Caterpillar (XSWX:CAT) Risk Assessment


XSWX:CAT Caterpillar Inc XSWX:CAT
83 GF Score
Price CHF782.80
GF Value CHF357.01
! 6 Warning Signs
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What is Caterpillar Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Caterpillar is: No Data: Cannot be evaluated.

Caterpillar  (XSWX:CAT) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Caterpillar Risk Assessment Related Terms

XSWX:CAT vs DE, PCAR, CNH: Risk Assessment Comparison

For the Farm & Heavy Construction Machinery subindustry, Caterpillar's Risk Assessment, along with its competitors' market caps and Risk Assessment data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Caterpillar Risk Assessment vs Farm & Heavy Construction Machinery Industry

For the Farm & Heavy Construction Machinery industry and Industrials sector, Caterpillar's Risk Assessment distribution charts can be found below:

* The bar in red indicates where Caterpillar's Risk Assessment falls into.


XSWX:CAT
83GF Score
Caterpillar Inc XSWX:CAT
Risk Assessment is just one metric. See GF Score™, valuation, warning signs, and more.
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Is Caterpillar (XSWX:CAT) Overvalued in 2026?

Based on GuruFocus' analysis, Caterpillar stock appears to be overvalued. The current stock price of CHF782.80 is trading 119.3% above its estimated GF Value™ of CHF357.01.

Key valuation signals for XSWX:CAT:

  • Risk Assessment:
  • GF Value™: CHF357.01 vs. price of CHF782.80 (119.3% above fair value)
  • GF Score™: 83/100 with 6 warning signs

No single metric tells the full story. See the XSWX:CAT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Caterpillar Business Description

Address 5205 N. O\'Connor Boulevard, Suite 100, Irving, TX, USA, 75039
Caterpillar is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Its reporting segments are construction, resource, energy, and transportation. Market share approaches 20% across many products. Caterpillar operates a captive finance subsidiary to facilitate sales. The firm has a global reach that is approximately evenly balanced between the US and the rest of the world. Construction skews more domestic, while the other divisions are more geographically diversified. An independent network of over 150 dealers operates approximately 2,800 facilities, giving Caterpillar reach into about 190 countries for sales and support services.
83GF Score

Get the complete analysis for XSWX:CAT

Risk Assessment is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF782.80
Price
CHF357.01
GF Value