DVA vs CG

Comparison between DaVita Inc (DVA, Company) and Carlyle Group Inc (The) (CG, Company).

DVA is from the Healthcare sector, while CG is from the Financial Services sector.

5-Year PerformanceDVA has outperformed CG, delivering a return of +13.8% compared to +1.9%

DVA vs CG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DVA(COMPANY)	CG(COMPANY)
Market Cap	$16B	$15B
Max Drawdown	68.00%	69.16%
Sharpe Ratio	1.27	-0.51
5Y Beta	0.37	1.69
Industry	Medical Care Facilities	Asset Management
P/E Ratio	23.43	29.22
Forward P/E	15.90	9.88
PEG Ratio	0.73	0.09
Dividend Yield	N/A	3.25%
5Y Dividends CAGR	N/A	11.84%
5Y EPS CAGR	8.34%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	9.61%	-27.59%
P/S Ratio	1.07	4.77
P/B Ratio	91.65	2.93

Market Cap

Winner

DVA

$16B

$15B

Max Drawdown

Winner

DVA

68.00%

69.16%

Sharpe Ratio

Winner

DVA

1.27

-0.51

5Y Beta

Winner

DVA

0.37

1.69

Industry

DVA

Medical Care Facilities

Asset Management

P/E Ratio

Winner

DVA

23.43

29.22

Forward P/E

DVA

15.90

Winner

9.88

PEG Ratio

DVA

0.73

Winner

0.09

Dividend Yield

DVA

N/A

3.25%

5Y Dividends CAGR

DVA

N/A

11.84%

5Y EPS CAGR

DVA

8.34%

N/A

Debt to Equity

DVA

0.00%

Free Cash Flow Yield

Winner

DVA

9.61%

-27.59%

P/S Ratio

Winner

DVA

1.07

4.77

P/B Ratio

DVA

91.65

Winner

2.93

DVA vs CG - Historical Returns

Returns include dividend reinvestment.

Period	DVA	CG
1 month	+17.23%	+1.36%
3 months	+55.11%	-4.75%
6 months	+108.83%	-30.69%
1 year	+62.23%	-21.56%
5 years(CAGR)	+13.77%	+1.93%
10 years(CAGR)	+11.49%	+15.81%
Max(CAGR)	+18.34%	+10.75%

Winner

DVA

+17.23%

+1.36%

Winner

DVA

+55.11%

-4.75%

Winner

DVA

+108.83%

-30.69%

Winner

DVA

+62.23%

-21.56%

5Y(CAGR)

Winner

DVA

+13.77%

+1.93%

10Y(CAGR)

DVA

+11.49%

Winner

+15.81%

Max(CAGR)

Winner

DVA

+18.34%

+10.75%

DVA vs CG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DVA	CG
2026	+103.25%	-25.51%
2025	-24.17%	+19.64%
2024	+39.91%	+30.29%
2023	+39.98%	+41.85%
2022	-35.31%	-43.00%
2021	-2.35%	+80.37%
2020	+56.01%	+1.79%
2019	+45.04%	+113.14%
2018	-29.06%	-28.47%
2017	+11.00%	+56.12%
2016	-6.51%	+9.06%
2015	-8.07%	-36.43%
2014	+16.92%	-17.04%
2013	+16.06%	+41.92%
2012	+43.30%	+19.31%
2011	+9.38%	N/A
2010	+15.97%	N/A
2009	+19.63%	N/A
2008	-10.67%	N/A
2007	+1.66%	N/A
2006	+10.40%	N/A
2005	+28.66%	N/A
2004	+50.08%	N/A
2003	+55.44%	N/A
2002	+3.87%	N/A
2001	+52.24%	N/A
2000	+148.99%	N/A
1999	-14.34%	N/A

DVA vs CG Drawdown Comparison

The maximum drawdown for DVA was -68.00%, occurring on Mar 21, 2000. Recovery took 231 trading sessions.

The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.

The current DVA drawdown is -1.26%. The current CG drawdown is -34.19%.

Rank	DVA	CG
#1	-68.00% Nov 2, 1999 - Oct 2, 2000	-62.67% Jan 14, 2014 - Jul 9, 2019
#2	-51.10% Aug 4, 2021 - Mar 5, 2024	-56.71% Nov 12, 2021 - Nov 6, 2024
#3	-48.45% May 28, 2015 - Feb 11, 2020	-50.04% Jan 23, 2020 - Jan 12, 2021
#4	-41.43% Feb 4, 2025 - May 6, 2026	-40.36% Sep 18, 2025 - Jun 29, 2026
#5	-36.36% Oct 18, 2007 - Jun 17, 2010	-38.51% Jan 23, 2025 - Jul 9, 2025
#6	-32.14% Jul 7, 2011 - Mar 30, 2012	-33.05% Feb 19, 2013 - Dec 24, 2013
#7	-26.56% Feb 11, 2020 - Jul 29, 2020	-13.97% Jul 26, 2019 - Sep 6, 2019
#8	-25.53% May 1, 2002 - Jun 11, 2003	-10.65% Dec 11, 2024 - Jan 17, 2025
#9	-25.32% Jan 31, 2001 - May 8, 2001	-9.48% Jul 7, 2021 - Jul 29, 2021
#10	-23.75% Jul 18, 2001 - Nov 30, 2001	-9.11% Sep 25, 2019 - Oct 17, 2019
#11	-21.04% Mar 16, 2006 - Sep 12, 2007	-8.85% Sep 17, 2021 - Oct 14, 2021
#12	-19.86% Apr 29, 2004 - Dec 6, 2004	-8.76% Jan 20, 2021 - Feb 4, 2021
#13	-19.30% Jan 8, 2021 - May 6, 2021	-8.75% Sep 17, 2012 - Jan 16, 2013
#14	-18.05% May 10, 2013 - Jan 9, 2014	-8.66% May 3, 2012 - Jun 28, 2012
#15	-15.36% Sep 16, 2024 - Nov 22, 2024	-7.84% Jul 30, 2021 - Sep 15, 2021