Caterpillar Competitors

Stocks . Canada . 
Stock . Caterpillar
CATR Stock   54.99  0.69  1.24%   
Caterpillar competes with Brookfield Office, Evertz Technologies, Firan Technology, Highwood Asset, and Micron Technology; as well as few others. The company operates under Industrials sector and is part of Farm & Heavy Construction Machinery industry. Analyzing Caterpillar competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Caterpillar to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Caterpillar Correlation with its peers.
For information on how to trade Caterpillar Stock refer to our How to Trade Caterpillar Stock guide.

Caterpillar vs Xtract One Correlation

Pay attention - limited upside

The correlation between Caterpillar and XTRA is -0.76 (i.e., Pay attention - limited upside) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Caterpillar and XTRA in the same portfolio, assuming nothing else is changed.

Moving together with Caterpillar Stock

  0.93DEER Deere CDRPairCorr
  0.63AFN Ag Growth InternationalPairCorr

Moving against Caterpillar Stock

  0.66DLC DLC Holdings CorpPairCorr
  0.42VRY Petro Victory EnergyPairCorr
  0.35QYOU Qyou Media SplitPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
52.7454.9457.14
Details
Intrinsic
Valuation
LowRealHigh
38.4940.6960.49
Details

Caterpillar Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Caterpillar and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Caterpillar and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Caterpillar does not affect the price movement of the other competitor.

High positive correlations

MU
+ 0.95
BPO-PG
MU
+ 0.94
FTG
FTG
+ 0.93
BPO-PG
ET
+ 0.9
BPO-PG
FTG
+ 0.88
ET
MU
+ 0.88
ET
  

High negative correlations

CSU
- 0.92
FTG
CSU
- 0.87
MU
CSU
- 0.8
BPO-PG
CSU
- 0.77
ET
HAM
- 0.75
ET
HAM
- 0.73
BPO-PG

Risk-Adjusted Indicators

There is a big difference between Caterpillar Stock performing well and Caterpillar Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Caterpillar's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Caterpillar Competitive Analysis

The better you understand Caterpillar competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Caterpillar's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Caterpillar's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
CATR BPO-PG ET FTG HAM MU CSU XTRA
 1.24 
 54.99 
Caterpillar
 0.19 
 21.41 
Brookfield
 3.33 
 15.50 
Evertz
 6.99 
 16.37 
Firan
 2.25 
 3.91 
Highwood
 2.94 
 88.87 
Micron
 4.18 
 2,258 
Constellation
 3.77 
 0.51 
Xtract
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Not too volatile
Not too volatile
Moderately volatile
Very steady
Very steady
Abnormally volatile
Market Performance
(90 Days Performance)
Solid
Solid
Solid
Solid
Weakest
Solid
Weakest
Weakest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Tiny
Tiny
Moderate
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Under Valued
Under Valued
Over Valued
Over Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Cautious Hold
Strong Buy
Strong Buy
Strong Sell
Hold
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
1.85 X
2.49 X
N/A
N/A
0.73 X
N/A
Net Asset
N/A
N/A
469.49 M
134.98 M
292.13 M
69.42 B
12.86 B
23.41 M
Profit Margin
0.14 %
0.67 %
0.13 %
0.08 %
0.19 %
0.28 %
0.06 %
(0.81) %
EBITDA
13.96 B
1.37 B
99.56 M
25.73 M
60.94 M
22.23 B
1.97 B
(9.54 M)
Operating Margin
0.18 %
0.54 %
0.18 %
0.11 %
0.13 %
0.45 %
0.17 %
(0.66) %
Current Valuation
535.75 B
25.34 B
1.05 B
419.76 M
162.31 M
633.56 B
53.53 B
129.09 M
Price To Book
16.60 X
N/A
4.22 X
4.18 X
0.38 X
7.59 X
10.60 X
13.27 X
Retained Earnings
N/A
N/A
92.38 M
41.85 M
65.3 M
40.88 B
2.92 B
(158.44 M)
Current Asset
N/A
N/A
387.06 M
N/A
N/A
N/A
556.3 M
N/A
Five Year Return
N/A
N/A
4.57 %
N/A
N/A
N/A
0.59 %
N/A
Beta
1.56
1.56
0.68
1.08
-0.83
1.55
0.72
1.34
Number Of Employees
112.9 K
N/A
N/A
697
17
53 K
N/A
74
Shares Outstanding
8.63 B
N/A
75.48 M
25.17 M
14.26 M
6.62 B
21.19 M
258.82 M
Cash Flow From Operations
N/A
N/A
99.62 M
14.13 M
65.78 M
8.51 B
1.95 B
(6.54 M)
Annual Yield
0.01 %
0.11 %
0.05 %
N/A
N/A
0 %
0 %
N/A
Total Debt
N/A
N/A
18.87 M
35.31 M
160.04 M
106 M
4.53 B
1.13 M
Return On Equity
0.46
0.11
0.24
0.18
0.13
0.23
0.2
-1.08
Return On Asset
0.082
0.0245
0.12
0.0898
0.0694
0.11
0.0812
-0.32
Number Of Shares Shorted
496
116.17 K
41.34 K
54.98 K
601
115.89 K
179.91 K
4.15 M
Book Value Per Share
60.83 X
27.38 X
3.55 X
3.67 X
10.34 X
71.97 X
222.95 X
0.04 X
Current Liabilities
N/A
N/A
72.14 M
N/A
N/A
N/A
769.76 M
N/A
Total Asset
N/A
N/A
469.49 M
134.98 M
292.13 M
69.42 B
12.86 B
23.41 M
Short Ratio
0.05 X
16.79 X
1.57 X
0.57 X
0.48 X
0.91 X
1.68 X
16.02 X
Last Dividend Paid
5.84
0.83
0.81
N/A
N/A
0.46
4.0
N/A
Debt To Equity
N/A
N/A
0.12 %
0.27 %
N/A
N/A
0.71 %
N/A
Target Price
N/A
N/A
14.38
17.5
6.67
N/A
4454.51
1.08
Shares Owned By Institutions
N/A
18.79 %
7.37 %
5.22 %
14.00 %
N/A
40.40 %
0.50 %
Market Capitalization
500.52 B
N/A
1.17 B
385.15 M
57.68 M
636.95 B
49.94 B
137.18 M
Price To Earnings To Growth
2.07 X
N/A
N/A
N/A
N/A
0.70 X
1.71 X
N/A
Price To Earning
N/A
N/A
13.23 X
13.31 X
N/A
N/A
82.46 X
N/A
Price To Sales
7.74 X
N/A
2.30 X
2.09 X
0.63 X
15.05 X
4.48 X
9.26 X
Net Income
N/A
N/A
59.77 M
11.08 M
27.95 M
778 M
694.95 M
(11.88 M)
Earnings Per Share
1.46 X
N/A
0.84 X
0.56 X
1.20 X
2.47 X
44.07 X
(0.05) X
Shares Owned By Insiders
N/A
N/A
64.91 %
31.00 %
53.65 %
N/A
2.11 %
13.88 %
Revenue
64.67 B
2.52 B
501.62 M
162.1 M
141.38 M
25.11 B
10.07 B
13.85 M
Working Capital
N/A
N/A
208.14 M
49.85 M
(8 M)
15.12 B
(378 M)
9.87 M
Cash And Equivalents
N/A
N/A
111.67 M
13.71 M
N/A
N/A
574 M
N/A
Cash Per Share
N/A
N/A
0.48 X
0.57 X
N/A
N/A
27.09 X
N/A
Gross Profit
19.48 B
N/A
304.65 M
66.48 M
64.71 M
19.17 B
4.17 B
9.03 M
Day Typical Price
54.94
21.4
15.39
16.07
3.95
89.59
2276.27
0.51
Accumulation Distribution
544.65
23.53
3008.06
9028.0
101.68
3463.37
4281.08
12949.02
Market Facilitation Index
1.0E-4
1.0E-4
0.0
0.0
0.0
0.0
7.0E-4
N/A
Daily Balance Of Power
(0.55)
(0.18)
0.7692
0.9469
(0.69)
(0.69)
(1.22)
(0.67)
Period Momentum Indicator
(0.69)
(0.04)
0.5
1.07
(0.09)
(2.69)
(98.49)
(0.02)
Rate Of Daily Change
0.99
1.0
1.03
1.07
0.98
0.97
0.96
0.96
Day Median Price
54.92
21.39
15.34
15.92
3.98
89.95
2285.31
0.52
Price Action Indicator
(0.27)
N/A
0.42
0.99
(0.11)
(2.42)
(76.38)
(0.01)
Coefficient Of Variation
444.97
395.21
460.57
465.67
(866.20)
539.2
(418.80)
(963.45)
Mean Deviation
1.62
0.4698
1.2
2.24
1.79
3.51
1.77
2.85
Jensen Alpha
0.4668
0.152
0.3946
0.5978
(0.29)
0.769
(0.60)
(0.44)
Total Risk Alpha
0.3607
0.1152
0.3096
0.4727
(0.44)
0.5776
(0.71)
(0.60)
Sortino Ratio
0.1974
0.1425
0.3209
0.2127
N/A
0.2
N/A
N/A
Downside Variance
4.86
0.5561
1.35
7.76
N/A
15.08
N/A
N/A
Standard Deviation
2.17
0.6295
1.96
3.01
2.54
4.47
2.39
3.74
Kurtosis
0.9522
1.18
21.04
1.19
1.28
0.2165
2.66
0.7074
Potential Upside
4.05
0.9403
2.26
5.27
3.8
9.95
2.44
5.97
Treynor Ratio
1.79
(2.35)
0.8466
0.7259
1.29
0.6938
(1.19)
(0.43)
Maximum Drawdown
8.95
3.19
15.34
16.85
11.06
19.88
13.22
19.86
Variance
4.72
0.3963
3.85
9.03
6.47
20.02
5.69
14.0
Market Risk Adjusted Performance
1.8
(2.34)
0.8566
0.7359
1.3
0.7038
(1.18)
(0.42)
Risk Adjusted Performance
0.185
0.1985
0.1785
0.1781
(0.08)
0.1556
(0.18)
(0.07)
Skewness
0.0333
(0.62)
3.49
0.2799
(0.29)
0.1143
0.1842
0.442
Semi Deviation
1.91
0.4233
0.7734
2.29
N/A
3.42
N/A
N/A
Information Ratio
0.2003
0.1688
0.1901
0.1971
(0.14)
0.1736
(0.26)
(0.12)
Value At Risk
(3.54)
(0.84)
(2.17)
(3.80)
(4.88)
(5.45)
(4.74)
(5.97)
Expected Short fall
(1.77)
(0.53)
(1.56)
(2.54)
N/A
(4.08)
N/A
N/A
Downside Deviation
2.21
0.7457
1.16
2.79
N/A
3.88
N/A
N/A
Semi Variance
3.64
0.1792
0.5982
5.24
N/A
11.68
N/A
N/A

Caterpillar Competition Performance Charts

Five steps to successful analysis of Caterpillar Competition

Caterpillar's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Caterpillar in relation to its competition. Caterpillar's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Caterpillar in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Caterpillar's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Caterpillar, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Caterpillar position

In addition to having Caterpillar in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Large Growth Funds
Large Growth Funds Theme
Funds or Etfs that invest in stocks of large-sized companies with above-average risk and growth rate. The Large Growth Funds theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large Growth Funds Theme or any other thematic opportunities.
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When determining whether Caterpillar is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Caterpillar Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Caterpillar Stock. Highlighted below are key reports to facilitate an investment decision about Caterpillar Stock:
How To Invest In Caterpillar
Details
Is Caterpillar Stock a good investment?
Details
What is Caterpillar's Net Worth?
Details
Largest Construction Machinery & Heavy Transportation Equipment Companies
View
Largest Farm & Heavy Construction Machinery Companies
View
Check out Caterpillar Correlation with its peers.
For information on how to trade Caterpillar Stock refer to our How to Trade Caterpillar Stock guide.
You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Altman
Z Score
Details
Intrinsic
Valuation
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
It's important to distinguish between Caterpillar's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Caterpillar should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Caterpillar's market price signifies the transaction level at which participants voluntarily complete trades.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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