Correlation
The correlation between PCAR and CAT is 0.58, 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.
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
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Key characteristics
PCAR:
-0.25
CAT:
0.14
PCAR:
-0.24
CAT:
0.33
PCAR:
0.97
CAT:
1.04
PCAR:
-0.34
CAT:
0.06
PCAR:
-0.84
CAT:
0.16
PCAR:
11.29%
CAT:
12.84%
PCAR:
30.43%
CAT:
30.70%
PCAR:
-66.16%
CAT:
-73.43%
PCAR:
-21.25%
CAT:
-15.79%
Fundamentals
PCAR:
$49.27B
CAT:
$163.68B
PCAR:
$6.59
CAT:
$20.50
PCAR:
14.24
CAT:
16.98
PCAR:
2.28
CAT:
1.80
PCAR:
1.52
CAT:
2.59
PCAR:
2.73
CAT:
9.06
PCAR:
$32.36B
CAT:
$63.26B
PCAR:
$5.76B
CAT:
$22.45B
PCAR:
$5.18B
CAT:
$15.46B
Returns By Period
In the year-to-date period, PCAR achieves a -9.18% return, which is significantly lower than CAT's -3.23% return. Over the past 10 years, PCAR has underperformed CAT with an annualized return of 12.35%, while CAT has yielded a comparatively higher 18.00% annualized return.
PCAR
-9.18%
4.75%
-16.94%
-9.08%
22.56%
17.99%
12.35%
CAT
-3.23%
7.52%
-13.56%
4.50%
19.57%
26.26%
18.00%
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Risk-Adjusted Performance
PCAR vs. CAT — Risk-Adjusted Performance Rank
PCAR
CAT
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.
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Dividends
PCAR vs. CAT - Dividend Comparison
PCAR's dividend yield for the trailing twelve months is around 4.54%, more than CAT's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCAR PACCAR Inc | 4.54% | 4.01% | 4.34% | 4.23% | 3.22% | 2.29% | 4.53% | 5.41% | 3.08% | 2.44% | 4.89% | 2.73% |
CAT Caterpillar Inc. | 1.62% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
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.
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Volatility
PCAR vs. CAT - Volatility Comparison
PACCAR Inc (PCAR) and Caterpillar Inc. (CAT) have volatilities of 7.72% and 7.68%, 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.
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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
PCAR vs. CAT - Profitability Comparison
PCAR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, PACCAR Inc reported a gross profit of 1.32B and revenue of 7.44B. Therefore, the gross margin over that period was 17.7%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Caterpillar Inc. reported a gross profit of 4.96B and revenue of 14.25B. Therefore, the gross margin over that period was 34.8%.
PCAR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, PACCAR Inc reported an operating income of 885.10M and revenue of 7.44B, resulting in an operating margin of 11.9%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Caterpillar Inc. reported an operating income of 2.58B and revenue of 14.25B, resulting in an operating margin of 18.1%.
PCAR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, PACCAR Inc reported a net income of 505.10M and revenue of 7.44B, resulting in a net margin of 6.8%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Caterpillar Inc. reported a net income of 2.00B and revenue of 14.25B, resulting in a net margin of 14.1%.