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OPFI vs CGBD

Comparison between OppFi Inc - Class A (OPFI, Company) and Carlyle Secured Lending Inc (CGBD, Company).

Both OPFI and CGBD are from the Financial Services sector.

5-Year PerformanceCGBD has outperformed OPFI, delivering a return of +6.8% compared to -2.6%

OPFI vs CGBD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
OPFI
$765M
CGBD
$765M
Max Drawdown
OPFI
84.60%
Winner
CGBD
78.14%
Sharpe Ratio
OPFI
-0.90
Winner
CGBD
-0.70
5Y Beta
OPFI
1.52
Winner
CGBD
0.63
Industry
OPFI
Credit Services
CGBD
Asset Management
P/E Ratio
Winner
OPFI
5.07
CGBD
15.31
Forward P/E
Winner
OPFI
4.66
CGBD
7.98
PEG Ratio
OPFI
N/A
CGBD
3.54
Dividend Yield
OPFI
N/A
CGBD
14.80%
5Y Dividends CAGR
OPFI
N/A
CGBD
1.71%
Debt to Equity
OPFI
397.64%
Winner
CGBD
123.55%
Free Cash Flow Yield
Winner
OPFI
40.25%
CGBD
-18.05%
P/S Ratio
Winner
OPFI
2.34
CGBD
2.86
P/B Ratio
OPFI
10.53
Winner
CGBD
0.68

OPFI vs CGBD - Historical Returns

Returns include dividend reinvestment.

1M
OPFI
-14.77%
Winner
CGBD
-11.99%
3M
OPFI
-9.77%
Winner
CGBD
-2.40%
6M
OPFI
-17.80%
Winner
CGBD
-12.24%
1Y
OPFI
-38.67%
Winner
CGBD
-13.02%
5Y(CAGR)
OPFI
-2.59%
Winner
CGBD
+6.78%
10Y(CAGR)
OPFI
N/A
CGBD
+6.43%
Max(CAGR)
OPFI
-1.76%
Winner
CGBD
+6.43%

OPFI vs CGBD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearOPFICGBD
2026-19.32%-12.12%
2025+33.54%-22.30%
2024+69.05%+33.98%
2023+153.47%+15.85%
2022-57.64%+17.64%
2021-55.53%+49.86%
2020+3.35%-8.93%
2019N/A+17.77%
2018N/A-25.29%
2017N/A+18.03%

OPFI vs CGBD Drawdown Comparison

The maximum drawdown for OPFI was -84.60%, occurring on Mar 22, 2023. Recovery took 987 trading sessions.

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

The current OPFI drawdown is -49.40%. The current CGBD drawdown is -33.09%.

RankOPFICGBD
#1-84.60%
Feb 10, 2021 - Jan 15, 2025
-71.12%
Dec 29, 2017 - Mar 12, 2021
#2-54.21%
Feb 7, 2025 - Apr 2, 2026
-35.08%
Jan 31, 2025 - Mar 16, 2026
#3-7.47%
Jan 15, 2025 - Jan 21, 2025
-18.93%
Aug 12, 2022 - Nov 15, 2022
#4-5.09%
Jan 22, 2021 - Feb 10, 2021
-17.72%
Apr 19, 2022 - Aug 11, 2022
#5-1.22%
Jan 28, 2025 - Feb 4, 2025
-13.98%
Feb 24, 2023 - Jul 7, 2023
#6-1.20%
Nov 24, 2020 - Dec 9, 2020
-12.77%
Jul 28, 2023 - Dec 13, 2023
#7-1.19%
Jan 24, 2025 - Jan 28, 2025
-12.20%
Jul 16, 2024 - Dec 11, 2024
#8-0.67%
Jan 21, 2025 - Jan 23, 2025
-9.75%
Oct 3, 2017 - Dec 27, 2017
#9-0.65%
Jan 14, 2021 - Jan 19, 2021
-7.87%
Apr 29, 2021 - Aug 4, 2021
#10-0.49%
Dec 9, 2020 - Dec 16, 2020
-5.55%
Jan 8, 2024 - Feb 27, 2024
#11-0.46%
Jan 19, 2021 - Jan 21, 2021
-5.32%
Aug 12, 2021 - Oct 19, 2021
#12-0.39%
Dec 24, 2020 - Jan 7, 2021
-4.84%
Nov 5, 2021 - Jan 4, 2022
#13-0.20%
Dec 16, 2020 - Dec 24, 2020
-4.47%
Jan 12, 2022 - Mar 2, 2022
#14N/A-3.91%
Mar 2, 2022 - Mar 17, 2022
#15N/A-3.68%
Jan 3, 2025 - Jan 16, 2025

Correlation

Correlation between OPFI and CGBD is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09
-101

Dividend Comparison (2017 - 2026)

OPFI vs CGBD dividend yield comparison.

YearOPFICGBD
20260.00%3.76%
20252.39%13.21%
20241.57%10.43%
20230.00%11.76%
20220.00%11.46%
20210.00%10.92%
20200.00%14.33%
20190.00%13.00%
20180.00%13.55%
20170.00%6.09%

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