NWS vs INVH

Comparison between News Corp - Class B (NWS, Company) and Invitation Homes Inc (INVH, Company).

NWS is from the Communication Services sector, while INVH is from the Real Estate sector.

5-Year PerformanceNWS has outperformed INVH, delivering a return of +4.9% compared to -0.9%

NWS vs INVH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NWS(COMPANY)	INVH(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	55.10%	50.54%
Sharpe Ratio	-0.34	-0.68
5Y Beta	0.77	0.42
Industry	Entertainment	Reit - Residential
P/E Ratio	34.68	29.65
Forward P/E	34.84	35.09
PEG Ratio	2.23	1.28
Dividend Yield	0.66%	4.22%
5Y Dividends CAGR	24.57%	18.85%
5Y EPS CAGR	N/A	21.63%
Debt to Equity	23.16%	96.82%
Free Cash Flow Yield	4.41%	7.09%
P/S Ratio	1.91	6.15
P/B Ratio	2.00	1.88

Market Cap

Winner

NWS

$17B

INVH

$17B

Max Drawdown

NWS

55.10%

Winner

INVH

50.54%

Sharpe Ratio

Winner

NWS

-0.34

INVH

-0.68

5Y Beta

NWS

0.77

Winner

INVH

0.42

Industry

NWS

Entertainment

INVH

Reit - Residential

P/E Ratio

NWS

34.68

Winner

INVH

29.65

Forward P/E

Winner

NWS

34.84

INVH

35.09

PEG Ratio

NWS

2.23

Winner

INVH

1.28

Dividend Yield

NWS

0.66%

Winner

INVH

4.22%

5Y Dividends CAGR

Winner

NWS

24.57%

INVH

18.85%

5Y EPS CAGR

NWS

N/A

INVH

21.63%

Debt to Equity

Winner

NWS

23.16%

INVH

96.82%

Free Cash Flow Yield

NWS

4.41%

Winner

INVH

7.09%

P/S Ratio

Winner

NWS

1.91

INVH

6.15

P/B Ratio

NWS

2.00

Winner

INVH

1.88

NWS vs INVH - Historical Returns

Returns include dividend reinvestment.

Period	NWS	INVH
1 month	+0.90%	+6.40%
3 months	+15.45%	+8.45%
6 months	+5.38%	+6.87%
1 year	-7.01%	-12.82%
5 years(CAGR)	+4.85%	-0.85%
10 years(CAGR)	+10.93%	+6.67%
Max(CAGR)	+6.35%	+6.67%

NWS

+0.90%

Winner

INVH

+6.40%

Winner

NWS

+15.45%

INVH

+8.45%

NWS

+5.38%

Winner

INVH

+6.87%

Winner

NWS

-7.01%

INVH

-12.82%

5Y(CAGR)

Winner

NWS

+4.85%

INVH

-0.85%

10Y(CAGR)

Winner

NWS

+10.93%

INVH

+6.67%

Max(CAGR)

NWS

+6.35%

Winner

INVH

+6.67%

NWS vs INVH - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	NWS	INVH
2026	+1.92%	+5.01%
2025	-1.81%	-8.13%
2024	+19.70%	-4.58%
2023	+40.62%	+21.23%
2022	-18.56%	-32.45%
2021	+26.36%	+61.66%
2020	+21.87%	+2.97%
2019	+26.78%	+55.21%
2018	-30.31%	-12.80%
2017	+39.89%	+19.02%
2016	-12.36%	N/A
2015	-6.09%	N/A
2014	-15.71%	N/A
2013	+14.81%	N/A

NWS vs INVH Drawdown Comparison

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

The maximum drawdown for INVH was -50.54%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.

The current NWS drawdown is -13.46%. The current INVH drawdown is -26.54%.

Rank	NWS	INVH
#1	-51.87% Jan 12, 2018 - Nov 11, 2020	-50.54% Feb 18, 2020 - Mar 26, 2021
#2	-40.26% May 27, 2021 - Dec 26, 2023	-38.45% Dec 31, 2021 - Mar 20, 2026
#3	-39.47% Nov 4, 2013 - Jan 11, 2018	-18.47% Sep 21, 2018 - Mar 14, 2019
#4	-26.84% Aug 22, 2025 - Feb 6, 2026	-14.73% Dec 15, 2017 - Sep 11, 2018
#5	-21.43% Feb 18, 2025 - Aug 22, 2025	-9.75% Sep 2, 2021 - Dec 6, 2021
#6	-12.00% Feb 29, 2024 - Jun 3, 2024	-7.31% Oct 21, 2019 - Jan 22, 2020
#7	-10.11% Jul 16, 2024 - Aug 30, 2024	-5.86% Aug 17, 2017 - Nov 10, 2017
#8	-8.84% Dec 3, 2024 - Feb 4, 2025	-5.02% Jun 2, 2017 - Aug 11, 2017
#9	-7.82% Aug 30, 2024 - Nov 5, 2024	-4.72% Jun 19, 2019 - Jul 9, 2019
#10	-7.62% Jul 8, 2013 - Jul 19, 2013	-4.63% Sep 3, 2019 - Sep 20, 2019
#11	-7.39% Dec 4, 2020 - Jan 6, 2021	-3.99% Jul 27, 2021 - Aug 30, 2021
#12	-7.26% Mar 16, 2021 - Apr 21, 2021	-3.83% Nov 10, 2017 - Dec 14, 2017
#13	-7.24% Apr 21, 2021 - May 11, 2021	-3.81% Apr 15, 2019 - Apr 26, 2019
#14	-6.35% Sep 24, 2013 - Oct 22, 2013	-3.79% Jun 10, 2021 - Jul 6, 2021
#15	-5.89% Jun 21, 2013 - Jul 8, 2013	-3.53% Jul 10, 2019 - Aug 16, 2019

Correlation

Correlation between NWS and INVH is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2015 - 2026)

NWS vs INVH dividend yield comparison.

Year	NWS	INVH
2026	0.33%	1.04%
2025	0.67%	4.21%
2024	0.66%	3.53%
2023	0.78%	3.87%
2022	1.08%	2.97%
2021	0.89%	1.50%
2020	1.13%	2.02%
2019	1.38%	1.74%
2018	1.73%	2.19%
2017	1.20%	0.93%
2016	1.69%	0.00%
2015	0.72%	0.00%