BCSF vs. NEWT
Compare and contrast key facts about Bain Capital Specialty Finance, Inc. (BCSF) and Newtek Business Services Corp. (NEWT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCSF or NEWT.
Key characteristics
| BCSF | NEWT | |
|---|---|---|
| YTD Return | 10.81% | -19.29% |
| 1Y Return | 54.17% | -1.08% |
| 3Y Return (Ann) | 12.06% | -18.62% |
| 5Y Return (Ann) | 6.33% | -2.82% |
| Sharpe Ratio | 3.07 | -0.10 |
| Daily Std Dev | 17.94% | 40.04% |
| Max Drawdown | -62.45% | -98.38% |
| Current Drawdown | 0.00% | -62.53% |
Fundamentals
| BCSF | NEWT | |
|---|---|---|
| Market Cap | $1.02B | $269.33M |
| EPS | $1.91 | $1.88 |
| PE Ratio | 8.25 | 5.80 |
| PEG Ratio | 1.07 | 3.28 |
| Revenue (TTM) | $297.79M | $271.14M |
| Gross Profit (TTM) | $219.55M | $86.24M |
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.
Performance
BCSF vs. NEWT - Performance Comparison
In the year-to-date period, BCSF achieves a 10.81% return, which is significantly higher than NEWT's -19.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BCSF vs. NEWT - Risk-Adjusted Performance 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.
Dividends
BCSF vs. NEWT - Dividend Comparison
BCSF's dividend yield for the trailing twelve months is around 10.28%, more than NEWT's 6.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCSF Bain Capital Specialty Finance, Inc. | 10.28% | 10.60% | 11.58% | 8.93% | 11.72% | 8.17% | 2.41% | 0.00% | 0.00% | 0.00% |
NEWT Newtek Business Services Corp. | 6.67% | 5.22% | 16.92% | 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 -62.45%, smaller than the maximum NEWT drawdown of -98.38%. Use the drawdown chart below to compare losses from any high point for BCSF and NEWT. For additional features, visit the drawdowns tool.
Volatility
BCSF vs. NEWT - Volatility Comparison
The current volatility for Bain Capital Specialty Finance, Inc. (BCSF) is 3.36%, while Newtek Business Services Corp. (NEWT) has a volatility of 11.12%. 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.
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