Correlation
The correlation between ITRI and CAT is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
ITRI vs. CAT
Compare and contrast key facts about Itron, Inc. (ITRI) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ITRI or CAT.
Performance
ITRI vs. CAT - Performance Comparison
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Key characteristics
ITRI:
0.16
CAT:
0.08
ITRI:
0.55
CAT:
0.25
ITRI:
1.07
CAT:
1.03
ITRI:
0.27
CAT:
0.01
ITRI:
0.62
CAT:
0.03
ITRI:
11.47%
CAT:
12.87%
ITRI:
33.48%
CAT:
30.84%
ITRI:
-94.36%
CAT:
-73.43%
ITRI:
-7.19%
CAT:
-14.95%
Fundamentals
ITRI:
$5.13B
CAT:
$161.50B
ITRI:
$5.49
CAT:
$20.50
ITRI:
20.52
CAT:
16.75
ITRI:
0.74
CAT:
1.77
ITRI:
2.10
CAT:
2.55
ITRI:
3.45
CAT:
8.94
ITRI:
$2.44B
CAT:
$63.26B
ITRI:
$846.65M
CAT:
$22.45B
ITRI:
$352.55M
CAT:
$15.46B
Returns By Period
In the year-to-date period, ITRI achieves a 6.37% return, which is significantly higher than CAT's -2.26% return. Over the past 10 years, ITRI has underperformed CAT with an annualized return of 12.40%, while CAT has yielded a comparatively higher 18.23% annualized return.
ITRI
6.37%
4.61%
-2.12%
5.44%
29.91%
12.16%
12.40%
CAT
-2.26%
14.70%
-13.06%
2.40%
19.73%
26.39%
18.23%
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Risk-Adjusted Performance
ITRI vs. CAT — Risk-Adjusted Performance Rank
ITRI
CAT
ITRI vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Itron, Inc. (ITRI) 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.
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Dividends
ITRI vs. CAT - Dividend Comparison
ITRI has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 1.60%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITRI Itron, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 1.60% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
Drawdowns
ITRI vs. CAT - Drawdown Comparison
The maximum ITRI drawdown since its inception was -94.36%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for ITRI and CAT.
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Volatility
ITRI vs. CAT - Volatility Comparison
Itron, Inc. (ITRI) and Caterpillar Inc. (CAT) have volatilities of 7.09% and 7.41%, 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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Financials
ITRI vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Itron, 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
ITRI vs. CAT - Profitability Comparison
ITRI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Itron, Inc. reported a gross profit of 217.22M and revenue of 607.15M. Therefore, the gross margin over that period was 35.8%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a gross profit of 4.96B and revenue of 14.25B. Therefore, the gross margin over that period was 34.8%.
ITRI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Itron, Inc. reported an operating income of 76.21M and revenue of 607.15M, resulting in an operating margin of 12.6%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported an operating income of 2.58B and revenue of 14.25B, resulting in an operating margin of 18.1%.
ITRI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Itron, Inc. reported a net income of 65.47M and revenue of 607.15M, resulting in a net margin of 10.8%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a net income of 2.00B and revenue of 14.25B, resulting in a net margin of 14.1%.