BE vs. CAT: Bloom Energy vs. Caterpillar Stock Comparison
How do Bloom Energy (BE) and Caterpillar (CAT) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Bloom Energy (BE) and Caterpillar (CAT) both fall under the Capital Goods industry group, but BE is classified in Electrical Equipment while CAT is classified in Machinery.
| Profile Item | BE | CAT |
|---|---|---|
| Name | Bloom Energy Corp. Class A Common Stock | Caterpillar Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Electrical Equipment | Machinery |
| GICS Sub-Industry | Heavy Electrical Equipment | Construction Machinery & Heavy Transportation Equipment |
| Market Capitalization | 51.20 billion USD | 255.63 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | July 25, 2018 | January 2, 1962 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BE | CAT |
|---|---|---|
| Total Return (1Y) | 46.07% | 6.75% |
| Total Return (3Y, Annualized) | 162.89% | 38.34% |
| Total Return (5Y, Annualized) | 41.93% | 25.28% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BE | CAT |
|---|---|---|
| Volatility (1Y, Annualized) | 112.64% | 41.33% |
| Beta (5Y) | 3.61 | 1.65 |
| Max Drawdown (5Y) | -74.98% | -47.79% |
| Avg. Volume (3M) | 15.48M | 2.82M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BE | CAT |
|---|---|---|
| Sharpe Ratio (1Y) | 0.37 | 0.06 |
| Sortino Ratio (1Y) | 0.57 | 0.08 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Caterpillar (CAT) at 56.14% is the standout with ROE above its industry range; Bloom Energy (BE) at 39.61% also sits in the top quartile.
BE
Capital Goods industry group
39.61%
- Max
- 40.55%
- BE
- 39.61%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
CAT
Capital Goods industry group
56.14%
- CAT
- 56.14%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
For every dollar of sales, both Bloom Energy (BE) at 13.53% and Caterpillar (CAT) at 15.21% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
BE
Capital Goods industry group
13.53%
- Max
- 27.47%
- BE
- 13.53%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
CAT
Capital Goods industry group
15.21%
- Max
- 27.47%
- CAT
- 15.21%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Bloom Energy (BE) at 18.49% and Caterpillar (CAT) at 20.19% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
BE
Capital Goods industry group
18.49%
- Max
- 36.60%
- BE
- 18.49%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
CAT
Capital Goods industry group
20.19%
- Max
- 36.60%
- CAT
- 20.19%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | BE | CAT |
|---|---|---|
| ROE (TTM) | 39.61% | 56.14% |
| ROA (TTM) | 7.45% | 9.09% |
| Net Margin (TTM) | 13.53% | 15.21% |
| Operating Margin (TTM) | 18.49% | 20.19% |
| Gross Margin (TTM) | 31.77% | 29.54% |
Growth
Revenue Growth
Bloom Energy (BE) at 37.33% sits in the top revenue growth quartile, while Caterpillar (CAT) at 4.29% is closer to the peer norm — faster top-line expansion for BE.
EPS Growth
Only one side can be read here: Caterpillar (CAT) reports EPS growth of -14.69%, ranked against its industry; Bloom Energy (BE) has no EPS growth figure this period.
Growth Metrics
| Metric | BE | CAT |
|---|---|---|
| Revenue Growth (YoY) | 37.33% | 4.29% |
| Revenue Growth (3Y CAGR) | 19.06% | 4.38% |
| EPS Growth (YoY) | -- | -14.69% |
| EPS Growth (3Y CAGR) | -- | 14.17% |
Financial Strength
Current Ratio (MRQ)
Bloom Energy (BE) at 3.74 carries current ratio above its industry’s typical mid-range, while Caterpillar (CAT) at 1.42 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
BE
Capital Goods industry group
3.74
- Max
- 5.22
- BE
- 3.74
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
CAT
Capital Goods industry group
1.42
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- CAT
- 1.42
- Min
- 0.36
Debt / Equity (MRQ)
Both Bloom Energy (BE) at 1.42 and Caterpillar (CAT) at 2.10 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.
BE
Capital Goods industry group
1.42
- Max
- 2.33
- BE
- 1.42
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
CAT
Capital Goods industry group
2.10
- Max
- 2.33
- CAT
- 2.10
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | BE | CAT |
|---|---|---|
| Current Ratio (MRQ) | 3.74 | 1.42 |
| Debt / Equity (MRQ) | 1.42 | 2.10 |
| Net Debt / EBITDA | 0.50 | 2.25 |
Dividends
Dividend Yield (TTM)
Bloom Energy (BE) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Caterpillar (CAT) reports a yield of 1.13%, ranking against industry peers normally.
BE
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- BE
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CAT
Capital Goods industry group
1.13%
- Max
- 2.66%
- Q3
- 1.14%
- CAT
- 1.13%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Bloom Energy (BE) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Caterpillar (CAT) reports a payout of 24.18%, ranking against industry peers normally.
BE
Capital Goods industry group
0.00%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- BE
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
CAT
Capital Goods industry group
24.18%
- Max
- 67.39%
- Q3
- 28.02%
- CAT
- 24.18%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BE | CAT |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 1.13% |
| Dividend Payout Ratio (TTM) | 0.00% | 24.18% |
Valuation
P/E Ratio (TTM)
Caterpillar (CAT) at 21.92 is near its industry’s usual P/E ratio, while Bloom Energy (BE) at 104.99 sits above its peer range — an unusually expensive price for BE’s trailing earnings.
BE
Capital Goods industry group
104.99
- BE
- 104.99
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
CAT
Capital Goods industry group
21.92
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- CAT
- 21.92
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Caterpillar (CAT) at 3.29 prices around its industry’s typical P/S ratio, while Bloom Energy (BE) at 13.37 clears its benchmark range — BE looks notably rich on sales.
BE
Capital Goods industry group
13.37
- BE
- 13.37
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
CAT
Capital Goods industry group
3.29
- Max
- 7.54
- Q3
- 3.76
- CAT
- 3.29
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Measured against book value, both Bloom Energy (BE) at 26.49 and Caterpillar (CAT) at 11.90 look expensive — each P/B ratio sits above its industry’s benchmark range.
BE
Capital Goods industry group
26.49
- BE
- 26.49
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
CAT
Capital Goods industry group
11.90
- CAT
- 11.90
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | BE | CAT |
|---|---|---|
| P/E Ratio (TTM) | 104.99 | 21.92 |
| P/S Ratio (TTM) | 13.37 | 3.29 |
| P/B Ratio (MRQ) | 26.49 | 11.90 |
| Free Cash Flow Yield (TTM) | -0.00% | 1.55% |