NEWT vs. BCSF
Compare and contrast key facts about Newtek Business Services Corp. (NEWT) and Bain Capital Specialty Finance, Inc. (BCSF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEWT or BCSF.
Key characteristics
| NEWT | BCSF | |
|---|---|---|
| YTD Return | 17.42% | 22.21% |
| 1Y Return | 21.45% | 23.62% |
| 3Y Return (Ann) | -12.53% | 14.18% |
| 5Y Return (Ann) | 1.88% | 8.82% |
| Sharpe Ratio | 0.46 | 1.68 |
| Sortino Ratio | 1.02 | 2.25 |
| Omega Ratio | 1.11 | 1.30 |
| Calmar Ratio | 0.28 | 2.66 |
| Martin Ratio | 1.19 | 10.76 |
| Ulcer Index | 15.77% | 2.26% |
| Daily Std Dev | 40.93% | 14.55% |
| Max Drawdown | -97.33% | -62.45% |
| Current Drawdown | -45.49% | -0.47% |
Fundamentals
| NEWT | BCSF | |
|---|---|---|
| Market Cap | $402.24M | $1.09B |
| EPS | $1.66 | $1.99 |
| PE Ratio | 9.31 | 8.52 |
| PEG Ratio | 3.28 | 1.07 |
| Total Revenue (TTM) | $207.82M | $297.41M |
| Gross Profit (TTM) | $168.58M | $230.49M |
| EBITDA (TTM) | $106.00M | $188.31M |
Correlation
The correlation between NEWT and BCSF is 0.38, 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
NEWT vs. BCSF - Performance Comparison
In the year-to-date period, NEWT achieves a 17.42% return, which is significantly lower than BCSF's 22.21% 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
NEWT vs. BCSF - Risk-Adjusted Performance 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.
Dividends
NEWT vs. BCSF - Dividend Comparison
NEWT's dividend yield for the trailing twelve months is around 4.85%, less than BCSF's 10.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEWT Newtek Business Services Corp. | 4.85% | 5.22% | 16.92% | 11.40% | 10.42% | 9.49% | 10.32% | 8.87% | 12.14% | 28.28% |
BCSF Bain Capital Specialty Finance, Inc. | 10.44% | 10.62% | 11.60% | 8.94% | 11.73% | 8.14% | 2.40% | 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 -62.45%. Use the drawdown chart below to compare losses from any high point for NEWT and BCSF. For additional features, visit the drawdowns tool.
Volatility
NEWT vs. BCSF - Volatility Comparison
Newtek Business Services Corp. (NEWT) has a higher volatility of 15.31% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 4.54%. 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.
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