Caterpillar Inc. (CAT) vs Schneider Electric S.E. (SBGSY)

SBGSY leads on 9 of 16 compared metrics.

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 July 9, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — CAT vs SBGSY

growth of $100 · last 18y
CAT +1235.5%SBGSY +445.6%CAT compounded faster
05001k2kStart $100201120142017202020232026$1,336$546
CAT SBGSY

CAT vs SBGSY: by the numbers

  • CAT is the larger company ($432.26B vs $173.45B market cap).
  • SBGSY trades at the lower earnings multiple (18.40 vs 47.17 P/E).
  • CAT converts more revenue to profit (13.31% vs 10.74% net margin).
  • CAT grew revenue faster over the past five years (10.47% vs 7.72% CAGR).
  • SBGSY pays the higher dividend yield (1.62% vs 0.69%).

Which is better, CAT or SBGSY?

Metric tally: CAT 7 · SBGSY 9

It depends on what you're optimizing for:

ValueSBGSY(lower P/E)
GrowthCAT(faster 5Y revenue CAGR)
IncomeSBGSY(higher dividend yield)
QualityCAT(higher ROIC)

Metrics side by side

Valuation

MetricCATSBGSY
P/E ratio47.1718.40
Forward P/E38.3931.71
P/S ratio6.241.98
P/B ratio23.676.10
PEG ratio1.691.41
EV / EBITDA34.2511.08
FCF yield2.59%6.23%

Profitability

MetricCATSBGSY
Gross margin32.52%41.69%
Operating margin16.56%16.35%
Net margin13.31%10.74%
ROE50.48%33.03%
ROIC11.42%10.96%

Dividends

MetricCATSBGSY
Dividend yield0.69%1.62%
Payout ratio34.50%56.55%

Growth (annualized)

MetricCATSBGSY
Revenue CAGR (5Y)10.47%7.72%
EPS CAGR (5Y)27.96%13.07%
FCF CAGR (5Y)17.77%5.65%
Total return CAGR (5Y)37.36%16.11%

Frequently asked

Which is better, CAT or SBGSY?
It depends on your goal. value: SBGSY (lower P/E); growth: CAT (faster 5Y revenue CAGR); income: SBGSY (higher dividend yield); quality: CAT (higher ROIC). Across all compared metrics, SBGSY leads 9 to 7.
Is CAT or SBGSY cheaper?
On trailing earnings, SBGSY is cheaper: CAT trades at a 47.17 P/E and SBGSY at 18.40.
Which has grown faster, CAT or SBGSY?
Over the past five years, CAT grew revenue faster — CAT at a 10.47% CAGR versus SBGSY at 7.72%.
Does CAT or SBGSY pay a bigger dividend?
CAT yields 0.69% and SBGSY yields 1.62% based on trailing dividends and the latest price.
Is CAT or SBGSY more profitable?
CAT runs the higher net margin — CAT at 13.31% versus SBGSY at 10.74%.
Which has been the better investment, CAT or SBGSY?
Over the past 10-year, CAT delivered the higher annualized total return — CAT at 31.43% versus SBGSY at 20.97%. Past performance doesn't predict future results.

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 July 9, 2026.