CG vs H

Comparison between Carlyle Group Inc (The) (CG, Company) and Hyatt Hotels Corporation - Class A (H, Company).

CG is from the Financial Services sector, while H is from the Consumer Cyclical sector.

5-Year PerformanceH has outperformed CG, delivering a return of +18.2% compared to +4.7%

CG vs H - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	H(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	69.16%	60.63%
Sharpe Ratio	0.25	1.02
5Y Beta	N/A	1.28
Industry	Asset Management	Lodging
P/E Ratio	30.75	2616.68
Forward P/E	10.28	45.25
PEG Ratio	0.10	0.79
Dividend Yield	3.00%	0.35%
5Y Dividends CAGR	11.84%	N/A
5Y EPS CAGR	N/A	-56.43%
Debt to Equity	0.00%	113.85%
Free Cash Flow Yield	-26.22%	0.69%
P/S Ratio	N/A	4.74
P/B Ratio	N/A	5.05

Market Cap

$16B

Winner

$16B

Max Drawdown

69.16%

Winner

60.63%

Sharpe Ratio

0.25

Winner

1.02

5Y Beta

N/A

1.28

Industry

Asset Management

Lodging

P/E Ratio

Winner

30.75

2616.68

Forward P/E

Winner

10.28

45.25

PEG Ratio

Winner

0.10

0.79

Dividend Yield

Winner

3.00%

0.35%

5Y Dividends CAGR

11.84%

N/A

5Y EPS CAGR

N/A

-56.43%

Debt to Equity

Winner

0.00%

113.85%

Free Cash Flow Yield

-26.22%

Winner

0.69%

P/S Ratio

N/A

4.74

P/B Ratio

N/A

5.05

CG vs H - Historical Returns

Returns include dividend reinvestment.

Period	CG	H
1 month	-10.74%	+5.26%
3 months	-7.57%	+9.18%
6 months	-10.93%	+10.09%
1 year	+4.95%	+37.10%
5 years(CAGR)	+4.67%	+18.16%
10 years(CAGR)	+15.96%	+14.80%
Max(CAGR)	+10.98%	+11.91%

-10.74%

Winner

+5.26%

-7.57%

Winner

+9.18%

-10.93%

Winner

+10.09%

+4.95%

Winner

+37.10%

5Y(CAGR)

+4.67%

Winner

+18.16%

10Y(CAGR)

Winner

+15.96%

+14.80%

Max(CAGR)

+10.98%

Winner

+11.91%

CG vs H - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	CG	H
2026	-24.31%	+5.28%
2025	+19.64%	+2.99%
2024	+30.29%	+21.26%
2023	+41.85%	+47.45%
2022	-43.00%	-5.22%
2021	+80.37%	+35.07%
2020	+1.79%	-16.52%
2019	+113.14%	+35.35%
2018	-28.47%	-7.70%
2017	+56.12%	+31.56%
2016	+9.06%	+22.53%
2015	-36.43%	-21.05%
2014	-17.04%	+20.71%
2013	+41.92%	+25.47%
2012	+19.31%	+0.39%
2011	N/A	-18.81%
2010	N/A	+52.74%
2009	N/A	+6.46%

CG vs H Drawdown Comparison

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

The maximum drawdown for H was -60.53%, occurring on Mar 18, 2020. Recovery took 466 trading sessions.

The current CG drawdown is -33.13%. The current H drawdown is -0.78%.

Rank	CG	H
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-60.53% Feb 20, 2020 - Dec 23, 2021
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-43.88% Sep 19, 2014 - Nov 2, 2017
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-39.90% Feb 1, 2011 - Dec 23, 2013
#4	-38.51% Jan 23, 2025 - Jul 9, 2025	-37.28% Feb 6, 2025 - Nov 25, 2025
#5	-33.81% Sep 18, 2025 - Mar 12, 2026	-33.19% Feb 16, 2022 - Jan 20, 2023
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-24.19% Jun 4, 2018 - Dec 13, 2019
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-21.32% Jul 31, 2023 - Dec 11, 2023
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-19.64% Jul 16, 2024 - Dec 5, 2024
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-18.86% Feb 20, 2026 - Apr 17, 2026
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-17.40% May 3, 2010 - Nov 5, 2010
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-16.00% Mar 6, 2023 - Jul 28, 2023
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-10.52% Jan 7, 2022 - Feb 8, 2022
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-10.48% Mar 27, 2024 - Jul 16, 2024
#14	-8.66% May 3, 2012 - Jun 28, 2012	-10.23% Jul 23, 2014 - Sep 18, 2014
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-9.83% Jan 15, 2010 - Feb 25, 2010

Correlation

Correlation between CG and H is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2012 - 2026)

CG vs H dividend yield comparison.

Year	CG	H
2026	1.54%	0.09%
2025	2.37%	0.37%
2024	2.77%	0.38%
2023	3.38%	0.35%
2022	4.11%	0.00%
2021	1.82%	0.00%
2020	3.18%	0.27%
2019	4.24%	0.85%
2018	7.87%	0.89%
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%