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CAT vs HY
Which Stock Would AI Choose? Caterpillar Inc. (CAT) vs. Hyster-Yale Materials Handling, Inc. (HY) Stock Comparison
Key Takeaways
- CAT has delivered superior year-to-date returns of approximately 45%, outpacing HY's 34% gain amid broader industrial sector strength.
- CAT's market capitalization exceeds $385 billion, dwarfing HY's roughly $712 million, reflecting greater scale and global diversification.
- Recent analyst upgrades and infrastructure demand catalysts have bolstered sentiment around CAT, while HY faces profitability pressures despite product innovation focus.
- Both stocks exhibit high betas (around 1.5), indicating similar market sensitivity, but CAT shows stronger long-term momentum with 173% one-year returns versus HY's modest 4%.
- CAT trades at a trailing P/E ratio (price-to-earnings ratio) of 44, supported by robust earnings, compared to HY's elevated valuation amid negative EPS (earnings per share).
Introduction
This comparison examines CAT and HY, two players in the industrial machinery sector focused on heavy equipment and materials handling. CAT, a global leader in construction and mining, contrasts with HY, a specialized lift truck manufacturer. Traders eyeing cyclical industrials amid infrastructure spending and supply chain shifts, as well as long-term investors assessing relative performance and risk, will find value in evaluating their market positioning, recent momentum, and growth drivers. This analysis draws on current financial metrics and market data for informed stock comparison insights.
CAT Overview and Recent Performance
Caterpillar Inc. (CAT) is a multinational corporation designing, manufacturing, and selling construction and mining equipment, engines, and industrial turbines. In recent market activity, CAT shares have shown robust gains, with year-to-date returns around 45% and one-year appreciation exceeding 170%, trading near $829 within a 52-week range of $302 to $845. Positive sentiment stems from surging data center power demand, infrastructure projects, and analyst actions like Wells Fargo's raised price target to $960 and EPS forecasts for 2026-2028. Recent quarterly results highlighted $67.6 billion in trailing twelve-month revenue and $8.9 billion net income, though operating margins faced slight pressure. Elevated P/E ratio of 44 reflects growth expectations, supported by strong free cash flow of $5.8 billion.
HY Overview and Recent Performance
Hyster-Yale Materials Handling, Inc. (HY) produces forklifts, lift trucks, and related technologies for warehouses and distribution centers. Over recent weeks, HY shares have displayed volatility, achieving year-to-date returns of about 34% and hovering around $40 in a 52-week range of $26 to $45, with a market cap of $712 million. Performance reflects moderate operating profit outlook for 2026, emphasis on automation and lithium-ion batteries, but tempered by profitability shortfalls and negative trailing EPS of -$3.40. Trailing revenue stands at $3.8 billion with net losses, amid a high forward P/E of 13 signaling recovery hopes. Analyst targets average $47, driven by North American demand, though recent sessions saw pullbacks despite sector peers' gains.
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Head-to-Head Comparison
CAT and HY both serve industrials but diverge in scale and focus: CAT's broad portfolio spans construction, mining, and energy globally, versus HY's niche in materials handling equipment. Growth drivers for CAT include infrastructure and data center booms, yielding 45% YTD momentum, while HY relies on warehouse automation amid softer profitability. Risk profiles align with betas near 1.5, but CAT's $385 billion cap offers stability over HY's small-cap exposure to order cycles. Market sentiment favors CAT with higher analyst targets and earnings visibility, contrasting HY's turnaround trade-offs.
Tickeron AI Verdict
Tickeron's AI models currently favor CAT over HY, citing consistent upward trends, superior relative performance, and catalysts like infrastructure demand positioning it advantageously in the sector. While HY offers niche upside potential, CAT's scale and stability provide higher probability of outperformance in prevailing conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAT is a Hold and HY is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CAT’s FA Score shows that 4 FA rating(s) are green whileHY’s FA Score has 1 green FA rating(s).
- CAT’s FA Score: 4 green, 1 red.
- HY’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CAT’s TA Score shows that 4 TA indicator(s) are bullish while HY’s TA Score has 7 bullish TA indicator(s).
- CAT’s TA Score: 4 bullish, 4 bearish.
- HY’s TA Score: 7 bullish, 3 bearish.
Price Growth
CAT (@Trucks/Construction/Farm Machinery) experienced а +9.46% price change this week, while HY (@Trucks/Construction/Farm Machinery) price change was +2.39% for the same time period.
The average weekly price growth across all stocks in the @Trucks/Construction/Farm Machinery industry was +2.57%. For the same industry, the average monthly price growth was +11.14%, and the average quarterly price growth was +12.61%.
Reported Earning Dates
CAT is expected to report earnings on Aug 04, 2026.
HY is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Trucks/Construction/Farm Machinery (+2.57% weekly)The industry designs and builds agricultural, construction and other large commercial and transportation equipment. Tractors, planters and harvesters, as well as rock-crushing, railroad, demolition and other construction implements are produced by this industry. Rapid urbanization and industrialization has been bolstering the expansion of the construction sector in the past few decades, thereby boosting demand for heavy equipment businesses. Caterpillar Inc., Deere & Company and Cummins Inc (Ex. Cummins Engine Inc) are some prominent companies in this industry.
| CAT | HY | CAT / HY | |
| Capitalization | 471B | 690M | 68,261% |
| EBITDA | 15B | -15M | -100,000% |
| Gain YTD | 79.207 | 32.285 | 245% |
| P/E Ratio | 50.91 | 238.79 | 21% |
| Revenue | 70.8B | 3.65B | 1,938% |
| Total Cash | 4.07B | 81.8M | 4,978% |
| Total Debt | 43.1B | 505M | 8,535% |
CAT | HY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 38 | 85 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 2 | 100 | |
SMR RATING 1..100 | 19 | 97 | |
PRICE GROWTH RATING 1..100 | 3 | 40 | |
P/E GROWTH RATING 1..100 | 5 | 1 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CAT's Valuation (83) in the Trucks Or Construction Or Farm Machinery industry is in the same range as HY (89). This means that CAT’s stock grew similarly to HY’s over the last 12 months.
CAT's Profit vs Risk Rating (2) in the Trucks Or Construction Or Farm Machinery industry is significantly better than the same rating for HY (100). This means that CAT’s stock grew significantly faster than HY’s over the last 12 months.
CAT's SMR Rating (19) in the Trucks Or Construction Or Farm Machinery industry is significantly better than the same rating for HY (97). This means that CAT’s stock grew significantly faster than HY’s over the last 12 months.
CAT's Price Growth Rating (3) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for HY (40). This means that CAT’s stock grew somewhat faster than HY’s over the last 12 months.
HY's P/E Growth Rating (1) in the Trucks Or Construction Or Farm Machinery industry is in the same range as CAT (5). This means that HY’s stock grew similarly to CAT’s over the last 12 months.
| CAT | HY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 68% |
| Stochastic ODDS (%) | 2 days ago 50% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 71% | 2 days ago 65% |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 71% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 68% | 2 days ago 72% |
| Advances ODDS (%) | 2 days ago 73% | 9 days ago 69% |
| Declines ODDS (%) | 14 days ago 58% | 7 days ago 79% |
| BollingerBands ODDS (%) | 2 days ago 50% | 2 days ago 84% |
| Aroon ODDS (%) | 2 days ago 68% | 2 days ago 68% |
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CAT and
Correlation & Price change
A.I.dvisor indicates that over the last year, CAT has been loosely correlated with TEX. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if CAT jumps, then TEX could also see price increases.
| Ticker / NAME | Correlation To CAT | 1D Price Change % | ||
|---|---|---|---|---|
| CAT | 100% | +3.70% | ||
| TEX - CAT | 60% Loosely correlated | +3.17% | ||
| CNH - CAT | 56% Loosely correlated | -0.76% | ||
| ASTE - CAT | 54% Loosely correlated | +3.05% | ||
| MTW - CAT | 54% Loosely correlated | +0.61% | ||
| CMCO - CAT | 52% Loosely correlated | -0.88% | ||
More | ||||
HY and
Correlation & Price change
A.I.dvisor indicates that over the last year, HY has been loosely correlated with ASTE. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if HY jumps, then ASTE could also see price increases.