NWS vs CG

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

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

5-Year PerformanceCG has outperformed NWS, delivering a return of +4.7% compared to +4.2%

NWS vs CG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NWS(COMPANY)	CG(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	55.10%	69.16%
Sharpe Ratio	-0.36	0.25
5Y Beta	0.76	N/A
Industry	Entertainment	Asset Management
P/E Ratio	33.57	30.75
Forward P/E	30.03	10.28
PEG Ratio	2.23	0.10
Dividend Yield	0.67%	3.00%
5Y Dividends CAGR	24.57%	11.84%
Debt to Equity	23.16%	0.00%
Free Cash Flow Yield	4.56%	-26.22%
P/S Ratio	1.84	N/A
P/B Ratio	1.92	N/A

Market Cap

Winner

NWS

$16B

Max Drawdown

Winner

NWS

55.10%

69.16%

Sharpe Ratio

NWS

-0.36

Winner

0.25

5Y Beta

NWS

0.76

N/A

Industry

NWS

Entertainment

Asset Management

P/E Ratio

NWS

33.57

Winner

30.75

Forward P/E

NWS

30.03

Winner

10.28

PEG Ratio

NWS

2.23

Winner

0.10

Dividend Yield

NWS

0.67%

Winner

3.00%

5Y Dividends CAGR

Winner

NWS

24.57%

11.84%

Debt to Equity

NWS

23.16%

Winner

0.00%

Free Cash Flow Yield

Winner

NWS

4.56%

-26.22%

P/S Ratio

NWS

1.84

N/A

P/B Ratio

NWS

1.92

N/A

NWS vs CG - Historical Returns

Returns include dividend reinvestment.

Period	NWS	CG
1 month	-3.45%	-10.74%
3 months	+15.28%	-7.57%
6 months	+2.72%	-10.93%
1 year	-6.56%	+4.95%
5 years(CAGR)	+4.18%	+4.67%
10 years(CAGR)	+10.62%	+15.96%
Max(CAGR)	+6.20%	+10.98%

Winner

NWS

-3.45%

-10.74%

Winner

NWS

+15.28%

-7.57%

Winner

NWS

+2.72%

-10.93%

NWS

-6.56%

Winner

+4.95%

5Y(CAGR)

NWS

+4.18%

Winner

+4.67%

10Y(CAGR)

NWS

+10.62%

Winner

+15.96%

Max(CAGR)

NWS

+6.20%

Winner

+10.98%

NWS vs CG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	NWS	CG
2026	+0.06%	-24.31%
2025	-1.81%	+19.64%
2024	+19.70%	+30.29%
2023	+40.62%	+41.85%
2022	-18.56%	-43.00%
2021	+26.36%	+80.37%
2020	+21.87%	+1.79%
2019	+26.78%	+113.14%
2018	-30.31%	-28.47%
2017	+39.89%	+56.12%
2016	-12.36%	+9.06%
2015	-6.09%	-36.43%
2014	-15.71%	-17.04%
2013	+14.81%	+41.92%
2012	N/A	+19.31%

NWS vs CG Drawdown Comparison

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

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

The current NWS drawdown is -15.03%. The current CG drawdown is -33.13%.

Rank	NWS	CG
#1	-51.87% Jan 12, 2018 - Nov 11, 2020	-62.67% Jan 14, 2014 - Jul 9, 2019
#2	-40.26% May 27, 2021 - Dec 26, 2023	-56.71% Nov 12, 2021 - Nov 6, 2024
#3	-39.47% Nov 4, 2013 - Jan 11, 2018	-50.04% Jan 23, 2020 - Jan 12, 2021
#4	-26.84% Aug 22, 2025 - Feb 6, 2026	-38.51% Jan 23, 2025 - Jul 9, 2025
#5	-21.43% Feb 18, 2025 - Aug 22, 2025	-33.81% Sep 18, 2025 - Mar 12, 2026
#6	-12.00% Feb 29, 2024 - Jun 3, 2024	-33.05% Feb 19, 2013 - Dec 24, 2013
#7	-10.11% Jul 16, 2024 - Aug 30, 2024	-13.97% Jul 26, 2019 - Sep 6, 2019
#8	-8.84% Dec 3, 2024 - Feb 4, 2025	-10.65% Dec 11, 2024 - Jan 17, 2025
#9	-7.82% Aug 30, 2024 - Nov 5, 2024	-9.48% Jul 7, 2021 - Jul 29, 2021
#10	-7.62% Jul 8, 2013 - Jul 19, 2013	-9.11% Sep 25, 2019 - Oct 17, 2019
#11	-7.39% Dec 4, 2020 - Jan 6, 2021	-8.85% Sep 17, 2021 - Oct 14, 2021
#12	-7.26% Mar 16, 2021 - Apr 21, 2021	-8.76% Jan 20, 2021 - Feb 4, 2021
#13	-7.24% Apr 21, 2021 - May 11, 2021	-8.75% Sep 17, 2012 - Jan 16, 2013
#14	-6.35% Sep 24, 2013 - Oct 22, 2013	-8.66% May 3, 2012 - Jun 28, 2012
#15	-5.89% Jun 21, 2013 - Jul 8, 2013	-7.84% Jul 30, 2021 - Sep 15, 2021

Correlation

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

0.93

-101

Dividend Comparison (2012 - 2026)

NWS vs CG dividend yield comparison.

Year	NWS	CG
2026	0.34%	1.54%
2025	0.67%	2.37%
2024	0.66%	2.77%
2023	0.78%	3.38%
2022	1.08%	4.11%
2021	0.89%	1.82%
2020	1.13%	3.18%
2019	1.38%	4.24%
2018	1.73%	7.87%
2017	1.20%	5.41%
2016	1.69%	11.02%
2015	0.72%	21.70%
2014	0.00%	6.84%
2013	0.00%	3.73%
2012	0.00%	1.04%