MRCC vs. PNNT
Compare and contrast key facts about Monroe Capital Corporation (MRCC) and PennantPark Investment Corporation (PNNT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRCC or PNNT.
Key characteristics
| MRCC | PNNT | |
|---|---|---|
| YTD Return | 28.84% | 12.61% |
| 1Y Return | 32.51% | 18.62% |
| 3Y Return (Ann) | 2.65% | 12.52% |
| 5Y Return (Ann) | 6.30% | 16.06% |
| 10Y Return (Ann) | 5.91% | 7.89% |
| Sharpe Ratio | 1.69 | 1.14 |
| Sortino Ratio | 2.29 | 1.60 |
| Omega Ratio | 1.29 | 1.22 |
| Calmar Ratio | 1.35 | 1.28 |
| Martin Ratio | 13.44 | 3.38 |
| Ulcer Index | 2.62% | 5.77% |
| Daily Std Dev | 20.82% | 17.11% |
| Max Drawdown | -57.63% | -82.16% |
| Current Drawdown | -1.55% | -7.24% |
Fundamentals
| MRCC | PNNT | |
|---|---|---|
| Market Cap | $175.93M | $459.03M |
| EPS | $0.37 | $0.66 |
| PE Ratio | 21.95 | 10.59 |
| PEG Ratio | 2.05 | 0.28 |
| Total Revenue (TTM) | $47.11M | $70.58M |
| Gross Profit (TTM) | $37.19M | $47.35M |
| EBITDA (TTM) | $25.46M | $54.21M |
Correlation
The correlation between MRCC and PNNT is 0.29, 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
MRCC vs. PNNT - Performance Comparison
In the year-to-date period, MRCC achieves a 28.84% return, which is significantly higher than PNNT's 12.61% return. Over the past 10 years, MRCC has underperformed PNNT with an annualized return of 5.91%, while PNNT has yielded a comparatively higher 7.89% 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
MRCC vs. PNNT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Monroe Capital Corporation (MRCC) and PennantPark Investment Corporation (PNNT). 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
MRCC vs. PNNT - Dividend Comparison
MRCC's dividend yield for the trailing twelve months is around 12.12%, less than PNNT's 12.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | 12.12% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% | 9.41% | 11.15% |
PNNT PennantPark Investment Corporation | 11.71% | 11.65% | 10.43% | 6.93% | 11.71% | 11.03% | 11.30% | 10.42% | 14.62% | 18.12% | 11.75% | 9.66% |
Drawdowns
MRCC vs. PNNT - Drawdown Comparison
The maximum MRCC drawdown since its inception was -57.63%, smaller than the maximum PNNT drawdown of -82.16%. Use the drawdown chart below to compare losses from any high point for MRCC and PNNT. For additional features, visit the drawdowns tool.
Volatility
MRCC vs. PNNT - Volatility Comparison
Monroe Capital Corporation (MRCC) has a higher volatility of 6.85% compared to PennantPark Investment Corporation (PNNT) at 5.95%. This indicates that MRCC's price experiences larger fluctuations and is considered to be riskier than PNNT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MRCC vs. PNNT - Financials Comparison
This section allows you to compare key financial metrics between Monroe Capital Corporation and PennantPark Investment 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