BR vs NWS

Comparison between Broadridge Financial Solutions Inc (BR, Company) and News Corp - Class B (NWS, Company).

BR is from the Technology sector, while NWS is from the Communication Services sector.

5-Year PerformanceNWS has outperformed BR, delivering a return of +4.3% compared to -1.4%

BR vs NWS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BR(COMPANY)	NWS(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	59.43%	55.10%
Sharpe Ratio	-2.08	-0.56
5Y Beta	0.49	0.71
Industry	Information Technology Services	Entertainment
P/E Ratio	14.58	32.49
Forward P/E	13.00	22.73
PEG Ratio	0.36	2.23
Dividend Yield	2.77%	0.70%
5Y Dividends CAGR	22.61%	24.57%
5Y EPS CAGR	16.10%	N/A
Debt to Equity	114.48%	23.16%
Free Cash Flow Yield	8.27%	4.71%
P/S Ratio	2.17	1.78
P/B Ratio	5.65	1.82

Market Cap

$16B

Winner

NWS

$16B

Max Drawdown

59.43%

Winner

NWS

55.10%

Sharpe Ratio

-2.08

Winner

NWS

-0.56

5Y Beta

Winner

0.49

NWS

0.71

Industry

Information Technology Services

NWS

Entertainment

P/E Ratio

Winner

14.58

NWS

32.49

Forward P/E

Winner

13.00

NWS

22.73

PEG Ratio

Winner

0.36

NWS

2.23

Dividend Yield

Winner

2.77%

NWS

0.70%

5Y Dividends CAGR

22.61%

Winner

NWS

24.57%

5Y EPS CAGR

16.10%

NWS

N/A

Debt to Equity

114.48%

Winner

NWS

23.16%

Free Cash Flow Yield

Winner

8.27%

NWS

4.71%

P/S Ratio

2.17

Winner

NWS

1.78

P/B Ratio

5.65

Winner

NWS

1.82

BR vs NWS - Historical Returns

Returns include dividend reinvestment.

Period	BR	NWS
1 month	-8.80%	-4.65%
3 months	-19.66%	+3.06%
6 months	-39.30%	-5.32%
1 year	-42.12%	-14.13%
5 years(CAGR)	-1.39%	+4.27%
10 years(CAGR)	+9.56%	+10.02%
Max(CAGR)	+12.88%	+5.77%

-8.80%

Winner

NWS

-4.65%

-19.66%

Winner

NWS

+3.06%

-39.30%

Winner

NWS

-5.32%

-42.12%

Winner

NWS

-14.13%

5Y(CAGR)

-1.39%

Winner

NWS

+4.27%

10Y(CAGR)

+9.56%

Winner

NWS

+10.02%

Max(CAGR)

Winner

+12.88%

NWS

+5.77%

BR vs NWS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BR	NWS
2026	-37.41%	-4.59%
2025	-0.07%	-1.81%
2024	+14.93%	+19.70%
2023	+55.72%	+40.62%
2022	-24.48%	-18.56%
2021	+22.48%	+26.36%
2020	+26.05%	+21.87%
2019	+32.19%	+26.78%
2018	+7.61%	-30.31%
2017	+39.87%	+39.89%
2016	+29.09%	-12.36%
2015	+20.42%	-6.09%
2014	+20.28%	-15.71%
2013	+72.04%	+14.81%
2012	+3.94%	N/A
2011	+4.17%	N/A
2010	-0.71%	N/A
2009	+62.06%	N/A
2008	-42.76%	N/A
2007	+16.00%	N/A

BR vs NWS Drawdown Comparison

The maximum drawdown for BR was -59.02%, occurring on Nov 20, 2008. Recovery took 592 trading sessions.

The maximum drawdown for NWS was -51.87%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.

The current BR drawdown is -47.88%. The current NWS drawdown is -18.98%.

Rank	BR	NWS
#1	-59.02% Dec 13, 2007 - Apr 22, 2010	-51.87% Jan 12, 2018 - Nov 11, 2020
#2	-47.92% Aug 6, 2025 - Jun 22, 2026	-40.26% May 27, 2021 - Dec 26, 2023
#3	-36.87% Sep 14, 2018 - Jul 27, 2020	-39.47% Nov 4, 2013 - Jan 11, 2018
#4	-27.01% Dec 27, 2021 - Aug 12, 2022	-26.84% Aug 22, 2025 - Feb 6, 2026
#5	-26.85% Aug 12, 2022 - Aug 11, 2023	-21.43% Feb 18, 2025 - Aug 22, 2025
#6	-23.75% May 11, 2007 - Nov 8, 2007	-12.00% Feb 29, 2024 - Jun 3, 2024
#7	-22.38% May 3, 2010 - Apr 27, 2011	-10.11% Jul 16, 2024 - Aug 30, 2024
#8	-21.89% Jul 7, 2011 - Feb 1, 2012	-8.84% Dec 3, 2024 - Feb 4, 2025
#9	-18.05% Feb 27, 2012 - Mar 14, 2013	-7.82% Aug 30, 2024 - Nov 5, 2024
#10	-16.66% Oct 28, 2015 - Mar 31, 2016	-7.62% Jul 8, 2013 - Jul 19, 2013
#11	-14.79% Sep 7, 2016 - May 10, 2017	-7.39% Dec 4, 2020 - Jan 6, 2021
#12	-11.79% Apr 2, 2025 - Jul 24, 2025	-7.26% Mar 16, 2021 - Apr 21, 2021
#13	-11.67% Dec 24, 2013 - May 13, 2014	-7.24% Apr 21, 2021 - May 11, 2021
#14	-11.41% Aug 10, 2015 - Oct 2, 2015	-6.35% Sep 24, 2013 - Oct 22, 2013
#15	-11.06% Sep 11, 2023 - Nov 28, 2023	-5.89% Jun 21, 2013 - Jul 8, 2013

Correlation

Correlation between BR and NWS is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2007 - 2026)

BR vs NWS dividend yield comparison.

Year	BR	NWS
2026	1.43%	0.35%
2025	1.66%	0.67%
2024	1.49%	0.66%
2023	1.48%	0.78%
2022	2.04%	1.08%
2021	1.33%	0.89%
2020	1.46%	1.13%
2019	1.66%	1.38%
2018	1.77%	1.73%
2017	1.53%	1.20%
2016	1.90%	1.69%
2015	2.12%	0.72%
2014	2.08%	0.00%
2013	1.97%	0.00%
2012	2.97%	0.00%
2011	2.75%	0.00%
2010	2.64%	0.00%
2009	1.86%	0.00%
2008	2.07%	0.00%
2007	0.80%	0.00%