BCSF vs. NEWT
Compare and contrast key facts about Bain Capital Specialty Finance, Inc. (BCSF) and Newtek Business Services Corp. (NEWT).
Performance
BCSF vs. NEWT - Performance Comparison
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BCSF vs. NEWT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | -7.71% | -9.60% | 29.52% | 41.95% | -13.31% | 36.98% | -28.91% | 28.19% | -4.60% |
NEWT Newtek Business Services Corp. | -1.90% | -4.90% | -1.56% | -10.65% | -32.96% | 55.76% | -1.80% | 42.85% | -8.19% |
Fundamentals
BCSF:
$1.87K
NEWT:
$3.54
BCSF:
0.01
NEWT:
3.09
BCSF:
0.00
NEWT:
0.54
BCSF:
$217.36B
NEWT:
$344.43M
BCSF:
$0.00
NEWT:
$243.24M
BCSF:
$0.00
NEWT:
$137.46M
Returns By Period
In the year-to-date period, BCSF achieves a -7.71% return, which is significantly lower than NEWT's -1.90% return.
BCSF
- 1D
- 1.31%
- 1M
- -0.56%
- YTD
- -7.71%
- 6M
- -5.98%
- 1Y
- -14.33%
- 3Y*
- 14.05%
- 5Y*
- 7.63%
- 10Y*
- —
NEWT
- 1D
- 3.60%
- 1M
- -9.33%
- YTD
- -1.90%
- 6M
- 0.51%
- 1Y
- -0.39%
- 3Y*
- 1.37%
- 5Y*
- -9.24%
- 10Y*
- 8.19%
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Return for Risk
BCSF vs. NEWT — Risk / Return Rank
BCSF
NEWT
BCSF vs. NEWT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bain Capital Specialty Finance, Inc. (BCSF) and Newtek Business Services Corp. (NEWT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BCSF | NEWT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | -0.01 | -0.55 |
Sortino ratioReturn per unit of downside risk | -0.64 | 0.25 | -0.89 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.03 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.82 | 0.02 | -0.84 |
Martin ratioReturn relative to average drawdown | -1.53 | 0.04 | -1.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCSF | NEWT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | -0.01 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | -0.23 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.21 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.01 | +0.20 |
Correlation
The correlation between BCSF and NEWT is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BCSF vs. NEWT - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 15.48%, more than NEWT's 8.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 15.48% | 14.02% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% | 0.00% | 0.00% | 0.00% |
NEWT Newtek Business Services Corp. | 8.68% | 6.70% | 5.95% | 5.22% | 17.54% | 11.40% | 10.41% | 9.49% | 10.32% | 8.87% | 12.14% | 28.28% |
Drawdowns
BCSF vs. NEWT - Drawdown Comparison
The maximum BCSF drawdown since its inception was -62.42%, smaller than the maximum NEWT drawdown of -97.33%. Use the drawdown chart below to compare losses from any high point for BCSF and NEWT.
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Drawdown Indicators
| BCSF | NEWT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.42% | -97.33% | +34.91% |
Max Drawdown (1Y)Largest decline over 1 year | -18.06% | -27.35% | +9.29% |
Max Drawdown (5Y)Largest decline over 5 years | -26.38% | -65.66% | +39.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -65.66% | — |
Current DrawdownCurrent decline from peak | -23.35% | -57.21% | +33.86% |
Average DrawdownAverage peak-to-trough decline | -12.13% | -51.68% | +39.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.76% | 11.18% | -1.42% |
Volatility
BCSF vs. NEWT - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 7.25%, while Newtek Business Services Corp. (NEWT) has a volatility of 9.94%. This indicates that BCSF experiences smaller price fluctuations and is considered to be less risky than NEWT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCSF | NEWT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 9.94% | -2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 17.11% | 25.88% | -8.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.74% | 38.52% | -12.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.07% | 41.09% | -21.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.20% | 38.90% | -7.70% |
Financials
BCSF vs. NEWT - Financials Comparison
This section allows you to compare key financial metrics between Bain Capital Specialty Finance, Inc. and Newtek Business Services Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities