SAM vs CGBDL

Comparison between Boston Beer Co. Inc - Class A (SAM, Company) and Carlyle Secured Lending Inc (CGBDL, Company).

SAM vs CGBDL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SAM(COMPANY)	CGBDL(COMPANY)
Market Cap	$1.86B	$1.86B
Max Drawdown	87.67%	5.17%
Sharpe Ratio	-0.13	0.05
5Y Beta	0.30	-0.01
Industry	Beverages - Brewers	N/A
P/E Ratio	-88.29	22.12
Forward P/E	17.79	N/A
PEG Ratio	0.78	N/A
Debt to Equity	0.00%	109.57%
Free Cash Flow Yield	10.26%	-10.27%
P/S Ratio	0.95	N/A
P/B Ratio	2.70	1.56

Market Cap

Winner

SAM

$1.86B

CGBDL

$1.86B

Max Drawdown

SAM

87.67%

Winner

CGBDL

5.17%

Sharpe Ratio

SAM

-0.13

Winner

CGBDL

0.05

5Y Beta

SAM

0.30

Winner

CGBDL

-0.01

Industry

SAM

Beverages - Brewers

CGBDL

N/A

P/E Ratio

Winner

SAM

-88.29

CGBDL

22.12

Forward P/E

SAM

17.79

CGBDL

N/A

PEG Ratio

SAM

0.78

CGBDL

N/A

Debt to Equity

Winner

SAM

0.00%

CGBDL

109.57%

Free Cash Flow Yield

Winner

SAM

10.26%

CGBDL

-10.27%

P/S Ratio

SAM

0.95

CGBDL

N/A

P/B Ratio

SAM

2.70

Winner

CGBDL

1.56

SAM vs CGBDL - Historical Returns

Returns include dividend reinvestment.

Period	SAM	CGBDL
1 month	+13.04%	+0.00%
3 months	-23.76%	+0.00%
6 months	-8.12%	+0.00%
1 year	-10.55%	+0.34%
5 years(CAGR)	-28.08%	N/A
10 years(CAGR)	+0.97%	N/A
Max(CAGR)	+12.60%	+6.20%

Winner

SAM

+13.04%

CGBDL

+0.00%

SAM

-23.76%

Winner

CGBDL

+0.00%

SAM

-8.12%

Winner

CGBDL

+0.00%

SAM

-10.55%

Winner

CGBDL

+0.34%

5Y(CAGR)

SAM

-28.08%

CGBDL

N/A

10Y(CAGR)

SAM

+0.97%

CGBDL

N/A

Max(CAGR)

Winner

SAM

+12.60%

CGBDL

+6.20%

SAM vs CGBDL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SAM	CGBDL
2026	-8.12%	+0.00%
2025	-35.23%	+4.05%
2024	-11.62%	+7.89%
2023	+7.12%	+2.58%
2022	-36.66%	N/A
2021	-46.96%	N/A
2020	+167.92%	N/A
2019	+60.77%	N/A
2018	+26.76%	N/A
2017	+12.15%	N/A
2016	-14.76%	N/A
2015	-27.96%	N/A
2014	+30.35%	N/A
2013	+73.40%	N/A
2012	+28.26%	N/A
2011	+12.09%	N/A
2010	+100.06%	N/A
2009	+63.22%	N/A
2008	-21.20%	N/A
2007	+4.12%	N/A
2006	+44.21%	N/A
2005	+19.33%	N/A
2004	+16.55%	N/A
2003	+26.85%	N/A
2002	-10.62%	N/A
2001	+96.00%	N/A
2000	+24.79%	N/A
1999	-7.23%	N/A

SAM vs CGBDL Drawdown Comparison

The maximum drawdown for SAM was -87.67%, occurring on Jun 4, 2026. This drawdown has not yet recovered.

The maximum drawdown for CGBDL was -3.28%, occurring on Oct 21, 2025. This drawdown has not yet recovered.

The current SAM drawdown is -85.95%. The current CGBDL drawdown is -2.63%.

Rank	SAM	CGBDL
#1	-87.67% Apr 20, 2021 - Jun 4, 2026	-3.28% Aug 7, 2025 - Oct 21, 2025
#2	-66.19% Oct 17, 2007 - Apr 13, 2010	-2.42% Feb 28, 2024 - May 14, 2024
#3	-59.91% Jan 22, 2015 - Jul 13, 2018	-2.32% Feb 27, 2025 - Apr 23, 2025
#4	-36.14% Nov 14, 2002 - Nov 12, 2003	-2.20% Dec 5, 2023 - Dec 28, 2023
#5	-30.59% Aug 27, 2019 - Apr 27, 2020	-2.03% Jan 5, 2024 - Feb 16, 2024
#6	-29.68% Dec 27, 2001 - Nov 14, 2002	-1.92% Jan 2, 2025 - Jan 13, 2025
#7	-28.64% Jul 23, 2018 - May 3, 2019	-1.76% Jan 17, 2025 - Feb 14, 2025
#8	-27.80% Aug 23, 2004 - Jun 22, 2006	-1.73% May 30, 2025 - Jul 25, 2025
#9	-27.53% Dec 21, 2010 - Nov 3, 2011	-1.73% Apr 23, 2025 - May 21, 2025
#10	-21.38% Oct 21, 2013 - Nov 10, 2014	-1.48% Jul 22, 2024 - Aug 14, 2024
#11	-21.11% Jul 5, 2012 - Dec 13, 2012	-1.41% Jul 25, 2025 - Aug 4, 2025
#12	-20.92% Sep 8, 2000 - Feb 15, 2001	-1.29% May 14, 2024 - Jul 11, 2024
#13	-18.04% Oct 23, 2020 - Feb 5, 2021	-1.27% Aug 5, 2025 - Aug 7, 2025
#14	-17.51% Dec 11, 2006 - May 22, 2007	-1.25% Nov 24, 2023 - Nov 30, 2023
#15	-17.32% Dec 11, 2001 - Dec 20, 2001	-1.24% Dec 4, 2024 - Jan 2, 2025

Correlation

Correlation between SAM and CGBDL is -0.92 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.92

-101