CG vs PTC

Comparison between Carlyle Group Inc (The) (CG, Company) and PTC Inc (PTC, Company).

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

5-Year PerformanceCG has outperformed PTC, delivering a return of +4.5% compared to +1.3%

CG vs PTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	PTC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	69.16%	94.98%
Sharpe Ratio	0.24	-0.46
5Y Beta	1.71	0.92
Industry	Asset Management	Software - Application
P/E Ratio	30.98	13.42
Forward P/E	10.31	20.88
PEG Ratio	0.10	0.07
Dividend Yield	3.07%	N/A
5Y Dividends CAGR	11.84%	N/A
5Y EPS CAGR	N/A	41.11%
Debt to Equity	0.00%	31.04%
Free Cash Flow Yield	-26.03%	5.65%

Market Cap

$16B

Winner

PTC

$16B

Max Drawdown

Winner

69.16%

PTC

94.98%

Sharpe Ratio

Winner

0.24

PTC

-0.46

5Y Beta

1.71

Winner

PTC

0.92

Industry

Asset Management

PTC

Software - Application

P/E Ratio

30.98

Winner

PTC

13.42

Forward P/E

Winner

10.31

PTC

20.88

PEG Ratio

0.10

Winner

PTC

0.07

Dividend Yield

3.07%

PTC

N/A

5Y Dividends CAGR

11.84%

PTC

N/A

5Y EPS CAGR

N/A

PTC

41.11%

Debt to Equity

Winner

0.00%

PTC

31.04%

Free Cash Flow Yield

-26.03%

Winner

PTC

5.65%

CG vs PTC - Historical Returns

Returns include dividend reinvestment.

Period	CG	PTC
1 month	-3.60%	+4.29%
3 months	-11.52%	-9.15%
6 months	-13.46%	-17.99%
1 year	+1.57%	-16.99%
5 years(CAGR)	+4.45%	+1.34%
10 years(CAGR)	+16.10%	+14.75%
Max(CAGR)	+11.01%	+4.19%

-3.60%

Winner

PTC

+4.29%

-11.52%

Winner

PTC

-9.15%

Winner

-13.46%

PTC

-17.99%

Winner

+1.57%

PTC

-16.99%

5Y(CAGR)

Winner

+4.45%

PTC

+1.34%

10Y(CAGR)

Winner

+16.10%

PTC

+14.75%

Max(CAGR)

Winner

+11.01%

PTC

+4.19%

CG vs PTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	PTC
2026	-23.93%	-16.37%
2025	+19.64%	-4.81%
2024	+30.29%	+9.04%
2023	+41.85%	+46.23%
2022	-43.00%	-2.39%
2021	+80.37%	+2.51%
2020	+1.79%	+56.62%
2019	+113.14%	-8.58%
2018	-28.47%	+35.55%
2017	+56.12%	+30.30%
2016	+9.06%	+37.18%
2015	-36.43%	-4.73%
2014	-17.04%	+5.62%
2013	+41.92%	+52.02%
2012	+19.31%	+20.37%
2011	N/A	-20.54%
2010	N/A	+35.15%
2009	N/A	+28.36%
2008	N/A	-29.29%
2007	N/A	+0.11%
2006	N/A	+15.14%
2005	N/A	+7.77%
2004	N/A	+49.11%
2003	N/A	+79.91%
2002	N/A	-67.73%
2001	N/A	-42.40%
2000	N/A	-46.52%
1999	N/A	+41.45%

CG vs PTC Drawdown Comparison

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

The maximum drawdown for PTC was -94.98%, occurring on Oct 10, 2002. Recovery took 4611 trading sessions.

The current CG drawdown is -32.79%. The current PTC drawdown is -34.30%.

Rank	CG	PTC
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-94.98% Dec 16, 1999 - Apr 17, 2018
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-54.37% Sep 28, 2018 - Nov 27, 2020
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-38.37% Aug 27, 2025 - Apr 10, 2026
#4	-38.51% Jan 23, 2025 - Jul 9, 2025	-36.07% Jul 23, 2021 - Nov 14, 2023
#5	-33.81% Sep 18, 2025 - Mar 12, 2026	-32.27% Dec 11, 2024 - Jul 9, 2025
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-19.14% Nov 18, 1999 - Dec 3, 1999
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-19.00% Feb 19, 2021 - Apr 13, 2021
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-15.82% Apr 26, 2021 - Jul 23, 2021
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-13.41% Mar 22, 2024 - Nov 6, 2024
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-9.21% Jul 9, 2025 - Jul 31, 2025
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-8.78% Jun 20, 2018 - Sep 4, 2018
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-8.15% Dec 6, 1999 - Dec 10, 1999
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-7.68% Jan 22, 2021 - Jan 28, 2021
#14	-8.66% May 3, 2012 - Jun 28, 2012	-6.06% Aug 4, 2025 - Aug 27, 2025
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-5.72% Dec 28, 2023 - Jan 22, 2024