PCAR vs. CAT
Compare and contrast key facts about PACCAR Inc (PCAR) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCAR or CAT.
Performance
PCAR vs. CAT - Performance Comparison
Returns By Period
In the year-to-date period, PCAR achieves a 16.32% return, which is significantly lower than CAT's 31.98% return. Over the past 10 years, PCAR has underperformed CAT with an annualized return of 13.87%, while CAT has yielded a comparatively higher 17.31% annualized return.
PCAR
16.32%
2.30%
7.17%
28.53%
20.85%
13.87%
CAT
31.98%
-2.14%
8.63%
54.20%
24.61%
17.31%
Fundamentals
| PCAR | CAT | |
|---|---|---|
| Market Cap | $61.23B | $189.75B |
| EPS | $8.94 | $21.53 |
| PE Ratio | 13.06 | 18.25 |
| PEG Ratio | 1.18 | 2.70 |
| Total Revenue (TTM) | $34.83B | $65.66B |
| Gross Profit (TTM) | $6.74B | $23.58B |
| EBITDA (TTM) | $6.28B | $15.75B |
Key characteristics
| PCAR | CAT | |
|---|---|---|
| Sharpe Ratio | 1.16 | 2.09 |
| Sortino Ratio | 1.59 | 2.83 |
| Omega Ratio | 1.24 | 1.37 |
| Calmar Ratio | 1.11 | 3.50 |
| Martin Ratio | 2.18 | 8.06 |
| Ulcer Index | 13.40% | 6.87% |
| Daily Std Dev | 25.28% | 26.50% |
| Max Drawdown | -66.16% | -73.43% |
| Current Drawdown | -8.97% | -7.87% |
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Correlation
The correlation between PCAR and CAT is 0.49, 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.
Risk-Adjusted Performance
PCAR vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PACCAR Inc (PCAR) 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
PCAR vs. CAT - Dividend Comparison
PCAR's dividend yield for the trailing twelve months is around 3.89%, more than CAT's 1.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCAR PACCAR Inc | 3.89% | 4.34% | 4.23% | 3.22% | 2.29% | 4.53% | 5.41% | 3.08% | 2.44% | 4.89% | 2.73% | 2.87% |
CAT Caterpillar Inc. | 1.41% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Drawdowns
PCAR vs. CAT - Drawdown Comparison
The maximum PCAR drawdown since its inception was -66.16%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for PCAR and CAT. For additional features, visit the drawdowns tool.
Volatility
PCAR vs. CAT - Volatility Comparison
PACCAR Inc (PCAR) and Caterpillar Inc. (CAT) have volatilities of 10.85% and 10.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PCAR vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between PACCAR 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