CHMI-P-B vs BBDC

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

5-Year PerformanceCHMI-P-B has outperformed BBDC, delivering a return of +8.8% compared to +6.6%

CHMI-P-B vs BBDC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHMI-P-B(COMPANY)	BBDC(COMPANY)
Market Cap	$876M	$875M
Max Drawdown	72.36%	56.73%
Sharpe Ratio	0.76	0.12
5Y Beta	0.06	0.62
Industry	Other	Asset Management
P/E Ratio	60.88	4.67
Forward P/E	N/A	8.14
PEG Ratio	N/A	0.21
Dividend Yield	N/A	12.40%
5Y Dividends CAGR	8.87%	15.54%
5Y EPS CAGR	-12.10%	N/A
Debt to Equity	63.23%	97.25%
Free Cash Flow Yield	3.54%	26.99%
P/S Ratio	N/A	3.18
P/B Ratio	N/A	0.76

Market Cap

Winner

CHMI-P-B

$876M

BBDC

$875M

Max Drawdown

CHMI-P-B

72.36%

Winner

BBDC

56.73%

Sharpe Ratio

Winner

CHMI-P-B

0.76

BBDC

0.12

5Y Beta

Winner

CHMI-P-B

0.06

BBDC

0.62

Industry

CHMI-P-B

Other

BBDC

Asset Management

P/E Ratio

CHMI-P-B

60.88

Winner

BBDC

4.67

Forward P/E

CHMI-P-B

N/A

BBDC

8.14

PEG Ratio

CHMI-P-B

N/A

BBDC

0.21

Dividend Yield

CHMI-P-B

N/A

BBDC

12.40%

5Y Dividends CAGR

CHMI-P-B

8.87%

Winner

BBDC

15.54%

5Y EPS CAGR

CHMI-P-B

-12.10%

BBDC

N/A

Debt to Equity

Winner

CHMI-P-B

63.23%

BBDC

97.25%

Free Cash Flow Yield

CHMI-P-B

3.54%

Winner

BBDC

26.99%

P/S Ratio

CHMI-P-B

N/A

BBDC

3.18

P/B Ratio

CHMI-P-B

N/A

BBDC

0.76

CHMI-P-B vs BBDC - Historical Returns

Returns include dividend reinvestment.

Period	CHMI-P-B	BBDC
1 month	+3.10%	-0.34%
3 months	+5.10%	+6.53%
6 months	+7.14%	-1.22%
1 year	+11.84%	+4.16%
5 years(CAGR)	+8.80%	+6.57%
Max(CAGR)	+9.37%	+6.61%

Winner

CHMI-P-B

+3.10%

BBDC

-0.34%

CHMI-P-B

+5.10%

Winner

BBDC

+6.53%

Winner

CHMI-P-B

+7.14%

BBDC

-1.22%

Winner

CHMI-P-B

+11.84%

BBDC

+4.16%

5Y(CAGR)

Winner

CHMI-P-B

+8.80%

BBDC

+6.57%

Max(CAGR)

Winner

CHMI-P-B

+9.37%

BBDC

+6.61%

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

Returns include dividend reinvestment.

Year	CHMI-P-B	BBDC
2026	+5.10%	-3.46%
2025	+6.84%	+7.85%
2024	+15.30%	+21.00%
2023	+29.35%	+17.76%
2022	-13.42%	-18.37%
2021	+20.75%	+30.10%
2020	-3.31%	-3.69%
2019	+12.54%	+16.88%
2018	N/A	-13.42%

CHMI-P-B vs BBDC Drawdown Comparison

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

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

The current BBDC drawdown is -6.38%.

Rank	CHMI-P-B	BBDC
#1	-72.36% Feb 10, 2020 - Feb 9, 2021	-48.46% Jan 22, 2020 - Mar 1, 2021
#2	-28.12% Dec 30, 2021 - Sep 25, 2023	-27.42% Nov 10, 2021 - Nov 9, 2023
#3	-6.46% Apr 2, 2025 - May 7, 2025	-24.47% Feb 21, 2025 - May 1, 2026
#4	-6.17% Sep 25, 2023 - Nov 14, 2023	-16.14% Aug 7, 2018 - Sep 20, 2019
#5	-5.58% Nov 8, 2024 - Jan 7, 2025	-8.98% May 4, 2026 - May 19, 2026
#6	-3.04% Aug 2, 2019 - Sep 30, 2019	-8.93% Jul 17, 2024 - Sep 13, 2024
#7	-2.79% Jan 16, 2026 - May 6, 2026	-7.89% Dec 2, 2024 - Jan 30, 2025
#8	-2.49% Oct 1, 2025 - Dec 24, 2025	-6.92% Nov 9, 2023 - Jan 26, 2024
#9	-2.48% Jun 29, 2021 - Nov 5, 2021	-6.81% Mar 8, 2024 - May 10, 2024
#10	-2.28% Feb 20, 2025 - Mar 26, 2025	-5.52% Sep 19, 2024 - Nov 18, 2024
#11	-2.25% Jul 5, 2024 - Sep 27, 2024	-5.21% Jan 26, 2024 - Feb 23, 2024
#12	-2.14% Jan 29, 2024 - Feb 28, 2024	-4.12% Jun 3, 2024 - Jul 5, 2024
#13	-2.08% May 7, 2025 - Jun 5, 2025	-3.81% Jun 28, 2021 - Aug 6, 2021
#14	-1.84% Jan 21, 2020 - Jan 31, 2020	-3.43% Mar 15, 2021 - Apr 6, 2021
#15	-1.83% Nov 12, 2019 - Dec 17, 2019	-2.93% Sep 27, 2019 - Oct 31, 2019

Correlation

Correlation between CHMI-P-B and BBDC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101