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.
Performance
TEX vs. CAT - Performance Comparison
Returns By Period
In the year-to-date period, TEX achieves a -6.84% return, which is significantly lower than CAT's 33.88% return. Over the past 10 years, TEX has underperformed CAT with an annualized return of 6.72%, while CAT has yielded a comparatively higher 17.02% annualized return.
TEX
-6.84%
-1.80%
-11.83%
8.03%
14.77%
6.72%
CAT
33.88%
0.29%
11.94%
60.90%
24.82%
17.02%
Fundamentals
| TEX | CAT | |
|---|---|---|
| Market Cap | $3.48B | $184.19B |
| EPS | $6.85 | $21.53 |
| PE Ratio | 7.61 | 17.72 |
| PEG Ratio | 1.64 | 2.60 |
| Total Revenue (TTM) | $5.11B | $65.66B |
| Gross Profit (TTM) | $1.14B | $23.58B |
| EBITDA (TTM) | $639.00M | $16.27B |
Key characteristics
| TEX | CAT | |
|---|---|---|
| Sharpe Ratio | 0.22 | 2.22 |
| Sortino Ratio | 0.63 | 2.97 |
| Omega Ratio | 1.08 | 1.39 |
| Calmar Ratio | 0.22 | 3.71 |
| Martin Ratio | 0.67 | 8.47 |
| Ulcer Index | 13.58% | 6.94% |
| Daily Std Dev | 40.76% | 26.46% |
| Max Drawdown | -91.96% | -73.43% |
| Current Drawdown | -36.82% | -6.55% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Correlation
The correlation between TEX and CAT is 0.49, 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.
Risk-Adjusted Performance
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.
Dividends
TEX vs. CAT - Dividend Comparison
TEX's dividend yield for the trailing twelve months is around 1.29%, less than CAT's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEX Terex Corporation | 1.29% | 1.11% | 1.22% | 1.09% | 0.34% | 1.48% | 1.45% | 0.66% | 0.89% | 1.30% | 0.72% | 0.12% |
CAT Caterpillar Inc. | 1.39% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
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.
Volatility
TEX vs. CAT - Volatility Comparison
Terex Corporation (TEX) has a higher volatility of 15.66% compared to Caterpillar Inc. (CAT) at 10.74%. 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.
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