CGABL vs YUMC

Comparison between Carlyle Finance LLC (CGABL, Company) and Yum China Holdings Inc (YUMC, Company).

5-Year PerformanceCGABL has outperformed YUMC, delivering a return of -2.4% compared to -6.0%

CGABL vs YUMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	YUMC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	57.87%
Sharpe Ratio	0.31	0.23
5Y Beta	N/A	0.63
Industry	N/A	Restaurants
P/E Ratio	N/A	17.32
Forward P/E	N/A	15.29
PEG Ratio	N/A	1.91
Dividend Yield	N/A	2.22%
5Y Dividends CAGR	N/A	39.10%
5Y EPS CAGR	N/A	2.67%
Debt to Equity	N/A	0.37%
Free Cash Flow Yield	N/A	5.82%
P/S Ratio	N/A	1.30
P/B Ratio	N/A	2.97

Market Cap

Winner

CGABL

$16B

YUMC

$16B

Max Drawdown

Winner

CGABL

42.06%

YUMC

57.87%

Sharpe Ratio

Winner

CGABL

0.31

YUMC

0.23

5Y Beta

CGABL

N/A

YUMC

0.63

Industry

CGABL

N/A

YUMC

Restaurants

P/E Ratio

CGABL

N/A

YUMC

17.32

Forward P/E

CGABL

N/A

YUMC

15.29

PEG Ratio

CGABL

N/A

YUMC

1.91

Dividend Yield

CGABL

N/A

YUMC

2.22%

5Y Dividends CAGR

CGABL

N/A

YUMC

39.10%

5Y EPS CAGR

CGABL

N/A

YUMC

2.67%

Debt to Equity

CGABL

N/A

YUMC

0.37%

Free Cash Flow Yield

CGABL

N/A

YUMC

5.82%

P/S Ratio

CGABL

N/A

YUMC

1.30

P/B Ratio

CGABL

N/A

YUMC

2.97

CGABL vs YUMC - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	YUMC
1 month	-3.47%	-7.97%
3 months	-4.35%	-18.81%
6 months	-2.42%	-6.23%
1 year	+6.43%	+7.07%
5 years(CAGR)	-2.38%	-6.00%
10 years(CAGR)	N/A	+7.04%
Max(CAGR)	-2.07%	+7.04%

Winner

CGABL

-3.47%

YUMC

-7.97%

Winner

CGABL

-4.35%

YUMC

-18.81%

Winner

CGABL

-2.42%

YUMC

-6.23%

CGABL

+6.43%

Winner

YUMC

+7.07%

5Y(CAGR)

Winner

CGABL

-2.38%

YUMC

-6.00%

10Y(CAGR)

CGABL

N/A

YUMC

+7.04%

Max(CAGR)

CGABL

-2.07%

Winner

YUMC

+7.04%

CGABL vs YUMC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	CGABL	YUMC
2026	-1.58%	-6.98%
2025	-0.24%	+4.62%
2024	-6.85%	+15.40%
2023	+31.66%	-24.06%
2022	-31.67%	+11.44%
2021	+3.94%	-11.93%
2020	N/A	+16.74%
2019	N/A	+41.93%
2018	N/A	-16.56%
2017	N/A	+52.89%
2016	N/A	+1.83%

CGABL vs YUMC 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 YUMC was -56.48%, occurring on Jul 25, 2024. This drawdown has not yet recovered.

The current CGABL drawdown is -16.80%. The current YUMC drawdown is -31.34%.

Rank	CGABL	YUMC
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-56.48% Jun 2, 2021 - Jul 25, 2024
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-34.75% Jan 26, 2018 - Apr 30, 2019
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-21.07% Jan 17, 2020 - Apr 29, 2020
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-18.78% Apr 30, 2019 - Sep 12, 2019
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-16.19% Jun 7, 2017 - Oct 9, 2017
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-13.74% Nov 22, 2016 - Apr 6, 2017
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-13.60% Sep 1, 2020 - Nov 11, 2020
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-13.50% Sep 12, 2019 - Dec 16, 2019
#9	-0.39% May 24, 2021 - Jun 1, 2021	-12.58% Apr 29, 2020 - Jun 8, 2020
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-9.05% Feb 16, 2021 - May 19, 2021
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-8.20% Jun 8, 2020 - Jul 15, 2020
#12	N/A	-7.78% Oct 9, 2017 - Jan 9, 2018
#13	N/A	-7.27% Nov 24, 2020 - Feb 9, 2021
#14	N/A	-6.16% Nov 4, 2016 - Nov 18, 2016
#15	N/A	-5.58% Jul 29, 2020 - Aug 6, 2020