Caterpillar Inc. (CAT) vs Schneider Electric S.E. (SBGSY)
A side-by-side comparison of Caterpillar Inc. and Schneider Electric S.E. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 23, 2026. Differences are shown without an overall score or investment verdict.
CAT
Caterpillar Inc.
$827.90IndustrialsAt close: Aug 21, 2026, 4:00 PM ET
SBGSY
Schneider Electric S.E.
$69.22IndustrialsAt close: Aug 21, 2026, 4:00 PM ET
Total return — CAT vs SBGSY
growth of $100 · dividends reinvested · last 10yCAT +1129.1% (+28.5%/yr)SBGSY +535.2% (+20.3%/yr)CAT compounded faster over this window
CAT SBGSY
CAT vs SBGSY: by the numbers
- •CAT is the larger company ($381.36B vs $195.13B market cap).
- •SBGSY trades at the lower trailing earnings multiple (19.14 vs 35.61 P/E), one valuation lens rather than an overall verdict.
- •CAT converts more revenue to profit (14.50% vs 10.37% net margin).
- •CAT grew revenue faster over the past five years (10.24% vs 8.94% CAGR).
- •SBGSY pays the higher dividend yield (1.42% vs 0.74%).
Metrics side by side
Valuation
| Metric | CAT | SBGSY |
|---|---|---|
| P/E ratio | 35.61 | 19.14 |
| Forward P/E | 30.38 | 34.89 |
| P/S ratio | 5.12 | 2.13 |
| P/B ratio | 19.74 | 7.06 |
| EV / EBITDA | 27.23 | 11.49 |
| FCF yield | 3.25% | 5.94% |
Profitability
| Metric | CAT | SBGSY |
|---|---|---|
| Gross margin | 33.87% | 42.08% |
| Operating margin | 17.52% | 16.86% |
| Net margin | 14.50% | 10.37% |
| ROE | 55.85% | 17.21% |
| ROIC | 13.30% | 10.96% |
Dividends
| Metric | CAT | SBGSY |
|---|---|---|
| Dividend yield | 0.74% | 1.42% |
| Payout ratio | 32.59% | 56.55% |
Growth (annualized)
| Metric | CAT | SBGSY |
|---|---|---|
| Revenue CAGR (5Y) | 10.24% | 8.94% |
| EPS CAGR (5Y) | 27.96% | 13.07% |
| FCF CAGR (5Y) | 17.14% | 5.25% |
| Total return CAGR (5Y) | 34.49% | 16.18% |
Frequently asked
- Which has the lower trailing P/E, CAT or SBGSY?
- SBGSY has the lower trailing P/E: CAT trades at 35.61 and SBGSY at 19.14. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, CAT or SBGSY?
- Over the past five years, CAT grew revenue faster — CAT at a 10.24% CAGR versus SBGSY at 8.94%.
- Does CAT or SBGSY pay a bigger dividend?
- CAT yields 0.74% and SBGSY yields 1.42% based on trailing dividends and the latest price.
- Is CAT or SBGSY more profitable?
- CAT runs the higher net margin — CAT at 14.50% versus SBGSY at 10.37%.
- How have CAT and SBGSY total returns compared?
- Over the past 10 years, CAT delivered 28.50% and SBGSY delivered 20.26% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Caterpillar P/E ratioSchneider Electric S.E. P/E ratioCaterpillar dividend yieldSchneider Electric S.E. dividend yieldCaterpillar ROESchneider Electric S.E. ROECaterpillar operating marginSchneider Electric S.E. operating marginCaterpillar revenue growthSchneider Electric S.E. revenue growthCaterpillar free cash flowSchneider Electric S.E. free cash flow
Caterpillar & Schneider Electric S.E. appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 23, 2026.