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COHN vs. MRCC
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

COHN vs. MRCC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Company Inc. (COHN) and Monroe Capital Corporation (MRCC). The values are adjusted to include any dividend payments, if applicable.

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COHN vs. MRCC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
COHN
Cohen & Company Inc.
-26.47%149.46%73.42%-9.69%-36.73%-6.90%313.54%-50.28%13.71%-25.78%
MRCC
Monroe Capital Corporation
-27.31%-14.59%36.74%-5.68%-15.37%53.23%-15.17%27.79%-22.10%-1.64%

Fundamentals

EPS

COHN:

$5.97

MRCC:

$0.53

PE Ratio

COHN:

2.57

MRCC:

8.62

PEG Ratio

COHN:

0.02

MRCC:

0.01

PS Ratio

COHN:

0.22

MRCC:

3.17

Total Revenue (TTM)

COHN:

$275.56M

MRCC:

$31.01M

Gross Profit (TTM)

COHN:

$98.05M

MRCC:

$1.44M

EBITDA (TTM)

COHN:

$21.83M

MRCC:

-$2.33M

Returns By Period

The year-to-date returns for both stocks are quite close, with COHN having a -26.47% return and MRCC slightly lower at -27.31%. Over the past 10 years, COHN has outperformed MRCC with an annualized return of 14.91%, while MRCC has yielded a comparatively lower 0.67% annualized return.


COHN

1D
1.79%
1M
12.31%
YTD
-26.47%
6M
55.97%
1Y
125.39%
3Y*
50.33%
5Y*
1.09%
10Y*
14.91%

MRCC

1D
-1.30%
1M
-20.99%
YTD
-27.31%
6M
-32.55%
1Y
-33.25%
3Y*
-4.69%
5Y*
-4.56%
10Y*
0.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

COHN vs. MRCC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

COHN
COHN Risk / Return Rank: 8181
Overall Rank
COHN Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
COHN Sortino Ratio Rank: 8282
Sortino Ratio Rank
COHN Omega Ratio Rank: 8484
Omega Ratio Rank
COHN Calmar Ratio Rank: 7979
Calmar Ratio Rank
COHN Martin Ratio Rank: 7878
Martin Ratio Rank

MRCC
MRCC Risk / Return Rank: 77
Overall Rank
MRCC Sharpe Ratio Rank: 77
Sharpe Ratio Rank
MRCC Sortino Ratio Rank: 1010
Sortino Ratio Rank
MRCC Omega Ratio Rank: 88
Omega Ratio Rank
MRCC Calmar Ratio Rank: 1111
Calmar Ratio Rank
MRCC Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

COHN vs. MRCC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Company Inc. (COHN) and Monroe Capital Corporation (MRCC). 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.


COHNMRCCDifference

Sharpe ratio

Return per unit of total volatility

1.47

-0.84

+2.31

Sortino ratio

Return per unit of downside risk

2.24

-1.07

+3.31

Omega ratio

Gain probability vs. loss probability

1.32

0.84

+0.48

Calmar ratio

Return relative to maximum drawdown

2.34

-0.82

+3.16

Martin ratio

Return relative to average drawdown

5.51

-2.27

+7.78

COHN vs. MRCC - Sharpe Ratio Comparison

The current COHN Sharpe Ratio is 1.47, which is higher than the MRCC Sharpe Ratio of -0.84. The chart below compares the historical Sharpe Ratios of COHN and MRCC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


COHNMRCCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.47

-0.84

+2.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

-0.16

+0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

0.02

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.13

0.07

-0.20

Correlation

The correlation between COHN and MRCC is 0.06, 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

COHN vs. MRCC - Dividend Comparison

COHN's dividend yield for the trailing twelve months is around 24.09%, more than MRCC's 16.96% yield.


TTM20252024202320222021202020192018201720162015
COHN
Cohen & Company Inc.
24.09%4.24%9.66%15.04%20.98%3.38%0.00%10.13%9.49%12.47%6.72%6.98%
MRCC
Monroe Capital Corporation
16.96%14.60%11.76%14.15%11.71%8.91%13.70%12.89%14.58%10.18%9.10%10.70%

Drawdowns

COHN vs. MRCC - Drawdown Comparison

The maximum COHN drawdown since its inception was -99.34%, which is greater than MRCC's maximum drawdown of -57.63%. Use the drawdown chart below to compare losses from any high point for COHN and MRCC.


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Drawdown Indicators


COHNMRCCDifference

Max Drawdown

Largest peak-to-trough decline

-99.34%

-57.63%

-41.71%

Max Drawdown (1Y)

Largest decline over 1 year

-53.90%

-42.08%

-11.82%

Max Drawdown (5Y)

Largest decline over 5 years

-88.38%

-45.80%

-42.58%

Max Drawdown (10Y)

Largest decline over 10 years

-89.96%

-57.63%

-32.33%

Current Drawdown

Current decline from peak

-93.79%

-40.10%

-53.69%

Average Drawdown

Average peak-to-trough decline

-82.79%

-11.08%

-71.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.86%

15.16%

+7.70%

Volatility

COHN vs. MRCC - Volatility Comparison

Cohen & Company Inc. (COHN) has a higher volatility of 39.32% compared to Monroe Capital Corporation (MRCC) at 29.25%. This indicates that COHN's price experiences larger fluctuations and is considered to be riskier than MRCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


COHNMRCCDifference

Volatility (1M)

Calculated over the trailing 1-month period

39.32%

29.25%

+10.07%

Volatility (6M)

Calculated over the trailing 6-month period

79.44%

34.30%

+45.14%

Volatility (1Y)

Calculated over the trailing 1-year period

85.84%

39.55%

+46.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

72.32%

27.97%

+44.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

96.78%

33.29%

+63.49%

Financials

COHN vs. MRCC - Financials Comparison

This section allows you to compare key financial metrics between Cohen & Company Inc. and Monroe Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00M40.00M60.00M80.00M100.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
102.74M
18.21M
(COHN) Total Revenue
(MRCC) Total Revenue
Values in USD except per share items

COHN vs. MRCC - Profitability Comparison

The chart below illustrates the profitability comparison between Cohen & Company Inc. and Monroe Capital Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%80.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
43.7%
0
Portfolio components
COHN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Cohen & Company Inc. reported a gross profit of 44.90M and revenue of 102.74M. Therefore, the gross margin over that period was 43.7%.

MRCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Monroe Capital Corporation reported a gross profit of 0.00 and revenue of 18.21M. Therefore, the gross margin over that period was 0.0%.

COHN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Cohen & Company Inc. reported an operating income of 30.05M and revenue of 102.74M, resulting in an operating margin of 29.2%.

MRCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Monroe Capital Corporation reported an operating income of 0.00 and revenue of 18.21M, resulting in an operating margin of 0.0%.

COHN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Cohen & Company Inc. reported a net income of 17.46M and revenue of 102.74M, resulting in a net margin of 17.0%.

MRCC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Monroe Capital Corporation reported a net income of 13.88M and revenue of 18.21M, resulting in a net margin of 76.2%.