Asset comparator
Compare stocks, ETFs, indices, commodities, cryptocurrencies and bonds over the same period. Indicators that are not meaningful for a given asset type are flagged.
- A. O. Smith Corporation
- Caterpillar
Comparative performance (base 100)
Each asset is worth 100 at October 13, 2025; a value of 120 means +20% since that date (latest common date: October 12, 2026).
Indicators
"Not applicable" indicates a metric that has no meaning for this type of asset: it should not be compared.
| Indicator | A. O. Smith CorporationStock | CaterpillarStock |
|---|---|---|
| Performance and risk | ||
| Performance over the periodChange in price between the first and last common dates. | −16.3% | +58.8% |
| Annualized performanceAverage annual return that would produce the same total performance. | −16.3% | +59.1% |
| Annualized volatilityTypical range of price movements: the higher it is, the more the price fluctuates. | 27.0% | 40.3% |
| Maximum DrawdownLargest decline from peak to subsequent trough over the period. | −31.2% | −26.8% |
| Sharpe RatioReturn achieved above the risk-free rate (5.24%), per unit of volatility. The higher it is, the better risk was rewarded over the period. | -0.69 | 1.67 |
| 1-day 95% Value at RiskOne-day loss that was exceeded in only 5% of cases (historical VaR). | −2.8% | −4.0% |
| Fundamentals | ||
| Market capitalizationTotal market value of all shares (or circulating tokens for a crypto). | 7.66B $ | 370.24B $ |
| P/E (trailing 12 months)Share price divided by earnings per share: number of years of earnings paid. | 15.7 | 34.7 |
| Price-to-SalesMarket capitalization divided by annual revenue. | 2.0 | 5.0 |
| Net marginShare of revenue retained as profit. | 13.1% | 14.5% |
| Return on equityReturn on equity (ROE). | 27.1% | 57.0% |
| Revenue growthOver one year, latest published quarter compared with the same quarter of the previous year. | −0.7% | +24.0% |
| Dividend yieldAnnual dividend relative to the share price. | 2.55% | 0.81% |
| Debt / equityFinancial debt relative to shareholders' equity. | 37% | 233% |
Correlations over the period
From −1 to 1: close to 1, the two assets rise and fall together; close to 0, they move independently.
- A. O. Smith Corporation / Caterpillar0.34
Information provided for educational purposes only. It does not constitute investment advice or a personalized recommendation. Past performance is no guarantee of future results.