CGABL vs WPC

Comparison between Carlyle Finance LLC (CGABL, Company) and W. P. Carey Inc (WPC, Company).

5-Year PerformanceWPC has outperformed CGABL, delivering a return of +5.6% compared to -2.8%

CGABL vs WPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	WPC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	53.34%
Sharpe Ratio	0.01	0.95
5Y Beta	0.21	0.24
Industry	N/A	Reit - Diversified
P/E Ratio	N/A	31.39
Forward P/E	N/A	25.00
PEG Ratio	N/A	1.50
Dividend Yield	N/A	5.06%
5Y Dividends CAGR	N/A	2.13%
5Y EPS CAGR	N/A	-0.84%
Debt to Equity	N/A	104.90%
Free Cash Flow Yield	N/A	7.99%
P/S Ratio	N/A	9.29
P/B Ratio	N/A	1.94

Market Cap

CGABL

$16B

Winner

WPC

$16B

Max Drawdown

Winner

CGABL

42.06%

WPC

53.34%

Sharpe Ratio

CGABL

0.01

Winner

WPC

0.95

5Y Beta

Winner

CGABL

0.21

WPC

0.24

Industry

CGABL

N/A

WPC

Reit - Diversified

P/E Ratio

CGABL

N/A

WPC

31.39

Forward P/E

CGABL

N/A

WPC

25.00

PEG Ratio

CGABL

N/A

WPC

1.50

Dividend Yield

CGABL

N/A

WPC

5.06%

5Y Dividends CAGR

CGABL

N/A

WPC

2.13%

5Y EPS CAGR

CGABL

N/A

WPC

-0.84%

Debt to Equity

CGABL

N/A

WPC

104.90%

Free Cash Flow Yield

CGABL

N/A

WPC

7.99%

P/S Ratio

CGABL

N/A

WPC

9.29

P/B Ratio

CGABL

N/A

WPC

1.94

CGABL vs WPC - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	WPC
1 month	-1.99%	-2.04%
3 months	-4.37%	+10.25%
6 months	-2.26%	+16.67%
1 year	+3.90%	+23.76%
5 years(CAGR)	-2.81%	+5.61%
10 years(CAGR)	N/A	+7.29%
Max(CAGR)	-2.35%	+12.83%

Winner

CGABL

-1.99%

WPC

-2.04%

CGABL

-4.37%

Winner

WPC

+10.25%

CGABL

-2.26%

Winner

WPC

+16.67%

CGABL

+3.90%

Winner

WPC

+23.76%

5Y(CAGR)

CGABL

-2.81%

Winner

WPC

+5.61%

10Y(CAGR)

CGABL

N/A

WPC

+7.29%

Max(CAGR)

CGABL

-2.35%

Winner

WPC

+12.83%

CGABL vs WPC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CGABL	WPC
2026	-3.22%	+14.64%
2025	-0.24%	+25.36%
2024	-6.85%	-12.02%
2023	+31.66%	-8.21%
2022	-31.67%	+1.52%
2021	+3.94%	+27.54%
2020	N/A	-4.80%
2019	N/A	+31.21%
2018	N/A	+1.77%
2017	N/A	+23.58%
2016	N/A	+6.61%
2015	N/A	-11.24%
2014	N/A	+21.95%
2013	N/A	+22.94%
2012	N/A	+31.67%
2011	N/A	+39.71%
2010	N/A	+21.00%
2009	N/A	+29.17%
2008	N/A	-23.23%
2007	N/A	+16.43%
2006	N/A	+24.81%
2005	N/A	-22.73%
2004	N/A	+22.91%
2003	N/A	+30.36%
2002	N/A	+15.94%
2001	N/A	+37.80%
2000	N/A	+20.79%
1999	N/A	+2.59%

CGABL vs WPC 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 WPC was -52.45%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.

The current CGABL drawdown is -18.19%. The current WPC drawdown is -4.38%.

Rank	CGABL	WPC
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-52.45% Oct 18, 2019 - Dec 29, 2021
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-48.69% Dec 10, 2007 - Mar 30, 2010
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-36.81% Jul 29, 2022 - Jan 16, 2026
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-29.35% Feb 17, 2005 - Jan 11, 2007
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-24.95% Jan 26, 2015 - Jun 21, 2016
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-23.27% May 20, 2013 - Dec 22, 2014
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-21.73% Aug 1, 2016 - Jul 27, 2017
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-21.29% Jul 21, 2011 - Dec 7, 2011
#9	-0.39% May 24, 2021 - Jun 1, 2021	-20.87% Oct 14, 2003 - Oct 18, 2004
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-15.71% Nov 21, 2017 - Oct 25, 2018
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-15.05% May 9, 2007 - Oct 30, 2007
#12	N/A	-14.04% Oct 31, 2012 - Jan 22, 2013
#13	N/A	-13.39% Jun 15, 2001 - Aug 1, 2001
#14	N/A	-13.19% Jul 29, 2003 - Oct 7, 2003
#15	N/A	-12.50% Mar 23, 2012 - Sep 14, 2012

Correlation

Correlation between CGABL and WPC is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03

-101

Dividend Comparison (1999 - 2026)

CGABL vs WPC dividend yield comparison.

Year	CGABL	WPC
2026	3.55%	1.27%
2025	6.76%	5.62%
2024	6.49%	6.41%
2023	5.62%	7.93%
2022	7.14%	5.43%
2021	2.34%	5.12%
2020	0.00%	5.91%
2019	0.00%	5.17%
2018	0.00%	6.26%
2017	0.00%	7.26%
2016	0.00%	6.65%
2015	0.00%	6.49%
2014	0.00%	5.26%
2013	0.00%	5.70%
2012	0.00%	4.68%
2011	0.00%	5.34%
2010	0.00%	6.48%
2009	0.00%	8.29%
2008	0.00%	8.34%
2007	0.00%	6.47%
2006	0.00%	6.05%
2005	0.00%	7.05%
2004	0.00%	4.99%
2003	0.00%	5.68%
2002	0.00%	6.94%
2001	0.00%	7.33%
2000	0.00%	9.28%
1999	0.00%	2.49%