SMBC vs CGBD

Comparison between Southern Missouri Bancorp Inc (SMBC, Company) and Carlyle Secured Lending Inc (CGBD, Company).

Both SMBC and CGBD are from the Financial Services sector.

5-Year PerformanceSMBC has outperformed CGBD, delivering a return of +11.1% compared to +6.8%

SMBC vs CGBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMBC(COMPANY)	CGBD(COMPANY)
Market Cap	$764M	$765M
Max Drawdown	55.21%	78.14%
Sharpe Ratio	1.22	-0.70
5Y Beta	0.88	0.63
Industry	Banks - Regional	Asset Management
P/E Ratio	11.49	15.31
Forward P/E	8.83	7.98
PEG Ratio	0.34	3.54
Dividend Yield	1.42%	14.80%
5Y Dividends CAGR	14.68%	1.71%
5Y EPS CAGR	19.67%	N/A
Debt to Equity	0.00%	123.55%
Free Cash Flow Yield	11.77%	-18.05%
P/S Ratio	4.10	2.86
P/B Ratio	1.33	0.68

Market Cap

SMBC

$764M

Winner

CGBD

$765M

Max Drawdown

Winner

SMBC

55.21%

CGBD

78.14%

Sharpe Ratio

Winner

SMBC

1.22

CGBD

-0.70

5Y Beta

SMBC

0.88

Winner

CGBD

0.63

Industry

SMBC

Banks - Regional

CGBD

Asset Management

P/E Ratio

Winner

SMBC

11.49

CGBD

15.31

Forward P/E

SMBC

8.83

Winner

CGBD

7.98

PEG Ratio

Winner

SMBC

0.34

CGBD

3.54

Dividend Yield

SMBC

1.42%

Winner

CGBD

14.80%

5Y Dividends CAGR

Winner

SMBC

14.68%

CGBD

1.71%

5Y EPS CAGR

SMBC

19.67%

CGBD

N/A

Debt to Equity

Winner

SMBC

0.00%

CGBD

123.55%

Free Cash Flow Yield

Winner

SMBC

11.77%

CGBD

-18.05%

P/S Ratio

SMBC

4.10

Winner

CGBD

2.86

P/B Ratio

SMBC

1.33

Winner

CGBD

0.68

SMBC vs CGBD - Historical Returns

Returns include dividend reinvestment.

Period	SMBC	CGBD
1 month	+1.63%	-11.99%
3 months	+12.06%	-2.40%
6 months	+21.22%	-12.24%
1 year	+37.10%	-13.02%
5 years(CAGR)	+11.13%	+6.78%
10 years(CAGR)	+13.45%	+6.43%
Max(CAGR)	+14.87%	+6.43%

Winner

SMBC

+1.63%

CGBD

-11.99%

Winner

SMBC

+12.06%

CGBD

-2.40%

Winner

SMBC

+21.22%

CGBD

-12.24%

Winner

SMBC

+37.10%

CGBD

-13.02%

5Y(CAGR)

Winner

SMBC

+11.13%

CGBD

+6.78%

10Y(CAGR)

Winner

SMBC

+13.45%

CGBD

+6.43%

Max(CAGR)

Winner

SMBC

+14.87%

CGBD

+6.43%

SMBC vs CGBD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SMBC	CGBD
2026	+19.86%	-12.12%
2025	+6.45%	-22.30%
2024	+9.97%	+33.98%
2023	+19.76%	+15.85%
2022	-13.13%	+17.64%
2021	+76.31%	+49.86%
2020	-18.74%	-8.93%
2019	+16.42%	+17.77%
2018	-7.95%	-25.29%
2017	+9.97%	+18.03%
2016	+54.20%	N/A
2015	+28.12%	N/A
2014	+16.28%	N/A
2013	+42.39%	N/A
2012	+3.15%	N/A
2011	+32.47%	N/A
2010	+50.99%	N/A
2009	+8.27%	N/A
2008	-18.30%	N/A
2007	-2.71%	N/A
2006	+0.17%	N/A
2005	-15.58%	N/A
2004	+35.05%	N/A
2003	+35.51%	N/A
2002	+32.80%	N/A
2001	+23.03%	N/A
2000	+10.78%	N/A
1999	-0.49%	N/A

SMBC vs CGBD Drawdown Comparison

The maximum drawdown for SMBC was -49.68%, occurring on Mar 4, 2009. Recovery took 1372 trading sessions.

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

The current SMBC drawdown is -0.27%. The current CGBD drawdown is -33.09%.

Rank	SMBC	CGBD
#1	-49.68% Nov 30, 2004 - May 13, 2010	-71.12% Dec 29, 2017 - Mar 12, 2021
#2	-49.12% Dec 18, 2017 - Mar 3, 2021	-35.08% Jan 31, 2025 - Mar 16, 2026
#3	-48.51% Nov 10, 2021 - Oct 15, 2024	-18.93% Aug 12, 2022 - Nov 15, 2022
#4	-29.18% Nov 11, 2024 - Apr 7, 2026	-17.72% Apr 19, 2022 - Aug 11, 2022
#5	-23.08% Apr 19, 2011 - Mar 15, 2012	-13.98% Feb 24, 2023 - Jul 7, 2023
#6	-19.33% Nov 19, 1999 - Sep 19, 2000	-12.77% Jul 28, 2023 - Dec 13, 2023
#7	-17.80% Mar 15, 2012 - Mar 4, 2013	-12.20% Jul 16, 2024 - Dec 11, 2024
#8	-15.42% Feb 23, 2017 - Sep 29, 2017	-9.75% Oct 3, 2017 - Dec 27, 2017
#9	-14.11% Dec 20, 2013 - Mar 10, 2014	-7.87% Apr 29, 2021 - Aug 4, 2021
#10	-13.67% Feb 22, 2011 - Mar 7, 2011	-5.55% Jan 8, 2024 - Feb 27, 2024
#11	-12.44% May 13, 2010 - Dec 7, 2010	-5.32% Aug 12, 2021 - Oct 19, 2021
#12	-11.98% Dec 10, 2014 - Aug 17, 2015	-4.84% Nov 5, 2021 - Jan 4, 2022
#13	-11.64% Nov 29, 2013 - Dec 20, 2013	-4.47% Jan 12, 2022 - Mar 2, 2022
#14	-10.69% Apr 18, 2002 - Oct 31, 2002	-3.91% Mar 2, 2022 - Mar 17, 2022
#15	-10.26% Mar 4, 2013 - Jul 31, 2013	-3.68% Jan 3, 2025 - Jan 16, 2025

Correlation

Correlation between SMBC and CGBD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (1999 - 2026)

SMBC vs CGBD dividend yield comparison.

Year	SMBC	CGBD
2026	0.72%	3.76%
2025	1.62%	13.21%
2024	1.53%	10.43%
2023	1.57%	11.76%
2022	1.79%	11.46%
2021	1.38%	10.92%
2020	1.97%	14.33%
2019	1.46%	13.00%
2018	1.42%	13.55%
2017	1.12%	6.09%
2016	1.07%	0.00%
2015	1.46%	0.00%
2014	1.74%	0.00%
2013	1.86%	0.00%
2012	2.41%	0.00%
2011	2.14%	0.00%
2010	2.78%	0.00%
2009	4.09%	0.00%
2008	3.97%	0.00%
2007	2.72%	0.00%
2006	2.46%	0.00%
2005	2.45%	0.00%
2004	1.95%	0.00%
2003	2.31%	0.00%
2002	2.54%	0.00%
2001	3.09%	0.00%
2000	3.67%	0.00%
1999	0.98%	0.00%