CGABL vs BR

Comparison between Carlyle Finance LLC (CGABL, Company) and Broadridge Financial Solutions Inc (BR, Company).

5-Year PerformanceBR has outperformed CGABL, delivering a return of -1.5% compared to -2.8%

CGABL vs BR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	BR(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	59.43%
Sharpe Ratio	0.01	-2.15
5Y Beta	0.21	0.49
Industry	N/A	Information Technology Services
P/E Ratio	N/A	14.83
Forward P/E	N/A	13.39
PEG Ratio	N/A	0.37
Dividend Yield	N/A	2.79%
5Y Dividends CAGR	N/A	22.61%
5Y EPS CAGR	N/A	16.10%
Debt to Equity	N/A	114.48%
Free Cash Flow Yield	N/A	8.13%
P/S Ratio	N/A	2.21
P/B Ratio	N/A	5.75

Market Cap

CGABL

$16B

Winner

$16B

Max Drawdown

Winner

CGABL

42.06%

59.43%

Sharpe Ratio

Winner

CGABL

0.01

-2.15

5Y Beta

Winner

CGABL

0.21

0.49

Industry

CGABL

N/A

Information Technology Services

P/E Ratio

CGABL

N/A

14.83

Forward P/E

CGABL

N/A

13.39

PEG Ratio

CGABL

N/A

0.37

Dividend Yield

CGABL

N/A

2.79%

5Y Dividends CAGR

CGABL

N/A

22.61%

5Y EPS CAGR

CGABL

N/A

16.10%

Debt to Equity

CGABL

N/A

114.48%

Free Cash Flow Yield

CGABL

N/A

8.13%

P/S Ratio

CGABL

N/A

2.21

P/B Ratio

CGABL

N/A

5.75

CGABL vs BR - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	BR
1 month	-1.99%	-6.64%
3 months	-4.37%	-16.02%
6 months	-2.26%	-39.60%
1 year	+3.90%	-41.61%
5 years(CAGR)	-2.81%	-1.52%
10 years(CAGR)	N/A	+9.96%
Max(CAGR)	-2.35%	+12.88%

Winner

CGABL

-1.99%

-6.64%

Winner

CGABL

-4.37%

-16.02%

Winner

CGABL

-2.26%

-39.60%

Winner

CGABL

+3.90%

-41.61%

5Y(CAGR)

CGABL

-2.81%

Winner

-1.52%

10Y(CAGR)

CGABL

N/A

+9.96%

Max(CAGR)

CGABL

-2.35%

Winner

+12.88%

CGABL vs BR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CGABL	BR
2026	-3.22%	-37.44%
2025	-0.24%	-0.07%
2024	-6.85%	+14.93%
2023	+31.66%	+55.72%
2022	-31.67%	-24.48%
2021	+3.94%	+22.48%
2020	N/A	+26.05%
2019	N/A	+32.19%
2018	N/A	+7.61%
2017	N/A	+39.87%
2016	N/A	+29.09%
2015	N/A	+20.42%
2014	N/A	+20.28%
2013	N/A	+72.04%
2012	N/A	+3.94%
2011	N/A	+4.17%
2010	N/A	-0.71%
2009	N/A	+62.06%
2008	N/A	-42.76%
2007	N/A	+16.00%

CGABL vs BR 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 BR was -59.02%, occurring on Nov 20, 2008. Recovery took 592 trading sessions.

The current CGABL drawdown is -18.19%. The current BR drawdown is -47.90%.

Rank	CGABL	BR
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-59.02% Dec 13, 2007 - Apr 22, 2010
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-47.92% Aug 6, 2025 - Jun 22, 2026
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-36.87% Sep 14, 2018 - Jul 27, 2020
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-27.01% Dec 27, 2021 - Aug 12, 2022
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-26.85% Aug 12, 2022 - Aug 11, 2023
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-23.75% May 11, 2007 - Nov 8, 2007
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-22.38% May 3, 2010 - Apr 27, 2011
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-21.89% Jul 7, 2011 - Feb 1, 2012
#9	-0.39% May 24, 2021 - Jun 1, 2021	-18.05% Feb 27, 2012 - Mar 14, 2013
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-16.66% Oct 28, 2015 - Mar 31, 2016
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-14.79% Sep 7, 2016 - May 10, 2017
#12	N/A	-11.79% Apr 2, 2025 - Jul 24, 2025
#13	N/A	-11.67% Dec 24, 2013 - May 13, 2014
#14	N/A	-11.41% Aug 10, 2015 - Oct 2, 2015
#15	N/A	-11.06% Sep 11, 2023 - Nov 28, 2023

Correlation

Correlation between CGABL and BR is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2007 - 2026)

CGABL vs BR dividend yield comparison.

Year	CGABL	BR
2026	3.55%	1.43%
2025	6.76%	1.66%
2024	6.49%	1.49%
2023	5.62%	1.48%
2022	7.14%	2.04%
2021	2.34%	1.33%
2020	0.00%	1.46%
2019	0.00%	1.66%
2018	0.00%	1.77%
2017	0.00%	1.53%
2016	0.00%	1.90%
2015	0.00%	2.12%
2014	0.00%	2.08%
2013	0.00%	1.97%
2012	0.00%	2.97%
2011	0.00%	2.75%
2010	0.00%	2.64%
2009	0.00%	1.86%
2008	0.00%	2.07%
2007	0.00%	0.80%