RNMBY vs. CAT
RNMBY (Rheinmetall AG ADR) and CAT (Caterpillar Inc.) are both stocks. Both are in the Industrials sector — RNMBY in Aerospace & Defense, CAT in Farm & Heavy Construction Machinery. Over the past 10 years, RNMBY returned 38.75%/yr vs 31.33%/yr for CAT. At a 0.24 correlation, their price movements are largely independent.
Performance
RNMBY vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, RNMBY achieves a -23.17% return, which is significantly lower than CAT's 59.62% return. Over the past 10 years, RNMBY has outperformed CAT with an annualized return of 38.75%, while CAT has yielded a comparatively lower 31.33% annualized return.
RNMBY
- 1D
- -2.52%
- 1M
- 6.72%
- YTD
- -23.17%
- 6M
- -26.34%
- 1Y
- -32.17%
- 3Y*
- 74.63%
- 5Y*
- 70.20%
- 10Y*
- 38.75%
CAT
- 1D
- 1.44%
- 1M
- 2.51%
- YTD
- 59.62%
- 6M
- 52.94%
- 1Y
- 157.79%
- 3Y*
- 57.16%
- 5Y*
- 35.17%
- 10Y*
- 31.33%
RNMBY vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNMBY Rheinmetall AG ADR | -23.17% | 190.28% | 99.83% | 63.35% | 122.00% | -13.84% | -2.03% | 28.14% | -29.38% | 98.17% |
CAT Caterpillar Inc. | 59.62% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
Correlation
The correlation between RNMBY and CAT is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2012 | 0.24 |
Fundamentals
RNMBY:
$64.85B
CAT:
$424.14B
RNMBY:
€3.56
CAT:
$20.07
RNMBY:
67.40
CAT:
45.37
RNMBY:
3.08
CAT:
3.00
RNMBY:
5.07
CAT:
6.04
RNMBY:
10.50
CAT:
22.73
RNMBY:
€9.58B
CAT:
$70.76B
RNMBY:
€4.12B
CAT:
$23.01B
RNMBY:
€1.81B
CAT:
$15.31B
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Return for Risk
RNMBY vs. CAT — Risk / Return Rank
RNMBY
CAT
RNMBY vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rheinmetall AG ADR (RNMBY) 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.
| RNMBY | CAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.10 | ||
| Sortino ratioReturn per unit of downside risk | -5.81 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.65 | -0.74 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 11.24 | -11.93 |
| Martin ratioReturn relative to average drawdown | -1.50 | 36.80 | -38.30 |
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Drawdowns
RNMBY vs. CAT - Drawdown Comparison
The maximum RNMBY drawdown since its inception was -67.75%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for RNMBY and CAT.
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Drawdown Indicators
| RNMBY | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.75% | -73.43% | +5.68% |
Max Drawdown (1Y)Largest decline over 1 year | -44.06% | -13.88% | -30.18% |
Max Drawdown (3Y)Largest decline over 3 years | -44.06% | -34.05% | -10.01% |
Max Drawdown (5Y)Largest decline over 5 years | -44.06% | -34.05% | -10.01% |
Max Drawdown (10Y)Largest decline over 10 years | -67.75% | -43.36% | -24.39% |
Current DrawdownCurrent decline from peak | -40.00% | -3.18% | -36.82% |
Average DrawdownAverage peak-to-trough decline | -16.73% | -19.73% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.36% | 4.23% | +16.13% |
Volatility
RNMBY vs. CAT - Volatility Comparison
The current volatility for Rheinmetall AG ADR (RNMBY) is 12.05%, while Caterpillar Inc. (CAT) has a volatility of 13.16%. This indicates that RNMBY 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
| RNMBY | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.05% | 13.16% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 33.85% | 28.37% | +5.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.65% | 35.19% | +10.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.78% | 30.79% | +13.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.51% | 30.98% | +10.53% |
Dividends
RNMBY vs. CAT - Dividend Comparison
RNMBY's dividend yield for the trailing twelve months is around 0.98%, more than CAT's 0.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.66% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
RNMBY Rheinmetall AG ADR | 0.98% | 0.49% | 0.96% | 1.46% | 1.82% | 1.72% | 1.56% | 1.36% | 1.47% | 2.06% | 2.97% | 0.53% |
Financials
RNMBY vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Rheinmetall AG ADR 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
RNMBY vs. CAT - Profitability Comparison
RNMBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rheinmetall AG ADR reported a gross profit of 430.97M and revenue of 1.97B. Therefore, the gross margin over that period was 21.9%.
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%.
RNMBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rheinmetall AG ADR reported an operating income of 178.89M and revenue of 1.97B, resulting in an operating margin of 9.1%.
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%.
RNMBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rheinmetall AG ADR reported a net income of 112.83M and revenue of 1.97B, resulting in a net margin of 5.7%.
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
RNMBY and CAT have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (13.16%) compared to RNMBY (12.05%). In terms of maximum drawdown, RNMBY dropped -67.75% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (4.43 vs -0.67), 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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