SXC vs CGBD

Comparison between SunCoke Energy Inc (SXC, Company) and Carlyle Secured Lending Inc (CGBD, Company).

SXC is from the Basic Materials sector, while CGBD is from the Financial Services sector.

5-Year PerformanceSXC has outperformed CGBD, delivering a return of +9.3% compared to +7.3%

SXC vs CGBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SXC(COMPANY)	CGBD(COMPANY)
Market Cap	$780M	$772M
Max Drawdown	90.99%	78.14%
Sharpe Ratio	0.58	-0.66
5Y Beta	0.77	0.62
Industry	Coking Coal	Asset Management
P/E Ratio	21.06	15.45
Forward P/E	12.25	7.81
PEG Ratio	1.98	3.54
Dividend Yield	5.27%	14.80%
5Y Dividends CAGR	20.11%	1.71%
5Y EPS CAGR	0.18%	N/A
Debt to Equity	113.44%	123.55%
Free Cash Flow Yield	9.89%	-17.88%
P/S Ratio	0.41	2.87
P/B Ratio	1.31	0.67

Market Cap

Winner

SXC

$780M

CGBD

$772M

Max Drawdown

SXC

90.99%

Winner

CGBD

78.14%

Sharpe Ratio

Winner

SXC

0.58

CGBD

-0.66

5Y Beta

SXC

0.77

Winner

CGBD

0.62

Industry

SXC

Coking Coal

CGBD

Asset Management

P/E Ratio

SXC

21.06

Winner

CGBD

15.45

Forward P/E

SXC

12.25

Winner

CGBD

7.81

PEG Ratio

Winner

SXC

1.98

CGBD

3.54

Dividend Yield

SXC

5.27%

Winner

CGBD

14.80%

5Y Dividends CAGR

Winner

SXC

20.11%

CGBD

1.71%

5Y EPS CAGR

SXC

0.18%

CGBD

N/A

Debt to Equity

Winner

SXC

113.44%

CGBD

123.55%

Free Cash Flow Yield

Winner

SXC

9.89%

CGBD

-17.88%

P/S Ratio

Winner

SXC

0.41

CGBD

2.87

P/B Ratio

SXC

1.31

Winner

CGBD

0.67

SXC vs CGBD - Historical Returns

Returns include dividend reinvestment.

Period	SXC	CGBD
1 month	+29.36%	-2.40%
3 months	+57.37%	+4.80%
6 months	+36.33%	-9.79%
1 year	+24.48%	-11.39%
5 years(CAGR)	+9.34%	+7.27%
10 years(CAGR)	+8.71%	+6.79%
Max(CAGR)	-1.28%	+6.79%

Winner

SXC

+29.36%

CGBD

-2.40%

Winner

SXC

+57.37%

CGBD

+4.80%

Winner

SXC

+36.33%

CGBD

-9.79%

Winner

SXC

+24.48%

CGBD

-11.39%

5Y(CAGR)

Winner

SXC

+9.34%

CGBD

+7.27%

10Y(CAGR)

Winner

SXC

+8.71%

CGBD

+6.79%

Max(CAGR)

SXC

-1.28%

Winner

CGBD

+6.79%

SXC vs CGBD - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SXC	CGBD
2026	+35.21%	-9.31%
2025	-27.65%	-22.30%
2024	+3.70%	+33.98%
2023	+32.44%	+15.85%
2022	+31.26%	+17.64%
2021	+47.22%	+49.86%
2020	-25.25%	-8.93%
2019	-28.08%	+17.77%
2018	-29.57%	-25.29%
2017	+6.11%	+18.03%
2016	+199.21%	N/A
2015	-80.95%	N/A
2014	-14.85%	N/A
2013	+41.33%	N/A
2012	+35.92%	N/A
2011	-34.12%	N/A

SXC vs CGBD Drawdown Comparison

The maximum drawdown for SXC was -90.43%, occurring on Jan 19, 2016. This drawdown has not yet recovered.

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

The current SXC drawdown is -42.50%. The current CGBD drawdown is -30.95%.

Rank	SXC	CGBD
#1	-90.43% Aug 18, 2014 - Jan 19, 2016	-71.12% Dec 29, 2017 - Mar 12, 2021
#2	-44.70% Jul 25, 2011 - Oct 14, 2013	-35.08% Jan 31, 2025 - Mar 16, 2026
#3	-15.76% Apr 2, 2014 - Aug 6, 2014	-18.93% Aug 12, 2022 - Nov 15, 2022
#4	-9.64% Mar 6, 2014 - Mar 25, 2014	-17.72% Apr 19, 2022 - Aug 11, 2022
#5	-9.59% Dec 27, 2013 - Mar 6, 2014	-13.98% Feb 24, 2023 - Jul 7, 2023
#6	-6.84% Nov 29, 2013 - Dec 24, 2013	-12.77% Jul 28, 2023 - Dec 13, 2023
#7	-3.44% Mar 25, 2014 - Apr 2, 2014	-12.20% Jul 16, 2024 - Dec 11, 2024
#8	-1.86% Nov 5, 2013 - Nov 8, 2013	-9.75% Oct 3, 2017 - Dec 27, 2017
#9	-1.61% Nov 15, 2013 - Nov 21, 2013	-7.87% Apr 29, 2021 - Aug 4, 2021
#10	-0.29% Aug 12, 2014 - Aug 18, 2014	-5.55% Jan 8, 2024 - Feb 27, 2024
#11	N/A	-5.32% Aug 12, 2021 - Oct 19, 2021
#12	N/A	-4.84% Nov 5, 2021 - Jan 4, 2022
#13	N/A	-4.47% Jan 12, 2022 - Mar 2, 2022
#14	N/A	-3.91% Mar 2, 2022 - Mar 17, 2022
#15	N/A	-3.68% Jan 3, 2025 - Jan 16, 2025

Correlation

Correlation between SXC and CGBD is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2014 - 2026)

SXC vs CGBD dividend yield comparison.

Year	SXC	CGBD
2026	2.50%	3.64%
2025	6.67%	13.21%
2024	4.11%	10.43%
2023	3.35%	11.76%
2022	3.24%	11.46%
2021	3.64%	10.92%
2020	5.52%	14.33%
2019	0.96%	13.00%
2018	0.00%	13.55%
2017	0.00%	6.09%
2015	12.48%	0.00%
2014	0.30%	0.00%