BBDC vs CHMI-P-B

Comparison between Barings BDC Inc (BBDC, Company) and Cherry Hill Mortgage Investment Corporation (CHMI-P-B, Company).

5-Year PerformanceCHMI-P-B has outperformed BBDC, delivering a return of +8.9% compared to +6.3%

BBDC vs CHMI-P-B - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBDC(COMPANY)	CHMI-P-B(COMPANY)
Market Cap	$874M	$876M
Max Drawdown	56.73%	72.36%
Sharpe Ratio	-0.24	0.69
5Y Beta	0.63	0.06
Industry	Asset Management	Other
P/E Ratio	4.66	60.88
Forward P/E	8.19	N/A
PEG Ratio	0.21	N/A
Dividend Yield	12.70%	N/A
5Y Dividends CAGR	15.54%	8.64%
5Y EPS CAGR	N/A	-12.10%
Debt to Equity	97.25%	63.23%
Free Cash Flow Yield	27.02%	3.54%
P/S Ratio	3.21	N/A
P/B Ratio	0.76	N/A

Market Cap

BBDC

$874M

Winner

CHMI-P-B

$876M

Max Drawdown

Winner

BBDC

56.73%

CHMI-P-B

72.36%

Sharpe Ratio

BBDC

-0.24

Winner

CHMI-P-B

0.69

5Y Beta

BBDC

0.63

Winner

CHMI-P-B

0.06

Industry

BBDC

Asset Management

CHMI-P-B

Other

P/E Ratio

Winner

BBDC

4.66

CHMI-P-B

60.88

Forward P/E

BBDC

8.19

CHMI-P-B

N/A

PEG Ratio

BBDC

0.21

CHMI-P-B

N/A

Dividend Yield

BBDC

12.70%

CHMI-P-B

N/A

5Y Dividends CAGR

Winner

BBDC

15.54%

CHMI-P-B

8.64%

5Y EPS CAGR

BBDC

N/A

CHMI-P-B

-12.10%

Debt to Equity

BBDC

97.25%

Winner

CHMI-P-B

63.23%

Free Cash Flow Yield

Winner

BBDC

27.02%

CHMI-P-B

3.54%

P/S Ratio

BBDC

3.21

CHMI-P-B

N/A

P/B Ratio

BBDC

0.76

CHMI-P-B

N/A

BBDC vs CHMI-P-B - Historical Returns

Returns include dividend reinvestment.

Period	BBDC	CHMI-P-B
1 month	+1.92%	+1.35%
3 months	-3.34%	+5.82%
6 months	-4.14%	+5.06%
1 year	-2.50%	+10.43%
5 years(CAGR)	+6.29%	+8.91%
Max(CAGR)	+6.29%	+9.46%

Winner

BBDC

+1.92%

CHMI-P-B

+1.35%

BBDC

-3.34%

Winner

CHMI-P-B

+5.82%

BBDC

-4.14%

Winner

CHMI-P-B

+5.06%

BBDC

-2.50%

Winner

CHMI-P-B

+10.43%

5Y(CAGR)

BBDC

+6.29%

Winner

CHMI-P-B

+8.91%

Max(CAGR)

BBDC

+6.29%

Winner

CHMI-P-B

+9.46%

BBDC vs CHMI-P-B - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BBDC	CHMI-P-B
2026	-5.07%	+6.84%
2025	+7.85%	+6.84%
2024	+21.00%	+15.30%
2023	+17.76%	+29.35%
2022	-18.37%	-13.42%
2021	+30.10%	+20.75%
2020	-3.69%	-3.31%
2019	+16.88%	+12.54%
2018	-13.42%	N/A

BBDC vs CHMI-P-B Drawdown Comparison

The maximum drawdown for BBDC was -48.46%, occurring on Mar 18, 2020. Recovery took 278 trading sessions.

The maximum drawdown for CHMI-P-B was -72.36%, occurring on Mar 18, 2020. Recovery took 252 trading sessions.

The current BBDC drawdown is -7.94%. The current CHMI-P-B drawdown is -2.36%.

Rank	BBDC	CHMI-P-B
#1	-48.46% Jan 22, 2020 - Mar 1, 2021	-72.36% Feb 10, 2020 - Feb 9, 2021
#2	-27.42% Nov 10, 2021 - Nov 9, 2023	-28.12% Dec 30, 2021 - Sep 25, 2023
#3	-24.47% Feb 21, 2025 - May 1, 2026	-6.46% Apr 2, 2025 - May 7, 2025
#4	-16.14% Aug 7, 2018 - Sep 20, 2019	-6.17% Sep 25, 2023 - Nov 14, 2023
#5	-9.67% May 4, 2026 - Jun 22, 2026	-5.58% Nov 8, 2024 - Jan 7, 2025
#6	-8.93% Jul 17, 2024 - Sep 13, 2024	-3.04% Aug 2, 2019 - Sep 30, 2019
#7	-7.89% Dec 2, 2024 - Jan 30, 2025	-2.79% Jan 16, 2026 - May 6, 2026
#8	-6.92% Nov 9, 2023 - Jan 26, 2024	-2.49% Oct 1, 2025 - Dec 24, 2025
#9	-6.81% Mar 8, 2024 - May 10, 2024	-2.48% Jun 29, 2021 - Nov 5, 2021
#10	-5.52% Sep 19, 2024 - Nov 18, 2024	-2.36% Jul 23, 2026 - Jul 24, 2026
#11	-5.21% Jan 26, 2024 - Feb 23, 2024	-2.28% Feb 20, 2025 - Mar 26, 2025
#12	-4.12% Jun 3, 2024 - Jul 5, 2024	-2.25% Jul 5, 2024 - Sep 27, 2024
#13	-3.81% Jun 28, 2021 - Aug 6, 2021	-2.16% Jul 6, 2026 - Jul 15, 2026
#14	-3.43% Mar 15, 2021 - Apr 6, 2021	-2.14% Jan 29, 2024 - Feb 28, 2024
#15	-2.93% Sep 27, 2019 - Oct 31, 2019	-2.08% May 7, 2025 - Jun 5, 2025

Correlation

Correlation between BBDC and CHMI-P-B is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101