CAT vs SBGSY: Caterpillar Inc vs Schneider Electric SA
Side-by-side comparison of key financial metrics, valuation ratios, profitability, growth, and risk-adjusted returns. Both companies are in the Industrials sector. Both are listed in United States.
CA
CAT•United States
$794.65
+2.85%
SBGSY•United States
$65.50
+3.74%
Quick Summary
Caterpillar Inc is 2.2× the market cap of Schneider Electric SA. SBGSY trades at a lower P/E than CAT. SBGSY offers the higher dividend yield.
Price & Performance
| Metric | CAT | SBGSY |
|---|---|---|
| Current Price | $794.65 | $65.50 |
| Daily Change | 2.85% | 3.74% |
| 1-Year Return | 170.06% | 40.17% |
| 52-Week High | $794.65 | $65.50 |
| 52-Week Low | $284.74 | $45.82 |
| 50-Day MA | $723.31 | $58.84 |
| 200-Day MA | $559.56 | $55.39 |
| Beta | 1.52 | 1.09 |
Size & Revenue
| Metric | CAT | SBGSY |
|---|---|---|
| Market Cap | $370.01B | $171.99B |
| Enterprise Value | $401.23B | $186.42B |
| Revenue (TTM) | $67.59B | $40.15B |
| Shares Outstanding | 465.29M | 2.81B |
| Float | 463.86M | 562.22M |
| Employees | 118,000 | 156,399 |
Valuation
| Metric | CAT | SBGSY |
|---|---|---|
| Trailing P/E | 42.01 | 32.73 |
| Forward P/E | 34.48 | 26.88 |
| PEG Ratio | 2.12 | 1.91 |
| Price / Sales | 5.47 | 4.28 |
| Price / Book | 17.26 | 6.06 |
| EV / EBITDA | 28.05 | 19.05 |
Profitability
| Metric | CAT | SBGSY |
|---|---|---|
| Profit Margin | 13.14% | 10.37% |
| Operating Margin (TTM) | 16.03% | 17.63% |
| Return on Equity | 43.53% | 15.61% |
| Return on Assets | 7.89% | 6.78% |
| Diluted EPS (TTM) | 18.82 | 1.86 |
Growth
| Metric | CAT | SBGSY |
|---|---|---|
| Revenue Growth (YoY) | 18.00% | 4.20% |
| Earnings Growth (YoY) | -11.40% | -6.20% |
Dividends
| Metric | CAT | SBGSY |
|---|---|---|
| Dividend Yield | 0.75% | 1.43% |
| Dividend / Share | 5.94 | 4.20 |
Risk-Adjusted Returns & Quality
| Metric | CAT | SBGSY |
|---|---|---|
| Sortino (Composite) | 11.37 | 7.22 |
| Sharpe (Composite) | 5.53 | 8.63 |
| Calmar (Composite) | 12.43 | 3.04 |
| Hurst Exponent | 0.6200 | 0.6785 |
| Piotroski F-Score | 5/9 | 5/9 |
| Magic Formula Rank | #13,499 | #12,837 |
Ownership
| Metric | CAT | SBGSY |
|---|---|---|
| % Insiders | 22.50% | 0.00% |
| % Institutions | 7258.40% | 16.50% |
Compare CAT to peers
Compare SBGSY to peers
Green highlighting indicates the more favorable value for each metric. Data is for informational purposes only and may be delayed.