KIM vs CGABL

Comparison between Kimco Realty Corporation (KIM, Company) and Carlyle Finance LLC (CGABL, Company).

5-Year PerformanceKIM has outperformed CGABL, delivering a return of +6.3% compared to -1.4%

KIM vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KIM(COMPANY)	CGABL(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	86.95%	42.06%
Sharpe Ratio	0.85	0.28
5Y Beta	0.61	0.22
Industry	Reit - Retail	N/A
P/E Ratio	26.07	N/A
Forward P/E	32.36	N/A
PEG Ratio	0.41	N/A
Dividend Yield	4.33%	N/A
5Y Dividends CAGR	18.65%	N/A
5Y EPS CAGR	-15.37%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	7.10%	N/A
P/S Ratio	7.43	N/A
P/B Ratio	1.52	N/A

Market Cap

KIM

$16B

Winner

CGABL

$16B

Max Drawdown

KIM

86.95%

Winner

CGABL

42.06%

Sharpe Ratio

Winner

KIM

0.85

CGABL

0.28

5Y Beta

KIM

0.61

Winner

CGABL

0.22

Industry

KIM

Reit - Retail

CGABL

N/A

P/E Ratio

KIM

26.07

CGABL

N/A

Forward P/E

KIM

32.36

CGABL

N/A

PEG Ratio

KIM

0.41

CGABL

N/A

Dividend Yield

KIM

4.33%

CGABL

N/A

5Y Dividends CAGR

KIM

18.65%

CGABL

N/A

5Y EPS CAGR

KIM

-15.37%

CGABL

N/A

Debt to Equity

KIM

0.00%

CGABL

N/A

Free Cash Flow Yield

KIM

7.10%

CGABL

N/A

P/S Ratio

KIM

7.43

CGABL

N/A

P/B Ratio

KIM

1.52

CGABL

N/A

KIM vs CGABL - Historical Returns

Returns include dividend reinvestment.

Period	KIM	CGABL
1 month	+3.57%	-0.12%
3 months	+9.11%	+0.11%
6 months	+17.08%	-0.34%
1 year	+18.97%	+7.08%
5 years(CAGR)	+6.29%	-1.37%
10 years(CAGR)	+2.60%	N/A
Max(CAGR)	+7.98%	-1.37%

Winner

KIM

+3.57%

CGABL

-0.12%

Winner

KIM

+9.11%

CGABL

+0.11%

Winner

KIM

+17.08%

CGABL

-0.34%

Winner

KIM

+18.97%

CGABL

+7.08%

5Y(CAGR)

Winner

KIM

+6.29%

CGABL

-1.37%

10Y(CAGR)

KIM

+2.60%

CGABL

N/A

Max(CAGR)

Winner

KIM

+7.98%

CGABL

-1.37%

KIM vs CGABL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KIM	CGABL
2026	+18.36%	+2.01%
2025	-7.49%	-0.24%
2024	+15.19%	-6.85%
2023	+5.65%	+31.66%
2022	-10.54%	-31.67%
2021	+77.51%	+3.94%
2020	-19.32%	N/A
2019	+50.49%	N/A
2018	-13.05%	N/A
2017	-24.40%	N/A
2016	+1.38%	N/A
2015	+8.04%	N/A
2014	+32.30%	N/A
2013	+5.34%	N/A
2012	+21.03%	N/A
2011	-7.63%	N/A
2010	+37.72%	N/A
2009	-19.52%	N/A
2008	-46.82%	N/A
2007	-16.33%	N/A
2006	+42.03%	N/A
2005	+16.39%	N/A
2004	+35.26%	N/A
2003	+51.95%	N/A
2002	-1.45%	N/A
2001	+18.99%	N/A
2000	+39.39%	N/A
1999	+1.58%	N/A

KIM vs CGABL Drawdown Comparison

The maximum drawdown for KIM was -85.66%, occurring on Mar 30, 2009. Recovery took 3817 trading sessions.

The maximum drawdown for CGABL was -37.82%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

The current KIM drawdown is -2.94%. The current CGABL drawdown is -13.76%.

Rank	KIM	CGABL
#1	-85.66% Feb 21, 2007 - Apr 19, 2022	-37.82% Sep 7, 2021 - Nov 2, 2022
#2	-33.66% Apr 28, 2022 - Sep 11, 2024	-1.76% Jul 7, 2021 - Aug 3, 2021
#3	-25.89% Nov 27, 2024 - Apr 17, 2026	-0.89% Aug 30, 2021 - Sep 1, 2021
#4	-20.79% Apr 1, 2004 - Sep 3, 2004	-0.67% Jun 11, 2021 - Jun 18, 2021
#5	-15.35% Apr 12, 2002 - Feb 14, 2003	-0.60% Aug 13, 2021 - Aug 17, 2021
#6	-15.12% Mar 29, 2006 - Aug 22, 2006	-0.50% Aug 18, 2021 - Aug 25, 2021
#7	-14.00% Aug 2, 2005 - Dec 23, 2005	-0.43% Jun 1, 2021 - Jun 10, 2021
#8	-11.20% Nov 3, 1999 - Jan 6, 2000	-0.43% Jun 18, 2021 - Jul 2, 2021
#9	-10.77% Aug 21, 2001 - Oct 9, 2001	-0.39% May 24, 2021 - Jun 1, 2021
#10	-10.28% Dec 30, 2004 - May 18, 2005	-0.38% Aug 25, 2021 - Aug 30, 2021
#11	-9.97% Dec 6, 2001 - Apr 10, 2002	-0.04% Aug 4, 2021 - Aug 9, 2021
#12	-7.86% Jan 10, 2000 - Mar 16, 2000	N/A
#13	-7.84% Jan 3, 2001 - Apr 26, 2001	N/A
#14	-7.03% Jul 25, 2000 - Dec 5, 2000	N/A
#15	-6.74% Sep 4, 2003 - Nov 6, 2003	N/A

Correlation

Correlation between KIM and CGABL is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35

-101

Dividend Comparison (1999 - 2026)

KIM vs CGABL dividend yield comparison.

Year	KIM	CGABL
2026	1.11%	3.37%
2025	4.98%	6.76%
2024	4.14%	6.49%
2023	4.79%	5.62%
2022	3.97%	7.14%
2021	2.76%	2.34%
2020	3.60%	0.00%
2019	5.41%	0.00%
2018	7.65%	0.00%
2017	6.01%	0.00%
2016	4.11%	0.00%
2015	3.68%	0.00%
2014	3.64%	0.00%
2013	4.33%	0.00%
2012	4.04%	0.00%
2011	4.50%	0.00%
2010	3.66%	0.00%
2009	5.32%	0.00%
2008	9.19%	0.00%
2007	4.18%	0.00%
2006	3.07%	0.00%
2005	3.96%	0.00%
2004	4.00%	0.00%
2003	4.89%	0.00%
2002	6.85%	0.00%
2001	6.00%	0.00%
2000	6.16%	0.00%
1999	1.95%	0.00%