FC vs CARL

Comparison between Franklin Covey Company (FC, Company) and Carlsmed Inc (CARL, Company).

FC is from the Consumer Defensive sector, while CARL is from the Healthcare sector.

FC vs CARL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FC(COMPANY)	CARL(COMPANY)
Market Cap	$273M	$274M
Max Drawdown	93.68%	48.03%
Sharpe Ratio	0.29	-0.26
5Y Beta	1.13	1.44
Industry	Education & Training Services	Health Information Services
P/E Ratio	-37.66	-9.04
Forward P/E	21.88	N/A
5Y EPS CAGR	-1.30%	N/A
Debt to Equity	0.00%	16.66%
Free Cash Flow Yield	8.72%	-16.42%

Market Cap

$273M

Winner

CARL

$274M

Max Drawdown

93.68%

Winner

CARL

48.03%

Sharpe Ratio

Winner

0.29

CARL

-0.26

5Y Beta

Winner

1.13

CARL

1.44

Industry

Education & Training Services

CARL

Health Information Services

P/E Ratio

Winner

-37.66

CARL

-9.04

Forward P/E

21.88

CARL

N/A

5Y EPS CAGR

-1.30%

CARL

N/A

Debt to Equity

Winner

0.00%

CARL

16.66%

Free Cash Flow Yield

Winner

8.72%

CARL

-16.42%

FC vs CARL - Historical Returns

Returns include dividend reinvestment.

Period	FC	CARL
1 month	+15.63%	-7.87%
3 months	+105.24%	-8.29%
6 months	+40.78%	-19.82%
1 year	+7.32%	-30.55%
5 years(CAGR)	-5.38%	N/A
10 years(CAGR)	+4.67%	N/A
Max(CAGR)	+4.01%	-33.20%

Winner

+15.63%

CARL

-7.87%

Winner

+105.24%

CARL

-8.29%

Winner

+40.78%

CARL

-19.82%

Winner

+7.32%

CARL

-30.55%

5Y(CAGR)

-5.38%

CARL

N/A

10Y(CAGR)

+4.67%

CARL

N/A

Max(CAGR)

Winner

+4.01%

CARL

-33.20%

FC vs CARL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FC	CARL
2026	+43.57%	-13.41%
2025	-53.89%	-14.83%
2024	-7.71%	N/A
2023	-9.73%	N/A
2022	-1.16%	N/A
2021	+106.87%	N/A
2020	-30.06%	N/A
2019	+48.25%	N/A
2018	-0.09%	N/A
2017	+0.97%	N/A
2016	+20.30%	N/A
2015	-14.59%	N/A
2014	-2.27%	N/A
2013	+52.22%	N/A
2012	+46.92%	N/A
2011	-3.20%	N/A
2010	+37.88%	N/A
2009	+17.54%	N/A
2008	-22.24%	N/A
2007	+13.32%	N/A
2006	+9.03%	N/A
2005	+157.96%	N/A
2004	-12.23%	N/A
2003	+115.38%	N/A
2002	-80.92%	N/A
2001	-13.86%	N/A
2000	-0.79%	N/A
1999	-13.43%	N/A

FC vs CARL Drawdown Comparison

The maximum drawdown for FC was -93.68%, occurring on Apr 2, 2003. Recovery took 2816 trading sessions.

The maximum drawdown for CARL was -48.03%, occurring on Apr 29, 2026. This drawdown has not yet recovered.

The current FC drawdown is -55.62%. The current CARL drawdown is -40.73%.

Rank	FC	CARL
#1	-93.68% Apr 25, 2000 - Jul 6, 2011	-48.03% Dec 3, 2025 - Apr 29, 2026
#2	-78.56% Aug 15, 2022 - Mar 13, 2026	-23.00% Sep 18, 2025 - Nov 26, 2025
#3	-66.86% Nov 8, 2019 - Aug 25, 2021	-17.39% Jul 30, 2025 - Sep 12, 2025
#4	-44.89% Jul 21, 2011 - Sep 18, 2012	-7.92% Nov 28, 2025 - Dec 3, 2025
#5	-39.05% Jun 5, 2014 - Jan 5, 2018	-1.57% Sep 16, 2025 - Sep 18, 2025
#6	-32.32% Jan 11, 2018 - May 28, 2019	-0.95% Sep 12, 2025 - Sep 16, 2025
#7	-32.14% Jan 10, 2022 - Jul 20, 2022	-0.34% Jul 23, 2025 - Jul 30, 2025
#8	-31.87% Feb 9, 2000 - Apr 14, 2000	N/A
#9	-20.87% Nov 4, 1999 - Jan 14, 2000	N/A
#10	-17.42% Jan 18, 2000 - Feb 9, 2000	N/A
#11	-15.24% Nov 12, 2021 - Jan 7, 2022	N/A
#12	-14.66% Mar 5, 2014 - Jun 5, 2014	N/A
#13	-11.86% Nov 12, 2013 - Feb 13, 2014	N/A
#14	-11.64% Nov 9, 2012 - Jan 2, 2013	N/A
#15	-11.51% Aug 20, 2019 - Nov 4, 2019	N/A

Correlation

Correlation between FC and CARL is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101