RLI vs. CAT
Compare and contrast key facts about RLI Corp. (RLI) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLI or CAT.
Correlation
The correlation between RLI and CAT is 0.39, 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.
Performance
RLI vs. CAT - Performance Comparison
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Key characteristics
RLI:
0.17
CAT:
-0.10
RLI:
0.30
CAT:
0.11
RLI:
1.04
CAT:
1.01
RLI:
0.14
CAT:
-0.07
RLI:
0.29
CAT:
-0.18
RLI:
9.17%
CAT:
13.02%
RLI:
22.84%
CAT:
30.74%
RLI:
-64.06%
CAT:
-73.43%
RLI:
-15.86%
CAT:
-17.13%
Fundamentals
RLI:
$6.94B
CAT:
$164.37B
RLI:
$3.03
CAT:
$20.48
RLI:
24.97
CAT:
17.06
RLI:
3.82
CAT:
1.82
RLI:
4.01
CAT:
2.60
RLI:
4.36
CAT:
9.18
RLI:
$1.74B
CAT:
$63.26B
RLI:
$1.73B
CAT:
$22.45B
RLI:
$232.53M
CAT:
$15.46B
Returns By Period
In the year-to-date period, RLI achieves a -9.72% return, which is significantly lower than CAT's -4.76% return. Over the past 10 years, RLI has underperformed CAT with an annualized return of 15.02%, while CAT has yielded a comparatively higher 17.48% annualized return.
RLI
-9.72%
-1.54%
-13.53%
3.79%
11.74%
16.56%
15.02%
CAT
-4.76%
20.29%
-9.44%
-3.05%
22.44%
27.53%
17.48%
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Risk-Adjusted Performance
RLI vs. CAT — Risk-Adjusted Performance Rank
RLI
CAT
RLI vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RLI Corp. (RLI) 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
RLI vs. CAT - Dividend Comparison
RLI's dividend yield for the trailing twelve months is around 3.29%, more than CAT's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLI RLI Corp. | 3.29% | 2.94% | 0.80% | 5.92% | 0.88% | 0.91% | 1.87% | 2.71% | 4.25% | 4.42% | 4.45% | 7.51% |
CAT Caterpillar Inc. | 1.65% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
Drawdowns
RLI vs. CAT - Drawdown Comparison
The maximum RLI drawdown since its inception was -64.06%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for RLI and CAT. For additional features, visit the drawdowns tool.
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Volatility
RLI vs. CAT - Volatility Comparison
The current volatility for RLI Corp. (RLI) is 6.39%, while Caterpillar Inc. (CAT) has a volatility of 7.83%. This indicates that RLI 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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Financials
RLI vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between RLI Corp. 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
RLI vs. CAT - Profitability Comparison
RLI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, RLI Corp. reported a gross profit of 407.67M and revenue of 407.67M. Therefore, the gross margin over that period was 100.0%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 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%.
RLI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, RLI Corp. reported an operating income of 78.63M and revenue of 407.67M, resulting in an operating margin of 19.3%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported an operating income of 2.58B and revenue of 14.25B, resulting in an operating margin of 18.1%.
RLI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, RLI Corp. reported a net income of 63.21M and revenue of 407.67M, resulting in a net margin of 15.5%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a net income of 2.00B and revenue of 14.25B, resulting in a net margin of 14.1%.