LTM vs CG

Comparison between LATAM Airlines Group SA (LTM, Company) and Carlyle Group Inc (The) (CG, Company).

LTM is from the Industrials sector, while CG is from the Financial Services sector.

5-Year PerformanceLTM has outperformed CG, delivering a return of +62.1% compared to +2.8%

LTM vs CG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LTM(COMPANY)	CG(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	96.55%	69.16%
Sharpe Ratio	1.11	-0.00
5Y Beta	0.92	1.68
Industry	Airlines	Asset Management
P/E Ratio	9.76	30.40
Forward P/E	10.17	10.11
PEG Ratio	0.14	0.09
Dividend Yield	2.74%	3.06%
5Y Dividends CAGR	74.70%	11.84%
Debt to Equity	434.13%	0.00%
Free Cash Flow Yield	11.62%	-26.53%
P/S Ratio	1.09	4.96
P/B Ratio	8.29	2.98

Market Cap

LTM

$16B

Winner

$16B

Max Drawdown

LTM

96.55%

Winner

69.16%

Sharpe Ratio

Winner

LTM

1.11

-0.00

5Y Beta

Winner

LTM

0.92

1.68

Industry

LTM

Airlines

Asset Management

P/E Ratio

Winner

LTM

9.76

30.40

Forward P/E

LTM

10.17

Winner

10.11

PEG Ratio

LTM

0.14

Winner

0.09

Dividend Yield

LTM

2.74%

Winner

3.06%

5Y Dividends CAGR

Winner

LTM

74.70%

11.84%

Debt to Equity

LTM

434.13%

Winner

0.00%

Free Cash Flow Yield

Winner

LTM

11.62%

-26.53%

P/S Ratio

Winner

LTM

1.09

4.96

P/B Ratio

LTM

8.29

Winner

2.98

LTM vs CG - Historical Returns

Returns include dividend reinvestment.

Period	LTM	CG
1 month	+11.71%	-1.89%
3 months	+12.60%	-5.82%
6 months	+1.87%	-26.73%
1 year	+51.41%	-3.10%
5 years(CAGR)	+62.13%	+2.83%
10 years(CAGR)	+25.30%	+16.02%
Max(CAGR)	+17.54%	+10.76%

Winner

LTM

+11.71%

-1.89%

Winner

LTM

+12.60%

-5.82%

Winner

LTM

+1.87%

-26.73%

Winner

LTM

+51.41%

-3.10%

5Y(CAGR)

Winner

LTM

+62.13%

+2.83%

10Y(CAGR)

Winner

LTM

+25.30%

+16.02%

Max(CAGR)

Winner

LTM

+17.54%

+10.76%

LTM vs CG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LTM	CG
2026	+2.37%	-25.74%
2025	+109.50%	+19.64%
2024	+11.66%	+30.29%
2023	N/A	+41.85%
2022	N/A	-43.00%
2021	N/A	+80.37%
2020	-68.28%	+1.79%
2019	-2.15%	+113.14%
2018	-28.23%	-28.47%
2017	+70.23%	+56.12%
2016	+57.61%	+9.06%
2015	-54.40%	-36.43%
2014	-22.36%	-17.04%
2013	-30.38%	+41.92%
2012	+0.33%	+19.31%
2011	-23.81%	N/A
2010	+84.02%	N/A
2009	+110.00%	N/A
2008	-34.00%	N/A
2007	+22.75%	N/A
2006	+45.32%	N/A
2005	+17.23%	N/A
2004	+85.24%	N/A
2003	+228.35%	N/A
2002	-21.47%	N/A
2001	+2.93%	N/A
2000	+3.79%	N/A
1999	+13.08%	N/A

LTM vs CG Drawdown Comparison

The maximum drawdown for LTM was -96.29%, occurring on May 28, 2020. Recovery took 2523 trading sessions.

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

The current LTM drawdown is -18.38%. The current CG drawdown is -34.40%.

Rank	LTM	CG
#1	-96.29% Dec 3, 2010 - Jan 30, 2025	-62.67% Jan 14, 2014 - Jul 9, 2019
#2	-66.30% Jul 23, 2001 - Aug 21, 2003	-56.71% Nov 12, 2021 - Nov 6, 2024
#3	-51.56% Sep 19, 2007 - Nov 13, 2009	-50.04% Jan 23, 2020 - Jan 12, 2021
#4	-39.18% Feb 14, 2000 - May 10, 2001	-38.51% Jan 23, 2025 - Jul 9, 2025
#5	-33.89% Feb 2, 2026 - May 4, 2026	-37.83% Sep 18, 2025 - Jun 3, 2026
#6	-26.89% Feb 27, 2006 - Oct 12, 2006	-33.05% Feb 19, 2013 - Dec 24, 2013
#7	-23.74% Dec 29, 2004 - Jan 27, 2005	-13.97% Jul 26, 2019 - Sep 6, 2019
#8	-19.30% Jul 16, 2007 - Sep 18, 2007	-10.65% Dec 11, 2024 - Jan 17, 2025
#9	-19.12% Sep 4, 2025 - Dec 4, 2025	-9.48% Jul 7, 2021 - Jul 29, 2021
#10	-18.26% Apr 19, 2005 - Dec 8, 2005	-9.11% Sep 25, 2019 - Oct 17, 2019
#11	-17.57% Apr 26, 2004 - Aug 13, 2004	-8.85% Sep 17, 2021 - Oct 14, 2021
#12	-16.81% Mar 5, 2025 - May 2, 2025	-8.76% Jan 20, 2021 - Feb 4, 2021
#13	-14.95% Feb 16, 2007 - May 2, 2007	-8.75% Sep 17, 2012 - Jan 16, 2013
#14	-14.85% Jan 8, 2004 - Apr 23, 2004	-8.66% May 3, 2012 - Jun 28, 2012
#15	-12.26% May 10, 2001 - Jul 23, 2001	-7.84% Jul 30, 2021 - Sep 15, 2021

Correlation

Correlation between LTM and CG is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

LTM vs CG dividend yield comparison.

Year	LTM	CG
2026	0.24%	1.57%
2025	4.39%	2.37%
2024	0.00%	2.77%
2023	0.00%	3.38%
2022	0.00%	4.11%
2021	0.00%	1.82%
2020	2.93%	3.18%
2019	0.89%	4.24%
2018	0.75%	7.87%
2017	0.16%	5.41%
2016	0.00%	11.02%
2015	0.00%	21.70%
2014	0.00%	6.84%
2013	0.07%	3.73%
2012	0.87%	1.04%
2011	1.59%	0.00%
2010	1.00%	0.00%
2009	2.76%	0.00%
2008	15.75%	0.00%
2007	2.10%	0.00%
2006	1.55%	0.00%
2005	1.19%	0.00%
2004	4.05%	0.00%
2003	5.71%	0.00%
2002	0.48%	0.00%
2001	3.92%	0.00%
2000	1.34%	0.00%