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ORCL vs CAT

Comparison between Oracle Corp (ORCL, Company) and Caterpillar Inc (CAT, Company).

ORCL is from the Technology sector, while CAT is from the Industrials sector.

5-Year PerformanceCAT has outperformed ORCL, delivering a return of +37.7% compared to +16.7%

ORCL vs CAT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
ORCL
$454B
Winner
CAT
$458B
Max Drawdown
ORCL
84.19%
Winner
CAT
74.51%
Sharpe Ratio
ORCL
-0.16
Winner
CAT
2.91
5Y Beta
ORCL
1.50
Winner
CAT
1.26
Industry
ORCL
Software - Infrastructure
CAT
Farm & Heavy Construction Machinery
P/E Ratio
Winner
ORCL
26.46
CAT
51.39
Forward P/E
Winner
ORCL
21.64
CAT
40.65
PEG Ratio
ORCL
0.78
CAT
N/A
Dividend Yield
Winner
ORCL
1.14%
CAT
0.59%
5Y Dividends CAGR
ORCL
19.17%
Winner
CAT
19.24%
5Y EPS CAGR
ORCL
4.66%
Winner
CAT
10.08%
Debt to Equity
ORCL
16.94%
Winner
CAT
0.00%
Free Cash Flow Yield
ORCL
-5.22%
Winner
CAT
2.07%

ORCL vs CAT - Historical Returns

Returns include dividend reinvestment.

1M
ORCL
-17.99%
Winner
CAT
+12.99%
3M
ORCL
+7.49%
Winner
CAT
+39.00%
6M
ORCL
-19.74%
Winner
CAT
+71.05%
1Y
ORCL
-26.09%
Winner
CAT
+169.43%
5Y(CAGR)
ORCL
+16.74%
Winner
CAT
+37.75%
10Y(CAGR)
ORCL
+16.64%
Winner
CAT
+32.82%
Max(CAGR)
ORCL
+10.82%
Winner
CAT
+17.33%

ORCL vs CAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearORCLCAT
2026-19.01%+66.86%
2025+18.59%+61.64%
2024+62.10%+25.91%
2023+27.84%+26.33%
2022-5.40%+18.43%
2021+38.89%+15.88%
2020+21.98%+24.52%
2019+19.15%+20.13%
2018-1.62%-17.26%
2017+24.13%+72.68%
2016+8.77%+42.11%
2015-16.44%-23.29%
2014+20.30%+4.55%
2013+11.11%-0.88%
2012+30.63%-2.07%
2011-18.30%-1.99%
2010+26.95%+64.11%
2009+34.24%+26.79%
2008-21.16%-35.09%
2007+28.95%+20.81%
2006+36.03%+7.80%
2005-8.95%+23.77%
2004+4.41%+20.29%
2003+18.02%+78.20%
2002-22.75%-8.76%
2001-47.65%+16.19%
2000-1.57%+0.79%
1999+118.99%-13.86%

ORCL vs CAT Drawdown Comparison

The maximum drawdown for ORCL was -84.19%, occurring on Jun 3, 2002. Recovery took 3595 trading sessions.

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

The current ORCL drawdown is -51.64%. The current CAT drawdown is -2.74%.

RankORCLCAT
#1-84.19%
Sep 1, 2000 - Dec 18, 2014
-73.44%
Jul 19, 2007 - Sep 24, 2010
#2-58.26%
Sep 10, 2025 - Feb 5, 2026
-45.64%
Nov 16, 1999 - May 16, 2001
#3-40.36%
Dec 15, 2021 - May 18, 2023
-44.63%
Jul 16, 2014 - Apr 25, 2017
#4-35.77%
Nov 21, 2024 - Jun 12, 2025
-43.36%
Jan 22, 2018 - Oct 12, 2020
#5-32.97%
Jul 10, 2019 - Sep 2, 2020
-42.54%
Mar 15, 2002 - Jun 16, 2003
#6-29.18%
Mar 27, 2000 - Aug 31, 2000
-38.61%
Apr 29, 2011 - Feb 3, 2012
#7-25.24%
Dec 24, 2014 - Mar 16, 2017
-34.06%
Nov 6, 2024 - Jul 17, 2025
#8-20.62%
Jan 21, 2000 - Feb 7, 2000
-31.77%
May 17, 2021 - Nov 22, 2022
#9-20.55%
Sep 11, 2023 - Mar 12, 2024
-31.17%
Feb 23, 2012 - Jul 3, 2014
#10-18.83%
Mar 9, 2018 - Feb 22, 2019
-27.32%
May 9, 2006 - Jun 13, 2007
#11-18.71%
Jan 3, 2000 - Jan 20, 2000
-25.31%
May 22, 2001 - Feb 25, 2002
#12-13.04%
Aug 6, 2025 - Sep 10, 2025
-21.80%
Jan 27, 2023 - Jul 18, 2023
#13-13.03%
Jul 12, 2024 - Sep 10, 2024
-21.28%
Aug 1, 2023 - Dec 19, 2023
#14-12.44%
Nov 22, 1999 - Dec 3, 1999
-17.31%
Jan 26, 2004 - Nov 3, 2004
#15-11.70%
Mar 20, 2024 - Jun 12, 2024
-17.26%
Sep 13, 2005 - Dec 16, 2005

Correlation

Correlation between ORCL and CAT is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

ORCL vs CAT dividend yield comparison.

YearORCLCAT
20260.63%0.30%
20250.97%1.02%
20240.96%1.49%
20231.44%1.69%
20221.57%1.93%
20211.38%2.07%
20201.48%2.26%
20191.72%2.56%
20181.68%2.58%
20171.52%1.97%
20161.56%3.32%
20151.56%4.33%
20141.07%2.84%
20130.63%1.89%
20121.26%2.77%
20110.90%1.99%
20100.64%1.84%
20090.61%2.95%
20080.00%3.49%
20070.00%1.82%
20060.00%1.79%
20050.00%1.58%
20040.00%1.60%
20030.00%1.71%
20020.00%3.06%
20010.00%2.64%
20000.00%2.81%

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