CG vs CGABL

Comparison between Carlyle Group Inc (The) (CG, Company) and Carlyle Finance LLC (CGABL, Company).

5-Year PerformanceCG has outperformed CGABL, delivering a return of +2.8% compared to -3.0%

CG vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	CGABL(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	69.16%	42.06%
Sharpe Ratio	-0.00	-0.02
5Y Beta	1.68	0.22
Industry	Asset Management	N/A
P/E Ratio	30.40	N/A
Forward P/E	10.11	N/A
PEG Ratio	0.09	N/A
Dividend Yield	3.06%	N/A
5Y Dividends CAGR	11.84%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	-26.53%	N/A
P/S Ratio	4.96	N/A
P/B Ratio	2.98	N/A

Market Cap

Winner

$16B

CGABL

$16B

Max Drawdown

69.16%

Winner

CGABL

42.06%

Sharpe Ratio

Winner

-0.00

CGABL

-0.02

5Y Beta

1.68

Winner

CGABL

0.22

Industry

Asset Management

CGABL

N/A

P/E Ratio

30.40

CGABL

N/A

Forward P/E

10.11

CGABL

N/A

PEG Ratio

0.09

CGABL

N/A

Dividend Yield

3.06%

CGABL

N/A

5Y Dividends CAGR

11.84%

CGABL

N/A

Debt to Equity

0.00%

CGABL

N/A

Free Cash Flow Yield

-26.53%

CGABL

N/A

P/S Ratio

4.96

CGABL

N/A

P/B Ratio

2.98

CGABL

N/A

CG vs CGABL - Historical Returns

Returns include dividend reinvestment.

Period	CG	CGABL
1 month	-1.89%	-2.45%
3 months	-5.82%	-3.68%
6 months	-26.73%	-3.66%
1 year	-3.10%	+2.95%
5 years(CAGR)	+2.83%	-2.96%
10 years(CAGR)	+16.02%	N/A
Max(CAGR)	+10.76%	-2.51%

Winner

-1.89%

CGABL

-2.45%

-5.82%

Winner

CGABL

-3.68%

-26.73%

Winner

CGABL

-3.66%

-3.10%

Winner

CGABL

+2.95%

5Y(CAGR)

Winner

+2.83%

CGABL

-2.96%

10Y(CAGR)

+16.02%

CGABL

N/A

Max(CAGR)

Winner

+10.76%

CGABL

-2.51%

CG vs CGABL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CG	CGABL
2026	-25.74%	-3.99%
2025	+19.64%	-0.24%
2024	+30.29%	-6.85%
2023	+41.85%	+31.66%
2022	-43.00%	-31.67%
2021	+80.37%	+3.94%
2020	+1.79%	N/A
2019	+113.14%	N/A
2018	-28.47%	N/A
2017	+56.12%	N/A
2016	+9.06%	N/A
2015	-36.43%	N/A
2014	-17.04%	N/A
2013	+41.92%	N/A
2012	+19.31%	N/A

CG vs CGABL Drawdown Comparison

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

The maximum drawdown for CGABL was -37.82%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

The current CG drawdown is -34.40%. The current CGABL drawdown is -18.84%.

Rank	CG	CGABL
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-37.82% Sep 7, 2021 - Nov 2, 2022
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-1.76% Jul 7, 2021 - Aug 3, 2021
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-0.89% Aug 30, 2021 - Sep 1, 2021
#4	-38.51% Jan 23, 2025 - Jul 9, 2025	-0.67% Jun 11, 2021 - Jun 18, 2021
#5	-37.83% Sep 18, 2025 - Jun 3, 2026	-0.60% Aug 13, 2021 - Aug 17, 2021
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-0.50% Aug 18, 2021 - Aug 25, 2021
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-0.43% Jun 1, 2021 - Jun 10, 2021
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-0.43% Jun 18, 2021 - Jul 2, 2021
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-0.39% May 24, 2021 - Jun 1, 2021
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-0.38% Aug 25, 2021 - Aug 30, 2021
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-0.04% Aug 4, 2021 - Aug 9, 2021
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	N/A
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	N/A
#14	-8.66% May 3, 2012 - Jun 28, 2012	N/A
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	N/A

Correlation

Correlation between CG and CGABL is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2012 - 2026)

CG vs CGABL dividend yield comparison.

Year	CG	CGABL
2026	1.57%	3.58%
2025	2.37%	6.76%
2024	2.77%	6.49%
2023	3.38%	5.62%
2022	4.11%	7.14%
2021	1.82%	2.34%
2020	3.18%	0.00%
2019	4.24%	0.00%
2018	7.87%	0.00%
2017	5.41%	0.00%
2016	11.02%	0.00%
2015	21.70%	0.00%
2014	6.84%	0.00%
2013	3.73%	0.00%
2012	1.04%	0.00%