URI vs. CAT

Last updated Apr 1, 2026

Compare and contrast key facts about United Rentals, Inc. (URI) and Caterpillar Inc. (CAT).

Performance

URI vs. CAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Rentals, Inc. (URI) and Caterpillar Inc. (CAT). The values are adjusted to include any dividend payments, if applicable.

URI vs. CAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
URI United Rentals, Inc.	-9.78%	15.92%	23.97%	63.62%	6.96%	43.28%	39.06%	62.65%	-40.36%	62.82%
CAT Caterpillar Inc.	23.96%	60.30%	24.66%	25.95%	18.60%	15.95%	26.97%	19.51%	-17.56%	75.03%

Fundamentals

Market Cap URI : $46.34B CAT : $332.27B
EPS URI : $38.80 CAT : $18.86
PE Ratio URI : 18.78 CAT : 37.56
PEG Ratio URI : 0.90 CAT : 2.48
PS Ratio URI : 2.91 CAT : 4.93
PB Ratio URI : 5.17 CAT : 15.59
Total Revenue (TTM) URI : $16.10B CAT : $67.59B
Gross Profit (TTM) URI : $5.71B CAT : $21.86B
EBITDA (TTM) URI : $6.48B CAT : $14.51B

Returns By Period

In the year-to-date period, URI achieves a -9.78% return, which is significantly lower than CAT's 23.96% return. Both investments have delivered pretty close results over the past 10 years, with URI having a 28.63% annualized return and CAT not far behind at 27.85%.

URI

• 1D: 2.06%
• 1M: -13.27%
• YTD: -9.78%
• 6M: -23.35%
• 1Y: 17.28%
• 3Y*: 23.83%
• 5Y*: 17.85%
• 10Y*: 28.63%

CAT

• 1D: 6.15%
• 1M: -4.63%
• YTD: 23.96%
• 6M: 49.25%
• 1Y: 117.77%
• 3Y*: 48.13%
• 5Y*: 27.26%
• 10Y*: 27.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

URI vs. CAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

URI

URI Risk / Return Rank: 55
URI Sharpe Ratio Rank: 58
URI Sortino Ratio Rank: 53
URI Omega Ratio Rank: 54
URI Calmar Ratio Rank: 56
URI Martin Ratio Rank: 56

CAT

CAT Risk / Return Rank: 97
CAT Sharpe Ratio Rank: 98
CAT Sortino Ratio Rank: 97
CAT Omega Ratio Rank: 96
CAT Calmar Ratio Rank: 96
CAT Martin Ratio Rank: 98

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

URI vs. CAT - Risk-Adjusted Trends 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.

	URI	CAT	Difference
Sharpe ratio Return per unit of total volatility	0.44	3.42	-2.98
Sortino ratio Return per unit of downside risk	0.88	4.04	-3.16
Omega ratio Gain probability vs. loss probability	1.12	1.54	-0.43
Calmar ratio Return relative to maximum drawdown	0.57	6.50	-5.93
Martin ratio Return relative to average drawdown	1.34	22.99	-21.65
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

URI vs. CAT - Sharpe Ratio Comparison

The current URI Sharpe Ratio is 0.44, which is lower than the CAT Sharpe Ratio of 3.42. The chart below compares the historical Sharpe Ratios of URI and CAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	URI	CAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.44	3.42	-2.98
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	0.92	-0.44
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.69	0.92	-0.23
Sharpe Ratio (All Time) Calculated using the full available price history	0.29	0.34	-0.05

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.

Dividends

URI vs. CAT - Dividend Comparison

URI's dividend yield for the trailing twelve months is around 1.01%, more than CAT's 0.84% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
URI United Rentals, Inc.	1.01%	0.88%	0.93%	1.03%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CAT Caterpillar Inc.	0.84%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%

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.

Drawdown Indicators

	URI	CAT	Difference
Max Drawdown Largest peak-to-trough decline	-93.69%	-73.43%	-20.26%
Max Drawdown (1Y) Largest decline over 1 year	-30.04%	-18.14%	-11.90%
Max Drawdown (5Y) Largest decline over 5 years	-39.96%	-34.05%	-5.91%
Max Drawdown (10Y) Largest decline over 10 years	-63.26%	-43.36%	-19.90%
Current Drawdown Current decline from peak	-28.26%	-8.59%	-19.67%
Average Drawdown Average peak-to-trough decline	-36.74%	-19.79%	-16.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.74%	5.13%	+7.61%

Volatility

URI vs. CAT - Volatility Comparison

United Rentals, Inc. (URI) and Caterpillar Inc. (CAT) have volatilities of 11.55% and 12.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	URI	CAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.55%	12.02%	-0.47%
Volatility (6M) Calculated over the trailing 6-month period	28.29%	26.33%	+1.96%
Volatility (1Y) Calculated over the trailing 1-year period	39.13%	34.60%	+4.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	37.56%	29.76%	+7.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.87%	30.52%	+11.35%

Financials

URI vs. CAT - Profitability Comparison

The chart below illustrates the profitability comparison between United Rentals, Inc. and Caterpillar Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

URI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, United Rentals, Inc. reported a gross profit of 1.48B and revenue of 4.21B. Therefore, the gross margin over that period was 35.2%.

CAT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a gross profit of 5.48B and revenue of 19.13B. Therefore, the gross margin over that period was 28.6%.

URI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, United Rentals, Inc. reported an operating income of 1.05B and revenue of 4.21B, resulting in an operating margin of 25.0%.

CAT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported an operating income of 2.66B and revenue of 19.13B, resulting in an operating margin of 13.9%.

URI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, United Rentals, Inc. reported a net income of 653.00M and revenue of 4.21B, resulting in a net margin of 15.5%.

CAT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a net income of 2.40B and revenue of 19.13B, resulting in a net margin of 12.6%.