GCMG vs CARE

Comparison between GCM Grosvenor Inc - Class A (GCMG, Company) and Carter Bankshares Inc (CARE, Company).

Both GCMG and CARE are from the Financial Services sector.

5-Year PerformanceCARE has outperformed GCMG, delivering a return of +27.2% compared to +7.2%

GCMG vs CARE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GCMG(COMPANY)	CARE(COMPANY)
Market Cap	$732M	$730M
Max Drawdown	54.16%	73.36%
Sharpe Ratio	0.12	2.34
5Y Beta	0.66	0.72
Industry	Asset Management	Banks - Regional
P/E Ratio	20.06	6.76
Forward P/E	14.58	13.66
PEG Ratio	0.36	0.02
Dividend Yield	3.71%	N/A
5Y Dividends CAGR	32.88%	N/A
Debt to Equity	1423.71%	0.00%
Free Cash Flow Yield	26.08%	45.14%
P/S Ratio	1.31	2.83
P/B Ratio	30.02	1.47

Market Cap

Winner

GCMG

$732M

CARE

$730M

Max Drawdown

Winner

GCMG

54.16%

CARE

73.36%

Sharpe Ratio

GCMG

0.12

Winner

CARE

2.34

5Y Beta

Winner

GCMG

0.66

CARE

0.72

Industry

GCMG

Asset Management

CARE

Banks - Regional

P/E Ratio

GCMG

20.06

Winner

CARE

6.76

Forward P/E

GCMG

14.58

Winner

CARE

13.66

PEG Ratio

GCMG

0.36

Winner

CARE

0.02

Dividend Yield

GCMG

3.71%

CARE

N/A

5Y Dividends CAGR

GCMG

32.88%

CARE

N/A

Debt to Equity

GCMG

1423.71%

Winner

CARE

0.00%

Free Cash Flow Yield

GCMG

26.08%

Winner

CARE

45.14%

P/S Ratio

Winner

GCMG

1.31

CARE

2.83

P/B Ratio

GCMG

30.02

Winner

CARE

1.47

GCMG vs CARE - Historical Returns

Returns include dividend reinvestment.

Period	GCMG	CARE
1 month	-3.91%	+4.86%
3 months	+10.29%	+42.61%
6 months	+5.65%	+68.79%
1 year	+1.42%	+91.06%
5 years(CAGR)	+7.19%	+27.15%
10 years(CAGR)	N/A	+10.39%
Max(CAGR)	+5.64%	+10.90%

GCMG

-3.91%

Winner

CARE

+4.86%

GCMG

+10.29%

Winner

CARE

+42.61%

GCMG

+5.65%

Winner

CARE

+68.79%

GCMG

+1.42%

Winner

CARE

+91.06%

5Y(CAGR)

GCMG

+7.19%

Winner

CARE

+27.15%

10Y(CAGR)

GCMG

N/A

CARE

+10.39%

Max(CAGR)

GCMG

+5.64%

Winner

CARE

+10.90%

GCMG vs CARE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	GCMG	CARE
2026	+6.59%	+75.13%
2025	-6.02%	+14.10%
2024	+48.61%	+18.21%
2023	+23.82%	-8.78%
2022	-24.16%	+6.62%
2021	-11.98%	+45.46%
2020	+22.20%	-51.39%
2019	N/A	+55.54%
2018	N/A	-13.04%
2017	N/A	+32.99%
2016	N/A	+2.63%
2015	N/A	+13.29%
2014	N/A	+18.54%
2013	N/A	+24.69%
2012	N/A	-1.67%

GCMG vs CARE Drawdown Comparison

The maximum drawdown for GCMG was -51.79%, occurring on Jun 16, 2022. Recovery took 982 trading sessions.

The maximum drawdown for CARE was -73.17%, occurring on Sep 23, 2020. Recovery took 1572 trading sessions.

The current GCMG drawdown is -14.63%. The current CARE drawdown is -1.99%.

Rank	GCMG	CARE
#1	-51.79% Dec 10, 2020 - Nov 6, 2024	-73.17% Dec 31, 2019 - Apr 6, 2026
#2	-31.30% Feb 19, 2025 - Jul 6, 2026	-26.41% Sep 19, 2018 - May 3, 2019
#3	-14.63% Jul 14, 2026 - Jul 23, 2026	-14.66% Jul 27, 2016 - Jan 12, 2017
#4	-12.84% Nov 18, 2020 - Dec 7, 2020	-12.95% Apr 13, 2017 - Aug 28, 2017
#5	-6.29% Nov 6, 2024 - Nov 20, 2024	-9.77% Jul 26, 2013 - Oct 13, 2014
#6	-5.86% Dec 3, 2024 - Jan 2, 2025	-9.06% Jun 18, 2019 - Nov 18, 2019
#7	-2.49% Feb 10, 2025 - Feb 18, 2025	-8.70% Jul 1, 2026 - Jul 8, 2026
#8	-1.84% Jul 6, 2026 - Jul 9, 2026	-8.61% Aug 31, 2017 - Jun 28, 2018
#9	-1.53% Nov 20, 2024 - Nov 26, 2024	-7.80% Mar 24, 2015 - Nov 13, 2015
#10	-1.41% Jan 3, 2025 - Jan 8, 2025	-7.77% Jul 18, 2018 - Sep 14, 2018
#11	-1.03% Jan 29, 2025 - Feb 5, 2025	-7.57% Mar 31, 2016 - Jul 27, 2016
#12	-1.02% Feb 6, 2025 - Feb 10, 2025	-5.34% Apr 22, 2013 - May 13, 2013
#13	-1.02% Jul 9, 2026 - Jul 14, 2026	-4.23% Jan 24, 2013 - Feb 20, 2013
#14	-0.78% Jan 8, 2025 - Jan 15, 2025	-4.01% Jun 18, 2013 - Jun 27, 2013
#15	-0.52% Jan 22, 2025 - Jan 28, 2025	-3.94% May 13, 2013 - Jun 17, 2013

Correlation

Correlation between GCMG and CARE is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2012 - 2026)

GCMG vs CARE dividend yield comparison.

Year	GCMG	CARE
2026	2.04%	0.29%
2025	3.98%	0.00%
2024	3.59%	0.00%
2023	4.91%	0.00%
2022	5.39%	0.00%
2021	3.14%	0.00%
2020	0.00%	1.31%
2016	0.00%	2.26%
2015	0.00%	2.96%
2014	0.00%	2.36%
2013	0.00%	1.82%
2012	0.00%	1.13%