CGBD vs FTK

Comparison between Carlyle Secured Lending Inc (CGBD, Company) and Flotek Industries Inc (FTK, Company).

CGBD is from the Financial Services sector, while FTK is from the Energy sector.

5-Year PerformanceFTK has outperformed CGBD, delivering a return of +12.3% compared to +6.8%

CGBD vs FTK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGBD(COMPANY)	FTK(COMPANY)
Market Cap	$765M	$764M
Max Drawdown	78.14%	99.14%
Sharpe Ratio	-0.70	0.98
5Y Beta	0.63	1.64
Industry	Asset Management	Oil & Gas Equipment & Services
P/E Ratio	15.31	21.82
Forward P/E	7.98	37.88
PEG Ratio	3.54	0.22
Dividend Yield	14.80%	N/A
5Y Dividends CAGR	1.71%	N/A
Debt to Equity	123.55%	33.85%
Free Cash Flow Yield	-18.05%	-0.01%
P/S Ratio	2.86	3.03
P/B Ratio	0.68	6.45

Market Cap

Winner

CGBD

$765M

FTK

$764M

Max Drawdown

Winner

CGBD

78.14%

FTK

99.14%

Sharpe Ratio

CGBD

-0.70

Winner

FTK

0.98

5Y Beta

Winner

CGBD

0.63

FTK

1.64

Industry

CGBD

Asset Management

FTK

Oil & Gas Equipment & Services

P/E Ratio

Winner

CGBD

15.31

FTK

21.82

Forward P/E

Winner

CGBD

7.98

FTK

37.88

PEG Ratio

CGBD

3.54

Winner

FTK

0.22

Dividend Yield

CGBD

14.80%

FTK

N/A

5Y Dividends CAGR

CGBD

1.71%

FTK

N/A

Debt to Equity

CGBD

123.55%

Winner

FTK

33.85%

Free Cash Flow Yield

CGBD

-18.05%

Winner

FTK

-0.01%

P/S Ratio

Winner

CGBD

2.86

FTK

3.03

P/B Ratio

Winner

CGBD

0.68

FTK

6.45

CGBD vs FTK - Historical Returns

Returns include dividend reinvestment.

Period	CGBD	FTK
1 month	-11.99%	+39.50%
3 months	-2.40%	+39.50%
6 months	-12.24%	+43.59%
1 year	-13.02%	+62.66%
5 years(CAGR)	+6.78%	+12.34%
10 years(CAGR)	+6.43%	-10.97%
Max(CAGR)	+6.43%	-2.38%

CGBD

-11.99%

Winner

FTK

+39.50%

CGBD

-2.40%

Winner

FTK

+39.50%

CGBD

-12.24%

Winner

FTK

+43.59%

CGBD

-13.02%

Winner

FTK

+62.66%

5Y(CAGR)

CGBD

+6.78%

Winner

FTK

+12.34%

10Y(CAGR)

Winner

CGBD

+6.43%

FTK

-10.97%

Max(CAGR)

Winner

CGBD

+6.43%

FTK

-2.38%

CGBD vs FTK - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	CGBD	FTK
2026	-12.12%	+37.95%
2025	-22.30%	+87.28%
2024	+33.98%	+151.45%
2023	+15.85%	-39.51%
2022	+17.64%	+2.75%
2021	+49.86%	-42.93%
2020	-8.93%	+4.98%
2019	+17.77%	+90.48%
2018	-25.29%	-79.43%
2017	+18.03%	-51.26%
2016	N/A	-15.48%
2015	N/A	-39.02%
2014	N/A	-6.68%
2013	N/A	+58.78%
2012	N/A	+15.97%
2011	N/A	+89.71%
2010	N/A	+303.70%
2009	N/A	-57.73%
2008	N/A	-93.01%
2007	N/A	+179.92%
2006	N/A	+48.26%
2005	N/A	+44.02%

CGBD vs FTK Drawdown Comparison

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

The maximum drawdown for FTK was -99.14%, occurring on Mar 11, 2024. This drawdown has not yet recovered.

The current CGBD drawdown is -33.09%. The current FTK drawdown is -92.67%.

Rank	CGBD	FTK
#1	-71.12% Dec 29, 2017 - Mar 12, 2021	-99.14% Oct 29, 2007 - Mar 11, 2024
#2	-35.08% Jan 31, 2025 - Mar 16, 2026	-53.81% Apr 24, 2006 - Mar 15, 2007
#3	-18.93% Aug 12, 2022 - Nov 15, 2022	-21.12% Feb 1, 2006 - Apr 21, 2006
#4	-17.72% Apr 19, 2022 - Aug 11, 2022	-18.41% Oct 31, 2005 - Jan 11, 2006
#5	-13.98% Feb 24, 2023 - Jul 7, 2023	-13.45% Aug 8, 2007 - Aug 24, 2007
#6	-12.77% Jul 28, 2023 - Dec 13, 2023	-13.40% Jul 6, 2007 - Aug 8, 2007
#7	-12.20% Jul 16, 2024 - Dec 11, 2024	-12.70% Aug 15, 2005 - Aug 31, 2005
#8	-9.75% Oct 3, 2017 - Dec 27, 2017	-10.54% Oct 10, 2007 - Oct 29, 2007
#9	-7.87% Apr 29, 2021 - Aug 4, 2021	-8.81% Aug 27, 2007 - Sep 17, 2007
#10	-5.55% Jan 8, 2024 - Feb 27, 2024	-6.88% Mar 15, 2007 - Apr 12, 2007
#11	-5.32% Aug 12, 2021 - Oct 19, 2021	-6.17% Sep 19, 2005 - Oct 18, 2005
#12	-4.84% Nov 5, 2021 - Jan 4, 2022	-5.70% May 21, 2007 - May 25, 2007
#13	-4.47% Jan 12, 2022 - Mar 2, 2022	-5.62% Oct 18, 2005 - Oct 31, 2005
#14	-3.91% Mar 2, 2022 - Mar 17, 2022	-5.32% May 10, 2007 - May 21, 2007
#15	-3.68% Jan 3, 2025 - Jan 16, 2025	-5.10% Sep 24, 2007 - Oct 2, 2007

Correlation

Correlation between CGBD and FTK is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101