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.
Correlation
The correlation between SDGR and CAT is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SDGR vs. CAT - Performance Comparison
Key characteristics
SDGR:
0.05
CAT:
-0.20
SDGR:
0.55
CAT:
0.02
SDGR:
1.06
CAT:
1.00
SDGR:
0.01
CAT:
-0.12
SDGR:
0.05
CAT:
-0.32
SDGR:
16.05%
CAT:
12.73%
SDGR:
65.81%
CAT:
30.35%
SDGR:
-85.64%
CAT:
-73.43%
SDGR:
-78.86%
CAT:
-21.21%
Fundamentals
SDGR:
$1.86B
CAT:
$151.96B
SDGR:
-$2.57
CAT:
$20.49
SDGR:
8.94
CAT:
2.40
SDGR:
4.40
CAT:
8.43
SDGR:
$170.94M
CAT:
$63.26B
SDGR:
$113.19M
CAT:
$22.45B
SDGR:
-$137.14M
CAT:
$14.81B
Returns By Period
In the year-to-date period, SDGR achieves a 23.95% return, which is significantly higher than CAT's -9.46% return.
SDGR
23.95%
22.49%
27.52%
3.33%
-13.33%
N/A
CAT
-9.46%
8.71%
-16.51%
-5.92%
26.40%
16.99%
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Risk-Adjusted Performance
SDGR vs. CAT — Risk-Adjusted Performance Rank
SDGR
CAT
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 1.73%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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. | 1.73% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
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 28.86% compared to Caterpillar Inc. (CAT) at 8.34%. 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
SDGR vs. CAT - Profitability Comparison
SDGR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Schrodinger, Inc. reported a gross profit of 64.13M and revenue of 88.32M. Therefore, the gross margin over that period was 72.6%.
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%.
SDGR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Schrodinger, Inc. reported an operating income of -20.71M and revenue of 88.32M, resulting in an operating margin of -23.5%.
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%.
SDGR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Schrodinger, Inc. reported a net income of -40.22M and revenue of 88.32M, resulting in a net margin of -45.5%.
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%.