NVNI vs. CAT

Last updated Jun 4, 2026

NVNI (Nvni Group Limited Ordinary Shares) and CAT (Caterpillar Inc.) are both stocks. NVNI operates in Software - Application (Technology), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past year, NVNI returned -68.31% vs 167.95% for CAT. At a 0.12 correlation, their price movements are largely independent.

Performance

NVNI vs. CAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nvni Group Limited Ordinary Shares (NVNI) and Caterpillar Inc. (CAT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NVNI achieves a -60.38% return, which is significantly lower than CAT's 62.36% return.

NVNI

• 1D: -8.70%
• 1M: -18.60%
• YTD: -60.38%
• 6M: -65.35%
• 1Y: -68.31%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

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

NVNI vs. CAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
NVNI Nvni Group Limited Ordinary Shares	-60.38%	-89.18%	64.43%	-87.30%
CAT Caterpillar Inc.	62.36%	60.30%	24.66%	8.86%

Correlation

The correlation between NVNI and CAT is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (All Time) Calculated using the full available price history since Oct 2, 2023	0.12

The correlation between NVNI and CAT shifts across timeframes, from 0.12 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM) NVNI : $0.00 CAT : $70.76B
Gross Profit (TTM) NVNI : $0.00 CAT : $23.01B
EBITDA (TTM) NVNI : -$26.99M CAT : $15.31B

Return for Risk

NVNI vs. CAT — Risk / Return Rank

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

NVNI

NVNI Risk / Return Rank: 26
NVNI Sharpe Ratio Rank: 23
NVNI Sortino Ratio Rank: 36
NVNI Omega Ratio Rank: 35
NVNI Calmar Ratio Rank: 14
NVNI Martin Ratio Rank: 21

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: 99

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.

NVNI vs. CAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nvni Group Limited Ordinary Shares (NVNI) 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.

	NVNI	CAT	Difference
Sharpe ratio: Return per unit of total volatility	-0.41	4.98	-5.39
Sortino ratio: Return per unit of downside risk	0.22	5.68	-5.46
Omega ratio: Gain probability vs. loss probability	1.03	1.72	-0.69
Calmar ratio: Return relative to maximum drawdown	-0.74	12.18	-12.91
Martin ratio: Return relative to average drawdown	-0.98	40.49	-41.47
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NVNI vs. CAT - Sharpe Ratio Comparison

The current NVNI Sharpe Ratio is -0.41, which is lower than the CAT Sharpe Ratio of 4.98. The chart below compares the historical Sharpe Ratios of NVNI and CAT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	NVNI	CAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.41	4.98	-5.39
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.08	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.02	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.26	0.35	-0.61

Drawdowns

NVNI vs. CAT - Drawdown Comparison

The maximum NVNI drawdown since its inception was -99.14%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for NVNI and CAT.

Drawdown Indicators

	NVNI	CAT	Difference
Max Drawdown Largest peak-to-trough decline	-99.14%	-73.43%	-25.71%
Max Drawdown (1Y) Largest decline over 1 year	-93.08%	-13.88%	-79.20%
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	-99.10%	-0.08%	-99.02%
Average Drawdown Average peak-to-trough decline	-90.31%	-19.74%	-70.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	70.03%	4.17%	+65.86%

Volatility

NVNI vs. CAT - Volatility Comparison

Nvni Group Limited Ordinary Shares (NVNI) has a higher volatility of 18.44% compared to Caterpillar Inc. (CAT) at 11.17%. This indicates that NVNI'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.

Volatility by Period

	NVNI	CAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.44%	11.17%	+7.27%
Volatility (6M) Calculated over the trailing 6-month period	90.54%	27.09%	+63.45%
Volatility (1Y) Calculated over the trailing 1-year period	165.22%	33.97%	+131.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	323.40%	30.62%	+292.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	323.40%	30.86%	+292.54%

Dividends

NVNI vs. CAT - Dividend Comparison

NVNI 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%
NVNI Nvni Group Limited Ordinary Shares	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

Frequently Asked Questions

Can I hold both NVNI and CAT in my portfolio?

NVNI and CAT have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, NVNI or CAT?

NVNI has higher volatility (18.44%) compared to CAT (11.17%). In terms of maximum drawdown, NVNI dropped -99.14% vs CAT's -73.43%.

Which has better risk-adjusted returns?

CAT currently has the higher Sharpe Ratio (4.98 vs -0.41), 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.