CAT vs. INIO: Caterpillar vs. Innio Stock Comparison

Company Profile

Caterpillar (CAT) and Innio (INIO) both fall under the Capital Goods industry group, but CAT is classified in Machinery while INIO is classified in Electrical Equipment.

Caterpillar (CAT) has been public since January 2, 1962, giving it decades of market history across multiple cycles, while Innio (INIO) listed only on June 8, 2026 and lacks comparable through-cycle data.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Innio (INIO) reports a negative beta of -1.88, suggesting inverse market sensitivity over the measurement window. That is uncommon for ordinary equities and can reflect commodity-linked or hedge-like exposure, but it can also come from statistical noise. Caterpillar (CAT) has a non-negative beta of 1.65.

Risk-Adjusted Performance

Risk-Return Positioning

Both CAT and INIO need 1-year volatility and 1-year return to plot risk-return positioning.

Risk-Adjusted Metrics

Profitability

Capital efficiency shows on one side only: Caterpillar (CAT) earns 56.14% on shareholders’ equity, ranked against its industry; Innio (INIO) has no ROE this period.

Caterpillar (CAT) at 15.21% retains a top-quartile share of revenue as profit, ahead of Innio (INIO) at 2.71%, which keeps about the industry-typical share.

Caterpillar (CAT) at 20.19% operates in the top operating margin quartile, ahead of Innio (INIO) at 16.58%, which runs around its industry’s norm.

Profitability Metrics

Growth

Innio (INIO) at 22.13% sits in the top revenue growth quartile, while Caterpillar (CAT) at 4.29% is closer to the peer norm — faster top-line expansion for INIO.

Innio (INIO) at 59.26% sits in the top EPS growth quartile, while Caterpillar (CAT) at -14.69% is closer to the peer norm — faster per-share earnings growth for INIO.

Growth Metrics

Financial Strength

Both Caterpillar (CAT) at 1.42 and Innio (INIO) at 1.27 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

Both balance sheets lean debt-heavy versus peers, but INIO is more stretched: Caterpillar (CAT) at 2.10 sits in the higher-leverage quartile and Innio (INIO) at 8.53 is above its industry benchmark range.

Financial Strength Metrics

Dividends

Innio (INIO) 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.

Innio (INIO) 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.

Dividend Metrics

Valuation

Caterpillar (CAT) at 21.92 is near its industry’s usual P/E ratio, while Innio (INIO) at 105.92 sits above its peer range — an unusually expensive price for INIO’s trailing earnings.

On P/S ratio, both Caterpillar (CAT) at 3.29 and Innio (INIO) at 2.94 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Measured against book value, both Caterpillar (CAT) at 11.90 and Innio (INIO) at 30.53 look expensive — each P/B ratio sits above its industry’s benchmark range.

Valuation Metrics