NVEE vs. CAT

Last updated Jun 6, 2026

NVEE (NV5 Global, Inc.) and CAT (Caterpillar Inc.) are both stocks. Both are in the Industrials sector — NVEE in Engineering & Construction, CAT in Farm & Heavy Construction Machinery. At a 0.33 correlation, their price movements are largely independent.

Performance

NVEE vs. CAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NV5 Global, Inc. (NVEE) and Caterpillar Inc. (CAT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

NVEE

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CAT

• 1D: -3.85%
• 1M: -2.44%
• YTD: 58.52%
• 6M: 50.56%
• 1Y: 161.94%
• 3Y*: 61.01%
• 5Y*: 32.30%
• 10Y*: 30.90%

*Multi-year figures are annualized to reflect compound growth (CAGR)

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.	58.52%	60.30%	24.66%	25.95%	18.60%	15.95%	26.97%	19.51%	-17.56%	75.03%

Correlation

The correlation between NVEE and CAT is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.14
Correlation (3Y) Calculated over the trailing 3-year period	0.32
Correlation (5Y) Calculated over the trailing 5-year period	0.36
Correlation (10Y) Calculated over the trailing 10-year period	0.38
Correlation (All Time) Calculated using the full available price history since Oct 1, 2013	0.33

The correlation between NVEE and CAT shifts across timeframes, from 0.14 (1 year) to 0.38 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap NVEE : $1.44B CAT : $421.21B
EPS NVEE : $0.50 CAT : $20.07
PE Ratio NVEE : 45.28 CAT : 45.05
PEG Ratio NVEE : 372.73 CAT : 2.98
PS Ratio NVEE : 1.43 CAT : 6.00
PB Ratio NVEE : 1.66 CAT : 22.57
Total Revenue (TTM) NVEE : $1.01B CAT : $70.76B
Gross Profit (TTM) NVEE : $513.09M CAT : $23.01B
EBITDA (TTM) NVEE : $118.41M CAT : $15.31B

Return for Risk

NVEE vs. CAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAT

CAT Risk / Return Rank: 98
CAT Sharpe Ratio Rank: 98
CAT Sortino Ratio Rank: 98
CAT Omega Ratio Rank: 97
CAT Calmar Ratio Rank: 98
CAT Martin Ratio Rank: 98

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

Sharpe Ratios by Period

	NVEE	CAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	4.76	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.06	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.00	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.35	—

Drawdowns

Drawdown Indicators

	NVEE	CAT	Difference
Max Drawdown Largest peak-to-trough decline	—	-73.43%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-13.88%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-34.05%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.05%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.36%	—
Current Drawdown Current decline from peak	—	-3.85%	—
Average Drawdown Average peak-to-trough decline	—	-19.74%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.17%	—

Volatility

Volatility by Period

	NVEE	CAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	11.26%	—
Volatility (6M) Calculated over the trailing 6-month period	—	27.35%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	34.24%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	30.67%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	30.88%	—

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 0.67%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CAT Caterpillar Inc.	0.67%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%
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%

Financials

NVEE vs. CAT - Profitability Comparison

The chart below illustrates the profitability comparison between NV5 Global, Inc. and Caterpillar Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

NVEE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 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%.

NVEE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.

NVEE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 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

Can I hold both NVEE and CAT in my portfolio?

NVEE and CAT have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.