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CARR vs. GSK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CARR vs. GSK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carrier Global Corporation (CARR) and GlaxoSmithKline plc (GSK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CARR achieves a 33.35% return, which is significantly higher than GSK's 9.89% return.


CARR

1D
0.24%
1M
8.10%
YTD
33.35%
6M
33.09%
1Y
-0.12%
3Y*
16.03%
5Y*
10.28%
10Y*

GSK

1D
0.34%
1M
6.78%
YTD
9.89%
6M
10.40%
1Y
34.50%
3Y*
19.84%
5Y*
5.34%
10Y*
5.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CARR vs. GSK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
CARR
Carrier Global Corporation
33.35%-21.57%20.26%41.47%-22.68%45.31%176.86%
GSK
GlaxoSmithKline plc
9.89%51.23%-5.14%9.71%-33.41%26.74%1.15%

Correlation

The correlation between CARR and GSK is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.24

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

0.22

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

0.21

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2020

0.20

Fundamentals

Market Cap

CARR:

$58.92B

GSK:

$108.04B

EPS

CARR:

$1.55

GSK:

£2.85

PE Ratio

CARR:

45.24

GSK:

13.90

PEG Ratio

CARR:

0.67

GSK:

0.93

PS Ratio

CARR:

2.73

GSK:

2.47

PB Ratio

CARR:

4.27

GSK:

3.42

Total Revenue (TTM)

CARR:

$21.87B

GSK:

£32.78B

Gross Profit (TTM)

CARR:

$5.43B

GSK:

£23.87B

EBITDA (TTM)

CARR:

$3.15B

GSK:

£11.30B

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Return for Risk

CARR vs. GSK — Risk / Return Rank

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

CARR
CARR Risk / Return Rank: 3939
Overall Rank
CARR Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
CARR Sortino Ratio Rank: 3636
Sortino Ratio Rank
CARR Omega Ratio Rank: 3636
Omega Ratio Rank
CARR Calmar Ratio Rank: 4141
Calmar Ratio Rank
CARR Martin Ratio Rank: 4141
Martin Ratio Rank

GSK
GSK Risk / Return Rank: 7272
Overall Rank
GSK Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
GSK Sortino Ratio Rank: 7171
Sortino Ratio Rank
GSK Omega Ratio Rank: 6969
Omega Ratio Rank
GSK Calmar Ratio Rank: 7272
Calmar Ratio Rank
GSK Martin Ratio Rank: 7373
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.

CARR vs. GSK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carrier Global Corporation (CARR) and GlaxoSmithKline plc (GSK). 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.


CARRGSKDifference
Sharpe ratioReturn per unit of total volatility

-1.14

Sortino ratioReturn per unit of downside risk

-1.49

Omega ratioGain probability vs. loss probability

1.02

1.20

-0.18

Calmar ratioReturn relative to maximum drawdown

-0.05

1.58

-1.63

Martin ratioReturn relative to average drawdown

-0.08

3.92

-4.00

CARR vs. GSK - Sharpe Ratio Comparison

The current CARR Sharpe Ratio is -0.05, which is lower than the GSK Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of CARR and GSK, 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

CARR vs. GSK - Drawdown Comparison

The maximum CARR drawdown since its inception was -40.82%, smaller than the maximum GSK drawdown of -55.70%. Use the drawdown chart below to compare losses from any high point for CARR and GSK.


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Drawdown Indicators


CARRGSKDifference

Max Drawdown

Largest peak-to-trough decline

-40.82%

-55.70%

+14.88%

Max Drawdown (1Y)

Largest decline over 1 year

-37.38%

-18.63%

-18.75%

Max Drawdown (3Y)

Largest decline over 3 years

-37.91%

-28.46%

-9.45%

Max Drawdown (5Y)

Largest decline over 5 years

-40.82%

-50.10%

+9.28%

Max Drawdown (10Y)

Largest decline over 10 years

-50.10%

Current Drawdown

Current decline from peak

-13.13%

-11.92%

-1.21%

Average Drawdown

Average peak-to-trough decline

-14.21%

-18.87%

+4.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.10%

8.28%

+15.82%

Volatility

CARR vs. GSK - Volatility Comparison

Carrier Global Corporation (CARR) has a higher volatility of 12.13% compared to GlaxoSmithKline plc (GSK) at 6.81%. This indicates that CARR's price experiences larger fluctuations and is considered to be riskier than GSK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CARRGSKDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.13%

6.81%

+5.32%

Volatility (6M)

Calculated over the trailing 6-month period

27.68%

18.49%

+9.19%

Volatility (1Y)

Calculated over the trailing 1-year period

35.29%

27.06%

+8.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.90%

25.08%

+6.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.83%

22.89%

+11.94%

Dividends

CARR vs. GSK - Dividend Comparison

CARR's dividend yield for the trailing twelve months is around 1.65%, less than GSK's 3.26% yield.


PositionTTM20252024202320222021202020192018201720162015
CARR
Carrier Global Corporation
1.65%1.70%1.16%1.30%1.54%0.94%0.74%0.00%0.00%0.00%0.00%0.00%
GSK
GlaxoSmithKline plc
3.26%3.42%4.60%3.75%5.47%4.99%5.59%4.35%5.65%5.83%6.86%5.93%

Financials

CARR vs. GSK - Financials Comparison

This section allows you to compare key financial metrics between Carrier Global Corporation and GlaxoSmithKline plc. 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


5.00B6.00B7.00B8.00B9.00B10.00B20222023202420252026
5.34B
7.63B
(CARR) Total Revenue
(GSK) Total Revenue
Please note, different currencies. CARR values in USD, GSK values in GBP

CARR vs. GSK - Profitability Comparison

The chart below illustrates the profitability comparison between Carrier Global Corporation and GlaxoSmithKline plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
23.3%
75.4%
Portfolio components
CARR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Carrier Global Corporation reported a gross profit of 1.24B and revenue of 5.34B. Therefore, the gross margin over that period was 23.3%.

GSK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported a gross profit of 5.75B and revenue of 7.63B. Therefore, the gross margin over that period was 75.4%.

CARR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Carrier Global Corporation reported an operating income of 259.00M and revenue of 5.34B, resulting in an operating margin of 4.9%.

GSK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported an operating income of 2.29B and revenue of 7.63B, resulting in an operating margin of 30.1%.

CARR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Carrier Global Corporation reported a net income of 238.00M and revenue of 5.34B, resulting in a net margin of 4.5%.

GSK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, GlaxoSmithKline plc reported a net income of 1.74B and revenue of 7.63B, resulting in a net margin of 22.8%.


Frequently Asked Questions


CARR and GSK have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CARR has higher volatility (12.13%) compared to GSK (6.81%). In terms of maximum drawdown, CARR dropped -40.82% vs GSK's -55.70%.

GSK currently has the higher Sharpe Ratio (1.09 vs -0.05), 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.

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