NEWT vs. BCSF
Compare and contrast key facts about Newtek Business Services Corp. (NEWT) and Bain Capital Specialty Finance, Inc. (BCSF).
Performance
NEWT vs. BCSF - Performance Comparison
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NEWT vs. BCSF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NEWT Newtek Business Services Corp. | -1.90% | -4.90% | -1.56% | -10.65% | -32.96% | 55.76% | -1.80% | 42.85% | -8.19% |
BCSF Bain Capital Specialty Finance, Inc. | -7.71% | -9.60% | 29.52% | 41.95% | -13.31% | 36.98% | -28.91% | 28.19% | -4.60% |
Fundamentals
NEWT:
$3.54
BCSF:
$1.87K
NEWT:
3.09
BCSF:
0.01
NEWT:
0.54
BCSF:
0.00
NEWT:
$344.43M
BCSF:
$217.36B
NEWT:
$243.24M
BCSF:
$0.00
NEWT:
$137.46M
BCSF:
$0.00
Returns By Period
In the year-to-date period, NEWT achieves a -1.90% return, which is significantly higher than BCSF's -7.71% return.
NEWT
- 1D
- 3.60%
- 1M
- -9.33%
- YTD
- -1.90%
- 6M
- 0.51%
- 1Y
- -0.39%
- 3Y*
- 1.37%
- 5Y*
- -9.24%
- 10Y*
- 8.19%
BCSF
- 1D
- 1.31%
- 1M
- -0.56%
- YTD
- -7.71%
- 6M
- -5.98%
- 1Y
- -14.33%
- 3Y*
- 14.05%
- 5Y*
- 7.63%
- 10Y*
- —
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Return for Risk
NEWT vs. BCSF — Risk / Return Rank
NEWT
BCSF
NEWT vs. BCSF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Newtek Business Services Corp. (NEWT) and Bain Capital Specialty Finance, Inc. (BCSF). 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.
| NEWT | BCSF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | -0.56 | +0.55 |
Sortino ratioReturn per unit of downside risk | 0.25 | -0.64 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.03 | 0.92 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.02 | -0.82 | +0.84 |
Martin ratioReturn relative to average drawdown | 0.04 | -1.53 | +1.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NEWT | BCSF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | -0.56 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.38 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.21 | -0.20 |
Correlation
The correlation between NEWT and BCSF 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.
Dividends
NEWT vs. BCSF - Dividend Comparison
NEWT's dividend yield for the trailing twelve months is around 8.68%, less than BCSF's 15.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEWT Newtek Business Services Corp. | 8.68% | 6.70% | 5.95% | 5.22% | 17.54% | 11.40% | 10.41% | 9.49% | 10.32% | 8.87% | 12.14% | 28.28% |
BCSF Bain Capital Specialty Finance, Inc. | 15.48% | 14.02% | 10.27% | 10.62% | 11.60% | 8.94% | 11.73% | 8.30% | 2.44% | 0.00% | 0.00% | 0.00% |
Drawdowns
NEWT vs. BCSF - Drawdown Comparison
The maximum NEWT drawdown since its inception was -97.33%, which is greater than BCSF's maximum drawdown of -62.42%. Use the drawdown chart below to compare losses from any high point for NEWT and BCSF.
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Drawdown Indicators
| NEWT | BCSF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.33% | -62.42% | -34.91% |
Max Drawdown (1Y)Largest decline over 1 year | -27.35% | -18.06% | -9.29% |
Max Drawdown (5Y)Largest decline over 5 years | -65.66% | -26.38% | -39.28% |
Max Drawdown (10Y)Largest decline over 10 years | -65.66% | — | — |
Current DrawdownCurrent decline from peak | -57.21% | -23.35% | -33.86% |
Average DrawdownAverage peak-to-trough decline | -51.68% | -12.13% | -39.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.18% | 9.76% | +1.42% |
Volatility
NEWT vs. BCSF - Volatility Comparison
Newtek Business Services Corp. (NEWT) has a higher volatility of 9.94% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 7.25%. This indicates that NEWT's price experiences larger fluctuations and is considered to be riskier than BCSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEWT | BCSF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.94% | 7.25% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 25.88% | 17.11% | +8.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.52% | 25.74% | +12.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.09% | 20.07% | +21.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.90% | 31.20% | +7.70% |
Financials
NEWT vs. BCSF - Financials Comparison
This section allows you to compare key financial metrics between Newtek Business Services Corp. and Bain Capital Specialty Finance, Inc.. 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