CG vs DVA

Comparison between Carlyle Group Inc (The) (CG, Company) and DaVita Inc (DVA, Company).

CG is from the Financial Services sector, while DVA is from the Healthcare sector.

5-Year PerformanceDVA has outperformed CG, delivering a return of +14.2% compared to +2.2%

CG vs DVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	DVA(COMPANY)
Market Cap	$15B	$16B
Max Drawdown	69.16%	68.00%
Sharpe Ratio	-0.51	1.27
5Y Beta	1.69	0.37
Industry	Asset Management	Medical Care Facilities
P/E Ratio	29.22	23.43
Forward P/E	9.88	15.90
PEG Ratio	0.09	0.73
Dividend Yield	3.25%	N/A
5Y Dividends CAGR	11.84%	N/A
5Y EPS CAGR	N/A	8.34%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-27.59%	9.61%
P/S Ratio	4.77	1.07
P/B Ratio	2.93	91.65

Market Cap

$15B

Winner

DVA

$16B

Max Drawdown

69.16%

Winner

DVA

68.00%

Sharpe Ratio

-0.51

Winner

DVA

1.27

5Y Beta

1.69

Winner

DVA

0.37

Industry

Asset Management

DVA

Medical Care Facilities

P/E Ratio

29.22

Winner

DVA

23.43

Forward P/E

Winner

9.88

DVA

15.90

PEG Ratio

Winner

0.09

DVA

0.73

Dividend Yield

3.25%

DVA

N/A

5Y Dividends CAGR

11.84%

DVA

N/A

5Y EPS CAGR

N/A

DVA

8.34%

Debt to Equity

0.00%

DVA

0.00%

Free Cash Flow Yield

-27.59%

Winner

DVA

9.61%

P/S Ratio

4.77

Winner

DVA

1.07

P/B Ratio

Winner

2.93

DVA

91.65

CG vs DVA - Historical Returns

Returns include dividend reinvestment.

Period	CG	DVA
1 month	-3.52%	+12.91%
3 months	-9.61%	+55.44%
6 months	-31.66%	+125.51%
1 year	-23.17%	+64.28%
5 years(CAGR)	+2.18%	+14.17%
10 years(CAGR)	+15.69%	+11.69%
Max(CAGR)	+10.64%	+18.38%

-3.52%

Winner

DVA

+12.91%

-9.61%

Winner

DVA

+55.44%

-31.66%

Winner

DVA

+125.51%

-23.17%

Winner

DVA

+64.28%

5Y(CAGR)

+2.18%

Winner

DVA

+14.17%

10Y(CAGR)

Winner

+15.69%

DVA

+11.69%

Max(CAGR)

+10.64%

Winner

DVA

+18.38%

CG vs DVA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	DVA
2026	-26.46%	+105.74%
2025	+19.64%	-24.17%
2024	+30.29%	+39.91%
2023	+41.85%	+39.98%
2022	-43.00%	-35.31%
2021	+80.37%	-2.35%
2020	+1.79%	+56.01%
2019	+113.14%	+45.04%
2018	-28.47%	-29.06%
2017	+56.12%	+11.00%
2016	+9.06%	-6.51%
2015	-36.43%	-8.07%
2014	-17.04%	+16.92%
2013	+41.92%	+16.06%
2012	+19.31%	+43.30%
2011	N/A	+9.38%
2010	N/A	+15.97%
2009	N/A	+19.63%
2008	N/A	-10.67%
2007	N/A	+1.66%
2006	N/A	+10.40%
2005	N/A	+28.66%
2004	N/A	+50.08%
2003	N/A	+55.44%
2002	N/A	+3.87%
2001	N/A	+52.24%
2000	N/A	+148.99%
1999	N/A	-14.34%

CG vs DVA Drawdown Comparison

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

The maximum drawdown for DVA was -68.00%, occurring on Mar 21, 2000. Recovery took 231 trading sessions.

The current CG drawdown is -35.03%. The current DVA drawdown is -0.05%.

Rank	CG	DVA
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-68.00% Nov 2, 1999 - Oct 2, 2000
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-51.10% Aug 4, 2021 - Mar 5, 2024
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-48.45% May 28, 2015 - Feb 11, 2020
#4	-40.36% Sep 18, 2025 - Jun 29, 2026	-41.43% Feb 4, 2025 - May 6, 2026
#5	-38.51% Jan 23, 2025 - Jul 9, 2025	-36.36% Oct 18, 2007 - Jun 17, 2010
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-32.14% Jul 7, 2011 - Mar 30, 2012
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-26.56% Feb 11, 2020 - Jul 29, 2020
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-25.53% May 1, 2002 - Jun 11, 2003
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-25.32% Jan 31, 2001 - May 8, 2001
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-23.75% Jul 18, 2001 - Nov 30, 2001
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-21.04% Mar 16, 2006 - Sep 12, 2007
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-19.86% Apr 29, 2004 - Dec 6, 2004
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-19.30% Jan 8, 2021 - May 6, 2021
#14	-8.66% May 3, 2012 - Jun 28, 2012	-18.05% May 10, 2013 - Jan 9, 2014
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-15.36% Sep 16, 2024 - Nov 22, 2024