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TFC vs CARR

Comparison between Truist Financial Corporation (TFC, Company) and Carrier Global Corp (CARR, Company).

TFC is from the Financial Services sector, while CARR is from the Industrials sector.

5-Year PerformanceCARR has outperformed TFC, delivering a return of +11.4% compared to +3.1%

TFC vs CARR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
TFC
$60B
CARR
$60B
Max Drawdown
TFC
70.15%
Winner
CARR
41.60%
Sharpe Ratio
Winner
TFC
1.04
CARR
0.20
5Y Beta
Winner
TFC
1.01
CARR
1.13
Industry
TFC
Banks - Regional
CARR
Building Products & Equipment
P/E Ratio
Winner
TFC
11.09
CARR
36.72
Forward P/E
Winner
TFC
10.71
CARR
24.81
PEG Ratio
TFC
0.63
CARR
N/A
Dividend Yield
Winner
TFC
4.23%
CARR
1.31%
5Y Dividends CAGR
TFC
7.63%
Winner
CARR
23.62%
5Y EPS CAGR
TFC
3.67%
CARR
N/A
Debt to Equity
TFC
107.55%
Winner
CARR
82.80%
Free Cash Flow Yield
Winner
TFC
9.42%
CARR
3.52%

TFC vs CARR - Historical Returns

Returns include dividend reinvestment.

1M
TFC
+2.72%
Winner
CARR
+11.32%
3M
TFC
+11.38%
Winner
CARR
+25.10%
6M
TFC
-1.22%
Winner
CARR
+36.06%
1Y
Winner
TFC
+26.87%
CARR
+4.63%
5Y(CAGR)
TFC
+3.06%
Winner
CARR
+11.38%
10Y(CAGR)
TFC
+7.33%
CARR
N/A
Max(CAGR)
TFC
+4.94%
Winner
CARR
+34.97%

TFC vs CARR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTFCCARR
2026-0.82%+35.25%
2025+19.13%-21.67%
2024+21.78%+22.38%
2023-9.78%+40.25%
2022-25.86%-20.16%
2021+28.08%+48.01%
2020-11.68%+217.24%
2019+31.28%N/A
2018-10.58%N/A
2017+8.77%N/A
2016+32.54%N/A
2015+0.52%N/A
2014+8.50%N/A
2013+27.63%N/A
2012+15.41%N/A
2011-4.00%N/A
2010+4.13%N/A
2009+0.78%N/A
2008-0.69%N/A
2007-27.25%N/A
2006+7.89%N/A
2005+4.19%N/A
2004+13.86%N/A
2003+5.30%N/A
2002+6.55%N/A
2001+2.80%N/A
2000+50.33%N/A
1999-24.47%N/A

TFC vs CARR Drawdown Comparison

The maximum drawdown for TFC was -66.49%, occurring on Mar 5, 2009. Recovery took 1205 trading sessions.

The maximum drawdown for CARR was -40.82%, occurring on Oct 20, 2022. Recovery took 480 trading sessions.

The current TFC drawdown is -11.61%. The current CARR drawdown is -10.79%.

RankTFCCARR
#1-66.49%
Sep 19, 2008 - Jul 5, 2013
-40.82%
Aug 27, 2021 - Jul 27, 2023
#2-59.10%
Jan 14, 2022 - Feb 4, 2026
-37.93%
Oct 14, 2024 - Nov 20, 2025
#3-54.34%
Dec 26, 2019 - Feb 12, 2021
-25.28%
Mar 31, 2020 - Apr 29, 2020
#4-51.18%
Dec 27, 2006 - Sep 19, 2008
-22.10%
Aug 1, 2023 - Mar 7, 2024
#5-39.51%
Nov 8, 1999 - Dec 19, 2000
-14.90%
Jan 12, 2021 - Mar 29, 2021
#6-25.56%
Jul 22, 2015 - Nov 9, 2016
-13.63%
Jun 8, 2020 - Jul 10, 2020
#7-24.65%
Mar 9, 2018 - Sep 27, 2019
-10.77%
Mar 21, 2024 - Apr 26, 2024
#8-20.68%
Feb 6, 2026 - Mar 13, 2026
-10.46%
May 8, 2020 - May 20, 2020
#9-19.68%
May 3, 2002 - Jan 6, 2003
-9.82%
Apr 30, 2020 - May 8, 2020
#10-18.74%
Jan 6, 2003 - Sep 5, 2003
-9.69%
Jul 16, 2024 - Aug 23, 2024
#11-17.34%
Dec 27, 2000 - Aug 3, 2001
-9.58%
Nov 16, 2020 - Jan 7, 2021
#12-16.03%
May 27, 2021 - Oct 18, 2021
-9.49%
Mar 20, 2020 - Mar 25, 2020
#13-15.93%
Aug 22, 2001 - Mar 4, 2002
-7.48%
May 21, 2024 - Jul 11, 2024
#14-15.62%
Mar 1, 2017 - Oct 30, 2017
-6.56%
May 10, 2021 - May 28, 2021
#15-14.42%
Dec 1, 2003 - Jul 26, 2004
-6.19%
Aug 26, 2020 - Oct 2, 2020

Correlation

Correlation between TFC and CARR is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2000 - 2026)

TFC vs CARR dividend yield comparison.

YearTFCCARR
20262.15%0.67%
20254.23%1.70%
20244.79%1.16%
20235.63%1.30%
20224.65%1.54%
20213.18%0.94%
20203.76%0.74%
20193.04%0.00%
20183.60%0.00%
20172.53%0.00%
20162.45%0.00%
20152.78%0.00%
20142.44%0.00%
20133.00%0.00%
20122.61%0.00%
20112.54%0.00%
20102.28%0.00%
20094.89%0.00%
20086.77%0.00%
20075.74%0.00%
20063.64%0.00%
20053.48%0.00%
20043.19%0.00%
20033.16%0.00%
20022.97%0.00%
20012.71%0.00%
20002.31%0.00%

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