GEN vs CG

Comparison between Gen Digital Inc (GEN, Company) and Carlyle Group Inc (The) (CG, Company).

GEN is from the Technology sector, while CG is from the Financial Services sector.

5-Year PerformanceCG has outperformed GEN, delivering a return of +1.9% compared to +0.8%

GEN vs CG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GEN(COMPANY)	CG(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	69.98%	69.16%
Sharpe Ratio	-0.32	-0.51
5Y Beta	0.86	1.69
Industry	Software - Infrastructure	Asset Management
P/E Ratio	16.04	29.22
Forward P/E	8.96	9.88
PEG Ratio	0.30	0.09
Dividend Yield	1.94%	3.25%
5Y Dividends CAGR	4.56%	11.84%
5Y EPS CAGR	11.22%	N/A
Debt to Equity	313.90%	0.00%
Free Cash Flow Yield	9.87%	-27.59%
P/S Ratio	3.11	4.77
P/B Ratio	6.14	2.93

Market Cap

GEN

$15B

Winner

$15B

Max Drawdown

GEN

69.98%

Winner

69.16%

Sharpe Ratio

Winner

GEN

-0.32

-0.51

5Y Beta

Winner

GEN

0.86

1.69

Industry

GEN

Software - Infrastructure

Asset Management

P/E Ratio

Winner

GEN

16.04

29.22

Forward P/E

Winner

GEN

8.96

9.88

PEG Ratio

GEN

0.30

Winner

0.09

Dividend Yield

GEN

1.94%

Winner

3.25%

5Y Dividends CAGR

GEN

4.56%

Winner

11.84%

5Y EPS CAGR

GEN

11.22%

N/A

Debt to Equity

GEN

313.90%

Winner

0.00%

Free Cash Flow Yield

Winner

GEN

9.87%

-27.59%

P/S Ratio

Winner

GEN

3.11

4.77

P/B Ratio

GEN

6.14

Winner

2.93

GEN vs CG - Historical Returns

Returns include dividend reinvestment.

Period	GEN	CG
1 month	+5.24%	+1.36%
3 months	+45.57%	-4.75%
6 months	-2.89%	-30.69%
1 year	-11.02%	-21.56%
5 years(CAGR)	+0.77%	+1.93%
10 years(CAGR)	+9.80%	+15.81%
Max(CAGR)	+9.74%	+10.75%

Winner

GEN

+5.24%

+1.36%

Winner

GEN

+45.57%

-4.75%

Winner

GEN

-2.89%

-30.69%

Winner

GEN

-11.02%

-21.56%

5Y(CAGR)

GEN

+0.77%

Winner

+1.93%

10Y(CAGR)

GEN

+9.80%

Winner

+15.81%

Max(CAGR)

GEN

+9.74%

Winner

+10.75%

GEN vs CG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GEN	CG
2026	+0.42%	-25.51%
2025	+0.70%	+19.64%
2024	+22.56%	+30.29%
2023	+8.30%	+41.85%
2022	-16.94%	-43.00%
2021	+27.65%	+80.37%
2020	+39.08%	+1.79%
2019	+36.84%	+113.14%
2018	-33.76%	-28.47%
2017	+18.10%	+56.12%
2016	+44.85%	+9.06%
2015	-15.67%	-36.43%
2014	+12.28%	-17.04%
2013	+23.24%	+41.92%
2012	+19.26%	+19.31%
2011	-8.80%	N/A
2010	-9.02%	N/A
2009	+20.88%	N/A
2008	-15.82%	N/A
2007	-24.37%	N/A
2006	+19.21%	N/A
2005	-33.21%	N/A
2004	+48.30%	N/A
2003	+61.67%	N/A
2002	+20.73%	N/A
2001	+97.65%	N/A
2000	-41.32%	N/A
1999	+22.45%	N/A

GEN vs CG Drawdown Comparison

The maximum drawdown for GEN was -69.98%, occurring on Nov 20, 2008. Recovery took 2959 trading sessions.

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

The current GEN drawdown is -17.88%. The current CG drawdown is -34.19%.

Rank	GEN	CG
#1	-69.98% Dec 3, 2004 - Sep 6, 2016	-62.67% Jan 14, 2014 - Jul 9, 2019
#2	-63.11% Mar 10, 2000 - Mar 4, 2002	-56.71% Nov 12, 2021 - Nov 6, 2024
#3	-48.41% Feb 9, 2022 - Oct 31, 2024	-50.04% Jan 23, 2020 - Jan 12, 2021
#4	-47.58% Sep 19, 2017 - Feb 7, 2020	-40.36% Sep 18, 2025 - Jun 29, 2026
#5	-43.59% Aug 13, 2025 - Apr 10, 2026	-38.51% Jan 23, 2025 - Jul 9, 2025
#6	-34.74% Mar 19, 2002 - Nov 15, 2002	-33.05% Feb 19, 2013 - Dec 24, 2013
#7	-27.66% Dec 22, 1999 - Feb 10, 2000	-13.97% Jul 26, 2019 - Sep 6, 2019
#8	-25.53% Dec 4, 2024 - Aug 12, 2025	-10.65% Dec 11, 2024 - Jan 17, 2025
#9	-24.68% Aug 26, 2020 - May 12, 2021	-9.48% Jul 7, 2021 - Jul 29, 2021
#10	-21.43% Feb 25, 2003 - Jun 6, 2003	-9.11% Sep 25, 2019 - Oct 17, 2019
#11	-19.76% Feb 20, 2020 - Apr 24, 2020	-8.85% Sep 17, 2021 - Oct 14, 2021
#12	-18.93% Apr 22, 2004 - Sep 10, 2004	-8.76% Jan 20, 2021 - Feb 4, 2021
#13	-16.90% May 10, 2017 - Sep 12, 2017	-8.75% Sep 17, 2012 - Jan 16, 2013
#14	-16.67% Jun 10, 2021 - Feb 8, 2022	-8.66% May 3, 2012 - Jun 28, 2012
#15	-15.57% May 29, 2020 - Aug 7, 2020	-7.84% Jul 30, 2021 - Sep 15, 2021

Correlation

Correlation between GEN and CG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2012 - 2026)

GEN vs CG dividend yield comparison.

Year	GEN	CG
2026	0.96%	1.57%
2025	1.84%	2.37%
2024	1.83%	2.77%
2023	2.19%	3.38%
2022	2.33%	4.11%
2021	1.92%	1.82%
2020	60.15%	3.18%
2019	1.37%	4.24%
2018	1.59%	7.87%
2017	1.07%	5.41%
2016	18.31%	11.02%
2015	2.86%	21.70%
2014	2.34%	6.84%
2013	1.91%	3.73%
2012	0.00%	1.04%