CARR vs PSA

Comparison between Carrier Global Corp (CARR, Company) and Public Storage. (PSA, Company).

CARR is from the Industrials sector, while PSA is from the Real Estate sector.

5-Year PerformanceCARR has outperformed PSA, delivering a return of +9.1% compared to +6.5%

CARR vs PSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CARR(COMPANY)	PSA(COMPANY)
Market Cap	$53B	$53B
Max Drawdown	41.60%	58.32%
Sharpe Ratio	-0.27	0.28
5Y Beta	1.13	0.44
Industry	Building Products & Equipment	Reit - Industrial
P/E Ratio	32.52	29.47
Forward P/E	22.73	31.45
PEG Ratio	1.53	4.33
Dividend Yield	1.51%	3.96%
5Y Dividends CAGR	23.62%	8.45%
5Y EPS CAGR	N/A	5.20%
Debt to Equity	82.80%	105.24%
Free Cash Flow Yield	3.97%	5.97%
P/S Ratio	2.42	10.91
P/B Ratio	3.93	10.71

Market Cap

CARR

$53B

Winner

PSA

$53B

Max Drawdown

Winner

CARR

41.60%

PSA

58.32%

Sharpe Ratio

CARR

-0.27

Winner

PSA

0.28

5Y Beta

CARR

1.13

Winner

PSA

0.44

Industry

CARR

Building Products & Equipment

PSA

Reit - Industrial

P/E Ratio

CARR

32.52

Winner

PSA

29.47

Forward P/E

Winner

CARR

22.73

PSA

31.45

PEG Ratio

Winner

CARR

1.53

PSA

4.33

Dividend Yield

CARR

1.51%

Winner

PSA

3.96%

5Y Dividends CAGR

Winner

CARR

23.62%

PSA

8.45%

5Y EPS CAGR

CARR

N/A

PSA

5.20%

Debt to Equity

Winner

CARR

82.80%

PSA

105.24%

Free Cash Flow Yield

CARR

3.97%

Winner

PSA

5.97%

P/S Ratio

Winner

CARR

2.42

PSA

10.91

P/B Ratio

Winner

CARR

3.93

PSA

10.71

CARR vs PSA - Historical Returns

Returns include dividend reinvestment.

Period	CARR	PSA
1 month	+4.48%	+0.14%
3 months	-0.14%	+1.03%
6 months	+21.44%	+15.69%
1 year	-10.45%	+7.60%
5 years(CAGR)	+9.12%	+6.49%
10 years(CAGR)	N/A	+6.08%
Max(CAGR)	+32.66%	+14.24%

Winner

CARR

+4.48%

PSA

+0.14%

CARR

-0.14%

Winner

PSA

+1.03%

Winner

CARR

+21.44%

PSA

+15.69%

CARR

-10.45%

Winner

PSA

+7.60%

5Y(CAGR)

Winner

CARR

+9.12%

PSA

+6.49%

10Y(CAGR)

CARR

N/A

PSA

+6.08%

Max(CAGR)

Winner

CARR

+32.66%

PSA

+14.24%

CARR vs PSA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CARR	PSA
2026	+18.92%	+19.34%
2025	-21.67%	-8.78%
2024	+22.38%	-0.17%
2023	+40.25%	+16.10%
2022	-20.16%	-18.18%
2021	+48.01%	+74.74%
2020	+217.24%	+13.38%
2019	N/A	+13.08%
2018	N/A	+1.94%
2017	N/A	-2.90%
2016	N/A	-5.63%
2015	N/A	+36.58%
2014	N/A	+28.17%
2013	N/A	+6.58%
2012	N/A	+10.70%
2011	N/A	+33.97%
2010	N/A	+30.66%
2009	N/A	+11.35%
2008	N/A	+11.41%
2007	N/A	-24.14%
2006	N/A	+42.73%
2005	N/A	+26.12%
2004	N/A	+31.37%
2003	N/A	+39.75%
2002	N/A	+0.71%
2001	N/A	+45.70%
2000	N/A	+13.71%
1999	N/A	-5.97%

CARR vs PSA Drawdown Comparison

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

The maximum drawdown for PSA was -55.68%, occurring on Mar 5, 2009. Recovery took 900 trading sessions.

The current CARR drawdown is -21.56%. The current PSA drawdown is -11.89%.

Rank	CARR	PSA
#1	-40.82% Aug 27, 2021 - Jul 27, 2023	-55.68% Feb 8, 2007 - Sep 3, 2010
#2	-37.93% Oct 14, 2024 - Nov 20, 2025	-37.94% Apr 20, 2022 - Oct 25, 2023
#3	-25.28% Mar 31, 2020 - Apr 29, 2020	-37.66% Aug 30, 2019 - Apr 1, 2021
#4	-22.10% Aug 1, 2023 - Mar 7, 2024	-30.45% Apr 4, 2016 - Jul 3, 2019
#5	-14.90% Jan 12, 2021 - Mar 29, 2021	-23.85% Apr 15, 2002 - Jul 30, 2003
#6	-13.63% Jun 8, 2020 - Jul 10, 2020	-18.65% Apr 2, 2004 - Aug 18, 2004
#7	-10.77% Mar 21, 2024 - Apr 26, 2024	-18.31% Aug 1, 2000 - Jan 19, 2001
#8	-10.46% May 8, 2020 - May 20, 2020	-17.41% Nov 3, 1999 - Jul 11, 2000
#9	-9.82% Apr 30, 2020 - May 8, 2020	-17.17% Jul 22, 2011 - Aug 30, 2011
#10	-9.69% Jul 16, 2024 - Aug 23, 2024	-14.20% Mar 15, 2006 - Aug 3, 2006
#11	-9.58% Nov 16, 2020 - Jan 7, 2021	-13.96% Sep 16, 2011 - Oct 24, 2011
#12	-9.49% Mar 20, 2020 - Mar 25, 2020	-13.73% Oct 25, 2013 - Apr 8, 2014
#13	-7.48% May 21, 2024 - Jul 11, 2024	-12.29% May 21, 2013 - Sep 18, 2013
#14	-6.56% May 10, 2021 - May 28, 2021	-11.13% Sep 9, 2005 - Nov 15, 2005
#15	-6.19% Aug 26, 2020 - Oct 2, 2020	-10.30% May 2, 2012 - Jun 29, 2012

Correlation

Correlation between CARR and PSA is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (1999 - 2026)

CARR vs PSA dividend yield comparison.

Year	CARR	PSA
2026	0.76%	0.98%
2025	1.70%	4.62%
2024	1.16%	4.01%
2023	1.30%	3.93%
2022	1.54%	7.55%
2021	0.94%	2.14%
2020	0.74%	3.46%
2019	0.00%	3.76%
2018	0.00%	3.95%
2017	0.00%	3.83%
2016	0.00%	3.27%
2015	0.00%	2.62%
2014	0.00%	3.03%
2013	0.00%	3.42%
2012	0.00%	3.04%
2011	0.00%	2.71%
2010	0.00%	3.01%
2009	0.00%	2.70%
2008	0.00%	3.52%
2007	0.00%	2.72%
2006	0.00%	2.05%
2005	0.00%	2.81%
2004	0.00%	3.23%
2003	0.00%	4.15%
2002	0.00%	5.57%
2001	0.00%	5.06%
2000	0.00%	6.09%
1999	0.00%	0.97%