CG vs YUMC

Comparison between Carlyle Group Inc (The) (CG, Company) and Yum China Holdings Inc (YUMC, Company).

CG is from the Financial Services sector, while YUMC is from the Consumer Cyclical sector.

5-Year PerformanceCG has outperformed YUMC, delivering a return of +3.7% compared to -3.4%

CG vs YUMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	YUMC(COMPANY)
Market Cap	$18B	$17B
Max Drawdown	69.16%	57.87%
Sharpe Ratio	-0.41	0.46
5Y Beta	1.67	0.57
Industry	Asset Management	Restaurants
P/E Ratio	33.81	18.06
Forward P/E	11.29	16.39
PEG Ratio	0.10	1.99
Dividend Yield	2.76%	2.21%
5Y Dividends CAGR	11.84%	29.28%
5Y EPS CAGR	N/A	2.67%
Debt to Equity	0.00%	0.37%
Free Cash Flow Yield	-23.85%	5.58%
P/S Ratio	5.86	1.31
P/B Ratio	3.07	3.08

Market Cap

Winner

$18B

YUMC

$17B

Max Drawdown

69.16%

Winner

YUMC

57.87%

Sharpe Ratio

-0.41

Winner

YUMC

0.46

5Y Beta

1.67

Winner

YUMC

0.57

Industry

Asset Management

YUMC

Restaurants

P/E Ratio

33.81

Winner

YUMC

18.06

Forward P/E

Winner

11.29

YUMC

16.39

PEG Ratio

Winner

0.10

YUMC

1.99

Dividend Yield

Winner

2.76%

YUMC

2.21%

5Y Dividends CAGR

11.84%

Winner

YUMC

29.28%

5Y EPS CAGR

N/A

YUMC

2.67%

Debt to Equity

Winner

0.00%

YUMC

0.37%

Free Cash Flow Yield

-23.85%

Winner

YUMC

5.58%

P/S Ratio

5.86

Winner

YUMC

1.31

P/B Ratio

Winner

3.07

YUMC

3.08

CG vs YUMC - Historical Returns

Returns include dividend reinvestment.

Period	CG	YUMC
1 month	+10.99%	+13.41%
3 months	-3.06%	-0.42%
6 months	-15.58%	-15.83%
1 year	-20.24%	+10.02%
5 years(CAGR)	+3.73%	-3.42%
10 years(CAGR)	+16.49%	+7.82%
Max(CAGR)	+11.38%	+7.82%

+10.99%

Winner

YUMC

+13.41%

-3.06%

Winner

YUMC

-0.42%

Winner

-15.58%

YUMC

-15.83%

-20.24%

Winner

YUMC

+10.02%

5Y(CAGR)

Winner

+3.73%

YUMC

-3.42%

10Y(CAGR)

Winner

+16.49%

YUMC

+7.82%

Max(CAGR)

Winner

+11.38%

YUMC

+7.82%

CG vs YUMC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CG	YUMC
2026	-18.56%	+1.26%
2025	+19.64%	+4.62%
2024	+30.29%	+15.40%
2023	+41.85%	-24.06%
2022	-43.00%	+11.44%
2021	+80.37%	-11.93%
2020	+1.79%	+16.74%
2019	+113.14%	+41.93%
2018	-28.47%	-16.56%
2017	+56.12%	+52.89%
2016	+9.06%	+1.83%
2015	-36.43%	N/A
2014	-17.04%	N/A
2013	+41.92%	N/A
2012	+19.31%	N/A

CG vs YUMC Drawdown Comparison

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

The maximum drawdown for YUMC was -56.48%, occurring on Jul 25, 2024. This drawdown has not yet recovered.

The current CG drawdown is -28.05%. The current YUMC drawdown is -25.26%.

Rank	CG	YUMC
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-56.48% Jun 2, 2021 - Jul 25, 2024
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-34.75% Jan 26, 2018 - Apr 30, 2019
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-21.07% Jan 17, 2020 - Apr 29, 2020
#4	-40.36% Sep 18, 2025 - Jun 29, 2026	-18.78% Apr 30, 2019 - Sep 12, 2019
#5	-38.51% Jan 23, 2025 - Jul 9, 2025	-16.19% Jun 7, 2017 - Oct 9, 2017
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-13.74% Nov 22, 2016 - Apr 6, 2017
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-13.60% Sep 1, 2020 - Nov 11, 2020
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-13.50% Sep 12, 2019 - Dec 16, 2019
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-12.58% Apr 29, 2020 - Jun 8, 2020
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-9.05% Feb 16, 2021 - May 19, 2021
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-8.20% Jun 8, 2020 - Jul 15, 2020
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-7.78% Oct 9, 2017 - Jan 9, 2018
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-7.27% Nov 24, 2020 - Feb 9, 2021
#14	-8.66% May 3, 2012 - Jun 28, 2012	-6.16% Nov 4, 2016 - Nov 18, 2016
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-5.58% Jul 29, 2020 - Aug 6, 2020

Correlation

Correlation between CG and YUMC is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2012 - 2026)

CG vs YUMC dividend yield comparison.

Year	CG	YUMC
2026	1.43%	1.20%
2025	2.37%	2.01%
2024	2.77%	1.33%
2023	3.38%	1.23%
2022	4.11%	0.88%
2021	1.82%	0.96%
2020	3.18%	0.42%
2019	4.24%	1.00%
2018	7.87%	1.25%
2017	5.41%	0.25%
2016	11.02%	0.00%
2015	21.70%	0.00%
2014	6.84%	0.00%
2013	3.73%	0.00%
2012	1.04%	0.00%