BALL vs CGABL

Comparison between Ball Corp (BALL, Company) and Carlyle Finance LLC (CGABL, Company).

5-Year PerformanceCGABL has outperformed BALL, delivering a return of -2.7% compared to -3.6%

BALL vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BALL(COMPANY)	CGABL(COMPANY)
Market Cap	$17B	$16B
Max Drawdown	56.27%	42.06%
Sharpe Ratio	0.20	-0.42
5Y Beta	0.48	0.21
Industry	Packaging & Containers	N/A
P/E Ratio	18.52	N/A
Forward P/E	15.72	N/A
PEG Ratio	1.32	N/A
Dividend Yield	1.28%	N/A
5Y Dividends CAGR	10.76%	N/A
5Y EPS CAGR	18.21%	N/A
Debt to Equity	11.55%	N/A
Free Cash Flow Yield	3.60%	N/A
P/S Ratio	1.22	N/A
P/B Ratio	2.97	N/A

Market Cap

Winner

BALL

$17B

CGABL

$16B

Max Drawdown

BALL

56.27%

Winner

CGABL

42.06%

Sharpe Ratio

Winner

BALL

0.20

CGABL

-0.42

5Y Beta

BALL

0.48

Winner

CGABL

0.21

Industry

BALL

Packaging & Containers

CGABL

N/A

P/E Ratio

BALL

18.52

CGABL

N/A

Forward P/E

BALL

15.72

CGABL

N/A

PEG Ratio

BALL

1.32

CGABL

N/A

Dividend Yield

BALL

1.28%

CGABL

N/A

5Y Dividends CAGR

BALL

10.76%

CGABL

N/A

5Y EPS CAGR

BALL

18.21%

CGABL

N/A

Debt to Equity

BALL

11.55%

CGABL

N/A

Free Cash Flow Yield

BALL

3.60%

CGABL

N/A

P/S Ratio

BALL

1.22

CGABL

N/A

P/B Ratio

BALL

2.97

CGABL

N/A

BALL vs CGABL - Historical Returns

Returns include dividend reinvestment.

Period	BALL	CGABL
1 month	+2.87%	-0.18%
3 months	-1.05%	-5.47%
6 months	+9.21%	-5.40%
1 year	+5.92%	-1.76%
5 years(CAGR)	-3.64%	-2.70%
10 years(CAGR)	+6.95%	N/A
Max(CAGR)	+13.92%	-2.35%

Winner

BALL

+2.87%

CGABL

-0.18%

Winner

BALL

-1.05%

CGABL

-5.47%

Winner

BALL

+9.21%

CGABL

-5.40%

Winner

BALL

+5.92%

CGABL

-1.76%

5Y(CAGR)

BALL

-3.64%

Winner

CGABL

-2.70%

10Y(CAGR)

BALL

+6.95%

CGABL

N/A

Max(CAGR)

Winner

BALL

+13.92%

CGABL

-2.35%

BALL vs CGABL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BALL	CGABL
2026	+17.42%	-3.40%
2025	-1.17%	-0.24%
2024	-2.05%	-6.85%
2023	+12.32%	+31.66%
2022	-44.49%	-31.67%
2021	+8.09%	+3.94%
2020	+46.99%	N/A
2019	+45.99%	N/A
2018	+20.18%	N/A
2017	+0.86%	N/A
2016	+4.84%	N/A
2015	+7.27%	N/A
2014	+33.73%	N/A
2013	+13.47%	N/A
2012	+24.40%	N/A
2011	+4.48%	N/A
2010	+30.59%	N/A
2009	+21.93%	N/A
2008	-5.61%	N/A
2007	+2.82%	N/A
2006	+9.51%	N/A
2005	-7.52%	N/A
2004	+51.86%	N/A
2003	+13.63%	N/A
2002	+46.39%	N/A
2001	+60.99%	N/A
2000	+17.89%	N/A
1999	-1.30%	N/A

BALL vs CGABL Drawdown Comparison

The maximum drawdown for BALL was -55.08%, occurring on Oct 23, 2023. This drawdown has not yet recovered.

The maximum drawdown for CGABL was -37.82%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

The current BALL drawdown is -32.18%. The current CGABL drawdown is -18.34%.

Rank	BALL	CGABL
#1	-55.08% Sep 2, 2021 - Oct 23, 2023	-37.82% Sep 7, 2021 - Nov 2, 2022
#2	-49.42% May 15, 2008 - Mar 5, 2010	-1.76% Jul 7, 2021 - Aug 3, 2021
#3	-37.14% Jan 18, 2000 - Dec 21, 2000	-0.89% Aug 30, 2021 - Sep 1, 2021
#4	-35.42% Sep 4, 2019 - Aug 28, 2020	-0.67% Jun 11, 2021 - Jun 18, 2021
#5	-34.63% Apr 16, 2002 - Sep 4, 2002	-0.60% Aug 13, 2021 - Aug 17, 2021
#6	-26.84% Apr 2, 2003 - Dec 4, 2003	-0.50% Aug 18, 2021 - Aug 25, 2021
#7	-25.29% Oct 9, 2007 - May 15, 2008	-0.43% Jun 1, 2021 - Jun 10, 2021
#8	-24.98% Jul 8, 2011 - Feb 1, 2012	-0.43% Jun 18, 2021 - Jul 2, 2021
#9	-23.36% Mar 7, 2005 - Jan 12, 2007	-0.39% May 24, 2021 - Jun 1, 2021
#10	-21.15% Feb 18, 2015 - Aug 4, 2016	-0.38% Aug 25, 2021 - Aug 30, 2021
#11	-18.87% Nov 19, 2020 - Sep 2, 2021	-0.04% Aug 4, 2021 - Aug 9, 2021
#12	-18.46% Jan 10, 2001 - Apr 19, 2001	N/A
#13	-17.25% Oct 31, 2017 - Sep 10, 2018	N/A
#14	-16.42% Sep 13, 2002 - Jan 6, 2003	N/A
#15	-15.97% Nov 16, 2018 - Jan 22, 2019	N/A

Correlation

Correlation between BALL and CGABL is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (1999 - 2026)

BALL vs CGABL dividend yield comparison.

Year	BALL	CGABL
2026	0.64%	3.56%
2025	1.51%	6.76%
2024	1.45%	6.49%
2023	1.39%	5.62%
2022	1.56%	7.14%
2021	0.73%	2.34%
2020	0.64%	0.00%
2019	0.85%	0.00%
2018	0.87%	0.00%
2017	0.96%	0.00%
2016	0.69%	0.00%
2015	0.71%	0.00%
2014	0.76%	0.00%
2013	1.01%	0.00%
2012	0.89%	0.00%
2011	0.78%	0.00%
2010	0.59%	0.00%
2009	0.77%	0.00%
2008	0.96%	0.00%
2007	0.89%	0.00%
2006	0.92%	0.00%
2005	1.01%	0.00%
2004	0.80%	0.00%
2003	0.81%	0.00%
2002	0.71%	0.00%
2001	0.85%	0.00%
2000	1.31%	0.00%
1999	0.38%	0.00%