CG vs PFGC

Comparison between Carlyle Group Inc (The) (CG, Company) and Performance Food Group Company (PFGC, Company).

CG is from the Financial Services sector, while PFGC is from the Consumer Defensive sector.

5-Year PerformancePFGC has outperformed CG, delivering a return of +14.7% compared to +4.0%

CG vs PFGC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	PFGC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	69.16%	78.85%
Sharpe Ratio	0.05	0.61
5Y Beta	1.69	0.77
Industry	Asset Management	Food Distribution
P/E Ratio	29.93	47.67
Forward P/E	10.33	19.08
PEG Ratio	0.09	0.66
Dividend Yield	3.14%	N/A
5Y Dividends CAGR	11.84%	N/A
Debt to Equity	0.00%	108.40%
Free Cash Flow Yield	-26.94%	5.17%
P/S Ratio	5.00	0.25
P/B Ratio	2.90	3.32

Market Cap

Winner

$16B

PFGC

$16B

Max Drawdown

Winner

69.16%

PFGC

78.85%

Sharpe Ratio

0.05

Winner

PFGC

0.61

5Y Beta

1.69

Winner

PFGC

0.77

Industry

Asset Management

PFGC

Food Distribution

P/E Ratio

Winner

29.93

PFGC

47.67

Forward P/E

Winner

10.33

PFGC

19.08

PEG Ratio

Winner

0.09

PFGC

0.66

Dividend Yield

3.14%

PFGC

N/A

5Y Dividends CAGR

11.84%

PFGC

N/A

Debt to Equity

Winner

0.00%

PFGC

108.40%

Free Cash Flow Yield

-26.94%

Winner

PFGC

5.17%

P/S Ratio

5.00

Winner

PFGC

0.25

P/B Ratio

Winner

2.90

PFGC

3.32

CG vs PFGC - Historical Returns

Returns include dividend reinvestment.

Period	CG	PFGC
1 month	-7.89%	+9.51%
3 months	+1.73%	+19.32%
6 months	-20.50%	+11.72%
1 year	-1.60%	+18.94%
5 years(CAGR)	+3.99%	+14.65%
10 years(CAGR)	+16.51%	+15.75%
Max(CAGR)	+10.99%	+17.12%

-7.89%

Winner

PFGC

+9.51%

+1.73%

Winner

PFGC

+19.32%

-20.50%

Winner

PFGC

+11.72%

-1.60%

Winner

PFGC

+18.94%

5Y(CAGR)

+3.99%

Winner

PFGC

+14.65%

10Y(CAGR)

Winner

+16.51%

PFGC

+15.75%

Max(CAGR)

+10.99%

Winner

PFGC

+17.12%

CG vs PFGC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CG	PFGC
2026	-23.78%	+18.19%
2025	+19.64%	+6.98%
2024	+30.29%	+21.17%
2023	+41.85%	+21.55%
2022	-43.00%	+25.87%
2021	+80.37%	-1.25%
2020	+1.79%	-7.71%
2019	+113.14%	+62.71%
2018	-28.47%	-3.96%
2017	+56.12%	+39.66%
2016	+9.06%	+7.10%
2015	-36.43%	+20.52%
2014	-17.04%	N/A
2013	+41.92%	N/A
2012	+19.31%	N/A

CG vs PFGC Drawdown Comparison

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

The maximum drawdown for PFGC was -78.85%, occurring on Mar 18, 2020. Recovery took 260 trading sessions.

The current CG drawdown is -32.66%. The current PFGC drawdown is -4.28%.

Rank	CG	PFGC
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-78.85% Feb 10, 2020 - Feb 22, 2021
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-34.96% Mar 12, 2021 - Nov 30, 2022
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-27.17% Jul 20, 2018 - Feb 13, 2019
#4	-38.51% Jan 23, 2025 - Jul 9, 2025	-26.70% Jul 26, 2016 - May 11, 2017
#5	-37.83% Sep 18, 2025 - Jun 3, 2026	-25.47% Sep 17, 2025 - Mar 20, 2026
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-21.24% Jan 30, 2025 - Jul 11, 2025
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-20.48% Mar 4, 2024 - Sep 23, 2024
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-19.13% Dec 17, 2015 - Apr 20, 2016
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-17.14% Jan 23, 2018 - May 9, 2018
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-15.41% Aug 18, 2023 - Nov 22, 2023
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-13.83% Feb 1, 2023 - Apr 28, 2023
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-12.65% May 5, 2016 - Jul 8, 2016
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-12.54% Apr 28, 2023 - Aug 17, 2023
#14	-8.66% May 3, 2012 - Jun 28, 2012	-11.26% Aug 22, 2019 - Nov 25, 2019
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-10.52% Jul 25, 2017 - Sep 6, 2017