TRTX vs. CAT
Compare and contrast key facts about TPG RE Finance Trust, Inc. (TRTX) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRTX or CAT.
Correlation
The correlation between TRTX and CAT is 0.40, 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
TRTX vs. CAT - Performance Comparison
Key characteristics
TRTX:
2.43
CAT:
0.51
TRTX:
3.69
CAT:
0.89
TRTX:
1.46
CAT:
1.11
TRTX:
1.61
CAT:
0.85
TRTX:
14.71
CAT:
1.60
TRTX:
5.71%
CAT:
8.43%
TRTX:
34.29%
CAT:
26.65%
TRTX:
-86.18%
CAT:
-73.43%
TRTX:
-15.26%
CAT:
-14.77%
Fundamentals
TRTX:
$702.45M
CAT:
$169.19B
TRTX:
$0.70
CAT:
$22.05
TRTX:
12.40
CAT:
16.05
TRTX:
$116.63M
CAT:
$64.81B
TRTX:
$86.26M
CAT:
$23.37B
TRTX:
$76.69M
CAT:
$12.35B
Returns By Period
In the year-to-date period, TRTX achieves a 2.47% return, which is significantly higher than CAT's -2.06% return.
TRTX
2.47%
2.35%
7.52%
73.21%
-3.23%
N/A
CAT
-2.06%
-7.96%
3.87%
11.62%
23.63%
18.53%
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Risk-Adjusted Performance
TRTX vs. CAT — Risk-Adjusted Performance Rank
TRTX
CAT
TRTX vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TPG RE Finance Trust, Inc. (TRTX) 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
TRTX vs. CAT - Dividend Comparison
TRTX's dividend yield for the trailing twelve months is around 11.02%, more than CAT's 1.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRTX TPG RE Finance Trust, Inc. | 11.02% | 11.29% | 14.77% | 14.14% | 7.71% | 15.44% | 8.49% | 9.35% | 3.73% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 1.56% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
Drawdowns
TRTX vs. CAT - Drawdown Comparison
The maximum TRTX drawdown since its inception was -86.18%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for TRTX and CAT. For additional features, visit the drawdowns tool.
Volatility
TRTX vs. CAT - Volatility Comparison
The current volatility for TPG RE Finance Trust, Inc. (TRTX) is 4.96%, while Caterpillar Inc. (CAT) has a volatility of 8.73%. This indicates that TRTX 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.
Financials
TRTX vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between TPG RE Finance Trust, 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