CGABL vs BWXT

Comparison between Carlyle Finance LLC (CGABL, Company) and BWX Technologies Inc (BWXT, Company).

5-Year PerformanceBWXT has outperformed CGABL, delivering a return of +26.5% compared to -2.7%

CGABL vs BWXT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	BWXT(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	48.18%
Sharpe Ratio	-0.42	0.66
5Y Beta	0.21	1.24
Industry	N/A	Aerospace & Defense
P/E Ratio	N/A	49.05
Forward P/E	N/A	38.61
PEG Ratio	N/A	2.38
Dividend Yield	N/A	0.59%
5Y Dividends CAGR	N/A	10.03%
5Y EPS CAGR	N/A	7.18%
Debt to Equity	N/A	157.60%
Free Cash Flow Yield	N/A	2.04%
P/S Ratio	N/A	4.75
P/B Ratio	N/A	12.38

Market Cap

Winner

CGABL

$16B

BWXT

$16B

Max Drawdown

Winner

CGABL

42.06%

BWXT

48.18%

Sharpe Ratio

CGABL

-0.42

Winner

BWXT

0.66

5Y Beta

Winner

CGABL

0.21

BWXT

1.24

Industry

CGABL

N/A

BWXT

Aerospace & Defense

P/E Ratio

CGABL

N/A

BWXT

49.05

Forward P/E

CGABL

N/A

BWXT

38.61

PEG Ratio

CGABL

N/A

BWXT

2.38

Dividend Yield

CGABL

N/A

BWXT

0.59%

5Y Dividends CAGR

CGABL

N/A

BWXT

10.03%

5Y EPS CAGR

CGABL

N/A

BWXT

7.18%

Debt to Equity

CGABL

N/A

BWXT

157.60%

Free Cash Flow Yield

CGABL

N/A

BWXT

2.04%

P/S Ratio

CGABL

N/A

BWXT

4.75

P/B Ratio

CGABL

N/A

BWXT

12.38

CGABL vs BWXT - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	BWXT
1 month	-0.18%	-15.85%
3 months	-5.47%	-21.57%
6 months	-5.40%	-14.75%
1 year	-1.76%	+23.88%
5 years(CAGR)	-2.70%	+26.52%
10 years(CAGR)	N/A	+18.71%
Max(CAGR)	-2.35%	+17.04%

Winner

CGABL

-0.18%

BWXT

-15.85%

Winner

CGABL

-5.47%

BWXT

-21.57%

Winner

CGABL

-5.40%

BWXT

-14.75%

CGABL

-1.76%

Winner

BWXT

+23.88%

5Y(CAGR)

CGABL

-2.70%

Winner

BWXT

+26.52%

10Y(CAGR)

CGABL

N/A

BWXT

+18.71%

Max(CAGR)

CGABL

-2.35%

Winner

BWXT

+17.04%

CGABL vs BWXT - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	CGABL	BWXT
2026	-3.40%	-2.61%
2025	-0.24%	+56.24%
2024	-6.85%	+47.28%
2023	+31.66%	+34.98%
2022	-31.67%	+21.64%
2021	+3.94%	-17.57%
2020	N/A	-3.96%
2019	N/A	+61.65%
2018	N/A	-36.14%
2017	N/A	+55.48%
2016	N/A	+27.37%
2015	N/A	+47.55%
2014	N/A	-9.77%
2013	N/A	+30.53%
2012	N/A	+11.44%
2011	N/A	-7.37%
2010	N/A	+10.54%

CGABL vs BWXT 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 BWXT was -47.88%, occurring on Sep 22, 2011. Recovery took 718 trading sessions.

The current CGABL drawdown is -18.34%. The current BWXT drawdown is -25.82%.

Rank	CGABL	BWXT
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-47.88% Mar 9, 2011 - Jan 15, 2014
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-47.74% Apr 20, 2018 - Feb 19, 2020
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-40.10% Feb 20, 2020 - Jun 13, 2023
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-32.87% Nov 21, 2024 - Jun 11, 2025
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-28.78% Apr 15, 2026 - Jul 20, 2026
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-23.14% May 2, 2014 - Jul 2, 2015
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-22.01% Nov 3, 2025 - Jan 16, 2026
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-17.38% Mar 6, 2024 - Jul 23, 2024
#9	-0.39% May 24, 2021 - Jun 1, 2021	-15.95% Dec 29, 2015 - Mar 1, 2016
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-13.98% Jan 16, 2026 - Mar 25, 2026
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-13.90% Aug 5, 2010 - Nov 18, 2010
#12	N/A	-13.75% Mar 25, 2026 - Apr 8, 2026
#13	N/A	-12.63% Jul 23, 2024 - Sep 23, 2024
#14	N/A	-11.94% Aug 5, 2025 - Sep 29, 2025
#15	N/A	-8.54% Oct 16, 2025 - Oct 29, 2025

Correlation

Correlation between CGABL and BWXT is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

0.19

-101

Dividend Comparison (2012 - 2026)

CGABL vs BWXT dividend yield comparison.

Year	CGABL	BWXT
2026	3.56%	0.31%
2025	6.76%	0.58%
2024	6.49%	0.86%
2023	5.62%	1.20%
2022	7.14%	1.52%
2021	2.34%	1.75%
2020	0.00%	1.26%
2019	0.00%	1.10%
2018	0.00%	1.67%
2017	0.00%	0.69%
2016	0.00%	0.91%
2015	0.00%	30.37%
2014	0.00%	1.32%
2013	0.00%	0.99%
2012	0.00%	0.31%