CARL vs FC

Comparison between Carlsmed Inc (CARL, Company) and Franklin Covey Company (FC, Company).

CARL is from the Healthcare sector, while FC is from the Consumer Defensive sector.

CARL vs FC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CARL(COMPANY)	FC(COMPANY)
Market Cap	$274M	$273M
Max Drawdown	48.03%	93.68%
Sharpe Ratio	-0.26	0.29
5Y Beta	1.44	1.13
Industry	Health Information Services	Education & Training Services
P/E Ratio	-9.04	-37.66
Forward P/E	N/A	21.88
5Y EPS CAGR	N/A	-1.30%
Debt to Equity	16.66%	0.00%
Free Cash Flow Yield	-16.42%	8.72%

Market Cap

Winner

CARL

$274M

$273M

Max Drawdown

Winner

CARL

48.03%

93.68%

Sharpe Ratio

CARL

-0.26

Winner

0.29

5Y Beta

CARL

1.44

Winner

1.13

Industry

CARL

Health Information Services

Education & Training Services

P/E Ratio

CARL

-9.04

Winner

-37.66

Forward P/E

CARL

N/A

21.88

5Y EPS CAGR

CARL

N/A

-1.30%

Debt to Equity

CARL

16.66%

Winner

0.00%

Free Cash Flow Yield

CARL

-16.42%

Winner

8.72%

CARL vs FC - Historical Returns

Returns include dividend reinvestment.

Period	CARL	FC
1 month	-7.87%	+15.63%
3 months	-8.29%	+105.24%
6 months	-19.82%	+40.78%
1 year	-30.55%	+7.32%
5 years(CAGR)	N/A	-5.38%
10 years(CAGR)	N/A	+4.67%
Max(CAGR)	-33.20%	+4.01%

CARL

-7.87%

Winner

+15.63%

CARL

-8.29%

Winner

+105.24%

CARL

-19.82%

Winner

+40.78%

CARL

-30.55%

Winner

+7.32%

5Y(CAGR)

CARL

N/A

-5.38%

10Y(CAGR)

CARL

N/A

+4.67%

Max(CAGR)

CARL

-33.20%

Winner

+4.01%

CARL vs FC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CARL	FC
2026	-13.41%	+43.57%
2025	-14.83%	-53.89%
2024	N/A	-7.71%
2023	N/A	-9.73%
2022	N/A	-1.16%
2021	N/A	+106.87%
2020	N/A	-30.06%
2019	N/A	+48.25%
2018	N/A	-0.09%
2017	N/A	+0.97%
2016	N/A	+20.30%
2015	N/A	-14.59%
2014	N/A	-2.27%
2013	N/A	+52.22%
2012	N/A	+46.92%
2011	N/A	-3.20%
2010	N/A	+37.88%
2009	N/A	+17.54%
2008	N/A	-22.24%
2007	N/A	+13.32%
2006	N/A	+9.03%
2005	N/A	+157.96%
2004	N/A	-12.23%
2003	N/A	+115.38%
2002	N/A	-80.92%
2001	N/A	-13.86%
2000	N/A	-0.79%
1999	N/A	-13.43%

CARL vs FC Drawdown Comparison

The maximum drawdown for CARL was -48.03%, occurring on Apr 29, 2026. This drawdown has not yet recovered.

The maximum drawdown for FC was -93.68%, occurring on Apr 2, 2003. Recovery took 2816 trading sessions.

The current CARL drawdown is -40.73%. The current FC drawdown is -55.62%.

Rank	CARL	FC
#1	-48.03% Dec 3, 2025 - Apr 29, 2026	-93.68% Apr 25, 2000 - Jul 6, 2011
#2	-23.00% Sep 18, 2025 - Nov 26, 2025	-78.56% Aug 15, 2022 - Mar 13, 2026
#3	-17.39% Jul 30, 2025 - Sep 12, 2025	-66.86% Nov 8, 2019 - Aug 25, 2021
#4	-7.92% Nov 28, 2025 - Dec 3, 2025	-44.89% Jul 21, 2011 - Sep 18, 2012
#5	-1.57% Sep 16, 2025 - Sep 18, 2025	-39.05% Jun 5, 2014 - Jan 5, 2018
#6	-0.95% Sep 12, 2025 - Sep 16, 2025	-32.32% Jan 11, 2018 - May 28, 2019
#7	-0.34% Jul 23, 2025 - Jul 30, 2025	-32.14% Jan 10, 2022 - Jul 20, 2022
#8	N/A	-31.87% Feb 9, 2000 - Apr 14, 2000
#9	N/A	-20.87% Nov 4, 1999 - Jan 14, 2000
#10	N/A	-17.42% Jan 18, 2000 - Feb 9, 2000
#11	N/A	-15.24% Nov 12, 2021 - Jan 7, 2022
#12	N/A	-14.66% Mar 5, 2014 - Jun 5, 2014
#13	N/A	-11.86% Nov 12, 2013 - Feb 13, 2014
#14	N/A	-11.64% Nov 9, 2012 - Jan 2, 2013
#15	N/A	-11.51% Aug 20, 2019 - Nov 4, 2019

Correlation

Correlation between CARL and FC is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101