IBEX vs. CAT
IBEX (IBEX Limited) and CAT (Caterpillar Inc.) are both stocks. IBEX operates in Information Technology Services (Technology), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past 5 years, IBEX returned 11.37%/yr vs 33.84%/yr for CAT. Their 0.19 correlation means their historical movements had little consistent relationship.
Performance
IBEX vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, IBEX achieves a -7.44% return, which is significantly lower than CAT's 43.10% return.
IBEX
- 1D
- -0.35%
- 1M
- 9.99%
- 6M
- -5.00%
- YTD
- -7.44%
- 1Y
- 27.35%
- 3Y*
- 21.75%
- 5Y*
- 11.37%
- 10Y*
- —
- ALL TIME*
- 11.94%
CAT
- 1D
- 0.70%
- 1M
- -15.28%
- 6M
- 24.42%
- YTD
- 43.10%
- 1Y
- 91.78%
- 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 | |
IBEX IBEX Limited | $2.98M | $2.94M | $3.46M |
IBEX vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBEX IBEX Limited | -7.44% | 77.66% | 13.05% | -23.50% | 92.79% | -31.07% | 3.89% |
CAT Caterpillar Inc. | 43.10% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 36.27% |
Correlation
The correlation between IBEX and CAT is -0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2020 | 0.19 |
The correlation between IBEX and CAT shifts across timeframes, from -0.00 (1 year) to 0.22 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
IBEX:
$473.17M
CAT:
$375.33B
IBEX:
$3.19
CAT:
$20.10
IBEX:
11.07
CAT:
40.53
IBEX:
0.06
CAT:
2.68
IBEX:
0.83
CAT:
5.40
IBEX:
3.30
CAT:
20.34
IBEX:
$626.95M
CAT:
$70.76B
IBEX:
$133.71M
CAT:
$23.01B
IBEX:
$70.34M
CAT:
$15.31B
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Return for Risk
IBEX vs. CAT — Risk / Return Rank
IBEX
CAT
IBEX vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IBEX Limited (IBEX) 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.
| IBEX | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.53 | 3.34 | -2.82 |
| Martin ratioReturn relative to average drawdown | 0.94 | 13.81 | -12.87 |
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Drawdowns
IBEX vs. CAT - Drawdown Comparison
The maximum IBEX drawdown since its inception was -56.04%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for IBEX and CAT.
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Drawdown Indicators
| IBEX | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.04% | -73.43% | +17.39% |
Max Drawdown (1Y)Largest decline over 1 year | -37.14% | -26.36% | -10.78% |
Max Drawdown (3Y)Largest decline over 3 years | -37.14% | -34.05% | -3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -56.04% | -34.05% | -21.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.36% | — |
Current DrawdownCurrent decline from peak | -15.86% | -23.34% | +7.48% |
Average DrawdownAverage peak-to-trough decline | -25.51% | -19.71% | -5.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.91% | 6.41% | +14.50% |
Volatility
IBEX vs. CAT - Volatility Comparison
IBEX Limited (IBEX) and Caterpillar Inc. (CAT) have volatilities of 11.31% and 11.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBEX | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 11.37% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 29.95% | 31.53% | -1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.53% | 39.11% | +13.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.77% | 31.62% | +16.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 52.80% | 31.31% | +21.49% |
Dividends
IBEX vs. CAT - Dividend Comparison
IBEX has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.76%.
| 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% |
IBEX IBEX Limited | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
IBEX vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between IBEX 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
IBEX vs. CAT - Profitability Comparison
IBEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, IBEX Limited reported a gross profit of 0.00 and revenue of 164.41M. Therefore, the gross margin over that period was 0.0%.
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%.
IBEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, IBEX Limited reported an operating income of 16.16M and revenue of 164.41M, resulting in an operating margin of 9.8%.
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%.
IBEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, IBEX Limited reported a net income of 13.33M and revenue of 164.41M, resulting in a net margin of 8.1%.
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
IBEX and CAT have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (11.37%) compared to IBEX (11.31%). In terms of maximum drawdown, IBEX dropped -56.04% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (2.25 vs 0.37), 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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