CaterpillarvsVertiv

CAT and VRT stock compared: price, dividend, valuation and results, from SEC filings.

Caterpillar (CAT) has a market value of $279B and Vertiv (VRT) $77.3B. Over the last year, with dividends, CAT moved +5.6% and VRT +16.7%. The P/E is 23.6 for CAT and 36.9 for VRT. Dividend yield: CAT 1.02%, VRT 0.12%.

At a glance

The main figures of both. A bar only shows which number is larger, not which is better.

  • Market value

    CAT$279B

    VRT$77.3B

    CAT is 3.6 times VRT

  • Revenue, 12 months

    CAT$77.8B

    VRT$13.1B

    CAT is 5.9 times VRT

  • Net income, 12 months

    CAT$11.8B

    VRT$2.1B

    CAT is 5.6 times VRT

  • Operating margin

    CAT18.3%

    VRT20.1%

    1.8 points apart

  • ROIC

    CAT21.1%

    VRT29.0%

    7.9 points apart

  • P/E

    CAT23.6

    VRT36.9

    VRT is 1.6 times CAT

  • Dividend yield

    CAT1.0%

    VRT0.1%

    0.9 points apart

  • 5-year return

    CAT+211.6%

    VRT+660.3%

    448.7 points apart

A fainter bar means a negative number. The 5-year return includes dividends.

The price over time

Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.

CAT+211.6%

VRT+660.3%

0500100020222023202420252026
Returns by period
PeriodCATWith dividendsVRTWith dividends
1 year since November 12, 2025+5.6%Price +4.7%+16.7%Price +16.6%
3 years since November 13, 2023+158.3%+37.2% a yearPrice +148.4%+379.7%+68.6% a yearPrice +377.8%
5 years since November 12, 2021+211.6%+25.5% a yearPrice +186.8%+660.3%+50.0% a yearPrice +656.5%

Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.

Every figure

As on each company's page. A description, not a recommendation: no one figure says which is better.

CATCaterpillarVRTVertiv

Valuation

CATVRT
Valuation
Price$600.20$202.07
Market value$279B$77.3B
Enterprise value (EV)$314B$76.7B
P/E23.636.9
P/E, 5-year median17.561.6
P/B13.014.1
EV/EBIT22.029.0
Free cash flow yield4.0%4.1%

Results and growth

CATVRT
Results and growth
Revenue, 12 months$77.8B$13.1B
Net income, 12 months$11.8B$2.1B
Free cash flow, 12 months$11.3B$3.1B
Earnings per share, 12 months$25.49$5.35
Revenue growth, year on year4.3%27.7%
Revenue growth a year, past+10.1%over 5 years+18.5%over 5 years
EPS growth a year, past+28.1%over 5 years–

Margins and returns on capital

CATVRT
Margins and returns on capital
Gross margin34.8%38.1%
Operating margin18.3%20.1%
Net margin15.2%16.0%
ROIC21.1%29.0%
ROE58.3%47.8%

Balance sheet

CATVRT
Balance sheet
Cash$8.8B$3.5B
Total debt$43.3B$3.0B
Net debt / EBITDA2.1-0.2
Interest cover–73.2×

Dividends and buybacks

CATVRT
Dividends and buybacks
Dividend yield1.0%0.1%
Dividend per share, 12 months$6.13$0.25
Dividend growth a year, past+7.6%over 5 years–
Buyback yield1.9%–
Shareholder yield2.9%0.1%

Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.

Questions: CAT or VRT

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Which is bigger, Caterpillar or Vertiv?

By market value, Caterpillar ($279B) is about 3.6 times Vertiv ($77.3B), at today's prices.

How did CAT and VRT stock do over the last 5 years?

Since November 12, 2021, CAT's price moved +186.8% and VRT's +656.5%. With dividends: CAT +211.6% (+25.5% a year), VRT +660.3% (+50.0% a year). Past returns do not predict future ones.

Which pays the higher dividend, CAT or VRT?

The dividend yield at today's price is 1.02% for Caterpillar and 0.12% for Vertiv. Over the last twelve months they paid $6.13 and $0.25 per share.

What is the P/E of CAT and VRT?

At today's price, the P/E is 23.6 for CAT and 36.9 for VRT. The median of the last five years was 17.5 and 61.6, which shows where each stands against its own past.

Which has the higher profit margins, Caterpillar or Vertiv?

Over the last twelve months, the net margin was 15.2% for Caterpillar and 16.0% for Vertiv, and the operating margin 18.3% and 20.1%. Revenue was $77.8B and $13.1B.

Which is the better investment, Caterpillar or Vertiv?

The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.

Other comparisons

With each of the two, and with the largest in its sector.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

Descriptive data from SEC filings and market prices.