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.
Performance
RLI vs. CAT - Performance Comparison
Returns By Period
In the year-to-date period, RLI achieves a 34.44% return, which is significantly lower than CAT's 36.59% return. Both investments have delivered pretty close results over the past 10 years, with RLI having a 17.64% annualized return and CAT not far behind at 17.23%.
RLI
34.44%
11.41%
22.46%
30.39%
15.26%
17.64%
CAT
36.59%
3.05%
14.80%
64.17%
25.30%
17.23%
Fundamentals
| RLI | CAT | |
|---|---|---|
| Market Cap | $8.07B | $188.09B |
| EPS | $9.09 | $21.54 |
| PE Ratio | 19.36 | 18.09 |
| PEG Ratio | 3.82 | 2.60 |
| Total Revenue (TTM) | $1.76B | $65.66B |
| Gross Profit (TTM) | $1.76B | $23.58B |
| EBITDA (TTM) | $497.79M | $16.27B |
Key characteristics
| RLI | CAT | |
|---|---|---|
| Sharpe Ratio | 1.57 | 2.42 |
| Sortino Ratio | 2.13 | 3.18 |
| Omega Ratio | 1.29 | 1.43 |
| Calmar Ratio | 2.25 | 4.05 |
| Martin Ratio | 8.60 | 9.24 |
| Ulcer Index | 3.53% | 6.94% |
| Daily Std Dev | 19.36% | 26.47% |
| Max Drawdown | -64.05% | -73.43% |
| Current Drawdown | -0.05% | -4.65% |
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Correlation
The correlation between RLI and CAT is 0.28, 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.
Risk-Adjusted Performance
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.
Dividends
RLI vs. CAT - Dividend Comparison
RLI's dividend yield for the trailing twelve months is around 0.40%, less than CAT's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLI RLI Corp. | 0.40% | 0.40% | 2.96% | 0.44% | 0.46% | 0.93% | 1.36% | 2.13% | 2.21% | 2.23% | 3.76% | 2.23% |
CAT Caterpillar Inc. | 1.36% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Drawdowns
RLI vs. CAT - Drawdown Comparison
The maximum RLI drawdown since its inception was -64.05%, 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.
Volatility
RLI vs. CAT - Volatility Comparison
The current volatility for RLI Corp. (RLI) is 6.54%, while Caterpillar Inc. (CAT) has a volatility of 10.92%. 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.
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