CAT vs CNH

Caterpillar Inc. and CNH Industrial N.V., both Industrials

Caterpillar Inc. is the larger company at $454B against $13B. On trailing earnings CAT is the cheaper of the two at a P/E of 35.4 against 37.4, a gap that is only a bargain if the two are growing at similar rates. Over the past year CAT returned +93% against -5.9% for CNH. Ryufin's sector-relative Smart Score puts CAT ahead, 9/10 against 4/10.

Caterpillar Inc. and CNH Industrial N.V.compared on valuation, return and Ryufin’s Smart Score
FigureCATCNH
Last close$822$11.60
Market cap$454B$13B
Trailing P/Elower is cheaper for the same earnings, not automatically better35.437.4
Dividend yield0.7%n/a
1-year return+93%-5.9%
5-year return+332%-10%
Ryufin Smart Scoresector-relative, 1–109/104/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

Caterpillar Inc.

Revenue of $21B in Q2 2026, net income $3.6B. Its largest reported line is Reportable Segment Aggregation Before Other Operating, 60% of the disclosed total.

CNH Industrial N.V.

Revenue of $3.8B in Q1 2026, net income $7M. Its largest reported line is Agricultural Equipment, 79% of the disclosed total.

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