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GE vs CAT

Comparison between General Electric Company (GE, Company) and Caterpillar Inc (CAT, Company).

Both GE and CAT are from the Industrials sector.

5-Year PerformanceGE has outperformed CAT, delivering a return of +42.6% compared to +35.0%

GE vs CAT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
GE
$396B
Winner
CAT
$401B
Max Drawdown
GE
90.85%
Winner
CAT
74.51%
Sharpe Ratio
GE
1.05
Winner
CAT
1.85
5Y Beta
Winner
GE
1.15
CAT
1.31
Industry
GE
Aerospace & Defense
CAT
Farm & Heavy Construction Machinery
P/E Ratio
GE
44.45
Winner
CAT
38.03
Forward P/E
GE
48.31
Winner
CAT
33.33
PEG Ratio
Winner
GE
2.42
CAT
3.59
Dividend Yield
GE
0.44%
Winner
CAT
0.73%
5Y Dividends CAGR
Winner
GE
58.93%
CAT
12.80%
5Y EPS CAGR
GE
N/A
CAT
14.19%
Debt to Equity
GE
11.34%
Winner
CAT
0.00%
Free Cash Flow Yield
GE
2.48%
Winner
CAT
2.67%
P/S Ratio
GE
7.81
Winner
CAT
5.41
P/B Ratio
GE
22.19
Winner
CAT
20.11

GE vs CAT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GE
-1.09%
CAT
-11.48%
3M
Winner
GE
+22.62%
CAT
-7.37%
6M
GE
+17.00%
Winner
CAT
+18.45%
1Y
GE
+38.26%
Winner
CAT
+102.17%
5Y(CAGR)
Winner
GE
+42.59%
CAT
+35.00%
10Y(CAGR)
GE
+10.80%
Winner
CAT
+29.15%
Max(CAGR)
GE
+4.63%
Winner
CAT
+16.60%

GE vs CAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGECAT
2026+17.09%+44.09%
2025+83.75%+61.64%
2024+67.04%+25.91%
2023+92.97%+26.33%
2022-12.56%+18.43%
2021+13.14%+15.88%
2020-9.00%+24.52%
2019+44.67%+20.13%
2018-56.70%-17.26%
2017-43.08%+72.68%
2016+6.09%+42.11%
2015+28.61%-23.29%
2014-4.90%+4.55%
2013+35.63%-0.88%
2012+18.27%-2.07%
2011+1.32%-1.99%
2010+21.70%+64.11%
2009-6.72%+26.79%
2008-53.59%-35.09%
2007+0.63%+20.81%
2006+8.36%+7.80%
2005-1.67%+23.77%
2004+20.14%+20.29%
2003+24.95%+78.20%
2002-39.03%-8.76%
2001-6.94%+16.19%
2000-3.02%+0.79%
1999+19.92%-13.86%

GE vs CAT Drawdown Comparison

The maximum drawdown for GE was -85.52%, occurring on Mar 5, 2009. Recovery took 5949 trading sessions.

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

The current GE drawdown is -1.75%. The current CAT drawdown is -19.37%.

RankGECAT
#1-85.52%
Aug 28, 2000 - Apr 23, 2024
-73.44%
Jul 19, 2007 - Sep 24, 2010
#2-21.55%
Dec 27, 1999 - Mar 23, 2000
-45.64%
Nov 16, 1999 - May 16, 2001
#3-21.36%
Mar 25, 2025 - May 8, 2025
-44.63%
Jul 16, 2014 - Apr 25, 2017
#4-20.85%
Mar 2, 2026 - Jun 16, 2026
-43.36%
Jan 22, 2018 - Oct 12, 2020
#5-17.65%
Oct 21, 2024 - Jan 23, 2025
-42.54%
Mar 15, 2002 - Jun 16, 2003
#6-11.90%
Apr 25, 2000 - Aug 9, 2000
-38.61%
Apr 29, 2011 - Feb 3, 2012
#7-10.70%
Jan 6, 2026 - Feb 18, 2026
-34.06%
Nov 6, 2024 - Jul 17, 2025
#8-10.58%
Mar 29, 2000 - Apr 25, 2000
-31.77%
May 17, 2021 - Nov 22, 2022
#9-10.03%
Jul 6, 2026 - Aug 5, 2026
-31.17%
Feb 23, 2012 - Jul 3, 2014
#10-9.76%
Oct 29, 2025 - Dec 22, 2025
-27.32%
May 9, 2006 - Jun 13, 2007
#11-8.75%
Feb 19, 2025 - Mar 24, 2025
-26.36%
Jun 30, 2026 - Jul 29, 2026
#12-7.93%
Jul 23, 2024 - Aug 29, 2024
-25.31%
May 22, 2001 - Feb 25, 2002
#13-7.83%
Nov 17, 1999 - Dec 8, 1999
-21.80%
Jan 27, 2023 - Jul 18, 2023
#14-7.80%
May 8, 2024 - Jul 23, 2024
-21.28%
Aug 1, 2023 - Dec 19, 2023
#15-7.78%
Jun 6, 2025 - Jun 30, 2025
-17.31%
Jan 26, 2004 - Nov 3, 2004

Correlation

Correlation between GE 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)

GE vs CAT dividend yield comparison.

YearGECAT
20260.25%0.54%
20250.47%1.02%
20240.67%1.49%
20230.25%1.69%
20220.38%1.93%
20210.34%2.07%
20200.37%2.26%
20194.12%2.56%
20184.89%2.58%
20174.81%1.97%
20162.94%3.32%
20152.95%4.33%
20143.52%2.84%
20132.82%1.89%
20123.33%2.77%
20113.41%1.99%
20102.52%1.84%
20094.03%2.95%
20087.65%3.49%
20073.10%1.82%
20062.77%1.79%
20052.60%1.58%
20042.25%1.60%
20032.49%1.71%
20023.00%3.06%
20011.65%2.64%
20001.19%2.81%
19990.26%0.00%

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