NWSA vs CGABL

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

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

NWSA vs CGABL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

NWSA

$16B

Winner

CGABL

$16B

Max Drawdown

NWSA

55.54%

Winner

CGABL

42.06%

Sharpe Ratio

Winner

NWSA

0.07

CGABL

-0.87

5Y Beta

NWSA

0.65

Winner

CGABL

0.22

Industry

NWSA

Entertainment

CGABL

N/A

P/E Ratio

NWSA

32.84

CGABL

N/A

Forward P/E

NWSA

22.47

CGABL

N/A

PEG Ratio

NWSA

2.12

CGABL

N/A

Dividend Yield

NWSA

0.70%

CGABL

N/A

5Y Dividends CAGR

NWSA

24.57%

Winner

CGABL

36.78%

Debt to Equity

NWSA

23.16%

CGABL

N/A

Free Cash Flow Yield

NWSA

4.66%

CGABL

N/A

P/S Ratio

NWSA

1.79

CGABL

N/A

P/B Ratio

NWSA

1.74

CGABL

N/A

NWSA vs CGABL - Historical Returns

Returns include dividend reinvestment.

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

Winner

NWSA

+11.37%

CGABL

-1.95%

Winner

NWSA

+13.24%

CGABL

-3.26%

Winner

NWSA

+32.41%

CGABL

-4.10%

Winner

NWSA

+1.58%

CGABL

-5.23%

5Y(CAGR)

Winner

NWSA

+4.66%

CGABL

-3.00%

10Y(CAGR)

NWSA

+10.01%

CGABL

N/A

Max(CAGR)

Winner

NWSA

+5.98%

CGABL

-2.26%

NWSA vs CGABL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

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

NWSA vs CGABL Drawdown Comparison

The maximum drawdown for NWSA was -51.97%, occurring on Apr 3, 2020. Recovery took 1687 trading sessions.

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

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

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

Correlation

Correlation between NWSA and CGABL 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)

NWSA vs CGABL dividend yield comparison.

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