HSTM vs CGBD

Comparison between Healthstream Inc (HSTM, Company) and Carlyle Secured Lending Inc (CGBD, Company).

HSTM is from the Healthcare sector, while CGBD is from the Financial Services sector.

5-Year PerformanceCGBD has outperformed HSTM, delivering a return of +7.3% compared to +0.2%

HSTM vs CGBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HSTM(COMPANY)	CGBD(COMPANY)
Market Cap	$771M	$772M
Max Drawdown	92.60%	78.14%
Sharpe Ratio	-0.19	-0.66
5Y Beta	0.52	0.62
Industry	Health Information Services	Asset Management
P/E Ratio	39.12	15.45
Forward P/E	36.36	7.81
PEG Ratio	5.45	3.54
Dividend Yield	0.50%	14.80%
5Y Dividends CAGR	N/A	1.71%
5Y EPS CAGR	5.05%	N/A
Debt to Equity	0.00%	123.55%
Free Cash Flow Yield	7.78%	-17.88%
P/S Ratio	2.44	2.87
P/B Ratio	2.16	0.67

Market Cap

HSTM

$771M

Winner

CGBD

$772M

Max Drawdown

HSTM

92.60%

Winner

CGBD

78.14%

Sharpe Ratio

Winner

HSTM

-0.19

CGBD

-0.66

5Y Beta

Winner

HSTM

0.52

CGBD

0.62

Industry

HSTM

Health Information Services

CGBD

Asset Management

P/E Ratio

HSTM

39.12

Winner

CGBD

15.45

Forward P/E

HSTM

36.36

Winner

CGBD

7.81

PEG Ratio

HSTM

5.45

Winner

CGBD

3.54

Dividend Yield

HSTM

0.50%

Winner

CGBD

14.80%

5Y Dividends CAGR

HSTM

N/A

CGBD

1.71%

5Y EPS CAGR

HSTM

5.05%

CGBD

N/A

Debt to Equity

Winner

HSTM

0.00%

CGBD

123.55%

Free Cash Flow Yield

Winner

HSTM

7.78%

CGBD

-17.88%

P/S Ratio

Winner

HSTM

2.44

CGBD

2.87

P/B Ratio

HSTM

2.16

Winner

CGBD

0.67

HSTM vs CGBD - Historical Returns

Returns include dividend reinvestment.

Period	HSTM	CGBD
1 month	+12.02%	-2.40%
3 months	+28.72%	+4.80%
6 months	+8.44%	-9.79%
1 year	-4.29%	-11.39%
5 years(CAGR)	+0.20%	+7.27%
10 years(CAGR)	+0.75%	+6.79%
Max(CAGR)	+4.61%	+6.79%

Winner

HSTM

+12.02%

CGBD

-2.40%

Winner

HSTM

+28.72%

CGBD

+4.80%

Winner

HSTM

+8.44%

CGBD

-9.79%

Winner

HSTM

-4.29%

CGBD

-11.39%

5Y(CAGR)

HSTM

+0.20%

Winner

CGBD

+7.27%

10Y(CAGR)

HSTM

+0.75%

Winner

CGBD

+6.79%

Max(CAGR)

HSTM

+4.61%

Winner

CGBD

+6.79%

HSTM vs CGBD - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	HSTM	CGBD
2026	+15.00%	-9.31%
2025	-26.92%	-22.30%
2024	+19.58%	+33.98%
2023	+10.01%	+15.85%
2022	-6.02%	+17.64%
2021	+17.99%	+49.86%
2020	-19.23%	-8.93%
2019	+11.84%	+17.77%
2018	+6.75%	-25.29%
2017	-9.39%	+18.03%
2016	+17.28%	N/A
2015	-23.24%	N/A
2014	-5.96%	N/A
2013	+33.33%	N/A
2012	+36.88%	N/A
2011	+126.94%	N/A
2010	+107.75%	N/A
2009	+77.13%	N/A
2008	-30.03%	N/A
2007	-8.62%	N/A
2006	+62.55%	N/A
2005	-15.27%	N/A
2004	+4.69%	N/A
2003	+73.33%	N/A
2002	+27.03%	N/A
2001	+6.69%	N/A
2000	-88.24%	N/A

HSTM vs CGBD Drawdown Comparison

The maximum drawdown for HSTM was -92.60%, occurring on Dec 26, 2000. Recovery took 2773 trading sessions.

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

The current HSTM drawdown is -29.95%. The current CGBD drawdown is -30.95%.

Rank	HSTM	CGBD
#1	-92.60% Apr 28, 2000 - May 9, 2011	-71.12% Dec 29, 2017 - Mar 12, 2021
#2	-53.88% Oct 18, 2013 - Jan 15, 2016	-35.08% Jan 31, 2025 - Mar 16, 2026
#3	-34.36% Oct 4, 2012 - Jul 23, 2013	-18.93% Aug 12, 2022 - Nov 15, 2022
#4	-28.11% Jul 6, 2011 - Oct 21, 2011	-17.72% Apr 19, 2022 - Aug 11, 2022
#5	-20.98% Apr 20, 2012 - Jul 3, 2012	-13.98% Feb 24, 2023 - Jul 7, 2023
#6	-13.85% Jun 3, 2011 - Jun 29, 2011	-12.77% Jul 28, 2023 - Dec 13, 2023
#7	-12.34% Dec 21, 2011 - Feb 22, 2012	-12.20% Jul 16, 2024 - Dec 11, 2024
#8	-12.16% Jul 3, 2012 - Jul 24, 2012	-9.75% Oct 3, 2017 - Dec 27, 2017
#9	-11.76% Apr 11, 2000 - Apr 28, 2000	-7.87% Apr 29, 2021 - Aug 4, 2021
#10	-10.34% Nov 21, 2011 - Dec 20, 2011	-5.55% Jan 8, 2024 - Feb 27, 2024
#11	-9.80% Feb 22, 2012 - Mar 15, 2012	-5.32% Aug 12, 2021 - Oct 19, 2021
#12	-9.75% Oct 1, 2013 - Oct 17, 2013	-4.84% Nov 5, 2021 - Jan 4, 2022
#13	-8.33% Nov 8, 2011 - Nov 17, 2011	-4.47% Jan 12, 2022 - Mar 2, 2022
#14	-7.64% Aug 7, 2013 - Sep 4, 2013	-3.91% Mar 2, 2022 - Mar 17, 2022
#15	-6.60% Sep 6, 2012 - Oct 4, 2012	-3.68% Jan 3, 2025 - Jan 16, 2025