CG vs TXT

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

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

5-Year PerformanceTXT has outperformed CG, delivering a return of +6.5% compared to +4.0%

CG vs TXT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	TXT(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	69.16%	94.89%
Sharpe Ratio	0.05	0.73
5Y Beta	1.69	0.94
Industry	Asset Management	Aerospace & Defense
P/E Ratio	29.93	17.18
Forward P/E	10.33	13.97
PEG Ratio	0.09	0.95
Dividend Yield	3.14%	0.09%
5Y Dividends CAGR	11.84%	4.56%
5Y EPS CAGR	N/A	22.88%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-26.94%	8.31%
P/S Ratio	5.00	1.07
P/B Ratio	2.90	2.03

Market Cap

$16B

Winner

TXT

$16B

Max Drawdown

Winner

69.16%

TXT

94.89%

Sharpe Ratio

0.05

Winner

TXT

0.73

5Y Beta

1.69

Winner

TXT

0.94

Industry

Asset Management

TXT

Aerospace & Defense

P/E Ratio

29.93

Winner

TXT

17.18

Forward P/E

Winner

10.33

TXT

13.97

PEG Ratio

Winner

0.09

TXT

0.95

Dividend Yield

Winner

3.14%

TXT

0.09%

5Y Dividends CAGR

Winner

11.84%

TXT

4.56%

5Y EPS CAGR

N/A

TXT

22.88%

Debt to Equity

0.00%

TXT

0.00%

Free Cash Flow Yield

-26.94%

Winner

TXT

8.31%

P/S Ratio

5.00

Winner

TXT

1.07

P/B Ratio

2.90

Winner

TXT

2.03

CG vs TXT - Historical Returns

Returns include dividend reinvestment.

Period	CG	TXT
1 month	-7.89%	+2.22%
3 months	+1.73%	+1.44%
6 months	-20.50%	+6.53%
1 year	-1.60%	+19.45%
5 years(CAGR)	+3.99%	+6.48%
10 years(CAGR)	+16.51%	+9.53%
Max(CAGR)	+10.99%	+4.58%

-7.89%

Winner

TXT

+2.22%

Winner

+1.73%

TXT

+1.44%

-20.50%

Winner

TXT

+6.53%

-1.60%

Winner

TXT

+19.45%

5Y(CAGR)

+3.99%

Winner

TXT

+6.48%

10Y(CAGR)

Winner

+16.51%

TXT

+9.53%

Max(CAGR)

Winner

+10.99%

TXT

+4.58%

CG vs TXT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CG	TXT
2026	-23.78%	+6.67%
2025	+19.64%	+15.13%
2024	+30.29%	-4.81%
2023	+41.85%	+14.59%
2022	-43.00%	-6.83%
2021	+80.37%	+66.65%
2020	+1.79%	+6.52%
2019	+113.14%	-3.07%
2018	-28.47%	-19.63%
2017	+56.12%	+15.09%
2016	+9.06%	+17.25%
2015	-36.43%	-0.19%
2014	-17.04%	+16.27%
2013	+41.92%	+44.66%
2012	+19.31%	+33.41%
2011	N/A	-22.68%
2010	N/A	+24.65%
2009	N/A	+23.37%
2008	N/A	-78.61%
2007	N/A	+52.03%
2006	N/A	+23.11%
2005	N/A	+8.41%
2004	N/A	+31.87%
2003	N/A	+31.35%
2002	N/A	+4.18%
2001	N/A	-9.38%
2000	N/A	-36.39%
1999	N/A	+4.80%

CG vs TXT Drawdown Comparison

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

The maximum drawdown for TXT was -94.72%, occurring on Mar 6, 2009. Recovery took 2643 trading sessions.

The current CG drawdown is -32.66%. The current TXT drawdown is -7.85%.

Rank	CG	TXT
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-94.72% Dec 7, 2007 - Jun 8, 2018
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-69.96% Sep 25, 2018 - Aug 6, 2021
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-61.62% Dec 31, 1999 - Oct 25, 2004
#4	-38.51% Jan 23, 2025 - Jul 9, 2025	-37.33% Apr 8, 2024 - Feb 11, 2026
#5	-37.83% Sep 18, 2025 - Jun 3, 2026	-25.67% Jan 7, 2022 - Aug 1, 2023
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-16.97% May 10, 2006 - Nov 30, 2006
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-16.59% Mar 7, 2005 - Nov 29, 2005
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-15.53% Jul 23, 2007 - Sep 26, 2007
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-14.69% Feb 20, 2026 - Mar 30, 2026
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-10.71% Nov 5, 2021 - Dec 29, 2021
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-9.91% Jan 17, 2007 - Apr 19, 2007
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-9.00% Nov 6, 2007 - Dec 5, 2007
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-8.99% Aug 11, 2021 - Oct 20, 2021
#14	-8.66% May 3, 2012 - Jun 28, 2012	-8.37% Nov 3, 1999 - Nov 18, 1999
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-7.62% Dec 1, 2004 - Feb 4, 2005

Correlation

Correlation between CG and TXT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (1999 - 2026)

CG vs TXT dividend yield comparison.

Year	CG	TXT
2026	1.53%	0.04%
2025	2.37%	0.09%
2024	2.77%	0.10%
2023	3.38%	0.10%
2022	4.11%	0.47%
2021	1.82%	0.10%
2020	3.18%	0.17%
2019	4.24%	0.18%
2018	7.87%	0.17%
2017	5.41%	0.14%
2016	11.02%	0.16%
2015	21.70%	0.19%
2014	6.84%	0.19%
2013	3.73%	0.22%
2012	1.04%	0.32%
2011	0.00%	0.43%
2010	0.00%	0.34%
2009	0.00%	0.43%
2008	0.00%	6.63%
2007	0.00%	1.19%
2006	0.00%	1.65%
2005	0.00%	1.82%
2004	0.00%	1.80%
2003	0.00%	2.28%
2002	0.00%	3.02%
2001	0.00%	3.14%
2000	0.00%	2.80%
1999	0.00%	0.42%