NMFC vs. WHF
Compare and contrast key facts about New Mountain Finance Corporation (NMFC) and WhiteHorse Finance, Inc. (WHF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NMFC or WHF.
Performance
NMFC vs. WHF - Performance Comparison
Returns By Period
In the year-to-date period, NMFC achieves a -0.11% return, which is significantly higher than WHF's -4.06% return. Over the past 10 years, NMFC has underperformed WHF with an annualized return of 8.08%, while WHF has yielded a comparatively higher 10.99% annualized return.
NMFC
-0.11%
1.82%
-1.60%
2.68%
8.22%
8.08%
WHF
-4.06%
-8.28%
-13.62%
-1.22%
6.54%
10.99%
Fundamentals
| NMFC | WHF | |
|---|---|---|
| Market Cap | $1.24B | $243.59M |
| EPS | $1.04 | $0.45 |
| PE Ratio | 11.08 | 23.29 |
| PEG Ratio | 0.00 | 1.01 |
| Total Revenue (TTM) | $289.76M | $79.68M |
| Gross Profit (TTM) | $207.78M | $85.70M |
| EBITDA (TTM) | $223.09M | $23.39M |
Key characteristics
| NMFC | WHF | |
|---|---|---|
| Sharpe Ratio | 0.23 | -0.07 |
| Sortino Ratio | 0.42 | 0.02 |
| Omega Ratio | 1.05 | 1.00 |
| Calmar Ratio | 0.22 | -0.09 |
| Martin Ratio | 0.94 | -0.23 |
| Ulcer Index | 2.84% | 5.24% |
| Daily Std Dev | 11.50% | 17.41% |
| Max Drawdown | -64.16% | -57.48% |
| Current Drawdown | -3.41% | -13.62% |
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Correlation
The correlation between NMFC and WHF is 0.32, 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.
Risk-Adjusted Performance
NMFC vs. WHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for New Mountain Finance Corporation (NMFC) and WhiteHorse Finance, Inc. (WHF). 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. WHF - Dividend Comparison
NMFC's dividend yield for the trailing twelve months is around 12.07%, less than WHF's 16.94% 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% |
WHF WhiteHorse Finance, Inc. | 16.94% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% | 9.40% |
Drawdowns
NMFC vs. WHF - Drawdown Comparison
The maximum NMFC drawdown since its inception was -64.16%, which is greater than WHF's maximum drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for NMFC and WHF. For additional features, visit the drawdowns tool.
Volatility
NMFC vs. WHF - Volatility Comparison
New Mountain Finance Corporation (NMFC) and WhiteHorse Finance, Inc. (WHF) have volatilities of 6.60% and 6.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NMFC vs. WHF - Financials Comparison
This section allows you to compare key financial metrics between New Mountain Finance Corporation and WhiteHorse 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