CG vs CNFR

Comparison between Carlyle Group Inc (The) (CG, Company) and Conifer Holdings Inc (CNFR, Company).

Both CG and CNFR are from the Financial Services sector.

5-Year PerformanceCG has outperformed CNFR, delivering a return of +5.7% compared to -12.4%

CG vs CNFR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	CNFR(COMPANY)
Market Cap	$18B	$18B
Max Drawdown	69.16%	95.67%
Sharpe Ratio	0.80	0.77
5Y Beta	1.72	0.01
Industry	Asset Management	Insurance - Property & Casualty
P/E Ratio	14.49	593.48
Forward P/E	10.83	90.79
PEG Ratio	1.72	N/A
Dividend Yield	2.73%	N/A
5Y Dividends CAGR	6.96%	N/A
Debt to Equity	0.00%	42.75%
Free Cash Flow Yield	-18.59%	-0.27%
P/S Ratio	4.53	292.82
P/B Ratio	3.12	641.30

Market Cap

Winner

$18B

CNFR

$18B

Max Drawdown

Winner

69.16%

CNFR

95.67%

Sharpe Ratio

Winner

0.80

CNFR

0.77

5Y Beta

1.72

Winner

CNFR

0.01

Industry

Asset Management

CNFR

Insurance - Property & Casualty

P/E Ratio

Winner

14.49

CNFR

593.48

Forward P/E

Winner

10.83

CNFR

90.79

PEG Ratio

1.72

CNFR

N/A

Dividend Yield

2.73%

CNFR

N/A

5Y Dividends CAGR

6.96%

CNFR

N/A

Debt to Equity

Winner

0.00%

CNFR

42.75%

Free Cash Flow Yield

-18.59%

Winner

CNFR

-0.27%

P/S Ratio

Winner

4.53

CNFR

292.82

P/B Ratio

Winner

3.12

CNFR

641.30

CG vs CNFR - Historical Returns

Returns include dividend reinvestment.

Period	CG	CNFR
1 month	+5.09%	+88.63%
3 months	-13.94%	+104.14%
6 months	-2.16%	+116.69%
1 year	+25.92%	+35.78%
5 years(CAGR)	+5.70%	-12.41%
10 years(CAGR)	+17.42%	-17.25%
Max(CAGR)	+11.81%	-17.66%

+5.09%

Winner

CNFR

+88.63%

-13.94%

Winner

CNFR

+104.14%

-2.16%

Winner

CNFR

+116.69%

+25.92%

Winner

CNFR

+35.78%

5Y(CAGR)

Winner

+5.70%

CNFR

-12.41%

10Y(CAGR)

Winner

+17.42%

CNFR

-17.25%

Max(CAGR)

Winner

+11.81%

CNFR

-17.66%

CG vs CNFR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CG	CNFR
2026	-16.27%	N/A
2025	+19.64%	+32.14%
2024	+30.29%	-15.22%
2023	+41.85%	-25.23%
2022	-43.00%	-33.76%
2021	+80.37%	-25.16%
2020	+1.79%	-18.56%
2019	+113.14%	+8.11%
2018	-28.47%	-39.13%
2017	+56.12%	-25.16%
2016	+9.06%	-11.61%
2015	-36.43%	-12.55%
2014	-17.04%	N/A
2013	+41.92%	N/A
2012	+19.31%	N/A

CG vs CNFR Drawdown Comparison

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

The maximum drawdown for CNFR was -95.67%, occurring on Apr 3, 2025. This drawdown has not yet recovered.

The current CG drawdown is -26.03%. The current CNFR drawdown is -86.04%.

Rank	CG	CNFR
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-95.67% Aug 13, 2015 - Apr 3, 2025
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	N/A
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	N/A
#4	-38.51% Jan 23, 2025 - Jul 9, 2025	N/A
#5	-33.81% Sep 18, 2025 - Mar 12, 2026	N/A
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	N/A
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	N/A
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	N/A
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	N/A
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	N/A
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	N/A
#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