NVEE vs. CAT
Compare and contrast key facts about NV5 Global, Inc. (NVEE) and Caterpillar Inc. (CAT).
Performance
NVEE vs. CAT - Performance Comparison
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NVEE vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NVEE NV5 Global, Inc. | 0.00% | 19.75% | -32.18% | -16.02% | -4.20% | 75.32% | 56.15% | -16.68% | 11.82% | 62.13% |
CAT Caterpillar Inc. | 23.96% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
Fundamentals
NVEE:
$1.44B
CAT:
$332.27B
NVEE:
$0.50
CAT:
$18.86
NVEE:
45.28
CAT:
37.56
NVEE:
372.73
CAT:
2.48
NVEE:
1.43
CAT:
4.93
NVEE:
1.66
CAT:
15.59
NVEE:
$1.01B
CAT:
$67.59B
NVEE:
$513.09M
CAT:
$21.86B
NVEE:
$118.41M
CAT:
$14.51B
Returns By Period
NVEE
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CAT
- 1D
- 6.15%
- 1M
- -4.63%
- YTD
- 23.96%
- 6M
- 49.25%
- 1Y
- 117.77%
- 3Y*
- 48.13%
- 5Y*
- 27.26%
- 10Y*
- 27.85%
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Return for Risk
NVEE vs. CAT — Risk / Return Rank
NVEE
CAT
NVEE vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NV5 Global, Inc. (NVEE) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| NVEE | CAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 3.42 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.92 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.34 | — |
Correlation
The correlation between NVEE and CAT is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NVEE vs. CAT - Dividend Comparison
NVEE has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.84%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVEE NV5 Global, 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. | 0.84% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
Drawdowns
NVEE vs. CAT - Drawdown Comparison
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Drawdown Indicators
| NVEE | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -73.43% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -18.14% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.05% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.36% | — |
Current DrawdownCurrent decline from peak | — | -8.59% | — |
Average DrawdownAverage peak-to-trough decline | — | -19.79% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.13% | — |
Volatility
NVEE vs. CAT - Volatility Comparison
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Volatility by Period
| NVEE | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 12.02% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 26.33% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 34.60% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 29.76% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 30.52% | — |
Financials
NVEE vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between NV5 Global, 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
NVEE vs. CAT - Profitability Comparison
NVEE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NV5 Global, Inc. reported a gross profit of 126.69M and revenue of 251.98M. Therefore, the gross margin over that period was 50.3%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a gross profit of 5.48B and revenue of 19.13B. Therefore, the gross margin over that period was 28.6%.
NVEE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NV5 Global, Inc. reported an operating income of 5.22M and revenue of 251.98M, resulting in an operating margin of 2.1%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported an operating income of 2.66B and revenue of 19.13B, resulting in an operating margin of 13.9%.
NVEE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NV5 Global, Inc. reported a net income of 11.69M and revenue of 251.98M, resulting in a net margin of 4.6%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a net income of 2.40B and revenue of 19.13B, resulting in a net margin of 12.6%.