CG vs IEX

Comparison between Carlyle Group Inc (The) (CG, Company) and Idex Corporation (IEX, Company).

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

5-Year PerformanceCG has outperformed IEX, delivering a return of +2.6% compared to +0.7%

CG vs IEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	IEX(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	69.16%	59.66%
Sharpe Ratio	-0.68	0.77
5Y Beta	1.69	0.85
Industry	Asset Management	Specialty Industrial Machinery
P/E Ratio	31.28	35.38
Forward P/E	11.29	26.67
PEG Ratio	0.10	1.90
Dividend Yield	3.04%	0.95%
5Y Dividends CAGR	11.84%	11.97%
5Y EPS CAGR	N/A	1.90%
Debt to Equity	0.00%	46.23%
Free Cash Flow Yield	-25.77%	3.68%
P/S Ratio	5.04	4.67
P/B Ratio	3.03	4.05

Market Cap

$17B

Winner

IEX

$17B

Max Drawdown

69.16%

Winner

IEX

59.66%

Sharpe Ratio

-0.68

Winner

IEX

0.77

5Y Beta

1.69

Winner

IEX

0.85

Industry

Asset Management

IEX

Specialty Industrial Machinery

P/E Ratio

Winner

31.28

IEX

35.38

Forward P/E

Winner

11.29

IEX

26.67

PEG Ratio

Winner

0.10

IEX

1.90

Dividend Yield

Winner

3.04%

IEX

0.95%

5Y Dividends CAGR

11.84%

Winner

IEX

11.97%

5Y EPS CAGR

N/A

IEX

1.90%

Debt to Equity

Winner

0.00%

IEX

46.23%

Free Cash Flow Yield

-25.77%

Winner

IEX

3.68%

P/S Ratio

5.04

Winner

IEX

4.67

P/B Ratio

Winner

3.03

IEX

4.05

CG vs IEX - Historical Returns

Returns include dividend reinvestment.

Period	CG	IEX
1 month	+0.09%	-1.54%
3 months	-13.72%	+8.72%
6 months	-27.53%	+11.85%
1 year	-23.36%	+24.07%
5 years(CAGR)	+2.60%	+0.73%
10 years(CAGR)	+15.51%	+11.15%
Max(CAGR)	+10.70%	+13.55%

Winner

+0.09%

IEX

-1.54%

-13.72%

Winner

IEX

+8.72%

-27.53%

Winner

IEX

+11.85%

-23.36%

Winner

IEX

+24.07%

5Y(CAGR)

Winner

+2.60%

IEX

+0.73%

10Y(CAGR)

Winner

+15.51%

IEX

+11.15%

Max(CAGR)

+10.70%

Winner

IEX

+13.55%

CG vs IEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	IEX
2026	-25.68%	+24.79%
2025	+19.64%	-12.32%
2024	+30.29%	-1.43%
2023	+41.85%	-4.28%
2022	-43.00%	+0.16%
2021	+80.37%	+22.20%
2020	+1.79%	+16.32%
2019	+113.14%	+39.28%
2018	-28.47%	-2.95%
2017	+56.12%	+46.63%
2016	+9.06%	+20.89%
2015	-36.43%	-0.00%
2014	-17.04%	+8.76%
2013	+41.92%	+56.60%
2012	+19.31%	+27.22%
2011	N/A	-5.04%
2010	N/A	+25.74%
2009	N/A	+22.23%
2008	N/A	-31.02%
2007	N/A	+15.92%
2006	N/A	+15.91%
2005	N/A	+5.67%
2004	N/A	+48.84%
2003	N/A	+25.27%
2002	N/A	-2.58%
2001	N/A	+11.55%
2000	N/A	+11.85%
1999	N/A	+22.45%

CG vs IEX Drawdown Comparison

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

The maximum drawdown for IEX was -58.66%, occurring on Mar 9, 2009. Recovery took 837 trading sessions.

The current CG drawdown is -34.34%. The current IEX drawdown is -6.82%.

Rank	CG	IEX
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-58.66% Aug 9, 2007 - Dec 3, 2010
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-36.46% Apr 26, 2011 - Dec 10, 2012
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-35.52% Feb 12, 2020 - Aug 12, 2020
#4	-40.36% Sep 18, 2025 - Jun 29, 2026	-34.60% Mar 21, 2024 - Aug 11, 2025
#5	-38.51% Jan 23, 2025 - Jul 9, 2025	-33.79% Apr 10, 2002 - Aug 19, 2003
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-30.94% Sep 5, 2001 - Feb 15, 2002
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-27.33% Dec 16, 2021 - Nov 30, 2022
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-26.51% Jan 20, 2000 - Apr 28, 2000
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-26.45% Jun 2, 2000 - Dec 5, 2000
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-24.08% Sep 20, 2018 - Apr 1, 2019
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-23.44% Dec 5, 2000 - Aug 23, 2001
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-23.08% May 9, 2006 - Feb 26, 2007
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-21.83% Dec 13, 2022 - Mar 1, 2024
#14	-8.66% May 3, 2012 - Jun 28, 2012	-18.28% Jul 3, 2014 - Mar 16, 2016
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-14.10% Jun 30, 2004 - Sep 16, 2004

Correlation

Correlation between CG and IEX is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

CG vs IEX dividend yield comparison.

Year	CG	IEX
2026	1.57%	0.98%
2025	2.37%	1.58%
2024	2.77%	1.29%
2023	3.38%	1.16%
2022	4.11%	1.02%
2021	1.82%	0.90%
2020	3.18%	1.00%
2019	4.24%	1.12%
2018	7.87%	1.31%
2017	5.41%	1.10%
2016	11.02%	1.49%
2015	21.70%	1.62%
2014	6.84%	1.37%
2013	3.73%	1.21%
2012	1.04%	1.65%
2011	0.00%	1.78%
2010	0.00%	1.46%
2009	0.00%	1.54%
2008	0.00%	1.99%
2007	0.00%	1.27%
2006	0.00%	1.20%
2005	0.00%	1.17%
2004	0.00%	1.05%
2003	0.00%	1.35%
2002	0.00%	1.71%
2001	0.00%	1.62%
2000	0.00%	1.69%