CAT vs SLVO

Comparison between Caterpillar Inc (CAT, Company) and UBS AG London Branch (SLVO, Company).

CAT vs SLVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAT(COMPANY)	SLVO(COMPANY)
Market Cap	$427B	$391B
Max Drawdown	74.51%	25.23%
Sharpe Ratio	3.19	1.90
5Y Beta	1.22	N/A
Industry	Farm & Heavy Construction Machinery	N/A
P/E Ratio	47.89	-81.46
Forward P/E	38.61	N/A
PEG Ratio	2.22	N/A
Dividend Yield	0.67%	N/A
5Y Dividends CAGR	19.24%	N/A
5Y EPS CAGR	10.08%	N/A
Debt to Equity	0.00%	467.72%
Free Cash Flow Yield	2.22%	9.73%
P/S Ratio	6.03	N/A
P/B Ratio	22.33	N/A

Market Cap

Winner

CAT

$427B

SLVO

$391B

Max Drawdown

CAT

74.51%

Winner

SLVO

25.23%

Sharpe Ratio

Winner

CAT

3.19

SLVO

1.90

5Y Beta

CAT

1.22

SLVO

N/A

Industry

CAT

Farm & Heavy Construction Machinery

SLVO

N/A

P/E Ratio

CAT

47.89

Winner

SLVO

-81.46

Forward P/E

CAT

38.61

SLVO

N/A

PEG Ratio

CAT

2.22

SLVO

N/A

Dividend Yield

CAT

0.67%

SLVO

N/A

5Y Dividends CAGR

CAT

19.24%

SLVO

N/A

5Y EPS CAGR

CAT

10.08%

SLVO

N/A

Debt to Equity

Winner

CAT

0.00%

SLVO

467.72%

Free Cash Flow Yield

CAT

2.22%

Winner

SLVO

9.73%

P/S Ratio

CAT

6.03

SLVO

N/A

P/B Ratio

CAT

22.33

SLVO

N/A

CAT vs SLVO - Historical Returns

Returns include dividend reinvestment.

Period	CAT	SLVO
1 month	+16.51%	+7.95%
3 months	+21.14%	+9.18%
6 months	+60.03%	+32.99%
1 year	+179.73%	+73.04%
5 years(CAGR)	+32.41%	N/A
10 years(CAGR)	+31.88%	N/A
Max(CAGR)	+16.96%	+43.05%

Winner

CAT

+16.51%

SLVO

+7.95%

Winner

CAT

+21.14%

SLVO

+9.18%

Winner

CAT

+60.03%

SLVO

+32.99%

Winner

CAT

+179.73%

SLVO

+73.04%

5Y(CAGR)

CAT

+32.41%

SLVO

N/A

10Y(CAGR)

CAT

+31.88%

SLVO

N/A

Max(CAGR)

CAT

+16.96%

Winner

SLVO

+43.05%

CAT vs SLVO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CAT	SLVO
2026	+50.59%	+14.61%
2025	+61.64%	+67.59%
2024	+25.91%	+1.25%
2023	+26.33%	N/A
2022	+18.43%	N/A
2021	+15.88%	N/A
2020	+24.52%	N/A
2019	+20.13%	N/A
2018	-17.26%	N/A
2017	+72.68%	N/A
2016	+42.11%	N/A
2015	-23.29%	N/A
2014	+4.55%	N/A
2013	-0.88%	N/A
2012	-2.07%	N/A
2011	-1.99%	N/A
2010	+64.11%	N/A
2009	+26.79%	N/A
2008	-35.09%	N/A
2007	+20.81%	N/A
2006	+7.80%	N/A
2005	+23.77%	N/A
2004	+20.29%	N/A
2003	+78.20%	N/A
2002	-8.76%	N/A
2001	+16.19%	N/A
2000	+0.79%	N/A
1999	-13.86%	N/A

CAT vs SLVO Drawdown Comparison

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

The maximum drawdown for SLVO was -17.01%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The current CAT drawdown is -3.20%. The current SLVO drawdown is -1.21%.

Rank	CAT	SLVO
#1	-73.44% Jul 19, 2007 - Sep 24, 2010	-17.01% Mar 10, 2026 - Mar 26, 2026
#2	-45.64% Nov 16, 1999 - May 16, 2001	-12.78% Jul 16, 2024 - Oct 11, 2024
#3	-44.63% Jul 16, 2014 - Apr 25, 2017	-12.63% Jan 28, 2026 - Feb 23, 2026
#4	-43.36% Jan 22, 2018 - Oct 12, 2020	-11.17% Mar 27, 2025 - Jun 2, 2025
#5	-42.54% Mar 15, 2002 - Jun 16, 2003	-10.94% Oct 29, 2024 - Feb 20, 2025
#6	-38.61% Apr 29, 2011 - Feb 3, 2012	-7.20% Oct 16, 2025 - Nov 10, 2025
#7	-34.06% Nov 6, 2024 - Jul 17, 2025	-4.93% Feb 27, 2026 - Mar 10, 2026
#8	-31.77% May 17, 2021 - Nov 22, 2022	-4.29% Jun 20, 2024 - Jul 3, 2024
#9	-31.17% Feb 23, 2012 - Jul 3, 2014	-4.05% Jul 23, 2025 - Aug 8, 2025
#10	-27.32% May 9, 2006 - Jun 13, 2007	-4.01% Feb 20, 2025 - Mar 11, 2025
#11	-25.31% May 22, 2001 - Feb 25, 2002	-3.24% Nov 12, 2025 - Nov 26, 2025
#12	-21.80% Jan 27, 2023 - Jul 18, 2023	-2.39% Jun 6, 2024 - Jun 20, 2024
#13	-21.28% Aug 1, 2023 - Dec 19, 2023	-2.03% Jun 17, 2025 - Jul 3, 2025
#14	-17.31% Jan 26, 2004 - Nov 3, 2004	-1.87% Aug 13, 2025 - Aug 22, 2025
#15	-17.26% Sep 13, 2005 - Dec 16, 2005	-1.74% Sep 15, 2025 - Sep 19, 2025

Correlation

Correlation between CAT and SLVO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

CAT vs SLVO dividend yield comparison.

Year	CAT	SLVO
2026	0.34%	24.87%
2025	1.02%	19.35%
2024	1.49%	14.45%
2023	1.69%	0.00%
2022	1.93%	0.00%
2021	2.07%	0.00%
2020	2.26%	0.00%
2019	2.56%	0.00%
2018	2.58%	0.00%
2017	1.97%	0.00%
2016	3.32%	0.00%
2015	4.33%	0.00%
2014	2.84%	0.00%
2013	1.89%	0.00%
2012	2.77%	0.00%
2011	1.99%	0.00%
2010	1.84%	0.00%
2009	2.95%	0.00%
2008	3.49%	0.00%
2007	1.82%	0.00%
2006	1.79%	0.00%
2005	1.58%	0.00%
2004	1.60%	0.00%
2003	1.71%	0.00%
2002	3.06%	0.00%
2001	2.64%	0.00%
2000	2.81%	0.00%