CG vs. O
Compare and contrast key facts about The Carlyle Group Inc. (CG) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or O.
Key characteristics
| CG | O | |
|---|---|---|
| YTD Return | 1.71% | -2.37% |
| 1Y Return | 66.65% | -6.03% |
| 3Y Return (Ann) | 1.77% | -1.75% |
| 5Y Return (Ann) | 18.63% | 0.30% |
| 10Y Return (Ann) | 9.04% | 7.51% |
| Sharpe Ratio | 1.28 | -0.23 |
| Daily Std Dev | 34.53% | 19.65% |
| Max Drawdown | -62.70% | -48.45% |
| Current Drawdown | -25.59% | -19.34% |
Fundamentals
| CG | O | |
|---|---|---|
| Market Cap | $16.57B | $46.25B |
| EPS | -$1.68 | $1.26 |
| PE Ratio | 77.59 | 42.63 |
| PEG Ratio | 1.42 | 4.72 |
| Revenue (TTM) | $2.42B | $4.08B |
| Gross Profit (TTM) | $2.51B | $3.11B |
| EBITDA (TTM) | $1.25B | $3.62B |
Correlation
The correlation between CG and O is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CG vs. O - Performance Comparison
In the year-to-date period, CG achieves a 1.71% return, which is significantly higher than O's -2.37% return. Over the past 10 years, CG has outperformed O with an annualized return of 9.04%, while O has yielded a comparatively lower 7.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CG vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and Realty Income Corporation (O). 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.
Dividends
CG vs. O - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.41%, less than O's 5.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 3.41% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% | 3.73% |
O Realty Income Corporation | 5.56% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
CG vs. O - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for CG and O. For additional features, visit the drawdowns tool.
Volatility
CG vs. O - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 11.34% compared to Realty Income Corporation (O) at 6.28%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CG vs. O - Financials Comparison
This section allows you to compare key financial metrics between The Carlyle Group Inc. and Realty Income Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities