COHN vs. MRCC

Last updated Jun 5, 2026

COHN (Cohen & Company Inc.) and MRCC (Monroe Capital Corporation) are both stocks. Both are in the Financial Services sector — COHN in Capital Markets, MRCC in Mortgage Finance. At a 0.06 correlation, their price movements are largely independent.

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.

Returns By Period

COHN

• 1D: 1.06%
• 1M: -18.72%
• YTD: -44.20%
• 6M: -22.23%
• 1Y: 73.40%
• 3Y*: 55.39%
• 5Y*: -1.42%
• 10Y*: 12.39%

MRCC

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

COHN vs. MRCC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
COHN Cohen & Company Inc.	-44.20%	149.46%	73.42%	-9.69%	-36.73%	-6.90%	313.54%	-50.28%	13.71%	-25.78%
MRCC Monroe Capital Corporation	-8.19%	-14.59%	36.74%	-5.68%	-15.37%	53.23%	-15.17%	27.79%	-22.10%	-1.64%

Correlation

The correlation between COHN and MRCC is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.04
Correlation (3Y) Calculated over the trailing 3-year period	0.04
Correlation (5Y) Calculated over the trailing 5-year period	0.08
Correlation (10Y) Calculated over the trailing 10-year period	0.09
Correlation (All Time) Calculated using the full available price history since Oct 26, 2012	0.06

Fundamentals

Market Cap COHN : $69.66M MRCC : $110.06M
EPS COHN : $2.58 MRCC : $0.53
PE Ratio COHN : 4.42 MRCC : 9.65
PEG Ratio COHN : 0.03 MRCC : 0.01
PS Ratio COHN : 0.23 MRCC : 3.55
PB Ratio COHN : 1.35 MRCC : 0.66
Total Revenue (TTM) COHN : $304.73M MRCC : $31.01M
Gross Profit (TTM) COHN : $144.52M MRCC : $1.44M
EBITDA (TTM) COHN : $48.21M MRCC : -$2.33M

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: 66
COHN Sharpe Ratio Rank: 66
COHN Sortino Ratio Rank: 67
COHN Omega Ratio Rank: 71
COHN Calmar Ratio Rank: 64
COHN Martin Ratio Rank: 63

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.

	COHN	MRCC	Difference
Sharpe ratio: Return per unit of total volatility	0.77	—	—
Sortino ratio: Return per unit of downside risk	1.59	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	1.18	—	—
Martin ratio: Return relative to average drawdown	2.49	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	COHN	MRCC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.77	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.02	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.13	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.14	—	—

Drawdowns

Drawdown Indicators

	COHN	MRCC	Difference
Max Drawdown Largest peak-to-trough decline	-99.34%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-62.63%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-62.63%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-84.78%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-89.96%	—	—
Current Drawdown Current decline from peak	-95.29%	—	—
Average Drawdown Average peak-to-trough decline	-82.88%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	29.62%	—	—

Volatility

Volatility by Period

	COHN	MRCC	Difference
Volatility (1M) Calculated over the trailing 1-month period	27.64%	—	—
Volatility (6M) Calculated over the trailing 6-month period	86.26%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	95.44%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	73.55%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	97.63%	—	—

Dividends

COHN vs. MRCC - Dividend Comparison

COHN's dividend yield for the trailing twelve months is around 32.43%, more than MRCC's 26.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
COHN Cohen & Company Inc.	32.43%	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	26.97%	14.60%	11.76%	14.15%	11.71%	8.91%	13.70%	12.89%	14.58%	10.18%	9.10%	10.70%

Financials

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.

COHN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cohen & Company Inc. reported a gross profit of 53.54M and revenue of 57.90M. Therefore, the gross margin over that period was 92.5%.

MRCC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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 Jun 2026, Cohen & Company Inc. reported an operating income of 5.13M and revenue of 57.90M, resulting in an operating margin of 8.9%.

MRCC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2026, Cohen & Company Inc. reported a net income of 1.49M and revenue of 57.90M, resulting in a net margin of 2.6%.

MRCC - Net Margin

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

Frequently Asked Questions

Can I hold both COHN and MRCC in my portfolio?

COHN and MRCC have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.