ITRI vs. CAT

In the year-to-date period, ITRI achieves a 43.01% return, which is significantly higher than CAT's 23.84% return. Over the past 10 years, ITRI has underperformed CAT with an annualized return of 10.06%, while CAT has yielded a comparatively higher 17.73% annualized return.

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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.

The current ITRI Sharpe Ratio is 1.17, which is comparable to the CAT Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of ITRI and CAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ITRI has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 1.50%.

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. For additional features, visit the drawdowns tool.

Itron, Inc. (ITRI) and Caterpillar Inc. (CAT) have volatilities of 6.31% and 6.54%, 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.

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.