Large gap with delayed quotes
Analysis date: 30.01.2026
Global Evaluation
Slightly positive
Slightly positive
The stock is classified in the slightly positive zone since 31.12.2025.
Interest
Strong
Strong
Three stars since 31.12.2025.
Earnings Rev Trend
-0.10
-0.10
Compared to seven weeks ago, the analysts have not significantly revised their earnings per share estimates (changes between +1% and -1% are considered neutral). But the last significant trend is negative since 31.12.2025 at a price of 572.87.
Evaluation
Neutral
Neutral
Based on its growth potential and our own criteria, we believe the share price is currently fairly priced.
MT Tech Trend
Positive
Positive
The dividend-adjusted forty day technical trend is positive since 02.05.2025.
4wk Rel Perf
13.66%
13.66%
The four-week dividend-adjusted overperformance versus SP500 is 13.66%.
Sensibility
Low
Low
The stock has been on the low-sensitivity level since 31.10.2025.
Bear Market Factor
Low
Low
On average, the stock has a tendency to minimize the drops in the index by -0.44%.
Bad News Factor
Low
Low
When the stock's pressure is specific, the market sanction on average is 1.69%.
Mkt Cap in $bn
307.63
307.63
With a market capitalization >$8bn, CATERPILLAR is considered a large-cap stock.
G/PE Ratio
0.96
0.96
A ratio (Forecasted Growth + Estimated Dividend Yield/ Estimated Price Earnings) higher than 0.9 indicates that the stock's price presents a discount to growth of
LT P/E
23.57
23.57
The estimated PE is for the year 2027.
LT Growth
21.55%
21.55%
The annualized growth estimate is for the current year to 2027.
Avg. Nb analysts
22
22
Over the last seven weeks, an average of 22 analysts provided earnings per share estimates.
Dividend Yield
0.95%
0.95%
The twelve month estimated dividend yield represents 22.46% of earnings forecasts.
Beta
116
116
For 1% of index variation, the stock varies on average by 1.16%.
Correlation
0.66
0.66
66.47% of stock movements are explained by index variations.
Value at Risk
78.88
78.88
The value at risk is estimated at USD 78.88. The risk is therefore 12.00%. This value is based on the historical volatility for a medium time period (1 month) with a confidence of 95%.
First Analysis Date
02.01.2002
02.01.2002