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CGBD vs SMBC

Comparison between Carlyle Secured Lending Inc (CGBD, Company) and Southern Missouri Bancorp Inc (SMBC, Company).

Both CGBD and SMBC are from the Financial Services sector.

5-Year PerformanceSMBC has outperformed CGBD, delivering a return of +11.1% compared to +6.8%

CGBD vs SMBC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CGBD
$765M
SMBC
$764M
Max Drawdown
CGBD
78.14%
Winner
SMBC
55.21%
Sharpe Ratio
CGBD
-0.70
Winner
SMBC
1.22
5Y Beta
Winner
CGBD
0.63
SMBC
0.88
Industry
CGBD
Asset Management
SMBC
Banks - Regional
P/E Ratio
CGBD
15.31
Winner
SMBC
11.49
Forward P/E
Winner
CGBD
7.98
SMBC
8.83
PEG Ratio
CGBD
3.54
Winner
SMBC
0.34
Dividend Yield
Winner
CGBD
14.80%
SMBC
1.42%
5Y Dividends CAGR
CGBD
1.71%
Winner
SMBC
14.68%
5Y EPS CAGR
CGBD
N/A
SMBC
19.67%
Debt to Equity
CGBD
123.55%
Winner
SMBC
0.00%
Free Cash Flow Yield
CGBD
-18.05%
Winner
SMBC
11.77%
P/S Ratio
Winner
CGBD
2.86
SMBC
4.10
P/B Ratio
Winner
CGBD
0.68
SMBC
1.33

CGBD vs SMBC - Historical Returns

Returns include dividend reinvestment.

1M
CGBD
-11.99%
Winner
SMBC
+1.63%
3M
CGBD
-2.40%
Winner
SMBC
+12.06%
6M
CGBD
-12.24%
Winner
SMBC
+21.22%
1Y
CGBD
-13.02%
Winner
SMBC
+37.10%
5Y(CAGR)
CGBD
+6.78%
Winner
SMBC
+11.13%
10Y(CAGR)
CGBD
+6.43%
Winner
SMBC
+13.45%
Max(CAGR)
CGBD
+6.43%
Winner
SMBC
+14.87%

CGBD vs SMBC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCGBDSMBC
2026-12.12%+19.86%
2025-22.30%+6.45%
2024+33.98%+9.97%
2023+15.85%+19.76%
2022+17.64%-13.13%
2021+49.86%+76.31%
2020-8.93%-18.74%
2019+17.77%+16.42%
2018-25.29%-7.95%
2017+18.03%+9.97%
2016N/A+54.20%
2015N/A+28.12%
2014N/A+16.28%
2013N/A+42.39%
2012N/A+3.15%
2011N/A+32.47%
2010N/A+50.99%
2009N/A+8.27%
2008N/A-18.30%
2007N/A-2.71%
2006N/A+0.17%
2005N/A-15.58%
2004N/A+35.05%
2003N/A+35.51%
2002N/A+32.80%
2001N/A+23.03%
2000N/A+10.78%
1999N/A-0.49%

CGBD vs SMBC Drawdown Comparison

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

The maximum drawdown for SMBC was -49.68%, occurring on Mar 4, 2009. Recovery took 1372 trading sessions.

The current CGBD drawdown is -33.09%. The current SMBC drawdown is -0.27%.

RankCGBDSMBC
#1-71.12%
Dec 29, 2017 - Mar 12, 2021
-49.68%
Nov 30, 2004 - May 13, 2010
#2-35.08%
Jan 31, 2025 - Mar 16, 2026
-49.12%
Dec 18, 2017 - Mar 3, 2021
#3-18.93%
Aug 12, 2022 - Nov 15, 2022
-48.51%
Nov 10, 2021 - Oct 15, 2024
#4-17.72%
Apr 19, 2022 - Aug 11, 2022
-29.18%
Nov 11, 2024 - Apr 7, 2026
#5-13.98%
Feb 24, 2023 - Jul 7, 2023
-23.08%
Apr 19, 2011 - Mar 15, 2012
#6-12.77%
Jul 28, 2023 - Dec 13, 2023
-19.33%
Nov 19, 1999 - Sep 19, 2000
#7-12.20%
Jul 16, 2024 - Dec 11, 2024
-17.80%
Mar 15, 2012 - Mar 4, 2013
#8-9.75%
Oct 3, 2017 - Dec 27, 2017
-15.42%
Feb 23, 2017 - Sep 29, 2017
#9-7.87%
Apr 29, 2021 - Aug 4, 2021
-14.11%
Dec 20, 2013 - Mar 10, 2014
#10-5.55%
Jan 8, 2024 - Feb 27, 2024
-13.67%
Feb 22, 2011 - Mar 7, 2011
#11-5.32%
Aug 12, 2021 - Oct 19, 2021
-12.44%
May 13, 2010 - Dec 7, 2010
#12-4.84%
Nov 5, 2021 - Jan 4, 2022
-11.98%
Dec 10, 2014 - Aug 17, 2015
#13-4.47%
Jan 12, 2022 - Mar 2, 2022
-11.64%
Nov 29, 2013 - Dec 20, 2013
#14-3.91%
Mar 2, 2022 - Mar 17, 2022
-10.69%
Apr 18, 2002 - Oct 31, 2002
#15-3.68%
Jan 3, 2025 - Jan 16, 2025
-10.26%
Mar 4, 2013 - Jul 31, 2013

Correlation

Correlation between CGBD and SMBC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

CGBD vs SMBC dividend yield comparison.

YearCGBDSMBC
20263.76%0.72%
202513.21%1.62%
202410.43%1.53%
202311.76%1.57%
202211.46%1.79%
202110.92%1.38%
202014.33%1.97%
201913.00%1.46%
201813.55%1.42%
20176.09%1.12%
20160.00%1.07%
20150.00%1.46%
20140.00%1.74%
20130.00%1.86%
20120.00%2.41%
20110.00%2.14%
20100.00%2.78%
20090.00%4.09%
20080.00%3.97%
20070.00%2.72%
20060.00%2.46%
20050.00%2.45%
20040.00%1.95%
20030.00%2.31%
20020.00%2.54%
20010.00%3.09%
20000.00%3.67%
19990.00%0.98%

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