CGABL vs CG

Comparison between Carlyle Finance LLC (CGABL, Company) and Carlyle Group Inc (The) (CG, Company).

5-Year PerformanceCG has outperformed CGABL, delivering a return of +2.8% compared to -3.0%

CGABL vs CG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	CG(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	69.16%
Sharpe Ratio	-0.02	-0.00
5Y Beta	0.22	1.68
Industry	N/A	Asset Management
P/E Ratio	N/A	30.40
Forward P/E	N/A	10.11
PEG Ratio	N/A	0.09
Dividend Yield	N/A	3.06%
5Y Dividends CAGR	N/A	11.84%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	-26.53%
P/S Ratio	N/A	4.96
P/B Ratio	N/A	2.98

Market Cap

CGABL

$16B

Winner

$16B

Max Drawdown

Winner

CGABL

42.06%

69.16%

Sharpe Ratio

CGABL

-0.02

Winner

-0.00

5Y Beta

Winner

CGABL

0.22

1.68

Industry

CGABL

N/A

Asset Management

P/E Ratio

CGABL

N/A

30.40

Forward P/E

CGABL

N/A

10.11

PEG Ratio

CGABL

N/A

0.09

Dividend Yield

CGABL

N/A

3.06%

5Y Dividends CAGR

CGABL

N/A

11.84%

Debt to Equity

CGABL

N/A

0.00%

Free Cash Flow Yield

CGABL

N/A

-26.53%

P/S Ratio

CGABL

N/A

4.96

P/B Ratio

CGABL

N/A

2.98

CGABL vs CG - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	CG
1 month	-2.45%	-1.89%
3 months	-3.68%	-5.82%
6 months	-3.66%	-26.73%
1 year	+2.95%	-3.10%
5 years(CAGR)	-2.96%	+2.83%
10 years(CAGR)	N/A	+16.02%
Max(CAGR)	-2.51%	+10.76%

CGABL

-2.45%

Winner

-1.89%

Winner

CGABL

-3.68%

-5.82%

Winner

CGABL

-3.66%

-26.73%

Winner

CGABL

+2.95%

-3.10%

5Y(CAGR)

CGABL

-2.96%

Winner

+2.83%

10Y(CAGR)

CGABL

N/A

+16.02%

Max(CAGR)

CGABL

-2.51%

Winner

+10.76%

CGABL vs CG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CGABL	CG
2026	-3.99%	-25.74%
2025	-0.24%	+19.64%
2024	-6.85%	+30.29%
2023	+31.66%	+41.85%
2022	-31.67%	-43.00%
2021	+3.94%	+80.37%
2020	N/A	+1.79%
2019	N/A	+113.14%
2018	N/A	-28.47%
2017	N/A	+56.12%
2016	N/A	+9.06%
2015	N/A	-36.43%
2014	N/A	-17.04%
2013	N/A	+41.92%
2012	N/A	+19.31%

CGABL vs CG 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 CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.

The current CGABL drawdown is -18.84%. The current CG drawdown is -34.40%.

Rank	CGABL	CG
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-62.67% Jan 14, 2014 - Jul 9, 2019
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-56.71% Nov 12, 2021 - Nov 6, 2024
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-50.04% Jan 23, 2020 - Jan 12, 2021
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-38.51% Jan 23, 2025 - Jul 9, 2025
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-37.83% Sep 18, 2025 - Jun 3, 2026
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-33.05% Feb 19, 2013 - Dec 24, 2013
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-13.97% Jul 26, 2019 - Sep 6, 2019
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-10.65% Dec 11, 2024 - Jan 17, 2025
#9	-0.39% May 24, 2021 - Jun 1, 2021	-9.48% Jul 7, 2021 - Jul 29, 2021
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-9.11% Sep 25, 2019 - Oct 17, 2019
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-8.85% Sep 17, 2021 - Oct 14, 2021
#12	N/A	-8.76% Jan 20, 2021 - Feb 4, 2021
#13	N/A	-8.75% Sep 17, 2012 - Jan 16, 2013
#14	N/A	-8.66% May 3, 2012 - Jun 28, 2012
#15	N/A	-7.84% Jul 30, 2021 - Sep 15, 2021

Correlation

Correlation between CGABL and CG is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2012 - 2026)

CGABL vs CG dividend yield comparison.

Year	CGABL	CG
2026	3.58%	1.57%
2025	6.76%	2.37%
2024	6.49%	2.77%
2023	5.62%	3.38%
2022	7.14%	4.11%
2021	2.34%	1.82%
2020	0.00%	3.18%
2019	0.00%	4.24%
2018	0.00%	7.87%
2017	0.00%	5.41%
2016	0.00%	11.02%
2015	0.00%	21.70%
2014	0.00%	6.84%
2013	0.00%	3.73%
2012	0.00%	1.04%