NMFC vs. ARCC
Compare and contrast key facts about New Mountain Finance Corporation (NMFC) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NMFC or ARCC.
Performance
NMFC vs. ARCC - Performance Comparison
Returns By Period
In the year-to-date period, NMFC achieves a -0.11% return, which is significantly lower than ARCC's 17.87% return. Over the past 10 years, NMFC has underperformed ARCC with an annualized return of 8.08%, while ARCC has yielded a comparatively higher 13.32% annualized return.
NMFC
-0.11%
1.82%
-1.60%
2.68%
8.22%
8.08%
ARCC
17.87%
2.42%
8.03%
21.89%
13.92%
13.32%
Fundamentals
| NMFC | ARCC | |
|---|---|---|
| Market Cap | $1.24B | $14.07B |
| EPS | $1.04 | $2.60 |
| PE Ratio | 11.08 | 8.38 |
| PEG Ratio | 0.00 | 3.95 |
| Total Revenue (TTM) | $289.76M | $2.46B |
| Gross Profit (TTM) | $207.78M | $2.10B |
| EBITDA (TTM) | $223.09M | $897.00M |
Key characteristics
| NMFC | ARCC | |
|---|---|---|
| Sharpe Ratio | 0.23 | 1.92 |
| Sortino Ratio | 0.42 | 2.69 |
| Omega Ratio | 1.05 | 1.35 |
| Calmar Ratio | 0.22 | 3.15 |
| Martin Ratio | 0.94 | 13.34 |
| Ulcer Index | 2.84% | 1.64% |
| Daily Std Dev | 11.50% | 11.42% |
| Max Drawdown | -64.16% | -79.36% |
| Current Drawdown | -3.41% | 0.00% |
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Correlation
The correlation between NMFC and ARCC is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
NMFC vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for New Mountain Finance Corporation (NMFC) and Ares Capital Corporation (ARCC). 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
NMFC vs. ARCC - Dividend Comparison
NMFC's dividend yield for the trailing twelve months is around 12.07%, more than ARCC's 8.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMFC New Mountain Finance Corporation | 12.07% | 11.71% | 9.86% | 8.76% | 10.92% | 9.90% | 10.81% | 10.04% | 9.65% | 10.45% | 9.91% | 9.84% |
ARCC Ares Capital Corporation | 8.72% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% | 8.84% |
Drawdowns
NMFC vs. ARCC - Drawdown Comparison
The maximum NMFC drawdown since its inception was -64.16%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for NMFC and ARCC. For additional features, visit the drawdowns tool.
Volatility
NMFC vs. ARCC - Volatility Comparison
New Mountain Finance Corporation (NMFC) has a higher volatility of 6.60% compared to Ares Capital Corporation (ARCC) at 3.34%. This indicates that NMFC's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NMFC vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between New Mountain Finance Corporation and Ares Capital 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