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).
Total return — CAT vs SBGSY
growth of $100 · last 18yCAT +1235.5%SBGSY +445.6%CAT compounded faster
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 9It 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
| Metric | CAT | SBGSY |
|---|---|---|
| P/E ratio | 47.17 | 18.40● |
| Forward P/E | 38.39 | 31.71● |
| P/S ratio | 6.24 | 1.98● |
| P/B ratio | 23.67 | 6.10● |
| PEG ratio | 1.69 | 1.41● |
| EV / EBITDA | 34.25 | 11.08● |
| FCF yield | 2.59% | 6.23%● |
Profitability
| Metric | CAT | SBGSY |
|---|---|---|
| Gross margin | 32.52% | 41.69%● |
| Operating margin | 16.56% | 16.35% |
| Net margin | 13.31%● | 10.74% |
| ROE | 50.48%● | 33.03% |
| ROIC | 11.42%● | 10.96% |
Dividends
| Metric | CAT | SBGSY |
|---|---|---|
| Dividend yield | 0.69% | 1.62%● |
| Payout ratio | 34.50% | 56.55% |
Growth (annualized)
| Metric | CAT | SBGSY |
|---|---|---|
| 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.
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 July 9, 2026.