CGABL vs ZBH

Comparison between Carlyle Finance LLC (CGABL, Company) and Zimmer Biomet Holdings Inc (ZBH, Company).

5-Year PerformanceCGABL has outperformed ZBH, delivering a return of -1.4% compared to -12.5%

CGABL vs ZBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	ZBH(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	65.03%
Sharpe Ratio	0.28	-0.37
5Y Beta	0.22	0.35
Industry	N/A	Medical Devices
P/E Ratio	N/A	19.91
Forward P/E	N/A	9.92
PEG Ratio	N/A	107.34
Dividend Yield	N/A	1.15%
5Y Dividends CAGR	N/A	5.18%
5Y EPS CAGR	N/A	3.14%
Debt to Equity	N/A	58.95%
Free Cash Flow Yield	N/A	9.02%
P/S Ratio	N/A	1.91
P/B Ratio	N/A	1.26

Market Cap

CGABL

$16B

Winner

ZBH

$16B

Max Drawdown

Winner

CGABL

42.06%

ZBH

65.03%

Sharpe Ratio

Winner

CGABL

0.28

ZBH

-0.37

5Y Beta

Winner

CGABL

0.22

ZBH

0.35

Industry

CGABL

N/A

ZBH

Medical Devices

P/E Ratio

CGABL

N/A

ZBH

19.91

Forward P/E

CGABL

N/A

ZBH

9.92

PEG Ratio

CGABL

N/A

ZBH

107.34

Dividend Yield

CGABL

N/A

ZBH

1.15%

5Y Dividends CAGR

CGABL

N/A

ZBH

5.18%

5Y EPS CAGR

CGABL

N/A

ZBH

3.14%

Debt to Equity

CGABL

N/A

ZBH

58.95%

Free Cash Flow Yield

CGABL

N/A

ZBH

9.02%

P/S Ratio

CGABL

N/A

ZBH

1.91

P/B Ratio

CGABL

N/A

ZBH

1.26

CGABL vs ZBH - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	ZBH
1 month	-0.12%	-11.48%
3 months	+0.11%	-8.00%
6 months	-0.34%	-6.48%
1 year	+7.08%	-12.54%
5 years(CAGR)	-1.37%	-12.51%
10 years(CAGR)	N/A	-2.33%
Max(CAGR)	-1.37%	+4.83%

Winner

CGABL

-0.12%

ZBH

-11.48%

Winner

CGABL

+0.11%

ZBH

-8.00%

Winner

CGABL

-0.34%

ZBH

-6.48%

Winner

CGABL

+7.08%

ZBH

-12.54%

5Y(CAGR)

Winner

CGABL

-1.37%

ZBH

-12.51%

10Y(CAGR)

CGABL

N/A

ZBH

-2.33%

Max(CAGR)

CGABL

-1.37%

Winner

ZBH

+4.83%

CGABL vs ZBH - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	CGABL	ZBH
2026	+2.01%	-8.30%
2025	-0.24%	-13.07%
2024	-6.85%	-12.24%
2023	+31.66%	-3.65%
2022	-31.67%	+2.54%
2021	+3.94%	-16.52%
2020	N/A	+4.09%
2019	N/A	+47.42%
2018	N/A	-15.68%
2017	N/A	+17.71%
2016	N/A	+2.23%
2015	N/A	-8.12%
2014	N/A	+24.01%
2013	N/A	+39.03%
2012	N/A	+24.96%
2011	N/A	-2.82%
2010	N/A	-10.56%
2009	N/A	+41.55%
2008	N/A	-39.03%
2007	N/A	-14.20%
2006	N/A	+14.46%
2005	N/A	-15.04%
2004	N/A	+14.46%
2003	N/A	+74.69%
2002	N/A	+37.35%
2001	N/A	+2.62%

CGABL vs ZBH 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 ZBH was -65.03%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.

The current CGABL drawdown is -13.76%. The current ZBH drawdown is -50.49%.

Rank	CGABL	ZBH
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-65.03% Apr 26, 2007 - Nov 14, 2013
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-51.85% Apr 29, 2021 - Apr 29, 2026
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-49.73% Feb 14, 2020 - Jan 6, 2021
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-40.49% Jul 7, 2004 - Apr 17, 2007
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-26.23% Aug 9, 2016 - Jul 14, 2017
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-26.04% Sep 28, 2018 - Jul 26, 2019
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-24.07% Feb 24, 2015 - May 24, 2016
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-20.18% Jul 17, 2017 - Sep 28, 2018
#9	-0.39% May 24, 2021 - Jun 1, 2021	-19.22% Mar 4, 2002 - Jul 30, 2002
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-16.43% Aug 7, 2001 - Oct 16, 2001
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-14.52% Mar 21, 2003 - Aug 6, 2003
#12	N/A	-12.07% Nov 7, 2002 - Feb 18, 2003
#13	N/A	-10.91% Jun 6, 2014 - Oct 28, 2014
#14	N/A	-10.74% Mar 8, 2004 - Apr 16, 2004
#15	N/A	-10.05% Dec 6, 2001 - Jan 30, 2002

Correlation

Correlation between CGABL and ZBH is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21

-101

Dividend Comparison (2012 - 2026)

CGABL vs ZBH dividend yield comparison.

Year	CGABL	ZBH
2026	3.37%	0.29%
2025	6.76%	1.07%
2024	6.49%	0.91%
2023	5.62%	0.79%
2022	7.14%	0.75%
2021	2.34%	0.76%
2020	0.00%	0.62%
2019	0.00%	0.64%
2018	0.00%	0.93%
2017	0.00%	0.80%
2016	0.00%	0.93%
2015	0.00%	0.86%
2014	0.00%	0.78%
2013	0.00%	0.86%
2012	0.00%	1.08%