CGABL vs BALL

Comparison between Carlyle Finance LLC (CGABL, Company) and Ball Corp (BALL, Company).

5-Year PerformanceCGABL has outperformed BALL, delivering a return of -2.7% compared to -4.9%

CGABL vs BALL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	BALL(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	56.27%
Sharpe Ratio	-0.37	0.28
5Y Beta	0.21	0.48
Industry	N/A	Packaging & Containers
P/E Ratio	N/A	17.91
Forward P/E	N/A	15.43
PEG Ratio	N/A	1.35
Dividend Yield	N/A	1.33%
5Y Dividends CAGR	N/A	10.76%
5Y EPS CAGR	N/A	18.21%
Debt to Equity	N/A	11.55%
Free Cash Flow Yield	N/A	3.72%
P/S Ratio	N/A	1.17
P/B Ratio	N/A	3.01

Market Cap

Winner

CGABL

$16B

BALL

$16B

Max Drawdown

Winner

CGABL

42.06%

BALL

56.27%

Sharpe Ratio

CGABL

-0.37

Winner

BALL

0.28

5Y Beta

Winner

CGABL

0.21

BALL

0.48

Industry

CGABL

N/A

BALL

Packaging & Containers

P/E Ratio

CGABL

N/A

BALL

17.91

Forward P/E

CGABL

N/A

BALL

15.43

PEG Ratio

CGABL

N/A

BALL

1.35

Dividend Yield

CGABL

N/A

BALL

1.33%

5Y Dividends CAGR

CGABL

N/A

BALL

10.76%

5Y EPS CAGR

CGABL

N/A

BALL

18.21%

Debt to Equity

CGABL

N/A

BALL

11.55%

Free Cash Flow Yield

CGABL

N/A

BALL

3.72%

P/S Ratio

CGABL

N/A

BALL

1.17

P/B Ratio

CGABL

N/A

BALL

3.01

CGABL vs BALL - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	BALL
1 month	+0.28%	+7.58%
3 months	-4.23%	-3.26%
6 months	-3.30%	+11.20%
1 year	-0.53%	+6.89%
5 years(CAGR)	-2.67%	-4.93%
10 years(CAGR)	N/A	+6.71%
Max(CAGR)	-2.24%	+13.88%

CGABL

+0.28%

Winner

BALL

+7.58%

CGABL

-4.23%

Winner

BALL

-3.26%

CGABL

-3.30%

Winner

BALL

+11.20%

CGABL

-0.53%

Winner

BALL

+6.89%

5Y(CAGR)

Winner

CGABL

-2.67%

BALL

-4.93%

10Y(CAGR)

CGABL

N/A

BALL

+6.71%

Max(CAGR)

CGABL

-2.24%

Winner

BALL

+13.88%

CGABL vs BALL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CGABL	BALL
2026	-2.74%	+15.68%
2025	-0.24%	-1.17%
2024	-6.85%	-2.05%
2023	+31.66%	+12.32%
2022	-31.67%	-44.49%
2021	+3.94%	+8.09%
2020	N/A	+46.99%
2019	N/A	+45.99%
2018	N/A	+20.18%
2017	N/A	+0.86%
2016	N/A	+4.84%
2015	N/A	+7.27%
2014	N/A	+33.73%
2013	N/A	+13.47%
2012	N/A	+24.40%
2011	N/A	+4.48%
2010	N/A	+30.59%
2009	N/A	+21.93%
2008	N/A	-5.61%
2007	N/A	+2.82%
2006	N/A	+9.51%
2005	N/A	-7.52%
2004	N/A	+51.86%
2003	N/A	+13.63%
2002	N/A	+46.39%
2001	N/A	+60.99%
2000	N/A	+17.89%
1999	N/A	-1.30%

CGABL vs BALL Drawdown Comparison

The maximum drawdown for CGABL was -37.82%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

The maximum drawdown for BALL was -55.08%, occurring on Oct 23, 2023. This drawdown has not yet recovered.

The current CGABL drawdown is -17.79%. The current BALL drawdown is -33.19%.

Rank	CGABL	BALL
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-55.08% Sep 2, 2021 - Oct 23, 2023
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-49.42% May 15, 2008 - Mar 5, 2010
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-37.14% Jan 18, 2000 - Dec 21, 2000
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-35.42% Sep 4, 2019 - Aug 28, 2020
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-34.63% Apr 16, 2002 - Sep 4, 2002
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-26.84% Apr 2, 2003 - Dec 4, 2003
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-25.29% Oct 9, 2007 - May 15, 2008
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-24.98% Jul 8, 2011 - Feb 1, 2012
#9	-0.39% May 24, 2021 - Jun 1, 2021	-23.36% Mar 7, 2005 - Jan 12, 2007
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-21.15% Feb 18, 2015 - Aug 4, 2016
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-18.87% Nov 19, 2020 - Sep 2, 2021
#12	N/A	-18.46% Jan 10, 2001 - Apr 19, 2001
#13	N/A	-17.25% Oct 31, 2017 - Sep 10, 2018
#14	N/A	-16.42% Sep 13, 2002 - Jan 6, 2003
#15	N/A	-15.97% Nov 16, 2018 - Jan 22, 2019

Correlation

Correlation between CGABL and BALL is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (1999 - 2026)

CGABL vs BALL dividend yield comparison.

Year	CGABL	BALL
2026	3.54%	0.65%
2025	6.76%	1.51%
2024	6.49%	1.45%
2023	5.62%	1.39%
2022	7.14%	1.56%
2021	2.34%	0.73%
2020	0.00%	0.64%
2019	0.00%	0.85%
2018	0.00%	0.87%
2017	0.00%	0.96%
2016	0.00%	0.69%
2015	0.00%	0.71%
2014	0.00%	0.76%
2013	0.00%	1.01%
2012	0.00%	0.89%
2011	0.00%	0.78%
2010	0.00%	0.59%
2009	0.00%	0.77%
2008	0.00%	0.96%
2007	0.00%	0.89%
2006	0.00%	0.92%
2005	0.00%	1.01%
2004	0.00%	0.80%
2003	0.00%	0.81%
2002	0.00%	0.71%
2001	0.00%	0.85%
2000	0.00%	1.31%
1999	0.00%	0.38%