
| HEROMOTOCO.NS | CAT | |
|---|---|---|
| Market Cap | ₹951.41B | $189.75B |
| EPS | ₹202.20 | $21.53 |
| PE Ratio | 23.36 | 18.25 |
| Total Revenue (TTM) | ₹296.15B | $65.66B |
| Gross Profit (TTM) | ₹81.69B | $23.58B |
| EBITDA (TTM) | ₹45.28B | $15.75B |
Correlation
The correlation between HEROMOTOCO.NS and CAT is 0.12, 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
HEROMOTOCO.NS vs. CAT - Performance Comparison
In the year-to-date period, HEROMOTOCO.NS achieves a 12.64% return, which is significantly lower than CAT's 33.11% return. Over the past 10 years, HEROMOTOCO.NS has underperformed CAT with an annualized return of 7.17%, while CAT has yielded a comparatively higher 17.44% 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
HEROMOTOCO.NS vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hero MotoCorp Limited (HEROMOTOCO.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.
Dividends
HEROMOTOCO.NS vs. CAT - Dividend Comparison
HEROMOTOCO.NS's dividend yield for the trailing twelve months is around 1.41%, which matches CAT's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEROMOTOCO.NS Hero MotoCorp Limited | 1.41% | 2.42% | 3.47% | 1.22% | 2.89% | 3.56% | 3.06% | 2.25% | 2.37% | 1.11% | 3.06% | 2.89% |
CAT Caterpillar Inc. | 1.40% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Drawdowns
HEROMOTOCO.NS vs. CAT - Drawdown Comparison
The maximum HEROMOTOCO.NS drawdown since its inception was -58.18%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for HEROMOTOCO.NS and CAT. For additional features, visit the drawdowns tool.
Volatility
HEROMOTOCO.NS vs. CAT - Volatility Comparison
The current volatility for Hero MotoCorp Limited (HEROMOTOCO.NS) is 8.76%, while Caterpillar Inc. (CAT) has a volatility of 10.52%. This indicates that HEROMOTOCO.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.
Financials
HEROMOTOCO.NS vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Hero MotoCorp Limited 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