NUE vs. CAT
Compare and contrast key facts about Nucor Corporation (NUE) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUE or CAT.
Performance
NUE vs. CAT - Performance Comparison
Returns By Period
In the year-to-date period, NUE achieves a -14.55% return, which is significantly lower than CAT's 32.12% return. Over the past 10 years, NUE has underperformed CAT with an annualized return of 13.29%, while CAT has yielded a comparatively higher 16.83% annualized return.
NUE
-14.55%
-6.95%
-13.24%
-4.85%
24.80%
13.29%
CAT
32.12%
-2.04%
6.80%
54.36%
24.93%
16.83%
Fundamentals
| NUE | CAT | |
|---|---|---|
| Market Cap | $36.14B | $185.62B |
| EPS | $10.39 | $21.55 |
| PE Ratio | 14.81 | 17.84 |
| PEG Ratio | 0.75 | 2.62 |
| Total Revenue (TTM) | $31.36B | $65.66B |
| Gross Profit (TTM) | $4.88B | $23.58B |
| EBITDA (TTM) | $4.41B | $16.27B |
Key characteristics
| NUE | CAT | |
|---|---|---|
| Sharpe Ratio | -0.12 | 2.17 |
| Sortino Ratio | 0.06 | 2.91 |
| Omega Ratio | 1.01 | 1.39 |
| Calmar Ratio | -0.12 | 3.62 |
| Martin Ratio | -0.21 | 8.33 |
| Ulcer Index | 17.56% | 6.89% |
| Daily Std Dev | 32.30% | 26.46% |
| Max Drawdown | -68.34% | -73.43% |
| Current Drawdown | -26.21% | -7.78% |
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Correlation
The correlation between NUE and CAT is 0.45, 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.
Risk-Adjusted Performance
NUE vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nucor Corporation (NUE) 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.
Dividends
NUE vs. CAT - Dividend Comparison
NUE's dividend yield for the trailing twelve months is around 1.47%, more than CAT's 1.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUE Nucor Corporation | 1.47% | 1.19% | 1.52% | 1.50% | 3.03% | 2.85% | 2.97% | 2.38% | 2.53% | 3.70% | 3.02% | 2.76% |
CAT Caterpillar Inc. | 1.41% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Drawdowns
NUE vs. CAT - Drawdown Comparison
The maximum NUE drawdown since its inception was -68.34%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for NUE and CAT. For additional features, visit the drawdowns tool.
Volatility
NUE vs. CAT - Volatility Comparison
Nucor Corporation (NUE) has a higher volatility of 19.22% compared to Caterpillar Inc. (CAT) at 10.55%. This indicates that NUE'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.
Financials
NUE vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Nucor Corporation 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