CG vs GEN

Comparison between Carlyle Group Inc (The) (CG, Company) and Gen Digital Inc (GEN, Company).

CG is from the Financial Services sector, while GEN is from the Technology sector.

5-Year PerformanceCG has outperformed GEN, delivering a return of +1.9% compared to +0.8%

CG vs GEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	GEN(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	69.16%	69.98%
Sharpe Ratio	-0.51	-0.32
5Y Beta	1.69	0.86
Industry	Asset Management	Software - Infrastructure
P/E Ratio	29.22	16.04
Forward P/E	9.88	8.96
PEG Ratio	0.09	0.30
Dividend Yield	3.25%	1.94%
5Y Dividends CAGR	11.84%	4.56%
5Y EPS CAGR	N/A	11.22%
Debt to Equity	0.00%	313.90%
Free Cash Flow Yield	-27.59%	9.87%
P/S Ratio	4.77	3.11
P/B Ratio	2.93	6.14

Market Cap

Winner

$15B

GEN

$15B

Max Drawdown

Winner

69.16%

GEN

69.98%

Sharpe Ratio

-0.51

Winner

GEN

-0.32

5Y Beta

1.69

Winner

GEN

0.86

Industry

Asset Management

GEN

Software - Infrastructure

P/E Ratio

29.22

Winner

GEN

16.04

Forward P/E

9.88

Winner

GEN

8.96

PEG Ratio

Winner

0.09

GEN

0.30

Dividend Yield

Winner

3.25%

GEN

1.94%

5Y Dividends CAGR

Winner

11.84%

GEN

4.56%

5Y EPS CAGR

N/A

GEN

11.22%

Debt to Equity

Winner

0.00%

GEN

313.90%

Free Cash Flow Yield

-27.59%

Winner

GEN

9.87%

P/S Ratio

4.77

Winner

GEN

3.11

P/B Ratio

Winner

2.93

GEN

6.14

CG vs GEN - Historical Returns

Returns include dividend reinvestment.

Period	CG	GEN
1 month	+1.36%	+5.24%
3 months	-4.75%	+45.57%
6 months	-30.69%	-2.89%
1 year	-21.56%	-11.02%
5 years(CAGR)	+1.93%	+0.77%
10 years(CAGR)	+15.81%	+9.80%
Max(CAGR)	+10.75%	+9.74%

+1.36%

Winner

GEN

+5.24%

-4.75%

Winner

GEN

+45.57%

-30.69%

Winner

GEN

-2.89%

-21.56%

Winner

GEN

-11.02%

5Y(CAGR)

Winner

+1.93%

GEN

+0.77%

10Y(CAGR)

Winner

+15.81%

GEN

+9.80%

Max(CAGR)

Winner

+10.75%

GEN

+9.74%

CG vs GEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	GEN
2026	-25.51%	+0.42%
2025	+19.64%	+0.70%
2024	+30.29%	+22.56%
2023	+41.85%	+8.30%
2022	-43.00%	-16.94%
2021	+80.37%	+27.65%
2020	+1.79%	+39.08%
2019	+113.14%	+36.84%
2018	-28.47%	-33.76%
2017	+56.12%	+18.10%
2016	+9.06%	+44.85%
2015	-36.43%	-15.67%
2014	-17.04%	+12.28%
2013	+41.92%	+23.24%
2012	+19.31%	+19.26%
2011	N/A	-8.80%
2010	N/A	-9.02%
2009	N/A	+20.88%
2008	N/A	-15.82%
2007	N/A	-24.37%
2006	N/A	+19.21%
2005	N/A	-33.21%
2004	N/A	+48.30%
2003	N/A	+61.67%
2002	N/A	+20.73%
2001	N/A	+97.65%
2000	N/A	-41.32%
1999	N/A	+22.45%

CG vs GEN Drawdown Comparison

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

The maximum drawdown for GEN was -69.98%, occurring on Nov 20, 2008. Recovery took 2959 trading sessions.

The current CG drawdown is -34.19%. The current GEN drawdown is -17.88%.

Rank	CG	GEN
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-69.98% Dec 3, 2004 - Sep 6, 2016
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-63.11% Mar 10, 2000 - Mar 4, 2002
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-48.41% Feb 9, 2022 - Oct 31, 2024
#4	-40.36% Sep 18, 2025 - Jun 29, 2026	-47.58% Sep 19, 2017 - Feb 7, 2020
#5	-38.51% Jan 23, 2025 - Jul 9, 2025	-43.59% Aug 13, 2025 - Apr 10, 2026
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-34.74% Mar 19, 2002 - Nov 15, 2002
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-27.66% Dec 22, 1999 - Feb 10, 2000
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-25.53% Dec 4, 2024 - Aug 12, 2025
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-24.68% Aug 26, 2020 - May 12, 2021
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-21.43% Feb 25, 2003 - Jun 6, 2003
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-19.76% Feb 20, 2020 - Apr 24, 2020
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-18.93% Apr 22, 2004 - Sep 10, 2004
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-16.90% May 10, 2017 - Sep 12, 2017
#14	-8.66% May 3, 2012 - Jun 28, 2012	-16.67% Jun 10, 2021 - Feb 8, 2022
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-15.57% May 29, 2020 - Aug 7, 2020

Correlation

Correlation between CG and GEN is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2012 - 2026)

CG vs GEN dividend yield comparison.

Year	CG	GEN
2026	1.57%	0.96%
2025	2.37%	1.84%
2024	2.77%	1.83%
2023	3.38%	2.19%
2022	4.11%	2.33%
2021	1.82%	1.92%
2020	3.18%	60.15%
2019	4.24%	1.37%
2018	7.87%	1.59%
2017	5.41%	1.07%
2016	11.02%	18.31%
2015	21.70%	2.86%
2014	6.84%	2.34%
2013	3.73%	1.91%
2012	1.04%	0.00%