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.
Key characteristics
| NUE | CAT | |
|---|---|---|
| YTD Return | 1.34% | 15.26% |
| 1Y Return | 23.22% | 59.24% |
| 3Y Return (Ann) | 31.70% | 16.02% |
| 5Y Return (Ann) | 28.41% | 22.33% |
| 10Y Return (Ann) | 16.20% | 15.62% |
| Sharpe Ratio | 0.73 | 2.11 |
| Daily Std Dev | 27.71% | 27.29% |
| Max Drawdown | -68.34% | -73.43% |
| Current Drawdown | -12.48% | -10.56% |
Fundamentals
| NUE | CAT | |
|---|---|---|
| Market Cap | $45.92B | $177.11B |
| EPS | $18.01 | $20.11 |
| PE Ratio | 10.63 | 17.64 |
| PEG Ratio | 0.75 | 2.10 |
| Revenue (TTM) | $34.71B | $67.06B |
| Gross Profit (TTM) | $12.53B | $15.57B |
| EBITDA (TTM) | $7.40B | $15.74B |
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.
Performance
NUE vs. CAT - Performance Comparison
In the year-to-date period, NUE achieves a 1.34% return, which is significantly lower than CAT's 15.26% return. Both investments have delivered pretty close results over the past 10 years, with NUE having a 16.20% annualized return and CAT not far behind at 15.62%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 1.19%, less than CAT's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUE Nucor Corporation | 1.19% | 1.19% | 1.52% | 1.50% | 3.03% | 2.85% | 2.97% | 2.38% | 2.52% | 3.70% | 3.02% | 2.76% |
CAT Caterpillar Inc. | 1.54% | 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 10.36% compared to Caterpillar Inc. (CAT) at 9.52%. 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