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CARG vs. CATY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CARG vs. CATY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CarGurus, Inc. (CARG) and Cathay General Bancorp (CATY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CARG achieves a -21.56% return, which is significantly lower than CATY's 25.62% return.


CARG

1D
0.20%
1M
6.52%
YTD
-21.56%
6M
-22.71%
1Y
-6.29%
3Y*
13.43%
5Y*
2.00%
10Y*

CATY

1D
1.46%
1M
5.38%
YTD
25.62%
6M
20.56%
1Y
42.54%
3Y*
27.90%
5Y*
11.92%
10Y*
11.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CARG vs. CATY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CARG
CarGurus, Inc.
-21.56%4.95%51.24%72.45%-58.35%6.02%-9.81%4.30%12.51%3.38%
CATY
Cathay General Bancorp
25.62%4.64%10.34%13.49%-2.11%37.74%-11.64%17.48%-18.47%3.97%

Correlation

The correlation between CARG and CATY is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Oct 12, 2017

0.31

The correlation between CARG and CATY shifts across timeframes, from 0.21 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CARG:

$2.86B

CATY:

$4.04B

EPS

CARG:

$1.52

CATY:

$4.84

PE Ratio

CARG:

19.76

CATY:

12.38

PEG Ratio

CARG:

0.11

CATY:

2.03

PS Ratio

CARG:

3.08

CATY:

2.99

PB Ratio

CARG:

12.06

CATY:

1.35

Total Revenue (TTM)

CARG:

$957.38M

CATY:

$1.38B

Gross Profit (TTM)

CARG:

$860.45M

CATY:

$590.12M

EBITDA (TTM)

CARG:

$251.92M

CATY:

$347.76M

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Return for Risk

CARG vs. CATY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CARG
CARG Risk / Return Rank: 3434
Overall Rank
CARG Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
CARG Sortino Ratio Rank: 3232
Sortino Ratio Rank
CARG Omega Ratio Rank: 3131
Omega Ratio Rank
CARG Calmar Ratio Rank: 3535
Calmar Ratio Rank
CARG Martin Ratio Rank: 3535
Martin Ratio Rank

CATY
CATY Risk / Return Rank: 8484
Overall Rank
CATY Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
CATY Sortino Ratio Rank: 8080
Sortino Ratio Rank
CATY Omega Ratio Rank: 8181
Omega Ratio Rank
CATY Calmar Ratio Rank: 8686
Calmar Ratio Rank
CATY Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CARG vs. CATY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CarGurus, Inc. (CARG) and Cathay General Bancorp (CATY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CARGCATYDifference
Sharpe ratioReturn per unit of total volatility

-1.84

Sortino ratioReturn per unit of downside risk

-2.24

Omega ratioGain probability vs. loss probability

1.00

1.31

-0.31

Calmar ratioReturn relative to maximum drawdown

-0.20

3.47

-3.67

Martin ratioReturn relative to average drawdown

-0.46

8.92

-9.38

CARG vs. CATY - Sharpe Ratio Comparison

The current CARG Sharpe Ratio is -0.17, which is lower than the CATY Sharpe Ratio of 1.67. The chart below compares the historical Sharpe Ratios of CARG and CATY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CARG vs. CATY - Drawdown Comparison

The maximum CARG drawdown since its inception was -78.66%, roughly equal to the maximum CATY drawdown of -80.65%. Use the drawdown chart below to compare losses from any high point for CARG and CATY.


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Drawdown Indicators


CARGCATYDifference

Max Drawdown

Largest peak-to-trough decline

-78.66%

-80.65%

+1.99%

Max Drawdown (1Y)

Largest decline over 1 year

-30.92%

-12.33%

-18.59%

Max Drawdown (3Y)

Largest decline over 3 years

-37.88%

-29.73%

-8.15%

Max Drawdown (5Y)

Largest decline over 5 years

-75.38%

-40.11%

-35.27%

Max Drawdown (10Y)

Largest decline over 10 years

-55.71%

Current Drawdown

Current decline from peak

-46.20%

-1.69%

-44.51%

Average Drawdown

Average peak-to-trough decline

-44.06%

-22.97%

-21.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.59%

4.78%

+8.81%

Volatility

CARG vs. CATY - Volatility Comparison

CarGurus, Inc. (CARG) has a higher volatility of 12.99% compared to Cathay General Bancorp (CATY) at 6.35%. This indicates that CARG's price experiences larger fluctuations and is considered to be riskier than CATY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CARGCATYDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.99%

6.35%

+6.64%

Volatility (6M)

Calculated over the trailing 6-month period

29.85%

16.61%

+13.24%

Volatility (1Y)

Calculated over the trailing 1-year period

36.75%

25.62%

+11.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.51%

30.38%

+20.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.65%

33.58%

+17.07%

Dividends

CARG vs. CATY - Dividend Comparison

CARG has not paid dividends to shareholders, while CATY's dividend yield for the trailing twelve months is around 2.40%.


PositionTTM20252024202320222021202020192018201720162015
CARG
CarGurus, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CATY
Cathay General Bancorp
2.40%2.81%2.86%3.05%3.33%2.95%3.85%3.26%3.07%2.06%1.97%1.79%

Financials

CARG vs. CATY - Financials Comparison

This section allows you to compare key financial metrics between CarGurus, Inc. and Cathay General Bancorp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M300.00M400.00M500.00M20222023202420252026
243.56M
322.91M
(CARG) Total Revenue
(CATY) Total Revenue
Values in USD except per share items

CARG vs. CATY - Profitability Comparison

The chart below illustrates the profitability comparison between CarGurus, Inc. and Cathay General Bancorp over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
92.2%
0
Portfolio components
CARG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CarGurus, Inc. reported a gross profit of 224.62M and revenue of 243.56M. Therefore, the gross margin over that period was 92.2%.

CATY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cathay General Bancorp reported a gross profit of 0.00 and revenue of 322.91M. Therefore, the gross margin over that period was 0.0%.

CARG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CarGurus, Inc. reported an operating income of 40.08M and revenue of 243.56M, resulting in an operating margin of 16.5%.

CATY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cathay General Bancorp reported an operating income of 7.51M and revenue of 322.91M, resulting in an operating margin of 2.3%.

CARG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CarGurus, Inc. reported a net income of 32.23M and revenue of 243.56M, resulting in a net margin of 13.2%.

CATY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cathay General Bancorp reported a net income of 86.89M and revenue of 322.91M, resulting in a net margin of 26.9%.


Frequently Asked Questions


CARG and CATY have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CARG has higher volatility (12.99%) compared to CATY (6.35%). In terms of maximum drawdown, CARG dropped -78.66% vs CATY's -80.65%.

CATY currently has the higher Sharpe Ratio (1.67 vs -0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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