PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
News Corporation (NWSA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US65249B1098

CUSIP

65249B109

Sector

Communication Services

Industry

Broadcasting

IPO Date

Jun 19, 2013

Highlights

Market Cap

$16.59B

EPS (TTM)

$0.62

PE Ratio

45.56

PEG Ratio

2.01

Total Revenue (TTM)

$10.16B

Gross Profit (TTM)

$5.80B

EBITDA (TTM)

$1.56B

Year Range

$22.56 - $30.04

Target Price

$38.69

Short %

1.44%

Short Ratio

1.83

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
NWSA vs. SPY NWSA vs. DG NWSA vs. NYT NWSA vs. COST NWSA vs. NXPI NWSA vs. NXST NWSA vs. VOO
Popular comparisons:
NWSA vs. SPY NWSA vs. DG NWSA vs. NYT NWSA vs. COST NWSA vs. NXPI NWSA vs. NXST NWSA vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in News Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%JulyAugustSeptemberOctoberNovemberDecember
99.36%
264.09%
NWSA (News Corporation)
Benchmark (^GSPC)

Returns By Period

News Corporation had a return of 14.35% year-to-date (YTD) and 18.45% in the last 12 months. Over the past 10 years, News Corporation had an annualized return of 7.29%, while the S&P 500 had an annualized return of 11.06%, indicating that News Corporation did not perform as well as the benchmark.


NWSA

YTD

14.35%

1M

-4.43%

6M

4.16%

1Y

18.45%

5Y*

16.11%

10Y*

7.29%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of NWSA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.37%9.09%-2.23%-9.09%14.24%1.40%0.04%2.72%-5.64%2.33%7.71%14.35%
202311.32%-15.35%1.35%1.97%3.97%6.50%1.64%8.43%-6.21%3.09%6.58%11.39%36.41%
2022-0.31%0.36%-0.29%-10.34%-12.39%-10.46%10.01%-1.28%-10.19%11.65%13.52%-4.96%-17.57%
20217.96%20.88%8.86%3.01%3.04%-4.52%-4.42%-8.77%5.20%-2.68%-5.59%3.19%25.20%
2020-3.68%-11.34%-24.93%10.42%23.61%-3.18%7.25%18.87%-6.67%-6.35%34.42%1.81%29.20%
201913.04%1.48%-3.72%-0.16%-8.29%18.44%-2.45%4.48%1.95%-1.51%-6.05%9.78%26.42%
20185.55%-5.73%-1.45%1.14%-5.94%3.13%-2.77%-13.27%1.72%-0.00%-1.59%-12.56%-28.99%
20177.24%4.31%2.23%-2.15%5.19%2.39%4.45%-6.57%-0.07%3.02%18.30%0.31%43.68%
2016-2.92%-16.58%19.11%-2.74%-3.70%-5.10%14.27%8.40%0.18%-13.30%-4.62%-0.86%-12.78%
2015-5.10%16.02%-7.32%-1.44%-3.99%-3.70%0.96%-7.47%-6.70%22.03%-6.82%-6.90%-14.19%
2014-11.43%14.85%-6.06%-1.16%0.24%5.16%-1.62%-0.14%-7.23%-5.32%0.26%1.10%-12.93%
2013-3.48%4.46%-1.44%2.29%9.56%2.07%0.33%14.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 78, NWSA is among the top 22% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NWSA is 7878
Overall Rank
The Sharpe Ratio Rank of NWSA is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of NWSA is 7474
Sortino Ratio Rank
The Omega Ratio Rank of NWSA is 7070
Omega Ratio Rank
The Calmar Ratio Rank of NWSA is 8787
Calmar Ratio Rank
The Martin Ratio Rank of NWSA is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for News Corporation (NWSA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for NWSA, currently valued at 0.97, compared to the broader market-4.00-2.000.002.000.972.10
The chart of Sortino ratio for NWSA, currently valued at 1.52, compared to the broader market-4.00-2.000.002.004.001.522.80
The chart of Omega ratio for NWSA, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.39
The chart of Calmar ratio for NWSA, currently valued at 1.55, compared to the broader market0.002.004.006.001.553.09
The chart of Martin ratio for NWSA, currently valued at 4.21, compared to the broader market-5.000.005.0010.0015.0020.0025.004.2113.49
NWSA
^GSPC

The current News Corporation Sharpe ratio is 0.97. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of News Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.97
2.10
NWSA (News Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

News Corporation provided a 0.72% dividend yield over the last twelve months, with an annual payout of $0.20 per share. The company has been increasing its dividends for 8 consecutive years.


0.80%1.00%1.20%1.40%1.60%1.80%$0.00$0.05$0.10$0.15$0.20201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018201720162015
Dividend$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.20$0.10

Dividend yield

0.72%0.81%1.10%0.90%1.11%1.41%1.76%1.23%1.75%0.75%

Monthly Dividends

The table displays the monthly dividend distributions for News Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.20
2023$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.20
2022$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.20
2021$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.20
2020$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.20
2019$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.20
2018$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.20
2017$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.20
2016$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.20
2015$0.10$0.00$0.00$0.00$0.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.7%
News Corporation has a dividend yield of 0.72%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%26.7%
News Corporation has a payout ratio of 26.67%, which is quite average when compared to the overall market. This suggests that News Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.70%
-2.62%
NWSA (News Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the News Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the News Corporation was 51.91%, occurring on Apr 3, 2020. Recovery took 154 trading sessions.

The current News Corporation drawdown is 6.70%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.91%Mar 5, 20141533Apr 3, 2020154Nov 11, 20201687
-45.09%May 12, 2021348Sep 27, 2022420May 30, 2024768
-13.87%Jan 2, 201422Feb 3, 201416Feb 26, 201438
-10.65%Jul 17, 202414Aug 5, 202466Nov 6, 202480
-8.32%Mar 22, 20216Mar 29, 202116Apr 21, 202122

Volatility

Volatility Chart

The current News Corporation volatility is 4.09%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
4.09%
3.79%
NWSA (News Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of News Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of News Corporation compared to its peers in the Broadcasting industry.


PE Ratio
20.040.060.045.6
The chart displays the price to earnings (P/E) ratio for NWSA in comparison to other companies of the Broadcasting industry. Currently, NWSA has a PE value of 45.6. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
2.04.06.08.010.02.0
The chart displays the price to earnings to growth (PEG) ratio for NWSA in comparison to other companies of the Broadcasting industry. Currently, NWSA has a PEG value of 2.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for News Corporation.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab