URI vs. CAT
Compare and contrast key facts about United Rentals, Inc. (URI) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: URI or CAT.
Key characteristics
| URI | CAT | |
|---|---|---|
| YTD Return | 49.51% | 33.11% |
| 1Y Return | 78.79% | 56.75% |
| 3Y Return (Ann) | 31.37% | 25.63% |
| 5Y Return (Ann) | 41.42% | 24.43% |
| 10Y Return (Ann) | 22.68% | 17.44% |
| Sharpe Ratio | 2.17 | 2.22 |
| Sortino Ratio | 3.02 | 2.96 |
| Omega Ratio | 1.37 | 1.39 |
| Calmar Ratio | 5.54 | 3.71 |
| Martin Ratio | 13.91 | 8.58 |
| Ulcer Index | 5.71% | 6.86% |
| Daily Std Dev | 36.63% | 26.50% |
| Max Drawdown | -93.69% | -73.43% |
| Current Drawdown | -3.31% | -7.08% |
Fundamentals
| URI | CAT | |
|---|---|---|
| Market Cap | $56.98B | $189.75B |
| EPS | $38.19 | $21.53 |
| PE Ratio | 22.74 | 18.25 |
| PEG Ratio | 1.87 | 2.70 |
| Total Revenue (TTM) | $14.98B | $65.66B |
| Gross Profit (TTM) | $5.86B | $23.58B |
| EBITDA (TTM) | $6.89B | $15.75B |
Correlation
The correlation between URI and CAT is 0.50, 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
URI vs. CAT - Performance Comparison
In the year-to-date period, URI achieves a 49.51% return, which is significantly higher than CAT's 33.11% return. Over the past 10 years, URI has outperformed CAT with an annualized return of 22.68%, while CAT has yielded a comparatively lower 17.44% annualized 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
URI vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United Rentals, Inc. (URI) 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
URI vs. CAT - Dividend Comparison
URI's dividend yield for the trailing twelve months is around 0.77%, less than CAT's 1.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URI United Rentals, Inc. | 0.77% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 1.40% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% | 1.89% |
Drawdowns
URI vs. CAT - Drawdown Comparison
The maximum URI drawdown since its inception was -93.69%, which is greater than CAT's maximum drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for URI and CAT. For additional features, visit the drawdowns tool.
Volatility
URI vs. CAT - Volatility Comparison
United Rentals, Inc. (URI) has a higher volatility of 11.63% compared to Caterpillar Inc. (CAT) at 10.52%. This indicates that URI'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
URI vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between United Rentals, 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