TXT vs CG

Comparison between Textron Inc (TXT, Company) and Carlyle Group Inc (The) (CG, Company).

TXT is from the Industrials sector, while CG is from the Financial Services sector.

5-Year PerformanceTXT has outperformed CG, delivering a return of +6.5% compared to +4.0%

TXT vs CG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TXT(COMPANY)	CG(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	94.89%	69.16%
Sharpe Ratio	0.72	0.05
5Y Beta	0.94	1.69
Industry	Aerospace & Defense	Asset Management
P/E Ratio	17.18	29.93
Forward P/E	14.04	10.33
PEG Ratio	0.95	0.09
Dividend Yield	0.09%	3.14%
5Y Dividends CAGR	4.56%	11.84%
5Y EPS CAGR	22.88%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	8.31%	-26.94%
P/S Ratio	1.07	5.00
P/B Ratio	2.03	2.90

Market Cap

Winner

TXT

$16B

Max Drawdown

TXT

94.89%

Winner

69.16%

Sharpe Ratio

Winner

TXT

0.72

0.05

5Y Beta

Winner

TXT

0.94

1.69

Industry

TXT

Aerospace & Defense

Asset Management

P/E Ratio

Winner

TXT

17.18

29.93

Forward P/E

TXT

14.04

Winner

10.33

PEG Ratio

TXT

0.95

Winner

0.09

Dividend Yield

TXT

0.09%

Winner

3.14%

5Y Dividends CAGR

TXT

4.56%

Winner

11.84%

5Y EPS CAGR

TXT

22.88%

N/A

Debt to Equity

TXT

0.00%

Free Cash Flow Yield

Winner

TXT

8.31%

-26.94%

P/S Ratio

Winner

TXT

1.07

5.00

P/B Ratio

Winner

TXT

2.03

2.90

TXT vs CG - Historical Returns

Returns include dividend reinvestment.

Period	TXT	CG
1 month	+2.22%	-7.89%
3 months	+1.44%	+1.73%
6 months	+6.53%	-20.50%
1 year	+19.45%	-1.60%
5 years(CAGR)	+6.48%	+3.99%
10 years(CAGR)	+9.53%	+16.51%
Max(CAGR)	+4.58%	+10.99%

Winner

TXT

+2.22%

-7.89%

TXT

+1.44%

Winner

+1.73%

Winner

TXT

+6.53%

-20.50%

Winner

TXT

+19.45%

-1.60%

5Y(CAGR)

Winner

TXT

+6.48%

+3.99%

10Y(CAGR)

TXT

+9.53%

Winner

+16.51%

Max(CAGR)

TXT

+4.58%

Winner

+10.99%

TXT vs CG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TXT	CG
2026	+6.67%	-23.78%
2025	+15.13%	+19.64%
2024	-4.81%	+30.29%
2023	+14.59%	+41.85%
2022	-6.83%	-43.00%
2021	+66.65%	+80.37%
2020	+6.52%	+1.79%
2019	-3.07%	+113.14%
2018	-19.63%	-28.47%
2017	+15.09%	+56.12%
2016	+17.25%	+9.06%
2015	-0.19%	-36.43%
2014	+16.27%	-17.04%
2013	+44.66%	+41.92%
2012	+33.41%	+19.31%
2011	-22.68%	N/A
2010	+24.65%	N/A
2009	+23.37%	N/A
2008	-78.61%	N/A
2007	+52.03%	N/A
2006	+23.11%	N/A
2005	+8.41%	N/A
2004	+31.87%	N/A
2003	+31.35%	N/A
2002	+4.18%	N/A
2001	-9.38%	N/A
2000	-36.39%	N/A
1999	+4.80%	N/A

TXT vs CG Drawdown Comparison

The maximum drawdown for TXT was -94.72%, occurring on Mar 6, 2009. Recovery took 2643 trading sessions.

The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.

The current TXT drawdown is -7.85%. The current CG drawdown is -32.66%.

Rank	TXT	CG
#1	-94.72% Dec 7, 2007 - Jun 8, 2018	-62.67% Jan 14, 2014 - Jul 9, 2019
#2	-69.96% Sep 25, 2018 - Aug 6, 2021	-56.71% Nov 12, 2021 - Nov 6, 2024
#3	-61.62% Dec 31, 1999 - Oct 25, 2004	-50.04% Jan 23, 2020 - Jan 12, 2021
#4	-37.33% Apr 8, 2024 - Feb 11, 2026	-38.51% Jan 23, 2025 - Jul 9, 2025
#5	-25.67% Jan 7, 2022 - Aug 1, 2023	-37.83% Sep 18, 2025 - Jun 3, 2026
#6	-16.97% May 10, 2006 - Nov 30, 2006	-33.05% Feb 19, 2013 - Dec 24, 2013
#7	-16.59% Mar 7, 2005 - Nov 29, 2005	-13.97% Jul 26, 2019 - Sep 6, 2019
#8	-15.53% Jul 23, 2007 - Sep 26, 2007	-10.65% Dec 11, 2024 - Jan 17, 2025
#9	-14.69% Feb 20, 2026 - Mar 30, 2026	-9.48% Jul 7, 2021 - Jul 29, 2021
#10	-10.71% Nov 5, 2021 - Dec 29, 2021	-9.11% Sep 25, 2019 - Oct 17, 2019
#11	-9.91% Jan 17, 2007 - Apr 19, 2007	-8.85% Sep 17, 2021 - Oct 14, 2021
#12	-9.00% Nov 6, 2007 - Dec 5, 2007	-8.76% Jan 20, 2021 - Feb 4, 2021
#13	-8.99% Aug 11, 2021 - Oct 20, 2021	-8.75% Sep 17, 2012 - Jan 16, 2013
#14	-8.37% Nov 3, 1999 - Nov 18, 1999	-8.66% May 3, 2012 - Jun 28, 2012
#15	-7.62% Dec 1, 2004 - Feb 4, 2005	-7.84% Jul 30, 2021 - Sep 15, 2021

Correlation

Correlation between TXT and CG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (1999 - 2026)

TXT vs CG dividend yield comparison.

Year	TXT	CG
2026	0.04%	1.53%
2025	0.09%	2.37%
2024	0.10%	2.77%
2023	0.10%	3.38%
2022	0.47%	4.11%
2021	0.10%	1.82%
2020	0.17%	3.18%
2019	0.18%	4.24%
2018	0.17%	7.87%
2017	0.14%	5.41%
2016	0.16%	11.02%
2015	0.19%	21.70%
2014	0.19%	6.84%
2013	0.22%	3.73%
2012	0.32%	1.04%
2011	0.43%	0.00%
2010	0.34%	0.00%
2009	0.43%	0.00%
2008	6.63%	0.00%
2007	1.19%	0.00%
2006	1.65%	0.00%
2005	1.82%	0.00%
2004	1.80%	0.00%
2003	2.28%	0.00%
2002	3.02%	0.00%
2001	3.14%	0.00%
2000	2.80%	0.00%
1999	0.42%	0.00%