IBTA vs NMFC

Comparison between Ibotta Inc - Class A (IBTA, Company) and New Mountain Finance Corp (NMFC, Company).

IBTA is from the Technology sector, while NMFC is from the Financial Services sector.

IBTA vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTA(COMPANY)	NMFC(COMPANY)
Market Cap	$659M	$661M
Max Drawdown	82.48%	67.82%
Sharpe Ratio	-0.28	-1.33
5Y Beta	1.08	0.59
Industry	Software - Application	Asset Management
P/E Ratio	-102.10	-11.44
Forward P/E	24.69	22.57
PEG Ratio	N/A	1.34
Dividend Yield	N/A	18.20%
5Y Dividends CAGR	N/A	4.98%
Debt to Equity	0.00%	127.13%
Free Cash Flow Yield	12.80%	N/A
P/S Ratio	1.87	2.14
P/B Ratio	2.72	0.63

Market Cap

IBTA

$659M

Winner

NMFC

$661M

Max Drawdown

IBTA

82.48%

Winner

NMFC

67.82%

Sharpe Ratio

Winner

IBTA

-0.28

NMFC

-1.33

5Y Beta

IBTA

1.08

Winner

NMFC

0.59

Industry

IBTA

Software - Application

NMFC

Asset Management

P/E Ratio

Winner

IBTA

-102.10

NMFC

-11.44

Forward P/E

IBTA

24.69

Winner

NMFC

22.57

PEG Ratio

IBTA

N/A

NMFC

1.34

Dividend Yield

IBTA

N/A

NMFC

18.20%

5Y Dividends CAGR

IBTA

N/A

NMFC

4.98%

Debt to Equity

Winner

IBTA

0.00%

NMFC

127.13%

Free Cash Flow Yield

IBTA

12.80%

NMFC

N/A

P/S Ratio

Winner

IBTA

1.87

NMFC

2.14

P/B Ratio

IBTA

2.72

Winner

NMFC

0.63

IBTA vs NMFC - Historical Returns

Returns include dividend reinvestment.

Period	IBTA	NMFC
1 month	-14.70%	-4.75%
3 months	-26.42%	-12.58%
6 months	+10.23%	-19.34%
1 year	-34.46%	-27.03%
5 years(CAGR)	N/A	-2.13%
10 years(CAGR)	N/A	+4.16%
Max(CAGR)	-45.39%	+6.63%

IBTA

-14.70%

Winner

NMFC

-4.75%

IBTA

-26.42%

Winner

NMFC

-12.58%

Winner

IBTA

+10.23%

NMFC

-19.34%

IBTA

-34.46%

Winner

NMFC

-27.03%

5Y(CAGR)

IBTA

N/A

NMFC

-2.13%

10Y(CAGR)

IBTA

N/A

NMFC

+4.16%

Max(CAGR)

IBTA

-45.39%

Winner

NMFC

+6.63%

IBTA vs NMFC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IBTA	NMFC
2026	+14.80%	-20.48%
2025	-65.89%	-7.83%
2024	-36.97%	-1.81%
2023	N/A	+14.22%
2022	N/A	-0.45%
2021	N/A	+31.99%
2020	N/A	-6.97%
2019	N/A	+18.68%
2018	N/A	+1.61%
2017	N/A	+4.91%
2016	N/A	+21.51%
2015	N/A	-3.57%
2014	N/A	+10.34%
2013	N/A	+11.00%
2012	N/A	+26.89%
2011	N/A	+10.38%

IBTA vs NMFC Drawdown Comparison

The maximum drawdown for IBTA was -82.48%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

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

The current IBTA drawdown is -76.08%. The current NMFC drawdown is -30.78%.

Rank	IBTA	NMFC
#1	-82.48% Apr 23, 2024 - Feb 5, 2026	-64.05% Feb 13, 2020 - Mar 3, 2021
#2	-5.08% Apr 18, 2024 - Apr 23, 2024	-30.78% Feb 19, 2025 - Jul 23, 2026
#3	N/A	-21.90% Jul 21, 2015 - Aug 4, 2016
#4	N/A	-20.52% Jun 9, 2011 - Oct 27, 2011
#5	N/A	-17.40% Apr 1, 2022 - Jan 26, 2023
#6	N/A	-12.14% Jul 30, 2024 - Feb 12, 2025
#7	N/A	-11.31% Oct 16, 2017 - May 17, 2018
#8	N/A	-11.29% Sep 21, 2012 - Jan 23, 2013
#9	N/A	-11.29% Feb 2, 2023 - Jun 30, 2023
#10	N/A	-9.56% Jul 27, 2018 - Jan 16, 2019
#11	N/A	-8.61% Apr 29, 2013 - Nov 22, 2013
#12	N/A	-8.50% Feb 19, 2013 - Apr 23, 2013
#13	N/A	-6.30% Dec 24, 2013 - Jun 26, 2014
#14	N/A	-6.07% Jun 19, 2019 - Dec 9, 2019
#15	N/A	-6.01% Jul 12, 2021 - Sep 15, 2021