WPC vs CGABL

Comparison between W. P. Carey Inc (WPC, Company) and Carlyle Finance LLC (CGABL, Company).

5-Year PerformanceWPC has outperformed CGABL, delivering a return of +5.6% compared to -2.8%

WPC vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WPC(COMPANY)	CGABL(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	53.34%	42.06%
Sharpe Ratio	0.95	0.01
5Y Beta	0.24	0.21
Industry	Reit - Diversified	N/A
P/E Ratio	31.39	N/A
Forward P/E	25.00	N/A
PEG Ratio	1.50	N/A
Dividend Yield	5.06%	N/A
5Y Dividends CAGR	2.13%	N/A
5Y EPS CAGR	-0.84%	N/A
Debt to Equity	104.90%	N/A
Free Cash Flow Yield	7.99%	N/A
P/S Ratio	9.29	N/A
P/B Ratio	1.94	N/A

Market Cap

Winner

WPC

$16B

CGABL

$16B

Max Drawdown

WPC

53.34%

Winner

CGABL

42.06%

Sharpe Ratio

Winner

WPC

0.95

CGABL

0.01

5Y Beta

WPC

0.24

Winner

CGABL

0.21

Industry

WPC

Reit - Diversified

CGABL

N/A

P/E Ratio

WPC

31.39

CGABL

N/A

Forward P/E

WPC

25.00

CGABL

N/A

PEG Ratio

WPC

1.50

CGABL

N/A

Dividend Yield

WPC

5.06%

CGABL

N/A

5Y Dividends CAGR

WPC

2.13%

CGABL

N/A

5Y EPS CAGR

WPC

-0.84%

CGABL

N/A

Debt to Equity

WPC

104.90%

CGABL

N/A

Free Cash Flow Yield

WPC

7.99%

CGABL

N/A

P/S Ratio

WPC

9.29

CGABL

N/A

P/B Ratio

WPC

1.94

CGABL

N/A

WPC vs CGABL - Historical Returns

Returns include dividend reinvestment.

Period	WPC	CGABL
1 month	-2.04%	-1.99%
3 months	+10.25%	-4.37%
6 months	+16.67%	-2.26%
1 year	+23.76%	+3.90%
5 years(CAGR)	+5.61%	-2.81%
10 years(CAGR)	+7.29%	N/A
Max(CAGR)	+12.83%	-2.35%

WPC

-2.04%

Winner

CGABL

-1.99%

Winner

WPC

+10.25%

CGABL

-4.37%

Winner

WPC

+16.67%

CGABL

-2.26%

Winner

WPC

+23.76%

CGABL

+3.90%

5Y(CAGR)

Winner

WPC

+5.61%

CGABL

-2.81%

10Y(CAGR)

WPC

+7.29%

CGABL

N/A

Max(CAGR)

Winner

WPC

+12.83%

CGABL

-2.35%

WPC vs CGABL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WPC	CGABL
2026	+14.64%	-3.22%
2025	+25.36%	-0.24%
2024	-12.02%	-6.85%
2023	-8.21%	+31.66%
2022	+1.52%	-31.67%
2021	+27.54%	+3.94%
2020	-4.80%	N/A
2019	+31.21%	N/A
2018	+1.77%	N/A
2017	+23.58%	N/A
2016	+6.61%	N/A
2015	-11.24%	N/A
2014	+21.95%	N/A
2013	+22.94%	N/A
2012	+31.67%	N/A
2011	+39.71%	N/A
2010	+21.00%	N/A
2009	+29.17%	N/A
2008	-23.23%	N/A
2007	+16.43%	N/A
2006	+24.81%	N/A
2005	-22.73%	N/A
2004	+22.91%	N/A
2003	+30.36%	N/A
2002	+15.94%	N/A
2001	+37.80%	N/A
2000	+20.79%	N/A
1999	+2.59%	N/A

WPC vs CGABL Drawdown Comparison

The maximum drawdown for WPC was -52.45%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.

The maximum drawdown for CGABL was -37.82%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

The current WPC drawdown is -4.38%. The current CGABL drawdown is -18.19%.

Rank	WPC	CGABL
#1	-52.45% Oct 18, 2019 - Dec 29, 2021	-37.82% Sep 7, 2021 - Nov 2, 2022
#2	-48.69% Dec 10, 2007 - Mar 30, 2010	-1.76% Jul 7, 2021 - Aug 3, 2021
#3	-36.81% Jul 29, 2022 - Jan 16, 2026	-0.89% Aug 30, 2021 - Sep 1, 2021
#4	-29.35% Feb 17, 2005 - Jan 11, 2007	-0.67% Jun 11, 2021 - Jun 18, 2021
#5	-24.95% Jan 26, 2015 - Jun 21, 2016	-0.60% Aug 13, 2021 - Aug 17, 2021
#6	-23.27% May 20, 2013 - Dec 22, 2014	-0.50% Aug 18, 2021 - Aug 25, 2021
#7	-21.73% Aug 1, 2016 - Jul 27, 2017	-0.43% Jun 1, 2021 - Jun 10, 2021
#8	-21.29% Jul 21, 2011 - Dec 7, 2011	-0.43% Jun 18, 2021 - Jul 2, 2021
#9	-20.87% Oct 14, 2003 - Oct 18, 2004	-0.39% May 24, 2021 - Jun 1, 2021
#10	-15.71% Nov 21, 2017 - Oct 25, 2018	-0.38% Aug 25, 2021 - Aug 30, 2021
#11	-15.05% May 9, 2007 - Oct 30, 2007	-0.04% Aug 4, 2021 - Aug 9, 2021
#12	-14.04% Oct 31, 2012 - Jan 22, 2013	N/A
#13	-13.39% Jun 15, 2001 - Aug 1, 2001	N/A
#14	-13.19% Jul 29, 2003 - Oct 7, 2003	N/A
#15	-12.50% Mar 23, 2012 - Sep 14, 2012	N/A

Correlation

Correlation between WPC and CGABL is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03

-101

Dividend Comparison (1999 - 2026)

WPC vs CGABL dividend yield comparison.

Year	WPC	CGABL
2026	1.27%	3.55%
2025	5.62%	6.76%
2024	6.41%	6.49%
2023	7.93%	5.62%
2022	5.43%	7.14%
2021	5.12%	2.34%
2020	5.91%	0.00%
2019	5.17%	0.00%
2018	6.26%	0.00%
2017	7.26%	0.00%
2016	6.65%	0.00%
2015	6.49%	0.00%
2014	5.26%	0.00%
2013	5.70%	0.00%
2012	4.68%	0.00%
2011	5.34%	0.00%
2010	6.48%	0.00%
2009	8.29%	0.00%
2008	8.34%	0.00%
2007	6.47%	0.00%
2006	6.05%	0.00%
2005	7.05%	0.00%
2004	4.99%	0.00%
2003	5.68%	0.00%
2002	6.94%	0.00%
2001	7.33%	0.00%
2000	9.28%	0.00%
1999	2.49%	0.00%