BR vs CGABL

Comparison between Broadridge Financial Solutions Inc (BR, Company) and Carlyle Finance LLC (CGABL, Company).

5-Year PerformanceBR has outperformed CGABL, delivering a return of -1.5% compared to -2.8%

BR vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BR(COMPANY)	CGABL(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	59.43%	42.06%
Sharpe Ratio	-2.15	0.01
5Y Beta	0.49	0.21
Industry	Information Technology Services	N/A
P/E Ratio	14.83	N/A
Forward P/E	13.39	N/A
PEG Ratio	0.37	N/A
Dividend Yield	2.79%	N/A
5Y Dividends CAGR	22.61%	N/A
5Y EPS CAGR	16.10%	N/A
Debt to Equity	114.48%	N/A
Free Cash Flow Yield	8.13%	N/A
P/S Ratio	2.21	N/A
P/B Ratio	5.75	N/A

Market Cap

Winner

$16B

CGABL

$16B

Max Drawdown

59.43%

Winner

CGABL

42.06%

Sharpe Ratio

-2.15

Winner

CGABL

0.01

5Y Beta

0.49

Winner

CGABL

0.21

Industry

Information Technology Services

CGABL

N/A

P/E Ratio

14.83

CGABL

N/A

Forward P/E

13.39

CGABL

N/A

PEG Ratio

0.37

CGABL

N/A

Dividend Yield

2.79%

CGABL

N/A

5Y Dividends CAGR

22.61%

CGABL

N/A

5Y EPS CAGR

16.10%

CGABL

N/A

Debt to Equity

114.48%

CGABL

N/A

Free Cash Flow Yield

8.13%

CGABL

N/A

P/S Ratio

2.21

CGABL

N/A

P/B Ratio

5.75

CGABL

N/A

BR vs CGABL - Historical Returns

Returns include dividend reinvestment.

Period	BR	CGABL
1 month	-6.64%	-1.99%
3 months	-16.02%	-4.37%
6 months	-39.60%	-2.26%
1 year	-41.61%	+3.90%
5 years(CAGR)	-1.52%	-2.81%
10 years(CAGR)	+9.96%	N/A
Max(CAGR)	+12.88%	-2.35%

-6.64%

Winner

CGABL

-1.99%

-16.02%

Winner

CGABL

-4.37%

-39.60%

Winner

CGABL

-2.26%

-41.61%

Winner

CGABL

+3.90%

5Y(CAGR)

Winner

-1.52%

CGABL

-2.81%

10Y(CAGR)

+9.96%

CGABL

N/A

Max(CAGR)

Winner

+12.88%

CGABL

-2.35%

BR vs CGABL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BR	CGABL
2026	-37.44%	-3.22%
2025	-0.07%	-0.24%
2024	+14.93%	-6.85%
2023	+55.72%	+31.66%
2022	-24.48%	-31.67%
2021	+22.48%	+3.94%
2020	+26.05%	N/A
2019	+32.19%	N/A
2018	+7.61%	N/A
2017	+39.87%	N/A
2016	+29.09%	N/A
2015	+20.42%	N/A
2014	+20.28%	N/A
2013	+72.04%	N/A
2012	+3.94%	N/A
2011	+4.17%	N/A
2010	-0.71%	N/A
2009	+62.06%	N/A
2008	-42.76%	N/A
2007	+16.00%	N/A

BR vs CGABL Drawdown Comparison

The maximum drawdown for BR was -59.02%, occurring on Nov 20, 2008. Recovery took 592 trading sessions.

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

The current BR drawdown is -47.90%. The current CGABL drawdown is -18.19%.

Rank	BR	CGABL
#1	-59.02% Dec 13, 2007 - Apr 22, 2010	-37.82% Sep 7, 2021 - Nov 2, 2022
#2	-47.92% Aug 6, 2025 - Jun 22, 2026	-1.76% Jul 7, 2021 - Aug 3, 2021
#3	-36.87% Sep 14, 2018 - Jul 27, 2020	-0.89% Aug 30, 2021 - Sep 1, 2021
#4	-27.01% Dec 27, 2021 - Aug 12, 2022	-0.67% Jun 11, 2021 - Jun 18, 2021
#5	-26.85% Aug 12, 2022 - Aug 11, 2023	-0.60% Aug 13, 2021 - Aug 17, 2021
#6	-23.75% May 11, 2007 - Nov 8, 2007	-0.50% Aug 18, 2021 - Aug 25, 2021
#7	-22.38% May 3, 2010 - Apr 27, 2011	-0.43% Jun 1, 2021 - Jun 10, 2021
#8	-21.89% Jul 7, 2011 - Feb 1, 2012	-0.43% Jun 18, 2021 - Jul 2, 2021
#9	-18.05% Feb 27, 2012 - Mar 14, 2013	-0.39% May 24, 2021 - Jun 1, 2021
#10	-16.66% Oct 28, 2015 - Mar 31, 2016	-0.38% Aug 25, 2021 - Aug 30, 2021
#11	-14.79% Sep 7, 2016 - May 10, 2017	-0.04% Aug 4, 2021 - Aug 9, 2021
#12	-11.79% Apr 2, 2025 - Jul 24, 2025	N/A
#13	-11.67% Dec 24, 2013 - May 13, 2014	N/A
#14	-11.41% Aug 10, 2015 - Oct 2, 2015	N/A
#15	-11.06% Sep 11, 2023 - Nov 28, 2023	N/A

Correlation

Correlation between BR and CGABL is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2007 - 2026)

BR vs CGABL dividend yield comparison.

Year	BR	CGABL
2026	1.43%	3.55%
2025	1.66%	6.76%
2024	1.49%	6.49%
2023	1.48%	5.62%
2022	2.04%	7.14%
2021	1.33%	2.34%
2020	1.46%	0.00%
2019	1.66%	0.00%
2018	1.77%	0.00%
2017	1.53%	0.00%
2016	1.90%	0.00%
2015	2.12%	0.00%
2014	2.08%	0.00%
2013	1.97%	0.00%
2012	2.97%	0.00%
2011	2.75%	0.00%
2010	2.64%	0.00%
2009	1.86%	0.00%
2008	2.07%	0.00%
2007	0.80%	0.00%