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CAT vs. EMBJ: Caterpillar vs. Embraer Stock Comparison

How do Caterpillar (CAT) and Embraer (EMBJ) 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

Caterpillar (CAT) and Embraer (EMBJ) both fall under the Capital Goods industry group, but CAT is classified in Machinery while EMBJ is classified in Aerospace & Defense.

Caterpillar (CAT) trades as ordinary local shares, while Embraer (EMBJ) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Caterpillar (CAT) and Embraer (EMBJ)
Profile ItemCATEMBJ
NameCaterpillar Inc.Embraer S.A. Sponsored American Depositary Receipt
Country/RegionUnited StatesBrazil
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryAerospace & Defense
GICS Sub-IndustryConstruction Machinery & Heavy Transportation EquipmentAerospace & Defense
Market Capitalization255.63 billion USD13.18 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 2, 1962July 21, 2000
Security TypeCommon StockADR

Price Performance

Cumulative Growth

CAT
EMBJ
GSPC
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Caterpillar (CAT) vs. Embraer (EMBJ), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Caterpillar (CAT) and Embraer (EMBJ). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Caterpillar (CAT) and Embraer (EMBJ). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Caterpillar (CAT) and Embraer (EMBJ)
MetricCATEMBJ
Total Return (1Y)6.75%20.08%
Total Return (3Y, Annualized)38.34%72.16%
Total Return (5Y, Annualized)25.28%35.19%

Risk Profile

Drawdown History

CAT
EMBJ
GSPC
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Caterpillar (CAT) vs. Embraer (EMBJ), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Caterpillar (CAT) and Embraer (EMBJ). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Caterpillar (CAT) and Embraer (EMBJ)
MetricCATEMBJ
Volatility (1Y, Annualized)41.33%41.67%
Beta (5Y)1.651.47
Max Drawdown (5Y)-47.79%-54.48%
Avg. Volume (3M)2.82M1.43M

Risk-Adjusted Performance

Risk-Return Positioning

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CAT and EMBJ are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Caterpillar (CAT) and Embraer (EMBJ)
MetricCATEMBJ
Sharpe Ratio (1Y)0.060.38
Sortino Ratio (1Y)0.080.52

Profitability

ROE (TTM)

Caterpillar (CAT) at 56.14% clears its industry range for ROE, a sharper capital-efficiency signal than Embraer (EMBJ) at 12.19%, which is closer to a typical peer reading.

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%

EMBJ

Capital Goods industry group

12.19%

Max
40.55%
Q3
19.29%
EMBJ
12.19%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

Caterpillar (CAT) at 15.21% retains a top-quartile share of revenue as profit, ahead of Embraer (EMBJ) at 5.28%, which keeps about the industry-typical share.

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%

EMBJ

Capital Goods industry group

5.28%

Max
27.47%
Q3
12.10%
Median
6.30%
EMBJ
5.28%
Q1
1.40%
Min
-12.89%
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Caterpillar (CAT) at 20.19% operates in the top operating margin quartile, ahead of Embraer (EMBJ) at 12.98%, which runs around its industry’s norm.

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%

EMBJ

Capital Goods industry group

12.98%

Max
36.60%
Q3
18.33%
EMBJ
12.98%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Caterpillar (CAT) and Embraer (EMBJ)
MetricCATEMBJ
ROE (TTM)56.14%12.19%
ROA (TTM)9.09%3.70%
Net Margin (TTM)15.21%5.28%
Operating Margin (TTM)20.19%12.98%
Gross Margin (TTM)29.54%17.85%

Growth

Revenue Growth

Both Caterpillar (CAT) at 4.29% and Embraer (EMBJ) at 18.50% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Caterpillar (CAT) at -14.69% and Embraer (EMBJ) at 0.10% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Caterpillar (CAT) and Embraer (EMBJ)
MetricCATEMBJ
Revenue Growth (YoY)4.29%18.50%
Revenue Growth (3Y CAGR)4.38%18.62%
EPS Growth (YoY)-14.69%0.10%
EPS Growth (3Y CAGR)14.17%--

Financial Strength

Current Ratio (MRQ)

Embraer (EMBJ) at 1.44 keeps current ratio within its industry’s typical mid-range, while Caterpillar (CAT) at 1.42 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for CAT.

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

EMBJ

Capital Goods industry group

1.44

Max
5.22
Q3
2.95
Median
2.08
EMBJ
1.44
Q1
1.43
Min
0.36
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Embraer (EMBJ) at 0.69 carries an industry-typical debt-to-equity mix, while Caterpillar (CAT) at 2.10 uses more debt funding than most peers.

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

EMBJ

Capital Goods industry group

0.69

Max
2.33
Q3
1.12
EMBJ
0.69
Median
0.60
Q1
0.29
Min
0.00
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Caterpillar (CAT) and Embraer (EMBJ)
MetricCATEMBJ
Current Ratio (MRQ)1.421.44
Debt / Equity (MRQ)2.100.69
Net Debt / EBITDA2.250.52

Dividends

Dividend Yield (TTM)

Both Caterpillar (CAT) at 1.13% and Embraer (EMBJ) at 0.97% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

EMBJ

Capital Goods industry group

0.97%

Max
2.66%
Q3
1.14%
EMBJ
0.97%
Median
0.24%
Q1
0.00%
Min
0.00%
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Caterpillar (CAT) at 24.18% pays out a band-typical share of earnings, while Embraer (EMBJ) at 31.67% distributes more than its industry norm — less retained, thinner cover.

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%

EMBJ

Capital Goods industry group

31.67%

Max
67.39%
EMBJ
31.67%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Caterpillar (CAT) and Embraer (EMBJ)
MetricCATEMBJ
Dividend Yield (TTM)1.13%0.97%
Dividend Payout Ratio (TTM)24.18%31.67%

Valuation

P/E Ratio (TTM)

Both Caterpillar (CAT) at 21.92 and Embraer (EMBJ) at 29.99 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

EMBJ

Capital Goods industry group

29.99

Max
59.38
Q3
35.92
EMBJ
29.99
Median
25.41
Q1
19.47
Min
3.03
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Embraer (EMBJ) at 0.30 sits in the cheaper P/S ratio quartile while Caterpillar (CAT) at 3.29 prices around its industry’s middle — EMBJ costs less per dollar of sales, though read it alongside growth and margins.

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

EMBJ

Capital Goods industry group

0.30

Max
7.54
Q3
3.76
Median
2.15
Q1
1.03
EMBJ
0.30
Min
0.03
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Embraer (EMBJ) at 3.70 sits near its industry’s typical P/B ratio, while Caterpillar (CAT) at 11.90 prices above its benchmark range — CAT looks rich relative to book.

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

EMBJ

Capital Goods industry group

3.70

Max
9.66
Q3
5.00
EMBJ
3.70
Median
3.12
Q1
1.81
Min
-1.08
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Caterpillar (CAT) vs. Embraer (EMBJ): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Caterpillar (CAT) and Embraer (EMBJ)
MetricCATEMBJ
P/E Ratio (TTM)21.9229.99
P/S Ratio (TTM)3.290.30
P/B Ratio (MRQ)11.903.70
Free Cash Flow Yield (TTM)1.55%12.70%