TEX vs. CAT
Compare and contrast key facts about Terex Corporation (TEX) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEX or CAT.
Correlation
The correlation between TEX and CAT is 0.58, 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
TEX vs. CAT - Performance Comparison
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Key characteristics
TEX:
-0.55
CAT:
-0.10
TEX:
-0.55
CAT:
0.11
TEX:
0.94
CAT:
1.01
TEX:
-0.40
CAT:
-0.07
TEX:
-0.90
CAT:
-0.18
TEX:
27.33%
CAT:
13.02%
TEX:
47.31%
CAT:
30.74%
TEX:
-91.96%
CAT:
-73.43%
TEX:
-45.34%
CAT:
-17.13%
Fundamentals
TEX:
$3.16B
CAT:
$164.37B
TEX:
$3.67
CAT:
$20.48
TEX:
13.14
CAT:
17.06
TEX:
1.64
CAT:
1.82
TEX:
0.62
CAT:
2.60
TEX:
1.72
CAT:
9.18
TEX:
$5.06B
CAT:
$63.26B
TEX:
$1.00B
CAT:
$22.45B
TEX:
$523.00M
CAT:
$15.46B
Returns By Period
In the year-to-date period, TEX achieves a -0.99% return, which is significantly higher than CAT's -4.76% return. Over the past 10 years, TEX has underperformed CAT with an annualized return of 5.90%, while CAT has yielded a comparatively higher 17.48% annualized return.
TEX
-0.99%
35.95%
-12.23%
-25.70%
14.32%
27.65%
5.90%
CAT
-4.76%
20.29%
-9.44%
-3.05%
22.44%
27.53%
17.48%
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Risk-Adjusted Performance
TEX vs. CAT — Risk-Adjusted Performance Rank
TEX
CAT
TEX vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Terex Corporation (TEX) 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
TEX vs. CAT - Dividend Comparison
TEX's dividend yield for the trailing twelve months is around 1.49%, less than CAT's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEX Terex Corporation | 1.49% | 1.47% | 1.11% | 1.22% | 1.09% | 0.34% | 1.48% | 1.45% | 0.66% | 0.89% | 1.30% | 0.72% |
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
TEX vs. CAT - Drawdown Comparison
The maximum TEX drawdown since its inception was -91.96%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for TEX and CAT. For additional features, visit the drawdowns tool.
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Volatility
TEX vs. CAT - Volatility Comparison
Terex Corporation (TEX) has a higher volatility of 16.03% compared to Caterpillar Inc. (CAT) at 7.83%. This indicates that TEX'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.
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Financials
TEX vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Terex Corporation 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
TEX vs. CAT - Profitability Comparison
TEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Terex Corporation reported a gross profit of 230.00M and revenue of 1.23B. Therefore, the gross margin over that period was 18.7%.
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%.
TEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Terex Corporation reported an operating income of 69.00M and revenue of 1.23B, resulting in an operating margin of 5.6%.
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%.
TEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Terex Corporation reported a net income of 21.00M and revenue of 1.23B, resulting in a net margin of 1.7%.
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%.