COHN vs. MRCC
Compare and contrast key facts about Cohen & Company Inc. (COHN) and Monroe Capital Corporation (MRCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COHN or MRCC.
Key characteristics
| COHN | MRCC | |
|---|---|---|
| YTD Return | -1.05% | 6.96% |
| 1Y Return | 10.62% | 18.53% |
| 3Y Return (Ann) | -35.62% | -1.68% |
| 5Y Return (Ann) | 8.69% | 1.46% |
| 10Y Return (Ann) | -5.70% | 5.09% |
| Sharpe Ratio | 0.14 | 0.56 |
| Daily Std Dev | 86.30% | 26.02% |
| Max Drawdown | -99.37% | -57.63% |
| Current Drawdown | -98.15% | -17.49% |
Fundamentals
| COHN | MRCC | |
|---|---|---|
| Market Cap | $12.81M | $158.60M |
| EPS | -$3.38 | $0.02 |
| PEG Ratio | 0.34 | 2.05 |
| Revenue (TTM) | $76.46M | $64.30M |
| Gross Profit (TTM) | $39.41M | $56.57M |
Correlation
The correlation between COHN and MRCC is 0.05, 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
COHN vs. MRCC - Performance Comparison
In the year-to-date period, COHN achieves a -1.05% return, which is significantly lower than MRCC's 6.96% return. Over the past 10 years, COHN has underperformed MRCC with an annualized return of -5.70%, while MRCC has yielded a comparatively higher 5.09% annualized 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
COHN vs. MRCC - Risk-Adjusted Performance 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.
Dividends
COHN vs. MRCC - Dividend Comparison
COHN's dividend yield for the trailing twelve months is around 15.72%, more than MRCC's 13.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COHN Cohen & Company Inc. | 15.72% | 15.04% | 20.98% | 3.38% | 0.00% | 9.70% | 9.09% | 9.55% | 6.44% | 6.69% | 4.38% | 3.87% |
MRCC Monroe Capital Corporation | 13.70% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% | 9.41% | 11.15% |
Drawdowns
COHN vs. MRCC - Drawdown Comparison
The maximum COHN drawdown since its inception was -99.37%, 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. For additional features, visit the drawdowns tool.
Volatility
COHN vs. MRCC - Volatility Comparison
Cohen & Company Inc. (COHN) has a higher volatility of 12.44% compared to Monroe Capital Corporation (MRCC) at 3.44%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities