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RMR vs. NLCP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RMR vs. NLCP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The RMR Group Inc. (RMR) and NewLake Capital Partners, Inc. (NLCP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RMR achieves a 47.09% return, which is significantly higher than NLCP's 1.22% return.


RMR

1D
1.67%
1M
2.62%
YTD
47.09%
6M
45.91%
1Y
40.45%
3Y*
5.11%
5Y*
-2.01%
10Y*
3.24%

NLCP

1D
0.00%
1M
7.85%
YTD
1.22%
6M
10.68%
1Y
20.65%
3Y*
18.78%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RMR vs. NLCP - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RMR
The RMR Group Inc.
47.09%-19.39%-21.50%6.48%-13.93%4.05%
NLCP
NewLake Capital Partners, Inc.
1.22%2.42%19.43%11.85%-39.27%3.97%

Correlation

The correlation between RMR and NLCP is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Aug 20, 2021

0.14

Fundamentals

Market Cap

RMR:

$347.40M

NLCP:

$328.95M

EPS

RMR:

$1.38

NLCP:

$1.23

PE Ratio

RMR:

15.05

NLCP:

12.74

PS Ratio

RMR:

0.54

NLCP:

6.55

PB Ratio

RMR:

1.53

NLCP:

0.85

Total Revenue (TTM)

RMR:

$640.19M

NLCP:

$50.17M

Gross Profit (TTM)

RMR:

$596.04M

NLCP:

$6.26M

EBITDA (TTM)

RMR:

$72.59M

NLCP:

$42.43M

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Return for Risk

RMR vs. NLCP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RMR
RMR Risk / Return Rank: 8080
Overall Rank
RMR Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
RMR Sortino Ratio Rank: 8080
Sortino Ratio Rank
RMR Omega Ratio Rank: 7676
Omega Ratio Rank
RMR Calmar Ratio Rank: 8181
Calmar Ratio Rank
RMR Martin Ratio Rank: 7979
Martin Ratio Rank

NLCP
NLCP Risk / Return Rank: 6767
Overall Rank
NLCP Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
NLCP Sortino Ratio Rank: 6666
Sortino Ratio Rank
NLCP Omega Ratio Rank: 6464
Omega Ratio Rank
NLCP Calmar Ratio Rank: 6969
Calmar Ratio Rank
NLCP Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RMR vs. NLCP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The RMR Group Inc. (RMR) and NewLake Capital Partners, Inc. (NLCP). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RMRNLCPDifference
Sharpe ratioReturn per unit of total volatility

+0.59

Sortino ratioReturn per unit of downside risk

+0.73

Omega ratioGain probability vs. loss probability

1.26

1.18

+0.08

Calmar ratioReturn relative to maximum drawdown

2.55

1.40

+1.15

Martin ratioReturn relative to average drawdown

5.71

2.86

+2.84

RMR vs. NLCP - Sharpe Ratio Comparison

The current RMR Sharpe Ratio is 1.47, which is higher than the NLCP Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of RMR and NLCP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RMR vs. NLCP - Drawdown Comparison

The maximum RMR drawdown since its inception was -75.78%, which is greater than NLCP's maximum drawdown of -58.59%. Use the drawdown chart below to compare losses from any high point for RMR and NLCP.


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Drawdown Indicators


RMRNLCPDifference

Max Drawdown

Largest peak-to-trough decline

-75.78%

-58.59%

-17.19%

Max Drawdown (1Y)

Largest decline over 1 year

-15.91%

-14.78%

-1.13%

Max Drawdown (3Y)

Largest decline over 3 years

-45.01%

-35.06%

-9.95%

Max Drawdown (5Y)

Largest decline over 5 years

-54.38%

Max Drawdown (10Y)

Largest decline over 10 years

-75.78%

Current Drawdown

Current decline from peak

-59.56%

-23.44%

-36.12%

Average Drawdown

Average peak-to-trough decline

-44.56%

-33.63%

-10.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.11%

7.23%

-0.12%

Volatility

RMR vs. NLCP - Volatility Comparison

The current volatility for The RMR Group Inc. (RMR) is 7.04%, while NewLake Capital Partners, Inc. (NLCP) has a volatility of 8.99%. This indicates that RMR experiences smaller price fluctuations and is considered to be less risky than NLCP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RMRNLCPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.04%

8.99%

-1.95%

Volatility (6M)

Calculated over the trailing 6-month period

19.91%

17.99%

+1.92%

Volatility (1Y)

Calculated over the trailing 1-year period

27.68%

23.65%

+4.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.09%

30.01%

-2.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.30%

30.01%

+3.29%

Dividends

RMR vs. NLCP - Dividend Comparison

RMR's dividend yield for the trailing twelve months is around 8.68%, less than NLCP's 10.99% yield.


PositionTTM2025202420232022202120202019201820172016
NLCP
NewLake Capital Partners, Inc.
10.99%10.80%9.71%9.81%8.99%1.50%0.00%0.00%0.00%0.00%0.00%
RMR
The RMR Group Inc.
8.68%12.08%8.48%5.67%5.59%24.57%3.94%3.13%2.07%1.69%2.02%

Financials

RMR vs. NLCP - Financials Comparison

This section allows you to compare key financial metrics between The RMR Group Inc. and NewLake Capital Partners, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M200.00M250.00M300.00M20222023202420252026
145.63M
12.31M
(RMR) Total Revenue
(NLCP) Total Revenue
Values in USD except per share items

RMR vs. NLCP - Profitability Comparison

The chart below illustrates the profitability comparison between The RMR Group Inc. and NewLake Capital Partners, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-50.0%0.0%50.0%100.0%20222023202420252026
74.1%
0
Portfolio components
RMR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The RMR Group Inc. reported a gross profit of 107.94M and revenue of 145.63M. Therefore, the gross margin over that period was 74.1%.

NLCP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NewLake Capital Partners, Inc. reported a gross profit of 0.00 and revenue of 12.31M. Therefore, the gross margin over that period was 0.0%.

RMR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The RMR Group Inc. reported an operating income of 7.04M and revenue of 145.63M, resulting in an operating margin of 4.8%.

NLCP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NewLake Capital Partners, Inc. reported an operating income of 6.01M and revenue of 12.31M, resulting in an operating margin of 48.9%.

RMR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The RMR Group Inc. reported a net income of 3.24M and revenue of 145.63M, resulting in a net margin of 2.2%.

NLCP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NewLake Capital Partners, Inc. reported a net income of 5.78M and revenue of 12.31M, resulting in a net margin of 46.9%.


Frequently Asked Questions


RMR and NLCP have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NLCP has higher volatility (8.99%) compared to RMR (7.04%). In terms of maximum drawdown, RMR dropped -75.78% vs NLCP's -58.59%.

RMR currently has the higher Sharpe Ratio (1.47 vs 0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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