ISC.TO vs. CAT
ISC.TO (Information Services Corp) and CAT (Caterpillar Inc.) are both stocks. Both are in the Industrials sector — ISC.TO in Specialty Business Services, CAT in Farm & Heavy Construction Machinery. Over the past 10 years, ISC.TO returned 15.94%/yr vs 32.47%/yr for CAT. At a 0.09 correlation, their price movements are largely independent.
Performance
ISC.TO vs. CAT - Performance Comparison
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Different Trading Currencies
ISC.TO 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, ISC.TO achieves a 9.62% return, which is significantly lower than CAT's 64.43% return. Over the past 10 years, ISC.TO has underperformed CAT with an annualized return of 15.94%, while CAT has yielded a comparatively higher 32.47% annualized return.
ISC.TO
- 1D
- -0.04%
- 1M
- 11.96%
- YTD
- 9.62%
- 6M
- 38.11%
- 1Y
- 71.56%
- 3Y*
- 38.11%
- 5Y*
- 14.79%
- 10Y*
- 15.94%
CAT
- 1D
- 2.22%
- 1M
- 7.99%
- YTD
- 64.43%
- 6M
- 56.64%
- 1Y
- 171.40%
- 3Y*
- 64.20%
- 5Y*
- 36.73%
- 10Y*
- 32.47%
ISC.TO vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISC.TO Information Services Corp | 9.62% | 82.53% | 22.18% | -4.24% | -0.51% | 31.09% | 36.12% | 5.54% | -12.67% | 5.90% |
CAT Caterpillar Inc. | 64.43% | 52.95% | 35.37% | 23.17% | 27.05% | 14.91% | 24.82% | 13.64% | -10.57% | 63.89% |
Correlation
The correlation between ISC.TO and CAT is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2013 | 0.09 |
Fundamentals
ISC.TO:
CA$242.67M
CAT:
$70.76B
ISC.TO:
CA$66.73M
CAT:
$23.01B
ISC.TO:
CA$80.25M
CAT:
$15.31B
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Return for Risk
ISC.TO vs. CAT — Risk / Return Rank
ISC.TO
CAT
ISC.TO vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Information Services Corp (ISC.TO) 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.
| ISC.TO | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.16 | ||
| Sortino ratioReturn per unit of downside risk | -2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.75 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 4.94 | 13.91 | -8.97 |
| Martin ratioReturn relative to average drawdown | 13.26 | 43.59 | -30.33 |
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
| ISC.TO | CAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 5.15 | -3.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 1.28 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 1.12 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.97 | -0.40 |
Drawdowns
ISC.TO vs. CAT - Drawdown Comparison
The maximum ISC.TO drawdown since its inception was -40.18%, which is greater than CAT's maximum drawdown of -36.42%. Use the drawdown chart below to compare losses from any high point for ISC.TO and CAT.
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Drawdown Indicators
| ISC.TO | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.18% | -36.42% | -3.76% |
Max Drawdown (1Y)Largest decline over 1 year | -14.57% | -12.40% | -2.17% |
Max Drawdown (3Y)Largest decline over 3 years | -27.04% | -33.15% | +6.11% |
Max Drawdown (5Y)Largest decline over 5 years | -40.18% | -33.15% | -7.03% |
Max Drawdown (10Y)Largest decline over 10 years | -40.18% | -36.42% | -3.76% |
Current DrawdownCurrent decline from peak | -0.12% | 0.00% | -0.12% |
Average DrawdownAverage peak-to-trough decline | -12.04% | -9.67% | -2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 3.95% | +1.46% |
Volatility
ISC.TO vs. CAT - Volatility Comparison
Information Services Corp (ISC.TO) has a higher volatility of 13.20% compared to Caterpillar Inc. (CAT) at 11.25%. This indicates that ISC.TO'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
| ISC.TO | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.20% | 11.25% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 29.79% | 26.65% | +3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.17% | 33.52% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.94% | 28.90% | +2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.69% | 29.16% | -2.47% |
Dividends
ISC.TO vs. CAT - Dividend Comparison
ISC.TO's dividend yield for the trailing twelve months is around 1.81%, more than CAT's 0.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.65% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
ISC.TO Information Services Corp | 1.81% | 1.98% | 3.51% | 4.15% | 3.81% | 3.28% | 4.02% | 5.21% | 5.23% | 4.35% | 4.41% | 5.54% |
Financials
ISC.TO vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Information Services Corp 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
Frequently Asked Questions
ISC.TO and CAT have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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