CG vs LECO

Comparison between Carlyle Group Inc (The) (CG, Company) and Lincoln Electric Holdings Inc (LECO, Company).

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

5-Year PerformanceLECO has outperformed CG, delivering a return of +17.4% compared to +0.9%

CG vs LECO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	LECO(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	69.16%	69.28%
Sharpe Ratio	-0.23	1.01
5Y Beta	1.69	1.08
Industry	Asset Management	Tools & Accessories
P/E Ratio	27.86	27.45
Forward P/E	9.69	25.00
PEG Ratio	0.09	1.40
Dividend Yield	3.26%	1.12%
5Y Dividends CAGR	11.84%	13.88%
5Y EPS CAGR	N/A	16.29%
Debt to Equity	0.00%	86.92%
Free Cash Flow Yield	-28.94%	3.92%

Market Cap

Winner

$15B

LECO

$15B

Max Drawdown

Winner

69.16%

LECO

69.28%

Sharpe Ratio

-0.23

Winner

LECO

1.01

5Y Beta

1.69

Winner

LECO

1.08

Industry

Asset Management

LECO

Tools & Accessories

P/E Ratio

27.86

Winner

LECO

27.45

Forward P/E

Winner

9.69

LECO

25.00

PEG Ratio

Winner

0.09

LECO

1.40

Dividend Yield

Winner

3.26%

LECO

1.12%

5Y Dividends CAGR

11.84%

Winner

LECO

13.88%

5Y EPS CAGR

N/A

LECO

16.29%

Debt to Equity

Winner

0.00%

LECO

86.92%

Free Cash Flow Yield

-28.94%

Winner

LECO

3.92%

CG vs LECO - Historical Returns

Returns include dividend reinvestment.

Period	CG	LECO
1 month	-8.21%	+3.17%
3 months	-10.20%	+7.03%
6 months	-30.34%	+12.38%
1 year	-12.47%	+34.12%
5 years(CAGR)	+0.93%	+17.41%
10 years(CAGR)	+15.49%	+18.87%
Max(CAGR)	+10.27%	+15.08%

-8.21%

Winner

LECO

+3.17%

-10.20%

Winner

LECO

+7.03%

-30.34%

Winner

LECO

+12.38%

-12.47%

Winner

LECO

+34.12%

5Y(CAGR)

+0.93%

Winner

LECO

+17.41%

10Y(CAGR)

+15.49%

Winner

LECO

+18.87%

Max(CAGR)

+10.27%

Winner

LECO

+15.08%

CG vs LECO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	LECO
2026	-30.19%	+12.65%
2025	+19.64%	+31.52%
2024	+30.29%	-11.03%
2023	+41.85%	+50.82%
2022	-43.00%	+5.71%
2021	+80.37%	+24.59%
2020	+1.79%	+21.14%
2019	+113.14%	+26.29%
2018	-28.47%	-12.79%
2017	+56.12%	+19.43%
2016	+9.06%	+50.70%
2015	-36.43%	-23.22%
2014	-17.04%	-0.43%
2013	+41.92%	+44.86%
2012	+19.31%	+25.33%
2011	N/A	+19.41%
2010	N/A	+23.76%
2009	N/A	+2.59%
2008	N/A	-25.22%
2007	N/A	+16.90%
2006	N/A	+50.82%
2005	N/A	+16.79%
2004	N/A	+40.71%
2003	N/A	+6.16%
2002	N/A	+0.85%
2001	N/A	+31.97%
2000	N/A	+1.33%
1999	N/A	-3.96%

CG vs LECO Drawdown Comparison

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

The maximum drawdown for LECO was -68.89%, occurring on Mar 9, 2009. Recovery took 892 trading sessions.

The current CG drawdown is -38.33%. The current LECO drawdown is -8.13%.

Rank	CG	LECO
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-68.89% Jun 23, 2008 - Jan 5, 2012
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-46.52% Apr 16, 2002 - Apr 8, 2004
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-45.99% Mar 31, 2000 - May 18, 2001
#4	-39.57% Sep 18, 2025 - Jun 24, 2026	-38.89% Jan 2, 2020 - Aug 11, 2020
#5	-38.51% Jan 23, 2025 - Jul 9, 2025	-36.55% Nov 21, 2014 - Nov 10, 2016
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-34.29% Mar 27, 2024 - Jan 9, 2026
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-31.14% Oct 24, 2007 - May 22, 2008
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-26.26% Jan 22, 2018 - Dec 18, 2019
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-23.14% May 2, 2012 - Jan 2, 2013
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-21.42% Jul 20, 2023 - Dec 13, 2023
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-20.32% May 24, 2001 - Feb 8, 2002
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-20.10% Feb 6, 2026 - Apr 6, 2026
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-18.40% Nov 30, 2004 - Jul 20, 2005
#14	-8.66% May 3, 2012 - Jun 28, 2012	-17.55% Mar 4, 2014 - Nov 21, 2014
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-17.07% Nov 19, 2021 - Aug 11, 2022

Correlation

Correlation between CG and LECO is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (1999 - 2026)

CG vs LECO dividend yield comparison.

Year	CG	LECO
2026	1.67%	0.29%
2025	2.37%	1.27%
2024	2.77%	1.54%
2023	3.38%	1.21%
2022	4.11%	1.61%
2021	1.82%	1.50%
2020	3.18%	1.70%
2019	4.24%	1.96%
2018	7.87%	2.08%
2017	5.41%	1.57%
2016	11.02%	1.71%
2015	21.70%	2.29%
2014	6.84%	1.42%
2013	3.73%	1.16%
2012	1.04%	1.46%
2011	0.00%	1.62%
2010	0.00%	1.76%
2009	0.00%	2.04%
2008	0.00%	2.00%
2007	0.00%	1.28%
2006	0.00%	1.31%
2005	0.00%	1.84%
2004	0.00%	2.00%
2003	0.00%	2.59%
2002	0.00%	2.63%
2001	0.00%	2.45%
2000	0.00%	2.90%
1999	0.00%	0.68%