CG vs GNRC

Comparison between Carlyle Group Inc (The) (CG, Company) and Generac Holdings Inc (GNRC, Company).

CG is from the Financial Services sector, while GNRC is from the Industrials sector.

5-Year PerformanceCG has outperformed GNRC, delivering a return of +4.5% compared to -3.0%

CG vs GNRC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	GNRC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	69.16%	83.75%
Sharpe Ratio	0.24	1.76
5Y Beta	1.71	1.33
Industry	Asset Management	Specialty Industrial Machinery
P/E Ratio	30.98	63.81
Forward P/E	10.31	31.95
PEG Ratio	0.10	36.29
Dividend Yield	3.07%	N/A
5Y Dividends CAGR	11.84%	N/A
5Y EPS CAGR	N/A	2.84%
Debt to Equity	0.00%	45.19%
Free Cash Flow Yield	-26.03%	1.58%

Market Cap

Winner

$16B

GNRC

$16B

Max Drawdown

Winner

69.16%

GNRC

83.75%

Sharpe Ratio

0.24

Winner

GNRC

1.76

5Y Beta

1.71

Winner

GNRC

1.33

Industry

Asset Management

GNRC

Specialty Industrial Machinery

P/E Ratio

Winner

30.98

GNRC

63.81

Forward P/E

Winner

10.31

GNRC

31.95

PEG Ratio

Winner

0.10

GNRC

36.29

Dividend Yield

3.07%

GNRC

N/A

5Y Dividends CAGR

11.84%

GNRC

N/A

5Y EPS CAGR

N/A

GNRC

2.84%

Debt to Equity

Winner

0.00%

GNRC

45.19%

Free Cash Flow Yield

-26.03%

Winner

GNRC

1.58%

CG vs GNRC - Historical Returns

Returns include dividend reinvestment.

Period	CG	GNRC
1 month	-3.60%	+27.36%
3 months	-11.52%	+24.49%
6 months	-13.46%	+88.53%
1 year	+1.57%	+122.57%
5 years(CAGR)	+4.45%	-2.97%
10 years(CAGR)	+16.10%	+22.23%
Max(CAGR)	+11.01%	+14.99%

-3.60%

Winner

GNRC

+27.36%

-11.52%

Winner

GNRC

+24.49%

-13.46%

Winner

GNRC

+88.53%

+1.57%

Winner

GNRC

+122.57%

5Y(CAGR)

Winner

+4.45%

GNRC

-2.97%

10Y(CAGR)

+16.10%

Winner

GNRC

+22.23%

Max(CAGR)

+11.01%

Winner

GNRC

+14.99%

CG vs GNRC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	CG	GNRC
2026	-23.93%	+98.84%
2025	+19.64%	-13.14%
2024	+30.29%	+21.73%
2023	+41.85%	+32.27%
2022	-43.00%	-71.07%
2021	+80.37%	+56.72%
2020	+1.79%	+122.93%
2019	+113.14%	+97.27%
2018	-28.47%	+3.48%
2017	+56.12%	+18.07%
2016	+9.06%	+40.92%
2015	-36.43%	-35.80%
2014	-17.04%	-16.93%
2013	+41.92%	+82.98%
2012	+19.31%	+57.54%
2011	N/A	+73.78%
2010	N/A	-61.77%

CG vs GNRC Drawdown Comparison

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

The maximum drawdown for GNRC was -83.75%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current CG drawdown is -32.79%. The current GNRC drawdown is -44.53%.

Rank	CG	GNRC
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-83.75% Nov 1, 2021 - Oct 27, 2023
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-74.82% Feb 11, 2010 - Oct 31, 2012
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-56.06% Mar 17, 2014 - Jun 10, 2019
#4	-38.51% Jan 23, 2025 - Jul 9, 2025	-33.09% Mar 4, 2020 - May 27, 2020
#5	-33.81% Sep 18, 2025 - Mar 12, 2026	-20.44% Feb 19, 2021 - Jun 16, 2021
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-19.44% Jan 3, 2014 - Feb 26, 2014
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-17.46% Feb 8, 2013 - Jun 6, 2013
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-17.07% Nov 5, 2012 - Feb 6, 2013
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-13.61% May 27, 2020 - Jul 2, 2020
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-13.27% Jul 23, 2021 - Sep 2, 2021
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-11.95% Feb 20, 2020 - Mar 4, 2020
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-11.92% Nov 6, 2020 - Dec 24, 2020
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-11.68% Sep 9, 2021 - Oct 18, 2021
#14	-8.66% May 3, 2012 - Jun 28, 2012	-11.24% Jan 22, 2021 - Feb 8, 2021
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-10.36% Sep 26, 2013 - Oct 24, 2013

Correlation

Correlation between CG and GNRC is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2012 - 2026)

CG vs GNRC dividend yield comparison.

Year	CG	GNRC
2026	1.53%	0.00%
2025	2.37%	0.00%
2024	2.77%	0.00%
2023	3.38%	0.00%
2022	4.11%	0.00%
2021	1.82%	0.00%
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%	8.83%
2012	1.04%	17.49%