HIPO vs CGBD

Comparison between Hippo Holdings Inc (HIPO, Company) and Carlyle Secured Lending Inc (CGBD, Company).

Both HIPO and CGBD are from the Financial Services sector.

5-Year PerformanceCGBD has outperformed HIPO, delivering a return of +6.4% compared to -35.8%

HIPO vs CGBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HIPO(COMPANY)	CGBD(COMPANY)
Market Cap	$728M	$725M
Max Drawdown	97.21%	78.14%
Sharpe Ratio	0.17	-0.93
5Y Beta	1.09	0.62
Industry	Insurance - Property & Casualty	Asset Management
P/E Ratio	6.28	14.52
Forward P/E	N/A	7.58
PEG Ratio	N/A	3.54
Dividend Yield	N/A	15.30%
5Y Dividends CAGR	N/A	5.96%
Debt to Equity	0.00%	123.55%
Free Cash Flow Yield	7.28%	-19.03%
P/S Ratio	1.52	2.71
P/B Ratio	1.69	0.65

Market Cap

Winner

HIPO

$728M

CGBD

$725M

Max Drawdown

HIPO

97.21%

Winner

CGBD

78.14%

Sharpe Ratio

Winner

HIPO

0.17

CGBD

-0.93

5Y Beta

HIPO

1.09

Winner

CGBD

0.62

Industry

HIPO

Insurance - Property & Casualty

CGBD

Asset Management

P/E Ratio

Winner

HIPO

6.28

CGBD

14.52

Forward P/E

HIPO

N/A

CGBD

7.58

PEG Ratio

HIPO

N/A

CGBD

3.54

Dividend Yield

HIPO

N/A

CGBD

15.30%

5Y Dividends CAGR

HIPO

N/A

CGBD

5.96%

Debt to Equity

Winner

HIPO

0.00%

CGBD

123.55%

Free Cash Flow Yield

Winner

HIPO

7.28%

CGBD

-19.03%

P/S Ratio

Winner

HIPO

1.52

CGBD

2.71

P/B Ratio

HIPO

1.69

Winner

CGBD

0.65

HIPO vs CGBD - Historical Returns

Returns include dividend reinvestment.

Period	HIPO	CGBD
1 month	+4.18%	-3.52%
3 months	-3.69%	-9.91%
6 months	-11.23%	-16.24%
1 year	+1.74%	-18.38%
5 years(CAGR)	-35.78%	+6.38%
10 years(CAGR)	N/A	+6.01%
Max(CAGR)	-35.78%	+6.01%

Winner

HIPO

+4.18%

CGBD

-3.52%

Winner

HIPO

-3.69%

CGBD

-9.91%

Winner

HIPO

-11.23%

CGBD

-16.24%

Winner

HIPO

+1.74%

CGBD

-18.38%

5Y(CAGR)

HIPO

-35.78%

Winner

CGBD

+6.38%

10Y(CAGR)

HIPO

N/A

CGBD

+6.01%

Max(CAGR)

HIPO

-35.78%

Winner

CGBD

+6.01%

HIPO vs CGBD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	HIPO	CGBD
2026	-8.51%	-14.57%
2025	+17.32%	-22.30%
2024	+196.46%	+33.98%
2023	-37.28%	+15.85%
2022	-80.43%	+17.64%
2021	-71.44%	+49.86%
2020	N/A	-8.93%
2019	N/A	+17.77%
2018	N/A	-25.29%
2017	N/A	+18.03%

HIPO vs CGBD Drawdown Comparison

The maximum drawdown for HIPO was -97.21%, occurring on Oct 5, 2023. This drawdown has not yet recovered.

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

The current HIPO drawdown is -88.93%. The current CGBD drawdown is -34.96%.

Rank	HIPO	CGBD
#1	-97.21% Aug 3, 2021 - Oct 5, 2023	-71.12% Dec 29, 2017 - Mar 12, 2021
#2	N/A	-35.08% Jan 31, 2025 - Mar 16, 2026
#3	N/A	-18.93% Aug 12, 2022 - Nov 15, 2022
#4	N/A	-17.72% Apr 19, 2022 - Aug 11, 2022
#5	N/A	-13.98% Feb 24, 2023 - Jul 7, 2023
#6	N/A	-12.77% Jul 28, 2023 - Dec 13, 2023
#7	N/A	-12.20% Jul 16, 2024 - Dec 11, 2024
#8	N/A	-9.75% Oct 3, 2017 - Dec 27, 2017
#9	N/A	-7.87% Apr 29, 2021 - Aug 4, 2021
#10	N/A	-5.55% Jan 8, 2024 - Feb 27, 2024
#11	N/A	-5.32% Aug 12, 2021 - Oct 19, 2021
#12	N/A	-4.84% Nov 5, 2021 - Jan 4, 2022
#13	N/A	-4.47% Jan 12, 2022 - Mar 2, 2022
#14	N/A	-3.91% Mar 2, 2022 - Mar 17, 2022
#15	N/A	-3.68% Jan 3, 2025 - Jan 16, 2025

Correlation

Correlation between HIPO and CGBD is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

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