CG vs LTM

Comparison between Carlyle Group Inc (The) (CG, Company) and LATAM Airlines Group SA (LTM, Company).

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

5-Year PerformanceLTM has outperformed CG, delivering a return of +62.1% compared to +2.8%

CG vs LTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	LTM(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	69.16%	96.55%
Sharpe Ratio	-0.00	1.11
5Y Beta	1.68	0.92
Industry	Asset Management	Airlines
P/E Ratio	30.40	9.76
Forward P/E	10.11	10.17
PEG Ratio	0.09	0.14
Dividend Yield	3.06%	2.74%
5Y Dividends CAGR	11.84%	74.70%
Debt to Equity	0.00%	434.13%
Free Cash Flow Yield	-26.53%	11.62%
P/S Ratio	4.96	1.09
P/B Ratio	2.98	8.29

Market Cap

Winner

$16B

LTM

$16B

Max Drawdown

Winner

69.16%

LTM

96.55%

Sharpe Ratio

-0.00

Winner

LTM

1.11

5Y Beta

1.68

Winner

LTM

0.92

Industry

Asset Management

LTM

Airlines

P/E Ratio

30.40

Winner

LTM

9.76

Forward P/E

Winner

10.11

LTM

10.17

PEG Ratio

Winner

0.09

LTM

0.14

Dividend Yield

Winner

3.06%

LTM

2.74%

5Y Dividends CAGR

11.84%

Winner

LTM

74.70%

Debt to Equity

Winner

0.00%

LTM

434.13%

Free Cash Flow Yield

-26.53%

Winner

LTM

11.62%

P/S Ratio

4.96

Winner

LTM

1.09

P/B Ratio

Winner

2.98

LTM

8.29

CG vs LTM - Historical Returns

Returns include dividend reinvestment.

Period	CG	LTM
1 month	-1.89%	+11.71%
3 months	-5.82%	+12.60%
6 months	-26.73%	+1.87%
1 year	-3.10%	+51.41%
5 years(CAGR)	+2.83%	+62.13%
10 years(CAGR)	+16.02%	+25.30%
Max(CAGR)	+10.76%	+17.54%

-1.89%

Winner

LTM

+11.71%

-5.82%

Winner

LTM

+12.60%

-26.73%

Winner

LTM

+1.87%

-3.10%

Winner

LTM

+51.41%

5Y(CAGR)

+2.83%

Winner

LTM

+62.13%

10Y(CAGR)

+16.02%

Winner

LTM

+25.30%

Max(CAGR)

+10.76%

Winner

LTM

+17.54%

CG vs LTM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	LTM
2026	-25.74%	+2.37%
2025	+19.64%	+109.50%
2024	+30.29%	+11.66%
2023	+41.85%	N/A
2022	-43.00%	N/A
2021	+80.37%	N/A
2020	+1.79%	-68.28%
2019	+113.14%	-2.15%
2018	-28.47%	-28.23%
2017	+56.12%	+70.23%
2016	+9.06%	+57.61%
2015	-36.43%	-54.40%
2014	-17.04%	-22.36%
2013	+41.92%	-30.38%
2012	+19.31%	+0.33%
2011	N/A	-23.81%
2010	N/A	+84.02%
2009	N/A	+110.00%
2008	N/A	-34.00%
2007	N/A	+22.75%
2006	N/A	+45.32%
2005	N/A	+17.23%
2004	N/A	+85.24%
2003	N/A	+228.35%
2002	N/A	-21.47%
2001	N/A	+2.93%
2000	N/A	+3.79%
1999	N/A	+13.08%

CG vs LTM Drawdown Comparison

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

The maximum drawdown for LTM was -96.29%, occurring on May 28, 2020. Recovery took 2523 trading sessions.

The current CG drawdown is -34.40%. The current LTM drawdown is -18.38%.

Rank	CG	LTM
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-96.29% Dec 3, 2010 - Jan 30, 2025
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-66.30% Jul 23, 2001 - Aug 21, 2003
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-51.56% Sep 19, 2007 - Nov 13, 2009
#4	-38.51% Jan 23, 2025 - Jul 9, 2025	-39.18% Feb 14, 2000 - May 10, 2001
#5	-37.83% Sep 18, 2025 - Jun 3, 2026	-33.89% Feb 2, 2026 - May 4, 2026
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-26.89% Feb 27, 2006 - Oct 12, 2006
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-23.74% Dec 29, 2004 - Jan 27, 2005
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-19.30% Jul 16, 2007 - Sep 18, 2007
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-19.12% Sep 4, 2025 - Dec 4, 2025
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-18.26% Apr 19, 2005 - Dec 8, 2005
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-17.57% Apr 26, 2004 - Aug 13, 2004
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-16.81% Mar 5, 2025 - May 2, 2025
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-14.95% Feb 16, 2007 - May 2, 2007
#14	-8.66% May 3, 2012 - Jun 28, 2012	-14.85% Jan 8, 2004 - Apr 23, 2004
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-12.26% May 10, 2001 - Jul 23, 2001

Correlation

Correlation between CG and LTM is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

CG vs LTM dividend yield comparison.

Year	CG	LTM
2026	1.57%	0.24%
2025	2.37%	4.39%
2024	2.77%	0.00%
2023	3.38%	0.00%
2022	4.11%	0.00%
2021	1.82%	0.00%
2020	3.18%	2.93%
2019	4.24%	0.89%
2018	7.87%	0.75%
2017	5.41%	0.16%
2016	11.02%	0.00%
2015	21.70%	0.00%
2014	6.84%	0.00%
2013	3.73%	0.07%
2012	1.04%	0.87%
2011	0.00%	1.59%
2010	0.00%	1.00%
2009	0.00%	2.76%
2008	0.00%	15.75%
2007	0.00%	2.10%
2006	0.00%	1.55%
2005	0.00%	1.19%
2004	0.00%	4.05%
2003	0.00%	5.71%
2002	0.00%	0.48%
2001	0.00%	3.92%
2000	0.00%	1.34%