CG vs BBY

Comparison between Carlyle Group Inc (The) (CG, Company) and Best Buy Co. Inc (BBY, Company).

CG is from the Financial Services sector, while BBY is from the Consumer Cyclical sector.

5-Year PerformanceCG has outperformed BBY, delivering a return of +4.0% compared to -3.0%

CG vs BBY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	BBY(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	69.16%	80.77%
Sharpe Ratio	0.05	0.44
5Y Beta	1.69	1.09
Industry	Asset Management	Specialty Retail
P/E Ratio	29.93	13.88
Forward P/E	10.33	11.76
PEG Ratio	0.09	0.44
Dividend Yield	3.14%	4.94%
5Y Dividends CAGR	11.84%	15.16%
5Y EPS CAGR	N/A	-9.01%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-26.94%	10.07%
P/S Ratio	5.00	0.38
P/B Ratio	2.90	4.89

Market Cap

$16B

Winner

BBY

$16B

Max Drawdown

Winner

69.16%

BBY

80.77%

Sharpe Ratio

0.05

Winner

BBY

0.44

5Y Beta

1.69

Winner

BBY

1.09

Industry

Asset Management

BBY

Specialty Retail

P/E Ratio

29.93

Winner

BBY

13.88

Forward P/E

Winner

10.33

BBY

11.76

PEG Ratio

Winner

0.09

BBY

0.44

Dividend Yield

3.14%

Winner

BBY

4.94%

5Y Dividends CAGR

11.84%

Winner

BBY

15.16%

5Y EPS CAGR

N/A

BBY

-9.01%

Debt to Equity

0.00%

BBY

0.00%

Free Cash Flow Yield

-26.94%

Winner

BBY

10.07%

P/S Ratio

5.00

Winner

BBY

0.38

P/B Ratio

Winner

2.90

BBY

4.89

CG vs BBY - Historical Returns

Returns include dividend reinvestment.

Period	CG	BBY
1 month	-7.89%	+37.27%
3 months	+1.73%	+27.38%
6 months	-20.50%	+9.97%
1 year	-1.60%	+14.38%
5 years(CAGR)	+3.99%	-3.03%
10 years(CAGR)	+16.51%	+14.27%
Max(CAGR)	+10.99%	+7.17%

-7.89%

Winner

BBY

+37.27%

+1.73%

Winner

BBY

+27.38%

-20.50%

Winner

BBY

+9.97%

-1.60%

Winner

BBY

+14.38%

5Y(CAGR)

Winner

+3.99%

BBY

-3.03%

10Y(CAGR)

Winner

+16.51%

BBY

+14.27%

Max(CAGR)

Winner

+10.99%

BBY

+7.17%

CG vs BBY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	BBY
2026	-23.78%	+15.27%
2025	+19.64%	-18.15%
2024	+30.29%	+15.84%
2023	+41.85%	+2.27%
2022	-43.00%	-17.91%
2021	+80.37%	+3.74%
2020	+1.79%	+17.46%
2019	+113.14%	+68.47%
2018	-28.47%	-21.40%
2017	+56.12%	+64.14%
2016	+9.06%	+45.72%
2015	-36.43%	-18.44%
2014	-17.04%	-1.47%
2013	+41.92%	+245.37%
2012	+19.31%	-47.99%
2011	N/A	-30.59%
2010	N/A	-13.37%
2009	N/A	+38.09%
2008	N/A	-44.39%
2007	N/A	+8.05%
2006	N/A	+10.71%
2005	N/A	+10.85%
2004	N/A	+17.84%
2003	N/A	+110.39%
2002	N/A	-49.69%
2001	N/A	+166.00%
2000	N/A	-48.59%
1999	N/A	-2.54%

CG vs BBY Drawdown Comparison

The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.

The maximum drawdown for BBY was -78.23%, occurring on Dec 28, 2012. Recovery took 2674 trading sessions.

The current CG drawdown is -32.66%. The current BBY drawdown is -29.78%.

Rank	CG	BBY
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-78.23% Apr 6, 2006 - Nov 17, 2016
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-74.06% Mar 31, 2000 - Oct 28, 2003
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-52.58% Nov 22, 2021 - Oct 20, 2022
#4	-38.51% Jan 23, 2025 - Jul 9, 2025	-44.30% Feb 20, 2020 - Jul 22, 2020
#5	-37.83% Sep 18, 2025 - Jun 3, 2026	-40.81% Aug 23, 2018 - Nov 26, 2019
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-35.09% Nov 29, 1999 - Mar 16, 2000
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-28.18% Nov 28, 2003 - Nov 4, 2004
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-21.63% Jul 28, 2005 - Feb 9, 2006
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-21.50% Nov 18, 2004 - Jun 14, 2005
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-19.74% Nov 5, 2020 - Apr 9, 2021
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-15.68% May 10, 2021 - Nov 3, 2021
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-15.32% Aug 28, 2017 - Dec 4, 2017
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-14.54% Dec 8, 2016 - Mar 31, 2017
#14	-8.66% May 3, 2012 - Jun 28, 2012	-14.02% Jan 22, 2018 - May 11, 2018
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-13.46% May 17, 2018 - Aug 9, 2018

Correlation

Correlation between CG and BBY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2003 - 2026)

CG vs BBY dividend yield comparison.

Year	CG	BBY
2026	1.53%	1.22%
2025	2.37%	5.68%
2024	2.77%	4.38%
2023	3.38%	4.70%
2022	4.11%	4.39%
2021	1.82%	2.76%
2020	3.18%	2.20%
2019	4.24%	2.28%
2018	7.87%	3.40%
2017	5.41%	1.99%
2016	11.02%	3.68%
2015	21.70%	4.70%
2014	6.84%	1.85%
2013	3.73%	1.71%
2012	1.04%	5.57%
2011	0.00%	2.65%
2010	0.00%	1.69%
2009	0.00%	1.77%
2008	0.00%	1.89%
2007	0.00%	0.63%
2006	0.00%	0.73%
2005	0.00%	0.87%
2004	0.00%	0.69%
2003	0.00%	0.57%