CAT vs TEX Comparison: AI Score, Valuation, Performance and Upside
Compare Caterpillar's broad construction, mining, and energy equipment portfolio against Terex's more focused cranes and materials-processing machinery business.
Use this Caterpillar vs Terex comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
CAT holds the edge across 3 of 5 key metrics in this comparison. CAT has delivered stronger 1-year price return (+37.75% vs -2.19%), though TEX has the better forward P/E setup (10.36x vs 24.75x for CAT). On fundamentals, TEX is growing revenue faster (50.50%), while CAT maintains the higher operating margin (22.18%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for TEX (+29.33%) than for CAT (+21.91%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
| Metric | CAT | TEX |
|---|---|---|
| AI scorei | 65.3 | 40.6 |
| AI ranki | #52 | #1018 |
| Latest closei | $735.64 | $52.65 |
| 1M returni | -6.11% | -9.78% |
| 3M returni | -16.13% | -19.73% |
| 6M returni | -4.79% | -8.64% |
| 1Y returni | +37.75% | -2.19% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CAT | TEX |
|---|---|---|
| 1Y ago | $13.6K (+36.0%) started 2025-10-16 | $9.9K (-1.0%) started 2025-10-15 |
| 5Y ago | $43.1K (+331.0%) started 2021-10-18 | $13.82K (+38.2%) started 2021-10-15 |
| 10Y ago | $130.21K (+1202.1%) started 2016-10-17 | $26.98K (+169.8%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | CAT | TEX |
|---|---|---|
| Market capi | $367.85B | $7.06B |
| Trailing P/Ei | 34.48 | 29.57 |
| Forward P/Ei | 24.75 | 10.36 |
| Price/Salesi | 2.63 | N/A |
| EV/Revenuei | 5.45 | 1.36 |
| Analyst targeti | $975.61 | $79.94 |
| Target upsidei | +21.91% | +29.33% |
| Metric | CAT | TEX |
|---|---|---|
| Revenue growthi | 24.00% | 50.50% |
| Earnings growthi | 68.20% | -11.90% |
| EPS growthi | +68.20% | -11.90% |
| FCF margini | +6.76% | +3.48% |
| Operating margini | 22.18% | 8.40% |
| Profit margini | 14.51% | 2.23% |
| ROIC proxyi | 56.97% | 4.21% |
| Return on equityi | 56.97% | 4.21% |
| Dividend yieldi | 0.80% | 1.15% |
| Payout ratioi | 26.00% | 32.54% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.60 | 1.51 |
| Debt/equityi | 232.78 | 54.56 |
| Current ratioi | 1.37 | 1.82 |
| Quick ratioi | 0.78 | 0.84 |
Over the past year, CAT and TEX have moved moderately in the same direction (correlation of 0.58), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | CAT | TEX |
|---|---|---|---|
| 1Y | Growthi | +35.99% | -2.19% |
| CAGRi | +36.06% | -2.19% | |
| Volatilityi | 40.19% | 49.38% | |
| Sharpe ratioi | 0.86 | 0.11 | |
| Sortino ratioi | 1.30 | 0.16 | |
| Max drawdowni | 30.92% | 31.88% | |
| Current drawdowni | 30.92% | 29.22% | |
| Avg drawdowni | 8.79% | 11.67% | |
| Ulcer Indexi | 12.57% | 14.00% | |
| Max daily dropi | 6.91% | 15.70% | |
| Max wkly dropi | 11.99% | 21.22% | |
| 5Y | Growthi | +299.46% | +29.54% |
| CAGRi | +31.95% | +5.31% | |
| Volatilityi | 31.90% | 44.27% | |
| Sharpe ratioi | 0.89 | 0.24 | |
| Sortino ratioi | 1.34 | 0.35 | |
| Max drawdowni | 34.05% | 51.25% | |
| Current drawdowni | 30.92% | 29.22% | |
| Avg drawdowni | 9.02% | 18.88% | |
| Ulcer Indexi | 11.99% | 22.03% | |
| Max daily dropi | 8.64% | 15.70% | |
| Max wkly dropi | 17.13% | 21.22% | |
| 10Y | Growthi | +936.32% | +139.14% |
| CAGRi | +26.35% | +9.12% | |
| Volatilityi | 31.55% | 45.46% | |
| Sharpe ratioi | 0.76 | 0.32 | |
| Sortino ratioi | 1.11 | 0.47 | |
| Max drawdowni | 43.36% | 74.15% | |
| Current drawdowni | 30.92% | 29.22% | |
| Avg drawdowni | 10.82% | 23.31% | |
| Ulcer Indexi | 14.06% | 28.94% | |
| Max daily dropi | 14.28% | 15.70% | |
| Max wkly dropi | 24.36% | 28.38% |
| Category | CAT | TEX |
|---|---|---|
| Company | CAT | TEX |
| Sector | Industrials | Industrials |
| Industry | Farm & Heavy Construction Machinery | Farm & Heavy Construction Machinery |
| Core business | Caterpillar Inc. provides construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. | Terex Corporation manufactures industrial equipment for materials processing machinery, waste and recycling solutions, mobile elevating work platforms, and equipment for the electric utility industry worldwide. |
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AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
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