NWS vs CGABL

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

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

NWS vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

NWS

$16B

Winner

CGABL

$16B

Max Drawdown

NWS

55.10%

Winner

CGABL

42.06%

Sharpe Ratio

NWS

-0.58

Winner

CGABL

-0.02

5Y Beta

NWS

0.72

Winner

CGABL

0.22

Industry

NWS

Entertainment

CGABL

N/A

P/E Ratio

NWS

32.49

CGABL

N/A

Forward P/E

NWS

23.42

CGABL

N/A

PEG Ratio

NWS

2.23

CGABL

N/A

Dividend Yield

NWS

0.68%

CGABL

N/A

5Y Dividends CAGR

NWS

24.57%

CGABL

N/A

Debt to Equity

NWS

23.16%

CGABL

N/A

Free Cash Flow Yield

NWS

4.71%

CGABL

N/A

P/S Ratio

NWS

1.78

CGABL

N/A

P/B Ratio

NWS

1.82

CGABL

N/A

NWS vs CGABL - Historical Returns

Returns include dividend reinvestment.

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

NWS

-5.93%

Winner

CGABL

-2.45%

Winner

NWS

+1.68%

CGABL

-3.68%

NWS

-6.25%

Winner

CGABL

-3.66%

NWS

-15.28%

Winner

CGABL

+2.95%

5Y(CAGR)

Winner

NWS

+3.84%

CGABL

-2.96%

10Y(CAGR)

NWS

+10.00%

CGABL

N/A

Max(CAGR)

Winner

NWS

+5.66%

CGABL

-2.51%

NWS vs CGABL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

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

NWS vs CGABL Drawdown Comparison

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

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

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

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

Correlation

Correlation between NWS and CGABL 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)

NWS vs CGABL dividend yield comparison.

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