BHB vs NMFC

Comparison between Bar Harbor Bankshares Inc (BHB, Company) and New Mountain Finance Corp (NMFC, Company).

Both BHB and NMFC are from the Financial Services sector.

5-Year PerformanceBHB has outperformed NMFC, delivering a return of +10.9% compared to -1.8%

BHB vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHB(COMPANY)	NMFC(COMPANY)
Market Cap	$662M	$661M
Max Drawdown	58.37%	67.82%
Sharpe Ratio	1.05	-1.23
5Y Beta	0.80	0.60
Industry	Banks - Regional	Asset Management
P/E Ratio	16.19	-11.44
Forward P/E	12.12	22.17
Dividend Yield	3.31%	18.60%
5Y Dividends CAGR	7.63%	4.98%
5Y EPS CAGR	4.85%	N/A
Debt to Equity	40.10%	127.13%
Free Cash Flow Yield	5.85%	N/A

Market Cap

Winner

BHB

$662M

NMFC

$661M

Max Drawdown

Winner

BHB

58.37%

NMFC

67.82%

Sharpe Ratio

Winner

BHB

1.05

NMFC

-1.23

5Y Beta

BHB

0.80

Winner

NMFC

0.60

Industry

BHB

Banks - Regional

NMFC

Asset Management

P/E Ratio

BHB

16.19

Winner

NMFC

-11.44

Forward P/E

Winner

BHB

12.12

NMFC

22.17

Dividend Yield

BHB

3.31%

Winner

NMFC

18.60%

5Y Dividends CAGR

Winner

BHB

7.63%

NMFC

4.98%

5Y EPS CAGR

BHB

4.85%

NMFC

N/A

Debt to Equity

Winner

BHB

40.10%

NMFC

127.13%

Free Cash Flow Yield

BHB

5.85%

NMFC

N/A

BHB vs NMFC - Historical Returns

Returns include dividend reinvestment.

Period	BHB	NMFC
1 month	+4.74%	-3.63%
3 months	+16.60%	-16.41%
6 months	+18.86%	-13.72%
1 year	+40.74%	-24.66%
5 years(CAGR)	+10.88%	-1.80%
10 years(CAGR)	+8.73%	+4.28%
Max(CAGR)	+9.98%	+6.71%

Winner

BHB

+4.74%

NMFC

-3.63%

Winner

BHB

+16.60%

NMFC

-16.41%

Winner

BHB

+18.86%

NMFC

-13.72%

Winner

BHB

+40.74%

NMFC

-24.66%

5Y(CAGR)

Winner

BHB

+10.88%

NMFC

-1.80%

10Y(CAGR)

Winner

BHB

+8.73%

NMFC

+4.28%

Max(CAGR)

Winner

BHB

+9.98%

NMFC

+6.71%

BHB vs NMFC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BHB	NMFC
2026	+29.10%	-19.43%
2025	+7.40%	-7.83%
2024	+8.08%	-1.81%
2023	-2.13%	+14.22%
2022	+13.36%	-0.45%
2021	+32.83%	+31.99%
2020	-6.07%	-6.97%
2019	+14.22%	+18.68%
2018	-14.56%	+1.61%
2017	-12.26%	+4.91%
2016	+44.62%	+21.51%
2015	+12.20%	-3.57%
2014	+25.41%	+10.34%
2013	+18.11%	+11.00%
2012	+15.96%	+26.89%
2011	+7.48%	+10.38%
2010	+9.96%	N/A
2009	+7.95%	N/A
2008	-14.70%	N/A
2007	+4.79%	N/A
2006	+24.29%	N/A
2005	-6.11%	N/A
2004	+11.05%	N/A
2003	+45.71%	N/A
2002	+14.03%	N/A
2001	+33.40%	N/A
2000	-15.84%	N/A
1999	-1.77%	N/A

BHB vs NMFC Drawdown Comparison

The maximum drawdown for BHB was -54.34%, occurring on Apr 16, 2020. Recovery took 986 trading sessions.

The maximum drawdown for NMFC was -64.05%, occurring on Apr 6, 2020. Recovery took 264 trading sessions.

The current BHB drawdown is -1.03%. The current NMFC drawdown is -29.86%.

Rank	BHB	NMFC
#1	-54.34% Mar 31, 2017 - Mar 3, 2021	-64.05% Feb 13, 2020 - Mar 3, 2021
#2	-42.46% Oct 24, 2007 - Jun 26, 2009	-30.78% Feb 19, 2025 - Jul 23, 2026
#3	-33.36% Dec 16, 2022 - Jul 16, 2024	-21.90% Jul 21, 2015 - Aug 4, 2016
#4	-32.13% Nov 30, 1999 - Aug 31, 2001	-20.52% Jun 9, 2011 - Oct 27, 2011
#5	-28.25% Aug 19, 2009 - Mar 19, 2012	-17.40% Apr 1, 2022 - Jan 26, 2023
#6	-27.15% Nov 6, 2024 - Jun 5, 2026	-12.14% Jul 30, 2024 - Feb 12, 2025
#7	-23.25% Nov 11, 2021 - Dec 13, 2022	-11.31% Oct 16, 2017 - May 17, 2018
#8	-19.62% May 26, 2015 - Jul 12, 2016	-11.29% Sep 21, 2012 - Jan 23, 2013
#9	-19.39% Mar 8, 2021 - Nov 8, 2021	-11.29% Feb 2, 2023 - Jun 30, 2023
#10	-17.34% Dec 13, 2016 - Mar 31, 2017	-9.56% Jul 27, 2018 - Jan 16, 2019
#11	-17.00% Jan 16, 2002 - Apr 30, 2002	-8.61% Apr 29, 2013 - Nov 22, 2013
#12	-16.75% Jun 10, 2002 - May 7, 2003	-8.50% Feb 19, 2013 - Apr 23, 2013
#13	-14.60% Aug 31, 2001 - Nov 9, 2001	-6.30% Dec 24, 2013 - Jun 26, 2014
#14	-14.34% Jul 25, 2024 - Sep 19, 2024	-6.07% Jun 19, 2019 - Dec 9, 2019
#15	-14.00% Jun 19, 2012 - Mar 4, 2013	-6.01% Jul 12, 2021 - Sep 15, 2021

Correlation

Correlation between BHB and NMFC is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

BHB vs NMFC dividend yield comparison.

Year	BHB	NMFC
2026	1.67%	8.25%
2025	4.06%	13.90%
2024	3.86%	12.17%
2023	3.75%	11.40%
2022	3.18%	9.86%
2021	3.25%	8.76%
2020	3.90%	10.92%
2019	3.39%	9.90%
2018	3.51%	10.81%
2017	2.76%	10.04%
2016	2.30%	9.65%
2015	2.93%	10.45%
2014	2.83%	9.91%
2013	3.13%	9.84%
2012	3.48%	11.48%
2011	3.65%	6.41%
2010	3.60%	0.00%
2009	3.79%	0.00%
2008	3.96%	0.00%
2007	3.04%	0.00%
2006	2.85%	0.00%
2005	3.19%	0.00%
2004	2.76%	0.00%
2003	2.81%	0.00%
2002	3.94%	0.00%
2001	4.22%	0.00%
2000	5.38%	0.00%
1999	1.07%	0.00%