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CARR vs NU

Comparison between Carrier Global Corp (CARR, Company) and Nu Holdings Ltd Class A (NU, Company).

CARR is from the Industrials sector, while NU is from the Financial Services sector.

5-Year PerformanceCARR has outperformed NU, delivering a return of +11.6% compared to +4.2%

CARR vs NU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CARR
$62B
NU
$61B
Max Drawdown
Winner
CARR
41.60%
NU
72.07%
Sharpe Ratio
Winner
CARR
0.21
NU
0.12
5Y Beta
Winner
CARR
1.13
NU
1.32
Industry
CARR
Building Products & Equipment
NU
Banks - Regional
P/E Ratio
CARR
37.87
Winner
NU
19.20
Forward P/E
CARR
25.25
Winner
NU
17.48
PEG Ratio
CARR
N/A
NU
0.40
Dividend Yield
CARR
1.29%
NU
N/A
5Y Dividends CAGR
CARR
23.62%
NU
N/A
Debt to Equity
CARR
82.80%
Winner
NU
25.15%
Free Cash Flow Yield
Winner
CARR
3.41%
NU
1.08%

CARR vs NU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CARR
+17.12%
NU
-4.01%
3M
Winner
CARR
+28.74%
NU
-12.99%
6M
Winner
CARR
+43.19%
NU
-25.57%
1Y
Winner
CARR
+6.80%
NU
-5.82%
5Y(CAGR)
Winner
CARR
+11.61%
NU
+4.21%
Max(CAGR)
Winner
CARR
+36.07%
NU
+4.21%

CARR vs NU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearCARRNU
2026+43.14%-26.79%
2025-21.67%+57.48%
2024+22.38%+27.43%
2023+40.25%+133.99%
2022-20.16%-59.22%
2021+48.01%-9.20%
2020+217.24%N/A

CARR vs NU Drawdown Comparison

The maximum drawdown for CARR was -40.82%, occurring on Oct 20, 2022. Recovery took 480 trading sessions.

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The current CARR drawdown is -5.58%. The current NU drawdown is -33.58%.

RankCARRNU
#1-40.82%
Aug 27, 2021 - Jul 27, 2023
-72.07%
Dec 10, 2021 - Mar 20, 2024
#2-37.93%
Oct 14, 2024 - Nov 20, 2025
-39.58%
Nov 11, 2024 - Sep 15, 2025
#3-25.28%
Mar 31, 2020 - Apr 29, 2020
-38.17%
Jan 28, 2026 - Jun 8, 2026
#4-22.10%
Aug 1, 2023 - Mar 7, 2024
-21.13%
Jul 16, 2024 - Aug 15, 2024
#5-14.90%
Jan 12, 2021 - Mar 29, 2021
-14.45%
Mar 22, 2024 - Jun 25, 2024
#6-13.63%
Jun 8, 2020 - Jul 10, 2020
-13.47%
Sep 17, 2024 - Oct 28, 2024
#7-10.77%
Mar 21, 2024 - Apr 26, 2024
-10.14%
Dec 4, 2025 - Jan 5, 2026
#8-10.46%
May 8, 2020 - May 20, 2020
-9.63%
Sep 22, 2025 - Nov 11, 2025
#9-9.82%
Apr 30, 2020 - May 8, 2020
-8.84%
Oct 30, 2024 - Nov 11, 2024
#10-9.69%
Jul 16, 2024 - Aug 23, 2024
-8.48%
Aug 30, 2024 - Sep 17, 2024
#11-9.58%
Nov 16, 2020 - Jan 7, 2021
-7.69%
Jan 5, 2026 - Jan 22, 2026
#12-9.49%
Mar 20, 2020 - Mar 25, 2020
-6.53%
Nov 11, 2025 - Nov 25, 2025
#13-7.48%
May 21, 2024 - Jul 11, 2024
-4.41%
Jun 27, 2024 - Jul 9, 2024
#14-6.56%
May 10, 2021 - May 28, 2021
-3.20%
Aug 27, 2024 - Aug 30, 2024
#15-6.19%
Aug 26, 2020 - Oct 2, 2020
-1.66%
Aug 19, 2024 - Aug 26, 2024

Correlation

Correlation between CARR and NU is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

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