CGABL vs NWS

Comparison between Carlyle Finance LLC (CGABL, Company) and News Corp - Class B (NWS, Company).

5-Year PerformanceNWS has outperformed CGABL, delivering a return of +3.8% compared to -3.0%

CGABL vs NWS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	NWS(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	55.10%
Sharpe Ratio	-0.02	-0.58
5Y Beta	0.22	0.72
Industry	N/A	Entertainment
P/E Ratio	N/A	32.49
Forward P/E	N/A	23.42
PEG Ratio	N/A	2.23
Dividend Yield	N/A	0.68%
5Y Dividends CAGR	N/A	24.57%
Debt to Equity	N/A	23.16%
Free Cash Flow Yield	N/A	4.71%
P/S Ratio	N/A	1.78
P/B Ratio	N/A	1.82

Market Cap

Winner

CGABL

$16B

NWS

$16B

Max Drawdown

Winner

CGABL

42.06%

NWS

55.10%

Sharpe Ratio

Winner

CGABL

-0.02

NWS

-0.58

5Y Beta

Winner

CGABL

0.22

NWS

0.72

Industry

CGABL

N/A

NWS

Entertainment

P/E Ratio

CGABL

N/A

NWS

32.49

Forward P/E

CGABL

N/A

NWS

23.42

PEG Ratio

CGABL

N/A

NWS

2.23

Dividend Yield

CGABL

N/A

NWS

0.68%

5Y Dividends CAGR

CGABL

N/A

NWS

24.57%

Debt to Equity

CGABL

N/A

NWS

23.16%

Free Cash Flow Yield

CGABL

N/A

NWS

4.71%

P/S Ratio

CGABL

N/A

NWS

1.78

P/B Ratio

CGABL

N/A

NWS

1.82

CGABL vs NWS - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	NWS
1 month	-2.45%	-5.93%
3 months	-3.68%	+1.68%
6 months	-3.66%	-6.25%
1 year	+2.95%	-15.28%
5 years(CAGR)	-2.96%	+3.84%
10 years(CAGR)	N/A	+10.00%
Max(CAGR)	-2.51%	+5.66%

Winner

CGABL

-2.45%

NWS

-5.93%

CGABL

-3.68%

Winner

NWS

+1.68%

Winner

CGABL

-3.66%

NWS

-6.25%

Winner

CGABL

+2.95%

NWS

-15.28%

5Y(CAGR)

CGABL

-2.96%

Winner

NWS

+3.84%

10Y(CAGR)

CGABL

N/A

NWS

+10.00%

Max(CAGR)

CGABL

-2.51%

Winner

NWS

+5.66%

CGABL vs NWS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	CGABL	NWS
2026	-3.99%	-5.87%
2025	-0.24%	-1.81%
2024	-6.85%	+19.70%
2023	+31.66%	+40.62%
2022	-31.67%	-18.56%
2021	+3.94%	+26.36%
2020	N/A	+21.87%
2019	N/A	+26.78%
2018	N/A	-30.31%
2017	N/A	+39.89%
2016	N/A	-12.36%
2015	N/A	-6.09%
2014	N/A	-15.71%
2013	N/A	+14.81%

CGABL vs NWS Drawdown Comparison

The maximum drawdown for CGABL was -37.82%, occurring on Nov 2, 2022. This drawdown has not yet recovered.

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

The current CGABL drawdown is -18.84%. The current NWS drawdown is -20.07%.

Rank	CGABL	NWS
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-51.87% Jan 12, 2018 - Nov 11, 2020
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-40.26% May 27, 2021 - Dec 26, 2023
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-39.47% Nov 4, 2013 - Jan 11, 2018
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-26.84% Aug 22, 2025 - Feb 6, 2026
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-21.43% Feb 18, 2025 - Aug 22, 2025
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-12.00% Feb 29, 2024 - Jun 3, 2024
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-10.11% Jul 16, 2024 - Aug 30, 2024
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-8.84% Dec 3, 2024 - Feb 4, 2025
#9	-0.39% May 24, 2021 - Jun 1, 2021	-7.82% Aug 30, 2024 - Nov 5, 2024
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-7.62% Jul 8, 2013 - Jul 19, 2013
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-7.39% Dec 4, 2020 - Jan 6, 2021
#12	N/A	-7.26% Mar 16, 2021 - Apr 21, 2021
#13	N/A	-7.24% Apr 21, 2021 - May 11, 2021
#14	N/A	-6.35% Sep 24, 2013 - Oct 22, 2013
#15	N/A	-5.89% Jun 21, 2013 - Jul 8, 2013

Correlation

Correlation between CGABL and NWS is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2015 - 2026)

CGABL vs NWS dividend yield comparison.

Year	CGABL	NWS
2026	3.58%	0.36%
2025	6.76%	0.67%
2024	6.49%	0.66%
2023	5.62%	0.78%
2022	7.14%	1.08%
2021	2.34%	0.89%
2020	0.00%	1.13%
2019	0.00%	1.38%
2018	0.00%	1.73%
2017	0.00%	1.20%
2016	0.00%	1.69%
2015	0.00%	0.72%