CG vs HOLX

Comparison between Carlyle Group Inc (The) (CG, Company) and Hologic Inc (HOLX, Company).

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

5-Year PerformanceCG has outperformed HOLX, delivering a return of +4.2% compared to +0.8%

CG vs HOLX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	HOLX(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	69.16%	73.65%
Sharpe Ratio	-0.55	0.82
5Y Beta	1.67	N/A
Industry	Asset Management	Medical Instruments & Supplies
P/E Ratio	37.97	30.86
Forward P/E	12.71	16.84
PEG Ratio	N/A	16.78
Dividend Yield	2.93%	N/A
5Y Dividends CAGR	11.84%	N/A
5Y EPS CAGR	5.66%	N/A
Debt to Equity	0.00%	47.83%
Free Cash Flow Yield	-24.17%	6.10%

Market Cap

Winner

$17B

HOLX

$17B

Max Drawdown

Winner

69.16%

HOLX

73.65%

Sharpe Ratio

-0.55

Winner

HOLX

0.82

5Y Beta

1.67

HOLX

N/A

Industry

Asset Management

HOLX

Medical Instruments & Supplies

P/E Ratio

37.97

Winner

HOLX

30.86

Forward P/E

Winner

12.71

HOLX

16.84

PEG Ratio

N/A

HOLX

16.78

Dividend Yield

2.93%

HOLX

N/A

5Y Dividends CAGR

11.84%

HOLX

N/A

5Y EPS CAGR

5.66%

HOLX

N/A

Debt to Equity

Winner

0.00%

HOLX

47.83%

Free Cash Flow Yield

-24.17%

Winner

HOLX

6.10%

CG vs HOLX - Historical Returns

Returns include dividend reinvestment.

Period	CG	HOLX
1 month	+16.47%	+0.36%
3 months	+5.36%	+1.40%
6 months	-4.94%	+12.23%
1 year	-19.36%	+24.06%
5 years(CAGR)	+4.25%	+0.84%
10 years(CAGR)	+17.21%	+7.99%
Max(CAGR)	+11.76%	+18.36%

Winner

+16.47%

HOLX

+0.36%

Winner

+5.36%

HOLX

+1.40%

-4.94%

Winner

HOLX

+12.23%

-19.36%

Winner

HOLX

+24.06%

5Y(CAGR)

Winner

+4.25%

HOLX

+0.84%

10Y(CAGR)

Winner

+17.21%

HOLX

+7.99%

Max(CAGR)

+11.76%

Winner

HOLX

+18.36%

CG vs HOLX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	HOLX
2026	-14.35%	+1.94%
2025	+19.64%	+3.83%
2024	+30.29%	-0.51%
2023	+41.85%	-5.43%
2022	-43.00%	+2.34%
2021	+80.37%	+4.70%
2020	+1.79%	+39.87%
2019	+113.14%	+35.89%
2018	-28.47%	-4.13%
2017	+56.12%	+6.48%
2016	+9.06%	+6.05%
2015	-36.43%	+46.66%
2014	-17.04%	+21.88%
2013	+41.92%	+9.18%
2012	+19.31%	+12.16%
2011	N/A	-8.42%
2010	N/A	+25.97%
2009	N/A	+11.54%
2008	N/A	-61.28%
2007	N/A	+43.57%
2006	N/A	+29.36%
2005	N/A	+178.82%
2004	N/A	+55.73%
2003	N/A	+37.89%
2002	N/A	+24.59%
2001	N/A	+85.80%
2000	N/A	-11.45%
1999	N/A	+62.83%

CG vs HOLX Drawdown Comparison

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

The maximum drawdown for HOLX was -73.65%, occurring on Mar 9, 2009. Recovery took 1868 trading sessions.

The current CG drawdown is -24.33%. The current HOLX drawdown is -13.30%.

Rank	CG	HOLX
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-73.65% Dec 26, 2007 - May 29, 2015
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-59.24% Mar 8, 2000 - Nov 6, 2001
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-58.65% May 2, 2002 - Dec 29, 2003
#4	-40.36% Sep 18, 2025 - Jun 29, 2026	-46.24% Jan 29, 2020 - Jun 19, 2020
#5	-38.51% Jan 23, 2025 - Jul 9, 2025	-39.85% May 1, 2023 - May 5, 2025
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-35.83% Mar 31, 2006 - Jan 31, 2007
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-28.37% Jan 25, 2000 - Mar 7, 2000
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-27.71% Feb 4, 2021 - Feb 2, 2023
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-24.46% Aug 17, 2015 - Apr 3, 2017
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-22.78% Jun 22, 2017 - Feb 22, 2019
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-22.75% Jun 30, 2004 - Nov 11, 2004
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-22.45% May 2, 2007 - Oct 1, 2007
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-22.22% Dec 6, 1999 - Jan 20, 2000
#14	-8.66% May 3, 2012 - Jun 28, 2012	-21.44% Aug 5, 2020 - Nov 4, 2020
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-19.47% Feb 25, 2005 - Jun 2, 2005