RBC vs. CAT
RBC (RBC Bearings Incorporated) and CAT (Caterpillar Inc.) are both stocks. Both are in the Industrials sector — RBC in Tools & Accessories, CAT in Farm & Heavy Construction Machinery. Over the past 10 years, RBC returned 25.14%/yr vs 32.69%/yr for CAT. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
RBC vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, RBC achieves a 41.26% return, which is significantly lower than CAT's 72.54% return. Over the past 10 years, RBC has underperformed CAT with an annualized return of 25.14%, while CAT has yielded a comparatively higher 32.69% annualized return.
RBC
- 1D
- -1.90%
- 1M
- 13.12%
- YTD
- 41.26%
- 6M
- 38.59%
- 1Y
- 66.15%
- 3Y*
- 44.71%
- 5Y*
- 26.49%
- 10Y*
- 25.14%
CAT
- 1D
- -3.72%
- 1M
- 11.86%
- YTD
- 72.54%
- 6M
- 69.71%
- 1Y
- 171.66%
- 3Y*
- 63.77%
- 5Y*
- 37.46%
- 10Y*
- 32.69%
RBC vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBC RBC Bearings Incorporated | 41.26% | 49.91% | 5.00% | 36.08% | 4.19% | 17.32% | 14.10% | 21.72% | 3.72% | 36.19% |
CAT Caterpillar Inc. | 72.54% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
Correlation
The correlation between RBC and CAT is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2005 | 0.54 |
The correlation between RBC and CAT has been stable across timeframes, ranging from 0.53 to 0.57 - a consistent structural relationship.
Fundamentals
RBC:
$20.09B
CAT:
$458.46B
RBC:
$9.09
CAT:
$20.07
RBC:
69.65
CAT:
49.04
RBC:
0.98
CAT:
3.24
RBC:
10.71
CAT:
6.53
RBC:
5.98
CAT:
24.57
RBC:
$1.87B
CAT:
$70.76B
RBC:
$830.20M
CAT:
$23.01B
RBC:
$510.20M
CAT:
$15.31B
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Return for Risk
RBC vs. CAT — Risk / Return Rank
RBC
CAT
RBC vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Bearings Incorporated (RBC) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RBC | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.68 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 5.75 | 12.45 | -6.70 |
| Martin ratioReturn relative to average drawdown | 15.51 | 40.71 | -25.19 |
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Drawdowns
RBC vs. CAT - Drawdown Comparison
The maximum RBC drawdown since its inception was -71.79%, roughly equal to the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for RBC and CAT.
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Drawdown Indicators
| RBC | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.79% | -73.43% | +1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.56% | -13.88% | +2.32% |
Max Drawdown (3Y)Largest decline over 3 years | -17.81% | -34.05% | +16.24% |
Max Drawdown (5Y)Largest decline over 5 years | -35.26% | -34.05% | -1.21% |
Max Drawdown (10Y)Largest decline over 10 years | -55.06% | -43.36% | -11.70% |
Current DrawdownCurrent decline from peak | -1.90% | -3.72% | +1.82% |
Average DrawdownAverage peak-to-trough decline | -12.72% | -19.72% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 4.24% | +0.04% |
Volatility
RBC vs. CAT - Volatility Comparison
The current volatility for RBC Bearings Incorporated (RBC) is 8.79%, while Caterpillar Inc. (CAT) has a volatility of 13.61%. This indicates that RBC experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RBC | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.79% | 13.61% | -4.82% |
Volatility (6M)Calculated over the trailing 6-month period | 20.26% | 28.12% | -7.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.39% | 35.66% | -9.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.55% | 30.89% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.65% | 30.98% | +6.67% |
Dividends
RBC vs. CAT - Dividend Comparison
RBC has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.61% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
RBC RBC Bearings Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.49% | 4.10% | 0.67% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
RBC vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between RBC Bearings Incorporated 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
RBC vs. CAT - Profitability Comparison
RBC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, RBC Bearings Incorporated reported a gross profit of 251.00M and revenue of 518.00M. Therefore, the gross margin over that period was 48.5%.
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%.
RBC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, RBC Bearings Incorporated reported an operating income of 116.60M and revenue of 518.00M, resulting in an operating margin of 22.5%.
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%.
RBC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, RBC Bearings Incorporated reported a net income of 91.70M and revenue of 518.00M, resulting in a net margin of 17.7%.
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
RBC and CAT have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (13.61%) compared to RBC (8.79%). In terms of maximum drawdown, RBC dropped -71.79% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (4.85 vs 2.53), 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.
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