NVNI vs. CAT

Last updated Apr 1, 2026

Compare and contrast key facts about Nvni Group Limited Ordinary Shares (NVNI) and Caterpillar Inc. (CAT).

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.

NVNI vs. CAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
NVNI Nvni Group Limited Ordinary Shares	-56.60%	-89.18%	64.43%	-87.30%
CAT Caterpillar Inc.	23.96%	60.30%	24.66%	8.86%

Fundamentals

Total Revenue (TTM) NVNI : $0.00 CAT : $67.59B
Gross Profit (TTM) NVNI : $0.00 CAT : $21.86B
EBITDA (TTM) NVNI : -$26.99M CAT : $14.51B

Returns By Period

In the year-to-date period, NVNI achieves a -56.60% return, which is significantly lower than CAT's 23.96% return.

NVNI

• 1D: 4.55%
• 1M: -5.74%
• YTD: -56.60%
• 6M: -86.14%
• 1Y: -46.31%
• 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%

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

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: 41
NVNI Sharpe Ratio Rank: 31
NVNI Sortino Ratio Rank: 59
NVNI Omega Ratio Rank: 59
NVNI Calmar Ratio Rank: 25
NVNI Martin Ratio Rank: 29

CAT

CAT Risk / Return Rank: 97
CAT Sharpe Ratio Rank: 98
CAT Sortino Ratio Rank: 97
CAT Omega Ratio Rank: 96
CAT Calmar Ratio Rank: 96
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.

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	-0.22	3.42	-3.65
Sortino ratio Return per unit of downside risk	1.16	4.04	-2.88
Omega ratio Gain probability vs. loss probability	1.15	1.54	-0.39
Calmar ratio Return relative to maximum drawdown	-0.49	6.50	-6.99
Martin ratio Return relative to average drawdown	-0.75	22.99	-23.74
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 -0.22, which is lower than the CAT Sharpe Ratio of 3.42. The chart below compares the historical Sharpe Ratios of NVNI and CAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	NVNI	CAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.22	3.42	-3.65
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	-0.25	0.34	-0.59

Correlation

The correlation between NVNI and CAT is 0.12, 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

NVNI vs. CAT - Dividend Comparison

NVNI has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.84%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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

NVNI vs. CAT - Drawdown Comparison

The maximum NVNI drawdown since its inception was -99.06%, 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	-99.06%	-73.43%	-25.63%
Max Drawdown (1Y) Largest decline over 1 year	-92.47%	-18.14%	-74.33%
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	-99.02%	-8.59%	-90.43%
Average Drawdown Average peak-to-trough decline	-89.70%	-19.79%	-69.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	60.71%	5.13%	+55.58%

Volatility

NVNI vs. CAT - Volatility Comparison

Nvni Group Limited Ordinary Shares (NVNI) has a higher volatility of 17.87% compared to Caterpillar Inc. (CAT) at 12.02%. 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	17.87%	12.02%	+5.85%
Volatility (6M) Calculated over the trailing 6-month period	122.99%	26.33%	+96.66%
Volatility (1Y) Calculated over the trailing 1-year period	207.86%	34.60%	+173.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	332.79%	29.76%	+303.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	332.79%	30.52%	+302.27%

Financials