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

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

Company Profile

SymbolCATSMEGF
Company NameCaterpillar Inc.Siemens Energy AG
CountryUnited StatesGermany
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryMachineryElectrical Equipment
GICS Sub-IndustryConstruction Machinery & Heavy Transportation EquipmentHeavy Electrical Equipment
Market Capitalization386.56 billion USD188.75 billion USD
CurrencyUSDUSD
ExchangeNYSEOTC Markets OTCPK
Listing DateJanuary 2, 1962October 5, 2020
Security TypeCommon StockCommon Stock

CAT’s market capitalization (386.56 billion USD) is substantially larger than SMEGF’s (188.75 billion USD), indicating a significant difference in their market valuations.

Historical Performance

This chart compares the performance of CAT and SMEGF 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+294.07%
SMEGF+539.76%
CAT vs. SMEGF: Growth of a $10,000 investment over the past five years.

Historical Performance at a Glance

SymbolCATSMEGF
5-Day Price Return4.06%11.12%
13-Week Price Return28.13%36.45%
26-Week Price Return57.62%78.18%
52-Week Price Return170.74%174.94%
Month-to-Date Return17.27%31.89%
Year-to-Date Return45.02%55.83%
10-Day Avg. Volume2.15M2.54M
3-Month Avg. Volume2.67M2.49M
3-Month Volatility38.62%55.71%
Beta1.571.56

With betas of 1.57 for CAT and 1.56 for SMEGF, both stocks show similar sensitivity to overall market movements.

Profitability

Return on Equity (TTM)

CAT

45.15%

Machinery Industry
Max
34.97%
Q3
19.10%
Median
12.43%
Q1
8.04%
Min
-8.50%

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.

SMEGF

18.14%

Electrical Equipment Industry
Max
42.06%
Q3
22.56%
Median
14.89%
Q1
6.79%
Min
-13.63%

SMEGF’s Return on Equity of 18.14% is on par with the norm for the Electrical Equipment industry, indicating its profitability relative to shareholder equity is typical for the sector.

CAT vs. SMEGF: A comparison of their Return on Equity (TTM) against their respective Machinery and Electrical Equipment 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.

SMEGF

4.76%

Electrical Equipment Industry
Max
23.81%
Q3
13.11%
Median
6.46%
Q1
3.80%
Min
-4.37%

SMEGF’s Net Profit Margin of 4.76% is aligned with the median group of its peers in the Electrical Equipment industry. This indicates its ability to convert revenue into profit is typical for the sector.

CAT vs. SMEGF: A comparison of their Net Profit Margin (TTM) against their respective Machinery and Electrical Equipment 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.

SMEGF

5.31%

Electrical Equipment Industry
Max
25.65%
Q3
15.47%
Median
6.84%
Q1
4.80%
Min
-5.64%

SMEGF’s Operating Profit Margin of 5.31% is around the midpoint for the Electrical Equipment industry, indicating that its efficiency in managing core business operations is typical for the sector.

CAT vs. SMEGF: A comparison of their Operating Profit Margin (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Profitability at a Glance

SymbolCATSMEGF
Return on Equity (TTM)45.15%18.14%
Return on Assets (TTM)9.67%3.34%
Net Profit Margin (TTM)13.14%4.76%
Operating Profit Margin (TTM)16.50%5.31%
Gross Profit Margin (TTM)33.86%18.27%

Financial Strength

Current Ratio (MRQ)

CAT

1.44

Machinery Industry
Max
3.56
Q3
2.30
Median
1.72
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.

SMEGF

0.92

Electrical Equipment Industry
Max
3.42
Q3
2.15
Median
1.49
Q1
1.17
Min
0.84

SMEGF’s Current Ratio of 0.92 falls into the lower quartile for the Electrical Equipment industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

CAT vs. SMEGF: A comparison of their Current Ratio (MRQ) against their respective Machinery and Electrical Equipment industry benchmarks.

Debt-to-Equity Ratio (MRQ)

CAT

2.03

Machinery Industry
Max
1.31
Q3
0.68
Median
0.42
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.

SMEGF

0.34

Electrical Equipment Industry
Max
1.14
Q3
0.87
Median
0.54
Q1
0.23
Min
0.00

SMEGF’s Debt-to-Equity Ratio of 0.34 is typical for the Electrical Equipment industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

CAT vs. SMEGF: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Machinery and Electrical Equipment industry benchmarks.

Interest Coverage Ratio (TTM)

CAT

7.20

Machinery Industry
Max
87.64
Q3
39.52
Median
13.43
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.

SMEGF

-58.42

Electrical Equipment Industry
Max
47.39
Q3
19.21
Median
10.17
Q1
0.35
Min
-19.47

SMEGF has a negative Interest Coverage Ratio of -58.42. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.

CAT vs. SMEGF: A comparison of their Interest Coverage Ratio (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Financial Strength at a Glance

SymbolCATSMEGF
Current Ratio (MRQ)1.440.92
Quick Ratio (MRQ)0.860.66
Debt-to-Equity Ratio (MRQ)2.030.34
Interest Coverage Ratio (TTM)7.20-58.42

Growth

Revenue Growth

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

Revenue Growth at a Glance

SymbolCATSMEGF
Revenue Growth (MRQ vs Prior YoY)18.00%8.20%
Revenue Growth (TTM vs Prior YoY)4.29%11.33%
3-Year Revenue CAGR4.38%10.46%
5-Year Revenue CAGR10.12%7.31%

EPS Growth

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

EPS Growth at a Glance

SymbolCATSMEGF
EPS Growth (MRQ vs Prior YoY)-11.46%244.83%
EPS Growth (TTM vs Prior YoY)-14.70%--
3-Year EPS CAGR14.16%--
5-Year EPS CAGR28.05%--

Dividend

Dividend Yield (TTM)

CAT

0.71%

Machinery Industry
Max
4.36%
Q3
2.39%
Median
1.58%
Q1
0.96%
Min
0.00%

CAT’s Dividend Yield of 0.71% 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.

SMEGF

0.00%

Electrical Equipment Industry
Max
2.66%
Q3
1.46%
Median
0.68%
Q1
0.00%
Min
0.00%

SMEGF currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

CAT vs. SMEGF: A comparison of their Dividend Yield (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Dividend Payout Ratio (TTM)

CAT

30.94%

Machinery Industry
Max
194.44%
Q3
100.13%
Median
56.03%
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.

SMEGF

0.00%

Electrical Equipment Industry
Max
142.26%
Q3
65.08%
Median
34.11%
Q1
0.00%
Min
0.00%

SMEGF has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

CAT vs. SMEGF: A comparison of their Dividend Payout Ratio (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Dividend at a Glance

SymbolCATSMEGF
Dividend Yield (TTM)0.71%0.00%
Dividend Payout Ratio (TTM)30.94%0.00%

Valuation

Price-to-Earnings Ratio (TTM)

CAT

43.51

Machinery Industry
Max
46.53
Q3
33.11
Median
27.14
Q1
18.92
Min
9.00

A P/E Ratio of 43.51 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.

SMEGF

82.18

Electrical Equipment Industry
Max
71.84
Q3
44.09
Median
33.05
Q1
22.89
Min
6.64

At 82.18, SMEGF’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Electrical Equipment industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

CAT vs. SMEGF: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Price-to-Sales Ratio (TTM)

CAT

5.72

Machinery Industry
Max
6.02
Q3
3.24
Median
2.05
Q1
1.19
Min
0.29

CAT’s P/S Ratio of 5.72 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.

SMEGF

3.91

Electrical Equipment Industry
Max
9.21
Q3
5.02
Median
2.10
Q1
1.37
Min
0.40

SMEGF’s P/S Ratio of 3.91 aligns with the market consensus for the Electrical Equipment industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

CAT vs. SMEGF: A comparison of their Price-to-Sales Ratio (TTM) against their respective Machinery and Electrical Equipment industry benchmarks.

Price-to-Book Ratio (MRQ)

CAT

12.58

Machinery Industry
Max
8.64
Q3
4.45
Median
2.89
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.

SMEGF

9.09

Electrical Equipment Industry
Max
11.69
Q3
6.05
Median
3.57
Q1
2.12
Min
0.95

SMEGF’s P/B Ratio of 9.09 is in the upper tier for the Electrical Equipment 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. SMEGF: A comparison of their Price-to-Book Ratio (MRQ) against their respective Machinery and Electrical Equipment industry benchmarks.

Valuation at a Glance

SymbolCATSMEGF
Price-to-Earnings Ratio (TTM)43.5182.18
Price-to-Sales Ratio (TTM)5.723.91
Price-to-Book Ratio (MRQ)12.589.09
Price-to-Free Cash Flow Ratio (TTM)51.8728.91