CGBD vs FPH

Comparison between Carlyle Secured Lending Inc (CGBD, Company) and Five Point Holdings LLC - Class A (FPH, Company).

CGBD is from the Financial Services sector, while FPH is from the Real Estate sector.

5-Year PerformanceCGBD has outperformed FPH, delivering a return of +8.0% compared to -8.6%

CGBD vs FPH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGBD(COMPANY)	FPH(COMPANY)
Market Cap	$769M	$770M
Max Drawdown	78.14%	87.96%
Sharpe Ratio	-0.55	-0.19
5Y Beta	0.62	0.67
Industry	Asset Management	Real Estate - Development
P/E Ratio	15.41	16.86
Forward P/E	7.87	11.30
Dividend Yield	14.70%	N/A
5Y Dividends CAGR	1.71%	N/A
5Y EPS CAGR	N/A	57.24%
Debt to Equity	123.55%	56.00%
Free Cash Flow Yield	-17.93%	-0.15%

Market Cap

CGBD

$769M

Winner

FPH

$770M

Max Drawdown

Winner

CGBD

78.14%

FPH

87.96%

Sharpe Ratio

CGBD

-0.55

Winner

FPH

-0.19

5Y Beta

Winner

CGBD

0.62

FPH

0.67

Industry

CGBD

Asset Management

FPH

Real Estate - Development

P/E Ratio

Winner

CGBD

15.41

FPH

16.86

Forward P/E

Winner

CGBD

7.87

FPH

11.30

Dividend Yield

CGBD

14.70%

FPH

N/A

5Y Dividends CAGR

CGBD

1.71%

FPH

N/A

5Y EPS CAGR

CGBD

N/A

FPH

57.24%

Debt to Equity

CGBD

123.55%

Winner

FPH

56.00%

Free Cash Flow Yield

CGBD

-17.93%

Winner

FPH

-0.15%

CGBD vs FPH - Historical Returns

Returns include dividend reinvestment.

Period	CGBD	FPH
1 month	+0.27%	+6.89%
3 months	+1.98%	+1.99%
6 months	-8.49%	-9.38%
1 year	-10.74%	-7.91%
5 years(CAGR)	+7.95%	-8.63%
10 years(CAGR)	+6.75%	-11.16%
Max(CAGR)	+6.75%	-11.16%

CGBD

+0.27%

Winner

FPH

+6.89%

CGBD

+1.98%

Winner

FPH

+1.99%

Winner

CGBD

-8.49%

FPH

-9.38%

CGBD

-10.74%

Winner

FPH

-7.91%

5Y(CAGR)

Winner

CGBD

+7.95%

FPH

-8.63%

10Y(CAGR)

Winner

CGBD

+6.75%

FPH

-11.16%

Max(CAGR)

Winner

CGBD

+6.75%

FPH

-11.16%

CGBD vs FPH - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	CGBD	FPH
2026	-9.56%	-5.88%
2025	-22.30%	+48.67%
2024	+33.98%	+20.77%
2023	+15.85%	+33.48%
2022	+17.64%	-64.80%
2021	+49.86%	+23.40%
2020	-8.93%	-19.59%
2019	+17.77%	+0.72%
2018	-25.29%	-50.68%
2017	+18.03%	-6.25%

CGBD vs FPH Drawdown Comparison

The maximum drawdown for CGBD was -71.12%, occurring on Mar 23, 2020. Recovery took 804 trading sessions.

The maximum drawdown for FPH was -87.96%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current CGBD drawdown is -31.14%. The current FPH drawdown is -68.88%.

Rank	CGBD	FPH
#1	-71.12% Dec 29, 2017 - Mar 12, 2021	-87.96% May 15, 2017 - Dec 28, 2022
#2	-35.08% Jan 31, 2025 - Mar 16, 2026	N/A
#3	-18.93% Aug 12, 2022 - Nov 15, 2022	N/A
#4	-17.72% Apr 19, 2022 - Aug 11, 2022	N/A
#5	-13.98% Feb 24, 2023 - Jul 7, 2023	N/A
#6	-12.77% Jul 28, 2023 - Dec 13, 2023	N/A
#7	-12.20% Jul 16, 2024 - Dec 11, 2024	N/A
#8	-9.75% Oct 3, 2017 - Dec 27, 2017	N/A
#9	-7.87% Apr 29, 2021 - Aug 4, 2021	N/A
#10	-5.55% Jan 8, 2024 - Feb 27, 2024	N/A
#11	-5.32% Aug 12, 2021 - Oct 19, 2021	N/A
#12	-4.84% Nov 5, 2021 - Jan 4, 2022	N/A
#13	-4.47% Jan 12, 2022 - Mar 2, 2022	N/A
#14	-3.91% Mar 2, 2022 - Mar 17, 2022	N/A
#15	-3.68% Jan 3, 2025 - Jan 16, 2025	N/A

Correlation

Correlation between CGBD and FPH is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101