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CAT vs. SMAWF: A Head-to-Head Stock Comparison

Here’s a clear look at CAT and SMAWF, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolCATSMAWF
Company NameCaterpillar Inc.Siemens Aktiengesellschaft
CountryUnited StatesGermany
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryIndustrial Conglomerates
GICS Sub-IndustryConstruction Machinery & Heavy Transportation EquipmentIndustrial Conglomerates
Market Capitalization376.91 billion USD227.82 billion USD
CurrencyUSDUSD
ExchangeNYSEOTC Markets OTCPK
Listing DateJanuary 2, 1962April 13, 2011
Security TypeCommon StockCommon Stock

CAT’s market capitalization (376.91 billion USD) is substantially larger than SMAWF’s (227.82 billion USD), indicating a significant difference in their market valuations.

Historical Performance

This chart compares the performance of CAT and SMAWF by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

CAT+288.26%
SMAWF+95.11%
CAT vs. SMAWF: Growth of a $10,000 investment over the past five years.

Historical Performance at a Glance

SymbolCATSMAWF
5-Day Price Return-3.02%3.93%
13-Week Price Return26.79%-1.34%
26-Week Price Return57.62%3.27%
52-Week Price Return163.52%24.36%
Month-to-Date Return14.34%22.10%
Year-to-Date Return41.40%5.02%
10-Day Avg. Volume2.15M1.24M
3-Month Avg. Volume2.63M1.34M
3-Month Volatility38.10%43.11%
Beta1.561.50

With betas of 1.56 for CAT and 1.50 for SMAWF, both stocks show similar sensitivity to overall market movements.

Profitability

Return on Equity (TTM)

CAT

45.15%

Machinery Industry
Max
34.97%
Q3
18.94%
Median
12.43%
Q1
8.05%
Min
-3.34%

CAT’s Return on Equity of 45.15% is exceptionally high, placing it well beyond the typical range for the Machinery industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.

SMAWF

12.93%

Industrial Conglomerates Industry
Max
19.74%
Q3
13.65%
Median
9.03%
Q1
5.93%
Min
-2.58%

SMAWF’s Return on Equity of 12.93% is on par with the norm for the Industrial Conglomerates industry, indicating its profitability relative to shareholder equity is typical for the sector.

CAT vs. SMAWF: A comparison of their Return on Equity (TTM) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Net Profit Margin (TTM)

CAT

13.14%

Machinery Industry
Max
19.11%
Q3
10.89%
Median
7.57%
Q1
5.27%
Min
-0.45%

A Net Profit Margin of 13.14% places CAT in the upper quartile for the Machinery industry, signifying strong profitability and more effective cost management than most of its peers.

SMAWF

9.97%

Industrial Conglomerates Industry
Max
21.40%
Q3
12.86%
Median
8.02%
Q1
4.20%
Min
-0.46%

SMAWF’s Net Profit Margin of 9.97% is aligned with the median group of its peers in the Industrial Conglomerates industry. This indicates its ability to convert revenue into profit is typical for the sector.

CAT vs. SMAWF: A comparison of their Net Profit Margin (TTM) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Operating Profit Margin (TTM)

CAT

16.50%

Machinery Industry
Max
26.40%
Q3
15.71%
Median
11.27%
Q1
8.34%
Min
0.58%

An Operating Profit Margin of 16.50% places CAT in the upper quartile for the Machinery industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

SMAWF

12.58%

Industrial Conglomerates Industry
Max
27.33%
Q3
16.94%
Median
12.58%
Q1
8.53%
Min
1.73%

SMAWF’s Operating Profit Margin of 12.58% is around the midpoint for the Industrial Conglomerates industry, indicating that its efficiency in managing core business operations is typical for the sector.

CAT vs. SMAWF: A comparison of their Operating Profit Margin (TTM) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Profitability at a Glance

SymbolCATSMAWF
Return on Equity (TTM)45.15%12.93%
Return on Assets (TTM)9.67%4.81%
Net Profit Margin (TTM)13.14%9.97%
Operating Profit Margin (TTM)16.50%12.58%
Gross Profit Margin (TTM)33.86%38.82%

Financial Strength

Current Ratio (MRQ)

CAT

1.44

Machinery Industry
Max
3.56
Q3
2.38
Median
1.76
Q1
1.34
Min
0.71

CAT’s Current Ratio of 1.44 aligns with the median group of the Machinery industry, indicating that its short-term liquidity is in line with its sector peers.

SMAWF

1.38

Industrial Conglomerates Industry
Max
2.05
Q3
1.59
Median
1.34
Q1
1.23
Min
0.87

SMAWF’s Current Ratio of 1.38 aligns with the median group of the Industrial Conglomerates industry, indicating that its short-term liquidity is in line with its sector peers.

CAT vs. SMAWF: A comparison of their Current Ratio (MRQ) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Debt-to-Equity Ratio (MRQ)

CAT

2.03

Machinery Industry
Max
1.31
Q3
0.68
Median
0.41
Q1
0.22
Min
0.00

With a Debt-to-Equity Ratio of 2.03, CAT operates with exceptionally high leverage compared to the Machinery industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.

SMAWF

0.86

Industrial Conglomerates Industry
Max
2.39
Q3
1.44
Median
0.86
Q1
0.61
Min
0.17

SMAWF’s Debt-to-Equity Ratio of 0.86 is typical for the Industrial Conglomerates industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

CAT vs. SMAWF: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Interest Coverage Ratio (TTM)

CAT

7.20

Machinery Industry
Max
87.64
Q3
39.52
Median
15.41
Q1
6.30
Min
-0.40

CAT’s Interest Coverage Ratio of 7.20 is positioned comfortably within the norm for the Machinery industry, indicating a standard and healthy capacity to cover its interest payments.

SMAWF

7.26

Industrial Conglomerates Industry
Max
19.80
Q3
12.63
Median
5.01
Q1
3.07
Min
-1.83

SMAWF’s Interest Coverage Ratio of 7.26 is positioned comfortably within the norm for the Industrial Conglomerates industry, indicating a standard and healthy capacity to cover its interest payments.

CAT vs. SMAWF: A comparison of their Interest Coverage Ratio (TTM) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Financial Strength at a Glance

SymbolCATSMAWF
Current Ratio (MRQ)1.441.38
Quick Ratio (MRQ)0.861.15
Debt-to-Equity Ratio (MRQ)2.030.86
Interest Coverage Ratio (TTM)7.207.26

Growth

Revenue Growth

CAT vs. SMAWF: A comparison of their Revenue Growth across different time periods.

Revenue Growth at a Glance

SymbolCATSMAWF
Revenue Growth (MRQ vs Prior YoY)18.00%4.28%
Revenue Growth (TTM vs Prior YoY)4.29%3.20%
3-Year Revenue CAGR4.38%3.11%
5-Year Revenue CAGR10.12%7.39%

EPS Growth

CAT vs. SMAWF: A comparison of their EPS Growth across different time periods.

EPS Growth at a Glance

SymbolCATSMAWF
EPS Growth (MRQ vs Prior YoY)-11.46%-44.13%
EPS Growth (TTM vs Prior YoY)-14.70%-33.22%
3-Year EPS CAGR14.16%38.14%
5-Year EPS CAGR28.05%19.71%

Dividend

Dividend Yield (TTM)

CAT

0.73%

Machinery Industry
Max
4.65%
Q3
2.43%
Median
1.65%
Q1
0.94%
Min
0.00%

CAT’s Dividend Yield of 0.73% is in the lower quartile for the Machinery industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

SMAWF

2.14%

Industrial Conglomerates Industry
Max
10.01%
Q3
4.98%
Median
2.50%
Q1
1.53%
Min
0.00%

SMAWF’s Dividend Yield of 2.14% is consistent with its peers in the Industrial Conglomerates industry, providing a dividend return that is standard for its sector.

CAT vs. SMAWF: A comparison of their Dividend Yield (TTM) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Dividend Payout Ratio (TTM)

CAT

30.94%

Machinery Industry
Max
194.44%
Q3
100.13%
Median
56.90%
Q1
27.76%
Min
0.00%

CAT’s Dividend Payout Ratio of 30.94% is within the typical range for the Machinery industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

SMAWF

181.91%

Industrial Conglomerates Industry
Max
201.67%
Q3
102.98%
Median
56.11%
Q1
26.34%
Min
0.00%

SMAWF’s Dividend Payout Ratio of 181.91% is above 100%. This means the company is paying out more in dividends than it earned, a practice that is often unsustainable and could indicate a risk to future dividend stability.

CAT vs. SMAWF: A comparison of their Dividend Payout Ratio (TTM) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Dividend at a Glance

SymbolCATSMAWF
Dividend Yield (TTM)0.73%2.14%
Dividend Payout Ratio (TTM)30.94%181.91%

Valuation

Price-to-Earnings Ratio (TTM)

CAT

42.43

Machinery Industry
Max
51.95
Q3
32.16
Median
26.54
Q1
18.91
Min
8.97

A P/E Ratio of 42.43 places CAT in the upper quartile for the Machinery industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

SMAWF

24.09

Industrial Conglomerates Industry
Max
40.98
Q3
24.16
Median
14.82
Q1
8.62
Min
4.10

SMAWF’s P/E Ratio of 24.09 is within the middle range for the Industrial Conglomerates industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

CAT vs. SMAWF: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Price-to-Sales Ratio (TTM)

CAT

5.58

Machinery Industry
Max
5.94
Q3
3.29
Median
1.99
Q1
1.17
Min
0.28

CAT’s P/S Ratio of 5.58 is in the upper echelon for the Machinery industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

SMAWF

2.40

Industrial Conglomerates Industry
Max
4.77
Q3
2.38
Median
0.88
Q1
0.50
Min
0.11

SMAWF’s P/S Ratio of 2.40 is in the upper echelon for the Industrial Conglomerates industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

CAT vs. SMAWF: A comparison of their Price-to-Sales Ratio (TTM) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Price-to-Book Ratio (MRQ)

CAT

12.58

Machinery Industry
Max
8.60
Q3
4.49
Median
2.84
Q1
1.62
Min
0.70

At 12.58, CAT’s P/B Ratio is at an extreme premium to the Machinery industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

SMAWF

2.85

Industrial Conglomerates Industry
Max
5.72
Q3
2.65
Median
1.18
Q1
0.54
Min
0.31

SMAWF’s P/B Ratio of 2.85 is in the upper tier for the Industrial Conglomerates industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.

CAT vs. SMAWF: A comparison of their Price-to-Book Ratio (MRQ) against their respective Machinery and Industrial Conglomerates industry benchmarks.

Valuation at a Glance

SymbolCATSMAWF
Price-to-Earnings Ratio (TTM)42.4324.09
Price-to-Sales Ratio (TTM)5.582.40
Price-to-Book Ratio (MRQ)12.582.85
Price-to-Free Cash Flow Ratio (TTM)50.5719.33