CGABL vs BEN

Comparison between Carlyle Finance LLC (CGABL, Company) and Franklin Resources Inc (BEN, Company).

5-Year PerformanceBEN has outperformed CGABL, delivering a return of +3.4% compared to -2.4%

CGABL vs BEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	BEN(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	74.00%
Sharpe Ratio	0.31	1.54
5Y Beta	N/A	1.06
Industry	N/A	Asset Management
P/E Ratio	N/A	22.10
Forward P/E	N/A	11.74
PEG Ratio	N/A	0.27
Dividend Yield	N/A	4.17%
5Y Dividends CAGR	N/A	8.05%
5Y EPS CAGR	N/A	-8.38%
Debt to Equity	N/A	18.59%
Free Cash Flow Yield	N/A	5.76%
P/S Ratio	N/A	1.80
P/B Ratio	N/A	1.32

Market Cap

CGABL

$16B

Winner

BEN

$16B

Max Drawdown

Winner

CGABL

42.06%

BEN

74.00%

Sharpe Ratio

CGABL

0.31

Winner

BEN

1.54

5Y Beta

CGABL

N/A

BEN

1.06

Industry

CGABL

N/A

BEN

Asset Management

P/E Ratio

CGABL

N/A

BEN

22.10

Forward P/E

CGABL

N/A

BEN

11.74

PEG Ratio

CGABL

N/A

BEN

0.27

Dividend Yield

CGABL

N/A

BEN

4.17%

5Y Dividends CAGR

CGABL

N/A

BEN

8.05%

5Y EPS CAGR

CGABL

N/A

BEN

-8.38%

Debt to Equity

CGABL

N/A

BEN

18.59%

Free Cash Flow Yield

CGABL

N/A

BEN

5.76%

P/S Ratio

CGABL

N/A

BEN

1.80

P/B Ratio

CGABL

N/A

BEN

1.32

CGABL vs BEN - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	BEN
1 month	-3.47%	+12.84%
3 months	-4.35%	+16.19%
6 months	-2.42%	+47.09%
1 year	+6.43%	+51.61%
5 years(CAGR)	-2.38%	+3.40%
10 years(CAGR)	N/A	+3.58%
Max(CAGR)	-2.07%	+6.77%

CGABL

-3.47%

Winner

BEN

+12.84%

CGABL

-4.35%

Winner

BEN

+16.19%

CGABL

-2.42%

Winner

BEN

+47.09%

CGABL

+6.43%

Winner

BEN

+51.61%

5Y(CAGR)

CGABL

-2.38%

Winner

BEN

+3.40%

10Y(CAGR)

CGABL

N/A

BEN

+3.58%

Max(CAGR)

CGABL

-2.07%

Winner

BEN

+6.77%

CGABL vs BEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CGABL	BEN
2026	-1.58%	+32.16%
2025	-0.24%	+25.62%
2024	-6.85%	-26.74%
2023	+31.66%	+13.72%
2022	-31.67%	-17.27%
2021	+3.94%	+42.64%
2020	N/A	+2.85%
2019	N/A	-9.88%
2018	N/A	-23.15%
2017	N/A	+9.20%
2016	N/A	+11.67%
2015	N/A	-32.65%
2014	N/A	-0.61%
2013	N/A	+34.34%
2012	N/A	+31.10%
2011	N/A	-12.47%
2010	N/A	+3.87%
2009	N/A	+64.51%
2008	N/A	-43.34%
2007	N/A	+1.46%
2006	N/A	+15.47%
2005	N/A	+39.98%
2004	N/A	+34.28%
2003	N/A	+48.70%
2002	N/A	-2.38%
2001	N/A	-5.29%
2000	N/A	+21.06%
1999	N/A	-6.22%

CGABL vs BEN 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 BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.

The current CGABL drawdown is -16.80%. The current BEN drawdown is -11.13%.

Rank	CGABL	BEN
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-72.80% Jul 17, 2007 - Jul 7, 2011
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-67.78% Dec 8, 2014 - Mar 23, 2020
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-40.33% Feb 1, 2001 - Oct 13, 2003
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-34.57% Jan 25, 2000 - Sep 1, 2000
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-33.99% Jul 7, 2011 - Oct 17, 2012
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-23.91% Oct 2, 2000 - Jan 29, 2001
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-21.44% Feb 27, 2006 - Sep 12, 2006
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-20.86% Jan 26, 2004 - Oct 28, 2004
#9	-0.39% May 24, 2021 - Jun 1, 2021	-20.23% May 17, 2013 - Dec 18, 2013
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-14.20% Jan 17, 2014 - Dec 5, 2014
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-12.03% Nov 1, 1999 - Jan 20, 2000
#12	N/A	-11.40% Feb 15, 2007 - Apr 10, 2007
#13	N/A	-11.07% Nov 12, 2003 - Dec 11, 2003
#14	N/A	-9.34% Mar 7, 2005 - May 18, 2005
#15	N/A	-8.85% Oct 31, 2006 - Dec 14, 2006

Correlation

Correlation between CGABL and BEN is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (1999 - 2026)

CGABL vs BEN dividend yield comparison.

Year	CGABL	BEN
2026	3.49%	1.06%
2025	6.76%	5.40%
2024	6.49%	7.69%
2023	5.62%	3.02%
2022	7.14%	4.44%
2021	2.34%	3.37%
2020	0.00%	4.36%
2019	0.00%	4.04%
2018	0.00%	13.32%
2017	0.00%	1.92%
2016	0.00%	1.87%
2015	0.00%	1.71%
2014	0.00%	1.82%
2013	0.00%	0.72%
2012	0.00%	3.26%
2011	0.00%	3.14%
2010	0.00%	0.82%
2009	0.00%	3.65%
2008	0.00%	1.27%
2007	0.00%	0.57%
2006	0.00%	0.46%
2005	0.00%	2.57%
2004	0.00%	0.51%
2003	0.00%	0.60%
2002	0.00%	0.84%
2001	0.00%	0.75%
2000	0.00%	0.64%
1999	0.00%	0.19%