ZBH vs CGABL

Comparison between Zimmer Biomet Holdings Inc (ZBH, Company) and Carlyle Finance LLC (CGABL, Company).

5-Year PerformanceCGABL has outperformed ZBH, delivering a return of -1.4% compared to -12.5%

ZBH vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ZBH(COMPANY)	CGABL(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	65.03%	42.06%
Sharpe Ratio	-0.37	0.28
5Y Beta	0.35	0.22
Industry	Medical Devices	N/A
P/E Ratio	19.91	N/A
Forward P/E	9.92	N/A
PEG Ratio	107.34	N/A
Dividend Yield	1.15%	N/A
5Y Dividends CAGR	5.18%	N/A
5Y EPS CAGR	3.14%	N/A
Debt to Equity	58.95%	N/A
Free Cash Flow Yield	9.02%	N/A
P/S Ratio	1.91	N/A
P/B Ratio	1.26	N/A

Market Cap

Winner

ZBH

$16B

CGABL

$16B

Max Drawdown

ZBH

65.03%

Winner

CGABL

42.06%

Sharpe Ratio

ZBH

-0.37

Winner

CGABL

0.28

5Y Beta

ZBH

0.35

Winner

CGABL

0.22

Industry

ZBH

Medical Devices

CGABL

N/A

P/E Ratio

ZBH

19.91

CGABL

N/A

Forward P/E

ZBH

9.92

CGABL

N/A

PEG Ratio

ZBH

107.34

CGABL

N/A

Dividend Yield

ZBH

1.15%

CGABL

N/A

5Y Dividends CAGR

ZBH

5.18%

CGABL

N/A

5Y EPS CAGR

ZBH

3.14%

CGABL

N/A

Debt to Equity

ZBH

58.95%

CGABL

N/A

Free Cash Flow Yield

ZBH

9.02%

CGABL

N/A

P/S Ratio

ZBH

1.91

CGABL

N/A

P/B Ratio

ZBH

1.26

CGABL

N/A

ZBH vs CGABL - Historical Returns

Returns include dividend reinvestment.

Period	ZBH	CGABL
1 month	-11.48%	-0.12%
3 months	-8.00%	+0.11%
6 months	-6.48%	-0.34%
1 year	-12.54%	+7.08%
5 years(CAGR)	-12.51%	-1.37%
10 years(CAGR)	-2.33%	N/A
Max(CAGR)	+4.83%	-1.37%

ZBH

-11.48%

Winner

CGABL

-0.12%

ZBH

-8.00%

Winner

CGABL

+0.11%

ZBH

-6.48%

Winner

CGABL

-0.34%

ZBH

-12.54%

Winner

CGABL

+7.08%

5Y(CAGR)

ZBH

-12.51%

Winner

CGABL

-1.37%

10Y(CAGR)

ZBH

-2.33%

CGABL

N/A

Max(CAGR)

Winner

ZBH

+4.83%

CGABL

-1.37%

ZBH vs CGABL - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	ZBH	CGABL
2026	-8.30%	+2.01%
2025	-13.07%	-0.24%
2024	-12.24%	-6.85%
2023	-3.65%	+31.66%
2022	+2.54%	-31.67%
2021	-16.52%	+3.94%
2020	+4.09%	N/A
2019	+47.42%	N/A
2018	-15.68%	N/A
2017	+17.71%	N/A
2016	+2.23%	N/A
2015	-8.12%	N/A
2014	+24.01%	N/A
2013	+39.03%	N/A
2012	+24.96%	N/A
2011	-2.82%	N/A
2010	-10.56%	N/A
2009	+41.55%	N/A
2008	-39.03%	N/A
2007	-14.20%	N/A
2006	+14.46%	N/A
2005	-15.04%	N/A
2004	+14.46%	N/A
2003	+74.69%	N/A
2002	+37.35%	N/A
2001	+2.62%	N/A

ZBH vs CGABL Drawdown Comparison

The maximum drawdown for ZBH was -65.03%, occurring on Mar 9, 2009. Recovery took 1652 trading sessions.

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

The current ZBH drawdown is -50.49%. The current CGABL drawdown is -13.76%.

Rank	ZBH	CGABL
#1	-65.03% Apr 26, 2007 - Nov 14, 2013	-37.82% Sep 7, 2021 - Nov 2, 2022
#2	-51.85% Apr 29, 2021 - Apr 29, 2026	-1.76% Jul 7, 2021 - Aug 3, 2021
#3	-49.73% Feb 14, 2020 - Jan 6, 2021	-0.89% Aug 30, 2021 - Sep 1, 2021
#4	-40.49% Jul 7, 2004 - Apr 17, 2007	-0.67% Jun 11, 2021 - Jun 18, 2021
#5	-26.23% Aug 9, 2016 - Jul 14, 2017	-0.60% Aug 13, 2021 - Aug 17, 2021
#6	-26.04% Sep 28, 2018 - Jul 26, 2019	-0.50% Aug 18, 2021 - Aug 25, 2021
#7	-24.07% Feb 24, 2015 - May 24, 2016	-0.43% Jun 1, 2021 - Jun 10, 2021
#8	-20.18% Jul 17, 2017 - Sep 28, 2018	-0.43% Jun 18, 2021 - Jul 2, 2021
#9	-19.22% Mar 4, 2002 - Jul 30, 2002	-0.39% May 24, 2021 - Jun 1, 2021
#10	-16.43% Aug 7, 2001 - Oct 16, 2001	-0.38% Aug 25, 2021 - Aug 30, 2021
#11	-14.52% Mar 21, 2003 - Aug 6, 2003	-0.04% Aug 4, 2021 - Aug 9, 2021
#12	-12.07% Nov 7, 2002 - Feb 18, 2003	N/A
#13	-10.91% Jun 6, 2014 - Oct 28, 2014	N/A
#14	-10.74% Mar 8, 2004 - Apr 16, 2004	N/A
#15	-10.05% Dec 6, 2001 - Jan 30, 2002	N/A

Correlation

Correlation between ZBH and CGABL is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21

-101

Dividend Comparison (2012 - 2026)

ZBH vs CGABL dividend yield comparison.

Year	ZBH	CGABL
2026	0.29%	3.37%
2025	1.07%	6.76%
2024	0.91%	6.49%
2023	0.79%	5.62%
2022	0.75%	7.14%
2021	0.76%	2.34%
2020	0.62%	0.00%
2019	0.64%	0.00%
2018	0.93%	0.00%
2017	0.80%	0.00%
2016	0.93%	0.00%
2015	0.86%	0.00%
2014	0.78%	0.00%
2013	0.86%	0.00%
2012	1.08%	0.00%