KMTUY vs. CAT
KMTUY (Komatsu Ltd.) and CAT (Caterpillar Inc.) are both stocks. Both operate in the Farm & Heavy Construction Machinery industry within the Industrials sector. Over the past 10 years, KMTUY returned 10.42%/yr vs 31.52%/yr for CAT. At a 0.44 correlation, their price movements are largely independent.
Performance
KMTUY vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, KMTUY achieves a 38.65% return, which is significantly lower than CAT's 62.36% return. Over the past 10 years, KMTUY has underperformed CAT with an annualized return of 10.42%, while CAT has yielded a comparatively higher 31.52% annualized return.
KMTUY
- 1D
- 6.92%
- 1M
- 6.66%
- YTD
- 38.65%
- 6M
- 34.62%
- 1Y
- 45.18%
- 3Y*
- 23.09%
- 5Y*
- 9.40%
- 10Y*
- 10.42%
CAT
- 1D
- 1.80%
- 1M
- 5.88%
- YTD
- 62.36%
- 6M
- 57.25%
- 1Y
- 167.95%
- 3Y*
- 62.31%
- 5Y*
- 32.93%
- 10Y*
- 31.52%
KMTUY vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KMTUY Komatsu Ltd. | 38.65% | 19.17% | 7.41% | 20.24% | -7.62% | -15.58% | 15.15% | 11.61% | -40.55% | 61.31% |
CAT Caterpillar Inc. | 62.36% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
Correlation
The correlation between KMTUY and CAT is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.44 |
Fundamentals
KMTUY:
$39.70B
CAT:
$431.41B
KMTUY:
$419.22
CAT:
$20.07
KMTUY:
0.11
CAT:
46.14
KMTUY:
0.01
CAT:
3.05
KMTUY:
0.01
CAT:
6.14
KMTUY:
0.01
CAT:
23.12
KMTUY:
$4.19T
CAT:
$70.76B
KMTUY:
$1.28T
CAT:
$23.01B
KMTUY:
$754.46B
CAT:
$15.31B
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Return for Risk
KMTUY vs. CAT — Risk / Return Rank
KMTUY
CAT
KMTUY vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Komatsu Ltd. (KMTUY) 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.
| KMTUY | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.69 | ||
| Sortino ratioReturn per unit of downside risk | -3.72 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.72 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 12.18 | -10.40 |
| Martin ratioReturn relative to average drawdown | 3.79 | 40.49 | -36.70 |
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
| KMTUY | CAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 4.98 | -3.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 1.08 | -0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 1.02 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.35 | -0.26 |
Drawdowns
KMTUY vs. CAT - Drawdown Comparison
The maximum KMTUY drawdown since its inception was -75.37%, roughly equal to the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for KMTUY and CAT.
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Drawdown Indicators
| KMTUY | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.37% | -73.43% | -1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -25.52% | -13.88% | -11.64% |
Max Drawdown (3Y)Largest decline over 3 years | -25.52% | -34.05% | +8.53% |
Max Drawdown (5Y)Largest decline over 5 years | -39.80% | -34.05% | -5.75% |
Max Drawdown (10Y)Largest decline over 10 years | -64.68% | -43.36% | -21.32% |
Current DrawdownCurrent decline from peak | -13.84% | -0.08% | -13.76% |
Average DrawdownAverage peak-to-trough decline | -32.51% | -19.74% | -12.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.95% | 4.17% | +7.78% |
Volatility
KMTUY vs. CAT - Volatility Comparison
Komatsu Ltd. (KMTUY) and Caterpillar Inc. (CAT) have volatilities of 11.04% and 11.17%, 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
| KMTUY | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.04% | 11.17% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 28.18% | 27.09% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.32% | 33.97% | +1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.75% | 30.62% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.11% | 30.86% | -0.75% |
Dividends
KMTUY vs. CAT - Dividend Comparison
KMTUY has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.65%.
| 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% |
KMTUY Komatsu Ltd. | 0.00% | 2.31% | 2.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.72% | 2.32% | 2.88% |
Financials
KMTUY vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Komatsu Ltd. 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
KMTUY vs. CAT - Profitability Comparison
KMTUY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Komatsu Ltd. reported a gross profit of 349.43B and revenue of 1.24T. Therefore, the gross margin over that period was 28.2%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
KMTUY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Komatsu Ltd. reported an operating income of 154.06B and revenue of 1.24T, resulting in an operating margin of 12.4%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
KMTUY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Komatsu Ltd. reported a net income of 108.34B and revenue of 1.24T, resulting in a net margin of 8.7%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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
KMTUY and CAT have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (11.17%) compared to KMTUY (11.04%). In terms of maximum drawdown, KMTUY dropped -75.37% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (4.98 vs 1.29), 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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