SDGR vs. CAT
Compare and contrast key facts about Schrodinger, Inc. (SDGR) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDGR or CAT.
Key characteristics
| SDGR | CAT | |
|---|---|---|
| YTD Return | -34.75% | 22.78% |
| 1Y Return | -13.51% | 76.99% |
| 3Y Return (Ann) | -27.51% | 16.55% |
| Sharpe Ratio | -0.22 | 2.68 |
| Daily Std Dev | 69.51% | 27.49% |
| Max Drawdown | -85.64% | -73.43% |
| Current Drawdown | -79.34% | -4.73% |
Fundamentals
| SDGR | CAT | |
|---|---|---|
| Market Cap | $1.65B | $173.51B |
| EPS | -$2.00 | $22.14 |
| PE Ratio | 44.39 | 16.02 |
| Revenue (TTM) | $188.48M | $67.00B |
| Gross Profit (TTM) | $101.02M | $15.57B |
| EBITDA (TTM) | -$209.15M | $15.93B |
Correlation
The correlation between SDGR and CAT is 0.19, 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
SDGR vs. CAT - Performance Comparison
In the year-to-date period, SDGR achieves a -34.75% return, which is significantly lower than CAT's 22.78% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SDGR vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schrodinger, Inc. (SDGR) 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
SDGR vs. CAT - Dividend Comparison
SDGR has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 1.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDGR Schrodinger, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 1.44% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Drawdowns
SDGR vs. CAT - Drawdown Comparison
The maximum SDGR drawdown since its inception was -85.64%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for SDGR and CAT. For additional features, visit the drawdowns tool.
Volatility
SDGR vs. CAT - Volatility Comparison
Schrodinger, Inc. (SDGR) has a higher volatility of 12.38% compared to Caterpillar Inc. (CAT) at 9.96%. This indicates that SDGR's price experiences larger fluctuations and is considered to be riskier than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SDGR vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Schrodinger, 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