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BAC vs CAT

Comparison between Bank Of America Corp (BAC, Company) and Caterpillar Inc (CAT, Company).

BAC is from the Financial Services sector, while CAT is from the Industrials sector.

5-Year PerformanceCAT has outperformed BAC, delivering a return of +32.4% compared to +6.5%

BAC vs CAT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
BAC
$382B
Winner
CAT
$427B
Max Drawdown
BAC
94.28%
Winner
CAT
74.51%
Sharpe Ratio
BAC
1.09
Winner
CAT
3.19
5Y Beta
Winner
BAC
0.95
CAT
1.22
Industry
BAC
Banks - Diversified
CAT
Farm & Heavy Construction Machinery
P/E Ratio
Winner
BAC
12.27
CAT
47.89
Forward P/E
Winner
BAC
11.98
CAT
38.61
PEG Ratio
Winner
BAC
0.59
CAT
2.22
Dividend Yield
Winner
BAC
2.09%
CAT
0.67%
5Y Dividends CAGR
BAC
13.56%
Winner
CAT
19.24%
5Y EPS CAGR
Winner
BAC
11.43%
CAT
10.08%
Debt to Equity
BAC
108.41%
Winner
CAT
0.00%
Free Cash Flow Yield
Winner
BAC
14.81%
CAT
2.22%
P/S Ratio
Winner
BAC
3.47
CAT
6.03
P/B Ratio
Winner
BAC
1.37
CAT
22.33

BAC vs CAT - Historical Returns

Returns include dividend reinvestment.

1M
BAC
-1.14%
Winner
CAT
+16.51%
3M
BAC
-8.55%
Winner
CAT
+21.14%
6M
BAC
-2.53%
Winner
CAT
+60.03%
1Y
BAC
+26.07%
Winner
CAT
+179.73%
5Y(CAGR)
BAC
+6.54%
Winner
CAT
+32.41%
10Y(CAGR)
BAC
+16.42%
Winner
CAT
+31.88%
Max(CAGR)
BAC
+4.58%
Winner
CAT
+16.96%

BAC vs CAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBACCAT
2026-7.80%+50.59%
2025+27.05%+61.64%
2024+32.95%+25.91%
2023+3.60%+26.33%
2022-26.60%+18.43%
2021+50.97%+15.88%
2020-12.66%+24.52%
2019+44.29%+20.13%
2018-16.06%-17.26%
2017+33.08%+72.68%
2016+36.58%+42.11%
2015-4.83%-23.29%
2014+11.92%+4.55%
2013+29.81%-0.88%
2012+101.15%-2.07%
2011-60.63%-1.99%
2010-14.73%+64.11%
2009+5.61%+26.79%
2008-60.51%-35.09%
2007-18.77%+20.81%
2006+18.30%+7.80%
2005+3.56%+23.77%
2004+23.56%+20.29%
2003+18.25%+78.20%
2002+14.51%-8.76%
2001+40.03%+16.19%
2000-1.09%+0.79%
1999-21.96%-13.86%

BAC vs CAT Drawdown Comparison

The maximum drawdown for BAC was -93.11%, occurring on Mar 6, 2009. Recovery took 3396 trading sessions.

The maximum drawdown for CAT was -73.44%, occurring on Mar 2, 2009. Recovery took 803 trading sessions.

The current BAC drawdown is -9.89%. The current CAT drawdown is -3.20%.

RankBACCAT
#1-93.11%
Oct 5, 2007 - Apr 5, 2021
-73.44%
Jul 19, 2007 - Sep 24, 2010
#2-46.63%
Feb 8, 2022 - Nov 11, 2024
-45.64%
Nov 16, 1999 - May 16, 2001
#3-40.70%
Nov 16, 1999 - Jul 17, 2001
-44.63%
Jul 16, 2014 - Apr 25, 2017
#4-28.37%
May 17, 2002 - Apr 22, 2003
-43.36%
Jan 22, 2018 - Oct 12, 2020
#5-27.51%
Feb 6, 2025 - Jun 26, 2025
-42.54%
Mar 15, 2002 - Jun 16, 2003
#6-20.82%
Aug 23, 2001 - Nov 23, 2001
-38.61%
Apr 29, 2011 - Feb 3, 2012
#7-17.92%
Jan 6, 2026 - Mar 13, 2026
-34.06%
Nov 6, 2024 - Jul 17, 2025
#8-14.65%
Jun 4, 2021 - Sep 27, 2021
-31.77%
May 17, 2021 - Nov 22, 2022
#9-11.89%
Jul 25, 2003 - Jan 21, 2004
-31.17%
Feb 23, 2012 - Jul 3, 2014
#10-11.59%
Nov 16, 2006 - Oct 5, 2007
-27.32%
May 9, 2006 - Jun 13, 2007
#11-10.68%
Jun 21, 2005 - Nov 23, 2005
-25.31%
May 22, 2001 - Feb 25, 2002
#12-10.35%
Nov 3, 2021 - Jan 7, 2022
-21.80%
Jan 27, 2023 - Jul 18, 2023
#13-9.47%
Jan 11, 2022 - Feb 8, 2022
-21.28%
Aug 1, 2023 - Dec 19, 2023
#14-8.68%
Nov 27, 2024 - Feb 6, 2025
-17.31%
Jan 26, 2004 - Nov 3, 2004
#15-8.57%
Nov 23, 2001 - Feb 28, 2002
-17.26%
Sep 13, 2005 - Dec 16, 2005

Correlation

Correlation between BAC and CAT is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (1999 - 2026)

BAC vs CAT dividend yield comparison.

YearBACCAT
20260.55%0.34%
20251.96%1.02%
20242.28%1.49%
20232.73%1.69%
20222.60%1.93%
20211.75%2.07%
20202.38%2.26%
20191.87%2.56%
20182.19%2.58%
20171.32%1.97%
20161.13%3.32%
20151.19%4.33%
20140.67%2.84%
20130.26%1.89%
20120.34%2.77%
20110.72%1.99%
20100.30%1.84%
20090.27%2.95%
200828.12%3.49%
20075.82%1.82%
20063.97%1.79%
20054.12%1.58%
20043.62%1.60%
20033.58%1.71%
20023.51%3.06%
20013.62%2.64%
20004.49%2.81%
19991.00%0.00%

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