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CGBD vs NAVI

Comparison between Carlyle Secured Lending Inc (CGBD, Company) and Navient Corp (NAVI, Company).

Both CGBD and NAVI are from the Financial Services sector.

5-Year PerformanceCGBD has outperformed NAVI, delivering a return of +7.2% compared to -11.5%

CGBD vs NAVI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CGBD
$769M
NAVI
$769M
Max Drawdown
CGBD
78.14%
Winner
NAVI
77.85%
Sharpe Ratio
Winner
CGBD
-0.67
NAVI
-0.97
5Y Beta
Winner
CGBD
0.62
NAVI
1.00
Industry
CGBD
Asset Management
NAVI
Credit Services
P/E Ratio
CGBD
15.41
Winner
NAVI
-13.99
Forward P/E
Winner
CGBD
7.92
NAVI
10.48
PEG Ratio
CGBD
3.54
Winner
NAVI
0.14
Dividend Yield
Winner
CGBD
14.60%
NAVI
8.03%
5Y Dividends CAGR
CGBD
1.71%
Winner
NAVI
9.66%
Debt to Equity
Winner
CGBD
123.55%
NAVI
1896.17%
Free Cash Flow Yield
CGBD
-17.93%
Winner
NAVI
42.03%
P/S Ratio
CGBD
2.86
Winner
NAVI
2.31
P/B Ratio
CGBD
0.68
Winner
NAVI
0.32

CGBD vs NAVI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CGBD
+0.47%
NAVI
-0.37%
3M
CGBD
-1.22%
Winner
NAVI
+2.05%
6M
Winner
CGBD
-8.46%
NAVI
-34.27%
1Y
Winner
CGBD
-11.07%
NAVI
-35.56%
5Y(CAGR)
Winner
CGBD
+7.21%
NAVI
-11.49%
10Y(CAGR)
Winner
CGBD
+6.50%
NAVI
+0.94%
Max(CAGR)
Winner
CGBD
+6.50%
NAVI
-1.26%

CGBD vs NAVI - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearCGBDNAVI
2026-11.38%-32.93%
2025-22.30%+4.38%
2024+33.98%-25.09%
2023+15.85%+16.94%
2022+17.64%-20.34%
2021+49.86%+120.66%
2020-8.93%-22.98%
2019+17.77%+54.65%
2018-25.29%-32.03%
2017+18.03%-16.08%
2016N/A+49.68%
2015N/A-45.25%
2014N/A+30.43%

CGBD vs NAVI Drawdown Comparison

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

The maximum drawdown for NAVI was -71.57%, occurring on Mar 18, 2020. Recovery took 1598 trading sessions.

The current CGBD drawdown is -32.52%. The current NAVI drawdown is -56.59%.

RankCGBDNAVI
#1-71.12%
Dec 29, 2017 - Mar 12, 2021
-71.57%
Dec 22, 2014 - Apr 29, 2021
#2-35.08%
Jan 31, 2025 - Mar 16, 2026
-61.60%
Sep 17, 2021 - Jun 3, 2026
#3-18.93%
Aug 12, 2022 - Nov 15, 2022
-8.30%
Jun 16, 2021 - Jul 12, 2021
#4-17.72%
Apr 19, 2022 - Aug 11, 2022
-7.76%
May 1, 2014 - Jun 11, 2014
#5-13.98%
Feb 24, 2023 - Jul 7, 2023
-6.33%
Jul 14, 2014 - Sep 18, 2014
#6-12.77%
Jul 28, 2023 - Dec 13, 2023
-4.84%
May 7, 2021 - May 17, 2021
#7-12.20%
Jul 16, 2024 - Dec 11, 2024
-4.38%
Sep 24, 2014 - Oct 17, 2014
#8-9.75%
Oct 3, 2017 - Dec 27, 2017
-3.81%
Jul 12, 2021 - Jul 21, 2021
#9-7.87%
Apr 29, 2021 - Aug 4, 2021
-3.50%
Jul 21, 2021 - Aug 2, 2021
#10-5.55%
Jan 8, 2024 - Feb 27, 2024
-3.07%
Dec 9, 2014 - Dec 18, 2014
#11-5.32%
Aug 12, 2021 - Oct 19, 2021
-2.70%
Nov 3, 2014 - Nov 6, 2014
#12-4.84%
Nov 5, 2021 - Jan 4, 2022
-2.59%
Apr 17, 2014 - May 1, 2014
#13-4.47%
Jan 12, 2022 - Mar 2, 2022
-2.00%
Sep 13, 2021 - Sep 17, 2021
#14-3.91%
Mar 2, 2022 - Mar 17, 2022
-1.91%
Apr 29, 2021 - May 6, 2021
#15-3.68%
Jan 3, 2025 - Jan 16, 2025
-1.83%
May 24, 2021 - May 26, 2021

Correlation

Correlation between CGBD and NAVI is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (2014 - 2026)

CGBD vs NAVI dividend yield comparison.

YearCGBDNAVI
20263.73%8.83%
202513.21%4.92%
202410.43%4.82%
202311.76%3.44%
202211.46%3.89%
202110.92%3.02%
202014.33%6.52%
201913.00%4.68%
201813.55%7.26%
20176.09%4.80%
20160.00%3.90%
20150.00%5.59%
20140.00%2.08%

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