CG vs NTNX

Comparison between Carlyle Group Inc (The) (CG, Company) and Nutanix Inc - Class A (NTNX, Company).

CG is from the Financial Services sector, while NTNX is from the Technology sector.

5-Year PerformanceNTNX has outperformed CG, delivering a return of +7.5% compared to +1.9%

CG vs NTNX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	NTNX(COMPANY)
Market Cap	$15B	$16B
Max Drawdown	69.16%	80.40%
Sharpe Ratio	-0.51	-0.56
5Y Beta	1.69	1.14
Industry	Asset Management	Software - Infrastructure
P/E Ratio	29.22	57.36
Forward P/E	9.88	25.58
PEG Ratio	0.09	0.00
Dividend Yield	3.25%	N/A
5Y Dividends CAGR	11.84%	N/A
Debt to Equity	0.00%	-210.70%
Free Cash Flow Yield	-27.59%	4.97%
P/S Ratio	4.77	5.30
P/B Ratio	2.93	98.74

Market Cap

$15B

Winner

NTNX

$16B

Max Drawdown

Winner

69.16%

NTNX

80.40%

Sharpe Ratio

Winner

-0.51

NTNX

-0.56

5Y Beta

1.69

Winner

NTNX

1.14

Industry

Asset Management

NTNX

Software - Infrastructure

P/E Ratio

Winner

29.22

NTNX

57.36

Forward P/E

Winner

9.88

NTNX

25.58

PEG Ratio

0.09

Winner

NTNX

0.00

Dividend Yield

3.25%

NTNX

N/A

5Y Dividends CAGR

11.84%

NTNX

N/A

Debt to Equity

0.00%

Winner

NTNX

-210.70%

Free Cash Flow Yield

-27.59%

Winner

NTNX

4.97%

P/S Ratio

Winner

4.77

NTNX

5.30

P/B Ratio

Winner

2.93

NTNX

98.74

CG vs NTNX - Historical Returns

Returns include dividend reinvestment.

Period	CG	NTNX
1 month	+1.36%	+10.33%
3 months	-4.75%	+59.23%
6 months	-30.69%	+2.39%
1 year	-21.56%	-25.57%
5 years(CAGR)	+1.93%	+7.53%
10 years(CAGR)	+15.81%	+4.10%
Max(CAGR)	+10.75%	+4.10%

+1.36%

Winner

NTNX

+10.33%

-4.75%

Winner

NTNX

+59.23%

-30.69%

Winner

NTNX

+2.39%

Winner

-21.56%

NTNX

-25.57%

5Y(CAGR)

+1.93%

Winner

NTNX

+7.53%

10Y(CAGR)

Winner

+15.81%

NTNX

+4.10%

Max(CAGR)

Winner

+10.75%

NTNX

+4.10%

CG vs NTNX - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CG	NTNX
2026	-25.51%	+8.28%
2025	+19.64%	-15.65%
2024	+30.29%	+33.44%
2023	+41.85%	+81.33%
2022	-43.00%	-17.64%
2021	+80.37%	+2.08%
2020	+1.79%	-0.03%
2019	+113.14%	-25.46%
2018	-28.47%	+15.69%
2017	+56.12%	+34.09%
2016	+9.06%	-28.22%
2015	-36.43%	N/A
2014	-17.04%	N/A
2013	+41.92%	N/A
2012	+19.31%	N/A

CG vs NTNX Drawdown Comparison

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

The maximum drawdown for NTNX was -80.40%, occurring on Mar 16, 2020. Recovery took 1435 trading sessions.

The current CG drawdown is -34.19%. The current NTNX drawdown is -34.04%.

Rank	CG	NTNX
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-80.40% Jun 18, 2018 - Mar 1, 2024
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-67.48% Oct 3, 2016 - Mar 7, 2018
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-58.58% May 19, 2025 - Apr 10, 2026
#4	-40.36% Sep 18, 2025 - Jun 29, 2026	-37.30% May 21, 2024 - Feb 27, 2025
#5	-38.51% Jan 23, 2025 - Jul 9, 2025	-24.88% Mar 3, 2025 - May 13, 2025
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-13.36% Mar 14, 2018 - Apr 17, 2018
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-12.18% May 10, 2018 - Jun 12, 2018
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-10.96% Apr 5, 2024 - May 8, 2024
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-10.66% Apr 18, 2018 - May 7, 2018
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-7.17% Mar 8, 2024 - Apr 5, 2024
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-3.06% Mar 4, 2024 - Mar 8, 2024
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-2.94% May 9, 2024 - May 15, 2024
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-2.54% Jun 13, 2018 - Jun 18, 2018
#14	-8.66% May 3, 2012 - Jun 28, 2012	-2.11% May 13, 2025 - May 16, 2025
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-0.06% May 15, 2024 - May 17, 2024