CG vs. PGHN.SW
Compare and contrast key facts about The Carlyle Group Inc. (CG) and Partners Group Holding AG (PGHN.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or PGHN.SW.
Key characteristics
| CG | PGHN.SW | |
|---|---|---|
| YTD Return | 1.71% | -0.70% |
| 1Y Return | 66.65% | 48.40% |
| 3Y Return (Ann) | 1.77% | 0.72% |
| 5Y Return (Ann) | 18.63% | 13.01% |
| 10Y Return (Ann) | 9.04% | 21.13% |
| Sharpe Ratio | 1.28 | 1.81 |
| Daily Std Dev | 34.53% | 26.26% |
| Max Drawdown | -62.70% | -68.48% |
| Current Drawdown | -25.59% | -21.40% |
Fundamentals
| CG | PGHN.SW | |
|---|---|---|
| Market Cap | $14.75B | CHF 31.29B |
| EPS | -$1.68 | CHF 38.66 |
| PE Ratio | 77.59 | 31.16 |
| PEG Ratio | 1.42 | 0.00 |
| Revenue (TTM) | $2.22B | CHF 1.94B |
| Gross Profit (TTM) | $2.51B | CHF 1.76B |
| EBITDA (TTM) | $1.25B | CHF 1.20B |
Correlation
The correlation between CG and PGHN.SW is 0.28, 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. PGHN.SW - Performance Comparison
In the year-to-date period, CG achieves a 1.71% return, which is significantly higher than PGHN.SW's -0.70% return. Over the past 10 years, CG has underperformed PGHN.SW with an annualized return of 9.04%, while PGHN.SW has yielded a comparatively higher 21.13% 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. PGHN.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and Partners Group Holding AG (PGHN.SW). 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. PGHN.SW - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.41%, more than PGHN.SW's 3.07% 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% |
PGHN.SW Partners Group Holding AG | 3.07% | 3.05% | 4.04% | 1.82% | 2.45% | 2.48% | 3.19% | 2.25% | 2.20% | 2.35% | 2.50% | 2.63% |
Drawdowns
CG vs. PGHN.SW - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, smaller than the maximum PGHN.SW drawdown of -68.48%. Use the drawdown chart below to compare losses from any high point for CG and PGHN.SW. For additional features, visit the drawdowns tool.
Volatility
CG vs. PGHN.SW - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 11.34% compared to Partners Group Holding AG (PGHN.SW) at 7.47%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than PGHN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CG vs. PGHN.SW - Financials Comparison
This section allows you to compare key financial metrics between The Carlyle Group Inc. and Partners Group Holding AG. 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