CG vs NWSA

Comparison between Carlyle Group Inc (The) (CG, Company) and News Corp - Class A (NWSA, Company).

CG is from the Financial Services sector, while NWSA is from the Communication Services sector.

5-Year PerformanceNWSA has outperformed CG, delivering a return of +4.1% compared to +3.8%

CG vs NWSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CG(COMPANY)	NWSA(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	69.16%	55.54%
Sharpe Ratio	-0.37	-0.04
5Y Beta	1.68	0.65
Industry	Asset Management	Entertainment
P/E Ratio	30.33	32.57
Forward P/E	11.29	22.47
PEG Ratio	0.09	2.12
Dividend Yield	2.86%	0.72%
5Y Dividends CAGR	11.84%	24.57%
Debt to Equity	0.00%	23.16%
Free Cash Flow Yield	-26.59%	4.70%
P/S Ratio	4.95	1.77
P/B Ratio	3.10	1.78

Market Cap

Winner

$16B

NWSA

$16B

Max Drawdown

69.16%

Winner

NWSA

55.54%

Sharpe Ratio

-0.37

Winner

NWSA

-0.04

5Y Beta

1.68

Winner

NWSA

0.65

Industry

Asset Management

NWSA

Entertainment

P/E Ratio

Winner

30.33

NWSA

32.57

Forward P/E

Winner

11.29

NWSA

22.47

PEG Ratio

Winner

0.09

NWSA

2.12

Dividend Yield

Winner

2.86%

NWSA

0.72%

5Y Dividends CAGR

11.84%

Winner

NWSA

24.57%

Debt to Equity

Winner

0.00%

NWSA

23.16%

Free Cash Flow Yield

-26.59%

Winner

NWSA

4.70%

P/S Ratio

4.95

Winner

NWSA

1.77

P/B Ratio

3.10

Winner

NWSA

1.78

CG vs NWSA - Historical Returns

Returns include dividend reinvestment.

Period	CG	NWSA
1 month	+13.17%	+9.08%
3 months	-2.10%	+14.23%
6 months	-8.79%	+20.53%
1 year	-14.88%	-0.03%
5 years(CAGR)	+3.83%	+4.12%
10 years(CAGR)	+16.72%	+9.79%
Max(CAGR)	+11.54%	+5.82%

Winner

+13.17%

NWSA

+9.08%

-2.10%

Winner

NWSA

+14.23%

-8.79%

Winner

NWSA

+20.53%

-14.88%

Winner

NWSA

-0.03%

5Y(CAGR)

+3.83%

Winner

NWSA

+4.12%

10Y(CAGR)

Winner

+16.72%

NWSA

+9.79%

Max(CAGR)

Winner

+11.54%

NWSA

+5.82%

CG vs NWSA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CG	NWSA
2026	-16.96%	+11.42%
2025	+19.64%	-4.19%
2024	+30.29%	+13.64%
2023	+41.85%	+35.64%
2022	-43.00%	-19.21%
2021	+80.37%	+23.88%
2020	+1.79%	+26.42%
2019	+113.14%	+25.97%
2018	-28.47%	-29.94%
2017	+56.12%	+40.85%
2016	+9.06%	-11.85%
2015	-36.43%	-13.64%
2014	-17.04%	-12.59%
2013	+41.92%	+14.05%
2012	+19.31%	N/A

CG vs NWSA Drawdown Comparison

The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.

The maximum drawdown for NWSA was -51.97%, occurring on Apr 3, 2020. Recovery took 1687 trading sessions.

The current CG drawdown is -26.64%. The current NWSA drawdown is -5.96%.

Rank	CG	NWSA
#1	-62.67% Jan 14, 2014 - Jul 9, 2019	-51.97% Mar 4, 2014 - Nov 11, 2020
#2	-56.71% Nov 12, 2021 - Nov 6, 2024	-45.08% May 11, 2021 - May 30, 2024
#3	-50.04% Jan 23, 2020 - Jan 12, 2021	-27.81% Sep 29, 2025 - Feb 12, 2026
#4	-40.36% Sep 18, 2025 - Jun 29, 2026	-21.09% Feb 19, 2025 - Aug 22, 2025
#5	-38.51% Jan 23, 2025 - Jul 9, 2025	-13.87% Dec 31, 2013 - Feb 26, 2014
#6	-33.05% Feb 19, 2013 - Dec 24, 2013	-10.65% Jul 16, 2024 - Nov 6, 2024
#7	-13.97% Jul 26, 2019 - Sep 6, 2019	-9.65% Dec 3, 2024 - Feb 14, 2025
#8	-10.65% Dec 11, 2024 - Jan 17, 2025	-8.32% Mar 19, 2021 - Apr 21, 2021
#9	-9.48% Jul 7, 2021 - Jul 29, 2021	-8.05% Jul 8, 2013 - Jul 19, 2013
#10	-9.11% Sep 25, 2019 - Oct 17, 2019	-7.63% Sep 12, 2013 - Oct 23, 2013
#11	-8.85% Sep 17, 2021 - Oct 14, 2021	-7.10% Dec 4, 2020 - Jan 6, 2021
#12	-8.76% Jan 20, 2021 - Feb 4, 2021	-6.63% Apr 21, 2021 - May 7, 2021
#13	-8.75% Sep 17, 2012 - Jan 16, 2013	-6.39% Jun 19, 2013 - Jul 8, 2013
#14	-8.66% May 3, 2012 - Jun 28, 2012	-5.42% Feb 16, 2021 - Feb 24, 2021
#15	-7.84% Jul 30, 2021 - Sep 15, 2021	-5.41% Aug 22, 2025 - Sep 18, 2025

Correlation

Correlation between CG and NWSA is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2012 - 2026)

CG vs NWSA dividend yield comparison.

Year	CG	NWSA
2026	1.40%	0.34%
2025	2.37%	0.77%
2024	2.77%	0.73%
2023	3.38%	0.81%
2022	4.11%	1.10%
2021	1.82%	0.90%
2020	3.18%	1.11%
2019	4.24%	1.41%
2018	7.87%	1.76%
2017	5.41%	1.23%
2016	11.02%	1.75%
2015	21.70%	0.75%
2014	6.84%	0.00%
2013	3.73%	0.00%
2012	1.04%	0.00%