CAT Up 16% in One Month: Is It Outperforming Its Rivals?
Here is how Caterpillar (CAT) stacks up against its peers in size, valuation, growth and margin.
- CAT’s operating margin of 18.2% is strong, lower than most peers – trailing ALSN (31.3%).
- CAT’s revenue growth of -4.9% in the last 12 months is negative, lagging ALSN, TEX, ASTE but outpacing DE.
- CAT’s stock gained 24.5% over the past year and trades at a PE of 23.9, though peers like ASTE delivered stronger returns.
As a quick background, Caterpillar provides construction and mining equipment, engines, industrial turbines, and financial services including leases and loans for various industries.
| CAT | DE | ALSN | TEX | ASTE | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 225.8 | 122.3 | 7.2 | 3.4 | 1.1 |
| Revenue ($ Bil) | 63.1 | 43.4 | 3.2 | 5.1 | 1.3 |
| PE Ratio | 23.9 | 23.5 | 9.5 | 13.8 | 24.0 |
| LTM Revenue Growth | -4.9% | -20.9% | 2.7% | -2.8% | 1.2% |
| LTM Operating Margin | 18.2% | 20.0% | 31.2% | 8.6% | 5.9% |
| LTM FCF Margin | 12.3% | 9.4% | 20.4% | 4.0% | 5.9% |
| 12M Market Return | 24.5% | 10.0% | -11.2% | 1.4% | 57.3% |
Why does this matter? CAT just went up 15.6% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell CAT Stock to see if Caterpillar holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through CAT Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
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- A Decade of Rewards: Caterpillar Stock Returns $57 Bil to Investors
- CAT Leaps 16% In One Month, Now Is Not The Time To Buy The Stock
- With CAT Up 16% in a Month, Is It Time to Compare It Against GATX?
- CAT Stock Up 12% after 7-Day Win Streak
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| CAT | -4.9% | -3.4% | 12.8% | 16.6% |
| DE | -20.9% | -16.1% | 17.5% | 19.2% |
| ALSN | 2.7% | 6.3% | 9.6% | 15.3% |
| TEX | -2.8% | -0.5% | 16.6% | 13.7% |
| ASTE | 1.2% | -2.5% | 5.0% | 16.3% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| CAT | 18.2% | 20.2% | 19.3% | 14.9% |
| DE | 20.0% | 22.6% | 24.2% | 17.6% |
| ALSN | 31.2% | 30.8% | 30.3% | 28.3% |
| TEX | 8.6% | 10.3% | 12.4% | 9.5% |
| ASTE | 5.9% | 4.0% | 4.1% | 1.3% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| CAT | 23.9 | 16.4 | 14.6 | 18.8 |
| DE | 23.5 | 16.5 | 11.5 | 18.3 |
| ALSN | 9.5 | 12.9 | 7.8 | 7.5 |
| TEX | 13.8 | 9.2 | 7.5 | 9.8 |
| ASTE | 24.0 | 178.2 | 25.2 | -9266.7 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.