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CAT vs. RRX: Caterpillar vs. Regal Rexnord Stock Comparison

How do Caterpillar (CAT) and Regal Rexnord (RRX) 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 Regal Rexnord (RRX) both fall under the Capital Goods industry group, but CAT is classified in Machinery while RRX is classified in Electrical Equipment.

Company profile comparison for Caterpillar (CAT) and Regal Rexnord (RRX)
Profile ItemCATRRX
NameCaterpillar Inc.Regal Rexnord Corporation
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryElectrical Equipment
GICS Sub-IndustryConstruction Machinery & Heavy Transportation EquipmentElectrical Components & Equipment
Market Capitalization255.63 billion USD11.26 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJanuary 2, 1962March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CAT
RRX
GSPC
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Caterpillar (CAT) vs. Regal Rexnord (RRX), 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 Regal Rexnord (RRX). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Caterpillar (CAT) and Regal Rexnord (RRX)
MetricCATRRX
Total Return (1Y)6.75%33.67%
Total Return (3Y, Annualized)38.34%20.16%
Total Return (5Y, Annualized)25.28%2.72%

Risk Profile

Drawdown History

CAT
RRX
GSPC
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Caterpillar (CAT) vs. Regal Rexnord (RRX), 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 Regal Rexnord (RRX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Caterpillar (CAT) and Regal Rexnord (RRX)
MetricCATRRX
Volatility (1Y, Annualized)41.33%53.85%
Beta (5Y)1.651.04
Max Drawdown (5Y)-47.79%-48.11%
Avg. Volume (3M)2.82M1.21M

Risk-Adjusted Performance

Risk-Return Positioning

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CAT and RRX 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 Regal Rexnord (RRX)
MetricCATRRX
Sharpe Ratio (1Y)0.060.55
Sortino Ratio (1Y)0.080.79

Profitability

ROE (TTM)

Caterpillar (CAT) at 56.14% delivers above-range ROE, while Regal Rexnord (RRX) at 3.41% falls into the bottom quartile — a wide split in profit generated from equity.

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%

RRX

Capital Goods industry group

3.41%

Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
RRX
3.41%
Min
-17.12%
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Caterpillar (CAT) vs. Regal Rexnord (RRX): 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 Regal Rexnord (RRX) at 3.77%, 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%

RRX

Capital Goods industry group

3.77%

Max
27.47%
Q3
12.10%
Median
6.30%
RRX
3.77%
Q1
1.40%
Min
-12.89%
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Caterpillar (CAT) vs. Regal Rexnord (RRX): 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 Regal Rexnord (RRX) at 12.10%, 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%

RRX

Capital Goods industry group

12.10%

Max
36.60%
Q3
18.33%
RRX
12.10%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Caterpillar (CAT) vs. Regal Rexnord (RRX): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Caterpillar (CAT) and Regal Rexnord (RRX)
MetricCATRRX
ROE (TTM)56.14%3.41%
ROA (TTM)9.09%3.20%
Net Margin (TTM)15.21%3.77%
Operating Margin (TTM)20.19%12.10%
Gross Margin (TTM)29.54%37.24%

Growth

Revenue Growth

Caterpillar (CAT) at 4.29% is around its peer norm for revenue growth, while Regal Rexnord (RRX) at -1.65% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Caterpillar (CAT) vs. Regal Rexnord (RRX): A comparison of their Revenue Growth across different time periods.

EPS Growth

Regal Rexnord (RRX) at 42.86% 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 RRX.

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Caterpillar (CAT) vs. Regal Rexnord (RRX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Caterpillar (CAT) and Regal Rexnord (RRX)
MetricCATRRX
Revenue Growth (YoY)4.29%-1.65%
Revenue Growth (3Y CAGR)4.38%4.38%
EPS Growth (YoY)-14.69%42.86%
EPS Growth (3Y CAGR)14.17%-16.79%

Financial Strength

Current Ratio (MRQ)

Regal Rexnord (RRX) at 2.22 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

RRX

Capital Goods industry group

2.22

Max
5.22
Q3
2.95
RRX
2.22
Median
2.08
Q1
1.43
Min
0.36
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Caterpillar (CAT) vs. Regal Rexnord (RRX): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Regal Rexnord (RRX) at 0.67 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

RRX

Capital Goods industry group

0.67

Max
2.33
Q3
1.12
RRX
0.67
Median
0.60
Q1
0.29
Min
0.00
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Caterpillar (CAT) vs. Regal Rexnord (RRX): 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 Regal Rexnord (RRX)
MetricCATRRX
Current Ratio (MRQ)1.422.22
Debt / Equity (MRQ)2.100.67
Net Debt / EBITDA2.253.47

Dividends

Dividend Yield (TTM)

Both Caterpillar (CAT) at 1.13% and Regal Rexnord (RRX) at 0.87% 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%

RRX

Capital Goods industry group

0.87%

Max
2.66%
Q3
1.14%
RRX
0.87%
Median
0.24%
Q1
0.00%
Min
0.00%
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Caterpillar (CAT) vs. Regal Rexnord (RRX): 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 Regal Rexnord (RRX) at 40.35% 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%

RRX

Capital Goods industry group

40.35%

Max
67.39%
RRX
40.35%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Caterpillar (CAT) vs. Regal Rexnord (RRX): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Caterpillar (CAT) and Regal Rexnord (RRX)
MetricCATRRX
Dividend Yield (TTM)1.13%0.87%
Dividend Payout Ratio (TTM)24.18%40.35%

Valuation

P/E Ratio (TTM)

Caterpillar (CAT) at 21.92 is near its industry’s usual P/E ratio, while Regal Rexnord (RRX) at 48.72 sits in the richer quartile — RRX needs stronger growth or earnings quality to justify the premium.

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

RRX

Capital Goods industry group

48.72

Max
59.38
RRX
48.72
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03
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Caterpillar (CAT) vs. Regal Rexnord (RRX): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Caterpillar (CAT) at 3.29 and Regal Rexnord (RRX) at 1.83 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

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

RRX

Capital Goods industry group

1.83

Max
7.54
Q3
3.76
Median
2.15
RRX
1.83
Q1
1.03
Min
0.03
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Caterpillar (CAT) vs. Regal Rexnord (RRX): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Regal Rexnord (RRX) at 1.64 sits in the lower P/B ratio quartile relative to book while Caterpillar (CAT) at 11.90 prices above its industry range — a wide valuation gap against assets.

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

RRX

Capital Goods industry group

1.64

Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
RRX
1.64
Min
-1.08
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Caterpillar (CAT) vs. Regal Rexnord (RRX): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Caterpillar (CAT) and Regal Rexnord (RRX)
MetricCATRRX
P/E Ratio (TTM)21.9248.72
P/S Ratio (TTM)3.291.83
P/B Ratio (MRQ)11.901.64
Free Cash Flow Yield (TTM)1.55%3.88%