SLVO vs CAT

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

SLVO vs CAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

SLVO

$391B

Winner

CAT

$427B

Max Drawdown

Winner

SLVO

25.23%

CAT

74.51%

Sharpe Ratio

SLVO

1.90

Winner

CAT

3.19

5Y Beta

SLVO

N/A

CAT

1.22

Industry

SLVO

N/A

CAT

Farm & Heavy Construction Machinery

P/E Ratio

Winner

SLVO

-81.46

CAT

47.89

Forward P/E

SLVO

N/A

CAT

38.61

PEG Ratio

SLVO

N/A

CAT

2.22

Dividend Yield

SLVO

N/A

CAT

0.67%

5Y Dividends CAGR

SLVO

N/A

CAT

19.24%

5Y EPS CAGR

SLVO

N/A

CAT

10.08%

Debt to Equity

SLVO

467.72%

Winner

CAT

0.00%

Free Cash Flow Yield

Winner

SLVO

9.73%

CAT

2.22%

P/S Ratio

SLVO

N/A

CAT

6.03

P/B Ratio

SLVO

N/A

CAT

22.33

SLVO vs CAT - Historical Returns

Returns include dividend reinvestment.

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

SLVO

+7.95%

Winner

CAT

+16.51%

SLVO

+9.18%

Winner

CAT

+21.14%

SLVO

+32.99%

Winner

CAT

+60.03%

SLVO

+73.04%

Winner

CAT

+179.73%

5Y(CAGR)

SLVO

N/A

CAT

+32.41%

10Y(CAGR)

SLVO

N/A

CAT

+31.88%

Max(CAGR)

Winner

SLVO

+43.05%

CAT

+16.96%

SLVO vs CAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SLVO vs CAT Drawdown Comparison

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

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

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

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

Correlation

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

0.94

-101

Dividend Comparison (2000 - 2026)

SLVO vs CAT dividend yield comparison.

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