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.
Correlation
The correlation between NEWT and BCSF is 0.40, 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
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Key characteristics
NEWT:
-0.39
BCSF:
0.06
NEWT:
-0.11
BCSF:
0.26
NEWT:
0.99
BCSF:
1.04
NEWT:
-0.16
BCSF:
0.07
NEWT:
-0.61
BCSF:
0.24
NEWT:
16.78%
BCSF:
7.23%
NEWT:
39.68%
BCSF:
22.24%
NEWT:
-97.33%
BCSF:
-62.45%
NEWT:
-62.16%
BCSF:
-18.46%
Fundamentals
NEWT:
$283.27M
BCSF:
$986.00M
NEWT:
$1.96
BCSF:
$1.74
NEWT:
5.30
BCSF:
8.70
NEWT:
3.28
BCSF:
1.07
NEWT:
0.80
BCSF:
3.37
NEWT:
0.98
BCSF:
0.86
NEWT:
$186.00M
BCSF:
$172.00M
NEWT:
$166.49M
BCSF:
$151.49M
NEWT:
$113.88M
BCSF:
$99.85M
Returns By Period
In the year-to-date period, NEWT achieves a -17.19% return, which is significantly lower than BCSF's -11.25% return.
NEWT
-17.19%
7.36%
-23.77%
-13.46%
1.63%
5.89%
BCSF
-11.25%
6.18%
-6.39%
0.93%
18.62%
N/A
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Risk-Adjusted Performance
NEWT vs. BCSF — Risk-Adjusted Performance Rank
NEWT
BCSF
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.
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Dividends
NEWT vs. BCSF - Dividend Comparison
NEWT's dividend yield for the trailing twelve months is around 7.32%, less than BCSF's 11.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
NEWT Newtek Business Services Corp. | 7.32% | 5.95% | 5.22% | 16.92% | 11.40% | 10.42% | 9.49% | 10.32% | 8.87% | 12.14% | 28.28% |
BCSF Bain Capital Specialty Finance, Inc. | 11.90% | 10.27% | 10.62% | 11.60% | 8.94% | 11.79% | 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 -62.45%. Use the drawdown chart below to compare losses from any high point for NEWT and BCSF. For additional features, visit the drawdowns tool.
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Volatility
NEWT vs. BCSF - Volatility Comparison
Newtek Business Services Corp. (NEWT) has a higher volatility of 13.93% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 10.26%. 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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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
NEWT vs. BCSF - Profitability Comparison
NEWT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Newtek Business Services Corp. reported a gross profit of 70.47M and revenue of 70.47M. Therefore, the gross margin over that period was 100.0%.
BCSF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Bain Capital Specialty Finance, Inc. reported a gross profit of 52.84M and revenue of 52.84M. Therefore, the gross margin over that period was 100.0%.
NEWT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Newtek Business Services Corp. reported an operating income of 37.47M and revenue of 70.47M, resulting in an operating margin of 53.2%.
BCSF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Bain Capital Specialty Finance, Inc. reported an operating income of 49.55M and revenue of 52.84M, resulting in an operating margin of 93.8%.
NEWT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Newtek Business Services Corp. reported a net income of 18.32M and revenue of 70.47M, resulting in a net margin of 26.0%.
BCSF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Bain Capital Specialty Finance, Inc. reported a net income of 32.11M and revenue of 52.84M, resulting in a net margin of 60.8%.