CARE vs GCMG

Comparison between Carter Bankshares Inc (CARE, Company) and GCM Grosvenor Inc - Class A (GCMG, Company).

Both CARE and GCMG are from the Financial Services sector.

5-Year PerformanceCARE has outperformed GCMG, delivering a return of +27.2% compared to +7.2%

CARE vs GCMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CARE(COMPANY)	GCMG(COMPANY)
Market Cap	$730M	$732M
Max Drawdown	73.36%	54.16%
Sharpe Ratio	2.34	0.12
5Y Beta	0.72	0.66
Industry	Banks - Regional	Asset Management
P/E Ratio	6.76	20.06
Forward P/E	13.66	14.58
PEG Ratio	0.02	0.36
Dividend Yield	N/A	3.71%
5Y Dividends CAGR	N/A	32.88%
Debt to Equity	0.00%	1423.71%
Free Cash Flow Yield	45.14%	26.08%
P/S Ratio	2.83	1.31
P/B Ratio	1.47	30.02

Market Cap

CARE

$730M

Winner

GCMG

$732M

Max Drawdown

CARE

73.36%

Winner

GCMG

54.16%

Sharpe Ratio

Winner

CARE

2.34

GCMG

0.12

5Y Beta

CARE

0.72

Winner

GCMG

0.66

Industry

CARE

Banks - Regional

GCMG

Asset Management

P/E Ratio

Winner

CARE

6.76

GCMG

20.06

Forward P/E

Winner

CARE

13.66

GCMG

14.58

PEG Ratio

Winner

CARE

0.02

GCMG

0.36

Dividend Yield

CARE

N/A

GCMG

3.71%

5Y Dividends CAGR

CARE

N/A

GCMG

32.88%

Debt to Equity

Winner

CARE

0.00%

GCMG

1423.71%

Free Cash Flow Yield

Winner

CARE

45.14%

GCMG

26.08%

P/S Ratio

CARE

2.83

Winner

GCMG

1.31

P/B Ratio

Winner

CARE

1.47

GCMG

30.02

CARE vs GCMG - Historical Returns

Returns include dividend reinvestment.

Period	CARE	GCMG
1 month	+4.86%	-3.91%
3 months	+42.61%	+10.29%
6 months	+68.79%	+5.65%
1 year	+91.06%	+1.42%
5 years(CAGR)	+27.15%	+7.19%
10 years(CAGR)	+10.39%	N/A
Max(CAGR)	+10.90%	+5.64%

Winner

CARE

+4.86%

GCMG

-3.91%

Winner

CARE

+42.61%

GCMG

+10.29%

Winner

CARE

+68.79%

GCMG

+5.65%

Winner

CARE

+91.06%

GCMG

+1.42%

5Y(CAGR)

Winner

CARE

+27.15%

GCMG

+7.19%

10Y(CAGR)

CARE

+10.39%

GCMG

N/A

Max(CAGR)

Winner

CARE

+10.90%

GCMG

+5.64%

CARE vs GCMG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CARE	GCMG
2026	+75.13%	+6.59%
2025	+14.10%	-6.02%
2024	+18.21%	+48.61%
2023	-8.78%	+23.82%
2022	+6.62%	-24.16%
2021	+45.46%	-11.98%
2020	-51.39%	+22.20%
2019	+55.54%	N/A
2018	-13.04%	N/A
2017	+32.99%	N/A
2016	+2.63%	N/A
2015	+13.29%	N/A
2014	+18.54%	N/A
2013	+24.69%	N/A
2012	-1.67%	N/A

CARE vs GCMG Drawdown Comparison

The maximum drawdown for CARE was -73.17%, occurring on Sep 23, 2020. Recovery took 1572 trading sessions.

The maximum drawdown for GCMG was -51.79%, occurring on Jun 16, 2022. Recovery took 982 trading sessions.

The current CARE drawdown is -1.99%. The current GCMG drawdown is -14.63%.

Rank	CARE	GCMG
#1	-73.17% Dec 31, 2019 - Apr 6, 2026	-51.79% Dec 10, 2020 - Nov 6, 2024
#2	-26.41% Sep 19, 2018 - May 3, 2019	-31.30% Feb 19, 2025 - Jul 6, 2026
#3	-14.66% Jul 27, 2016 - Jan 12, 2017	-14.63% Jul 14, 2026 - Jul 23, 2026
#4	-12.95% Apr 13, 2017 - Aug 28, 2017	-12.84% Nov 18, 2020 - Dec 7, 2020
#5	-9.77% Jul 26, 2013 - Oct 13, 2014	-6.29% Nov 6, 2024 - Nov 20, 2024
#6	-9.06% Jun 18, 2019 - Nov 18, 2019	-5.86% Dec 3, 2024 - Jan 2, 2025
#7	-8.70% Jul 1, 2026 - Jul 8, 2026	-2.49% Feb 10, 2025 - Feb 18, 2025
#8	-8.61% Aug 31, 2017 - Jun 28, 2018	-1.84% Jul 6, 2026 - Jul 9, 2026
#9	-7.80% Mar 24, 2015 - Nov 13, 2015	-1.53% Nov 20, 2024 - Nov 26, 2024
#10	-7.77% Jul 18, 2018 - Sep 14, 2018	-1.41% Jan 3, 2025 - Jan 8, 2025
#11	-7.57% Mar 31, 2016 - Jul 27, 2016	-1.03% Jan 29, 2025 - Feb 5, 2025
#12	-5.34% Apr 22, 2013 - May 13, 2013	-1.02% Feb 6, 2025 - Feb 10, 2025
#13	-4.23% Jan 24, 2013 - Feb 20, 2013	-1.02% Jul 9, 2026 - Jul 14, 2026
#14	-4.01% Jun 18, 2013 - Jun 27, 2013	-0.78% Jan 8, 2025 - Jan 15, 2025
#15	-3.94% May 13, 2013 - Jun 17, 2013	-0.52% Jan 22, 2025 - Jan 28, 2025

Correlation

Correlation between CARE and GCMG is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2012 - 2026)

CARE vs GCMG dividend yield comparison.

Year	CARE	GCMG
2026	0.29%	2.04%
2025	0.00%	3.98%
2024	0.00%	3.59%
2023	0.00%	4.91%
2022	0.00%	5.39%
2021	0.00%	3.14%
2020	1.31%	0.00%
2016	2.26%	0.00%
2015	2.96%	0.00%
2014	2.36%	0.00%
2013	1.82%	0.00%
2012	1.13%	0.00%