CG vs SMTC

Comparison between Carlyle Group Inc (The) (CG, Company) and Semtech Corp (SMTC, Company).

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

5-Year PerformanceSMTC has outperformed CG, delivering a return of +19.7% compared to +0.9%

CG vs SMTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	SMTC(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	69.16%	85.40%
Sharpe Ratio	-0.23	2.33
5Y Beta	1.69	2.60
Industry	Asset Management	Semiconductors
P/E Ratio	27.86	-417.93
Forward P/E	9.69	62.11
PEG Ratio	0.09	N/A
Dividend Yield	3.26%	N/A
5Y Dividends CAGR	11.84%	N/A
Debt to Equity	0.00%	85.81%
Free Cash Flow Yield	-28.94%	1.17%

Market Cap

Winner

$15B

SMTC

$15B

Max Drawdown

Winner

69.16%

SMTC

85.40%

Sharpe Ratio

-0.23

Winner

SMTC

2.33

5Y Beta

Winner

1.69

SMTC

2.60

Industry

Asset Management

SMTC

Semiconductors

P/E Ratio

27.86

Winner

SMTC

-417.93

Forward P/E

Winner

9.69

SMTC

62.11

PEG Ratio

0.09

SMTC

N/A

Dividend Yield

3.26%

SMTC

N/A

5Y Dividends CAGR

11.84%

SMTC

N/A

Debt to Equity

Winner

0.00%

SMTC

85.81%

Free Cash Flow Yield

-28.94%

Winner

SMTC

1.17%

CG vs SMTC - Historical Returns

Returns include dividend reinvestment.

Period	CG	SMTC
1 month	-8.21%	-1.33%
3 months	-10.20%	+102.74%
6 months	-30.34%	+114.78%
1 year	-12.47%	+264.73%
5 years(CAGR)	+0.93%	+19.67%
10 years(CAGR)	+15.49%	+21.49%
Max(CAGR)	+10.27%	+8.46%

-8.21%

Winner

SMTC

-1.33%

-10.20%

Winner

SMTC

+102.74%

-30.34%

Winner

SMTC

+114.78%

-12.47%

Winner

SMTC

+264.73%

5Y(CAGR)

+0.93%

Winner

SMTC

+19.67%

10Y(CAGR)

+15.49%

Winner

SMTC

+21.49%

Max(CAGR)

Winner

+10.27%

SMTC

+8.46%

CG vs SMTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	SMTC
2026	-30.19%	+115.61%
2025	+19.64%	+18.66%
2024	+30.29%	+185.81%
2023	+41.85%	-24.29%
2022	-43.00%	-68.12%
2021	+80.37%	+24.94%
2020	+1.79%	+33.85%
2019	+113.14%	+14.63%
2018	-28.47%	+31.81%
2017	+56.12%	+7.38%
2016	+9.06%	+66.84%
2015	-36.43%	-32.57%
2014	-17.04%	+10.55%
2013	+41.92%	-14.82%
2012	+19.31%	+14.65%
2011	N/A	+8.34%
2010	N/A	+30.94%
2009	N/A	+47.66%
2008	N/A	-23.59%
2007	N/A	+17.31%
2006	N/A	-30.26%
2005	N/A	-14.67%
2004	N/A	-4.75%
2003	N/A	+95.36%
2002	N/A	-70.17%
2001	N/A	+74.10%
2000	N/A	-22.60%
1999	N/A	+39.95%

CG vs SMTC Drawdown Comparison

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

The maximum drawdown for SMTC was -85.40%, occurring on Nov 1, 2023. Recovery took 1068 trading sessions.

The current CG drawdown is -38.33%. The current SMTC drawdown is -7.13%.

Rank	CG	SMTC
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-85.40% Nov 19, 2021 - Feb 25, 2026
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-85.10% Aug 31, 2000 - Aug 31, 2018
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-54.98% Sep 18, 2018 - Aug 10, 2020
#4	-39.57% Sep 18, 2025 - Jun 24, 2026	-40.70% Feb 24, 2000 - Jun 16, 2000
#5	-38.51% Jan 23, 2025 - Jul 9, 2025	-29.18% Jan 22, 2021 - Oct 28, 2021
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-26.68% Mar 2, 2026 - Apr 16, 2026
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-24.60% Nov 26, 1999 - Jan 3, 2000
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-21.87% Aug 12, 2020 - Nov 9, 2020
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-19.06% Jul 17, 2000 - Aug 21, 2000
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-14.02% Apr 24, 2026 - May 5, 2026
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-13.83% Jun 15, 2026 - Jun 22, 2026
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-11.76% Jan 19, 2000 - Feb 17, 2000
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-10.82% Jun 4, 2026 - Jun 15, 2026
#14	-8.66% May 3, 2012 - Jun 28, 2012	-10.07% May 28, 2026 - Jun 2, 2026
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-9.31% Jun 22, 2000 - Jul 7, 2000