CGABL vs NWSA

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

5-Year PerformanceNWSA has outperformed CGABL, delivering a return of +4.7% compared to -3.0%

CGABL vs NWSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGABL(COMPANY)	NWSA(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	42.06%	55.54%
Sharpe Ratio	-0.87	0.07
5Y Beta	0.22	0.65
Industry	N/A	Entertainment
P/E Ratio	N/A	32.84
Forward P/E	N/A	22.47
PEG Ratio	N/A	2.12
Dividend Yield	N/A	0.70%
5Y Dividends CAGR	36.78%	24.57%
Debt to Equity	N/A	23.16%
Free Cash Flow Yield	N/A	4.66%
P/S Ratio	N/A	1.79
P/B Ratio	N/A	1.74

Market Cap

Winner

CGABL

$16B

NWSA

$16B

Max Drawdown

Winner

CGABL

42.06%

NWSA

55.54%

Sharpe Ratio

CGABL

-0.87

Winner

NWSA

0.07

5Y Beta

Winner

CGABL

0.22

NWSA

0.65

Industry

CGABL

N/A

NWSA

Entertainment

P/E Ratio

CGABL

N/A

NWSA

32.84

Forward P/E

CGABL

N/A

NWSA

22.47

PEG Ratio

CGABL

N/A

NWSA

2.12

Dividend Yield

CGABL

N/A

NWSA

0.70%

5Y Dividends CAGR

Winner

CGABL

36.78%

NWSA

24.57%

Debt to Equity

CGABL

N/A

NWSA

23.16%

Free Cash Flow Yield

CGABL

N/A

NWSA

4.66%

P/S Ratio

CGABL

N/A

NWSA

1.79

P/B Ratio

CGABL

N/A

NWSA

1.74

CGABL vs NWSA - Historical Returns

Returns include dividend reinvestment.

Period	CGABL	NWSA
1 month	-1.95%	+11.37%
3 months	-3.26%	+13.24%
6 months	-4.10%	+32.41%
1 year	-5.23%	+1.58%
5 years(CAGR)	-3.00%	+4.66%
10 years(CAGR)	N/A	+10.01%
Max(CAGR)	-2.26%	+5.98%

CGABL

-1.95%

Winner

NWSA

+11.37%

CGABL

-3.26%

Winner

NWSA

+13.24%

CGABL

-4.10%

Winner

NWSA

+32.41%

CGABL

-5.23%

Winner

NWSA

+1.58%

5Y(CAGR)

CGABL

-3.00%

Winner

NWSA

+4.66%

10Y(CAGR)

CGABL

N/A

NWSA

+10.01%

Max(CAGR)

CGABL

-2.26%

Winner

NWSA

+5.98%

CGABL vs NWSA - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	CGABL	NWSA
2026	-3.01%	+13.75%
2025	-0.24%	-4.19%
2024	-6.85%	+13.64%
2023	+31.66%	+35.64%
2022	-31.67%	-19.21%
2021	+3.94%	+23.88%
2020	N/A	+26.42%
2019	N/A	+25.97%
2018	N/A	-29.94%
2017	N/A	+40.85%
2016	N/A	-11.85%
2015	N/A	-13.64%
2014	N/A	-12.59%
2013	N/A	+14.05%

CGABL vs NWSA 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 NWSA was -51.97%, occurring on Apr 3, 2020. Recovery took 1687 trading sessions.

The current CGABL drawdown is -18.01%. The current NWSA drawdown is -3.99%.

Rank	CGABL	NWSA
#1	-37.82% Sep 7, 2021 - Nov 2, 2022	-51.97% Mar 4, 2014 - Nov 11, 2020
#2	-1.76% Jul 7, 2021 - Aug 3, 2021	-45.08% May 11, 2021 - May 30, 2024
#3	-0.89% Aug 30, 2021 - Sep 1, 2021	-27.81% Sep 29, 2025 - Feb 12, 2026
#4	-0.67% Jun 11, 2021 - Jun 18, 2021	-21.09% Feb 19, 2025 - Aug 22, 2025
#5	-0.60% Aug 13, 2021 - Aug 17, 2021	-13.87% Dec 31, 2013 - Feb 26, 2014
#6	-0.50% Aug 18, 2021 - Aug 25, 2021	-10.65% Jul 16, 2024 - Nov 6, 2024
#7	-0.43% Jun 1, 2021 - Jun 10, 2021	-9.65% Dec 3, 2024 - Feb 14, 2025
#8	-0.43% Jun 18, 2021 - Jul 2, 2021	-8.32% Mar 19, 2021 - Apr 21, 2021
#9	-0.39% May 24, 2021 - Jun 1, 2021	-8.05% Jul 8, 2013 - Jul 19, 2013
#10	-0.38% Aug 25, 2021 - Aug 30, 2021	-7.63% Sep 12, 2013 - Oct 23, 2013
#11	-0.04% Aug 4, 2021 - Aug 9, 2021	-7.10% Dec 4, 2020 - Jan 6, 2021
#12	N/A	-6.63% Apr 21, 2021 - May 7, 2021
#13	N/A	-6.39% Jun 19, 2013 - Jul 8, 2013
#14	N/A	-5.42% Feb 16, 2021 - Feb 24, 2021
#15	N/A	-5.41% Aug 22, 2025 - Sep 18, 2025

Correlation

Correlation between CGABL and NWSA is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2015 - 2026)

CGABL vs NWSA dividend yield comparison.

Year	CGABL	NWSA
2026	5.41%	0.34%
2025	6.76%	0.77%
2024	6.49%	0.73%
2023	5.62%	0.81%
2022	7.14%	1.10%
2021	2.34%	0.90%
2020	0.00%	1.11%
2019	0.00%	1.41%
2018	0.00%	1.76%
2017	0.00%	1.23%
2016	0.00%	1.75%
2015	0.00%	0.75%