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FRGE vs NCDL

Comparison between Forge Global Holdings, Inc. (FRGE, Company) and Nuveen Churchill Direct Lending Corp (NCDL, Company).

Both FRGE and NCDL are from the Financial Services sector.

FRGE vs NCDL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
FRGE
$617M
Winner
NCDL
$617M
Max Drawdown
FRGE
98.69%
Winner
NCDL
33.11%
Sharpe Ratio
Winner
FRGE
1.44
NCDL
-0.82
5Y Beta
FRGE
0.79
Winner
NCDL
0.49
Industry
FRGE
Capital Markets
NCDL
Asset Management
P/E Ratio
Winner
FRGE
-9.22
NCDL
10.42
Forward P/E
FRGE
N/A
NCDL
7.93
Debt to Equity
Winner
FRGE
0.00%
NCDL
131.86%
Free Cash Flow Yield
FRGE
-6.50%
Winner
NCDL
30.65%

FRGE vs NCDL - Historical Returns

Returns include dividend reinvestment.

1M
FRGE
+0.00%
Winner
NCDL
+2.13%
3M
Winner
FRGE
+0.00%
NCDL
-10.79%
6M
Winner
FRGE
+1.01%
NCDL
-4.43%
1Y
Winner
FRGE
+150.00%
NCDL
-19.22%
5Y(CAGR)
FRGE
-21.04%
NCDL
N/A
Max(CAGR)
FRGE
-20.20%
Winner
NCDL
-3.21%

FRGE vs NCDL - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearFRGENCDL
2026+1.24%-4.57%
2025+214.46%-9.74%
2024-72.70%+6.10%
2023+100.58%N/A
2022-82.54%N/A
2021-4.56%N/A

FRGE vs NCDL Drawdown Comparison

The maximum drawdown for FRGE was -98.69%, occurring on Apr 4, 2025. This drawdown has not yet recovered.

The maximum drawdown for NCDL was -22.31%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The current FRGE drawdown is -92.03%. The current NCDL drawdown is -19.74%.

RankFRGENCDL
#1-98.69%
Mar 30, 2022 - Apr 4, 2025
-22.31%
Jul 17, 2025 - Jun 22, 2026
#2-22.91%
Mar 22, 2022 - Mar 25, 2022
-15.56%
Feb 20, 2025 - Jul 10, 2025
#3-12.51%
Feb 8, 2021 - Mar 22, 2022
-10.15%
Jan 30, 2024 - Mar 21, 2024
#4-2.35%
Feb 3, 2021 - Feb 8, 2021
-7.02%
Jul 17, 2024 - Aug 29, 2024
#5N/A-5.76%
Mar 28, 2024 - Jun 6, 2024
#6N/A-4.80%
Oct 9, 2024 - Jan 24, 2025
#7N/A-3.06%
Jun 7, 2024 - Jul 2, 2024
#8N/A-2.70%
Aug 30, 2024 - Sep 13, 2024
#9N/A-2.17%
Mar 21, 2024 - Mar 28, 2024
#10N/A-2.17%
Sep 18, 2024 - Oct 9, 2024
#11N/A-1.91%
Jul 2, 2024 - Jul 17, 2024
#12N/A-1.45%
Jan 27, 2025 - Feb 3, 2025
#13N/A-1.17%
Jul 11, 2025 - Jul 16, 2025
#14N/A-0.46%
Feb 3, 2025 - Feb 11, 2025
#15N/A-0.28%
Jan 25, 2024 - Jan 30, 2024

Correlation

Correlation between FRGE and NCDL is -0.70 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.70
-101

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