MRCC vs UNB

Comparison between Monroe Capital Corp (MRCC, Company) and Union Bankshares Inc (UNB, Company).

Both MRCC and UNB are from the Financial Services sector.

5-Year PerformanceMRCC has outperformed UNB, delivering a return of -1.0% compared to -3.2%

MRCC vs UNB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MRCC(COMPANY)	UNB(COMPANY)
Market Cap	$110M	$109M
Max Drawdown	74.22%	68.95%
Sharpe Ratio	-0.17	-0.19
5Y Beta	N/A	0.52
Industry	Asset Management	Banks - Regional
P/E Ratio	-21.49	9.55
Forward P/E	8.61	11.72
PEG Ratio	N/A	0.27
Dividend Yield	18.30%	6.11%
5Y Dividends CAGR	6.50%	8.22%
5Y EPS CAGR	N/A	2.27%
Debt to Equity	114.58%	0.00%
Free Cash Flow Yield	N/A	13.27%

Market Cap

Winner

MRCC

$110M

UNB

$109M

Max Drawdown

MRCC

74.22%

Winner

UNB

68.95%

Sharpe Ratio

Winner

MRCC

-0.17

UNB

-0.19

5Y Beta

MRCC

N/A

UNB

0.52

Industry

MRCC

Asset Management

UNB

Banks - Regional

P/E Ratio

Winner

MRCC

-21.49

UNB

9.55

Forward P/E

Winner

MRCC

8.61

UNB

11.72

PEG Ratio

MRCC

N/A

UNB

0.27

Dividend Yield

Winner

MRCC

18.30%

UNB

6.11%

5Y Dividends CAGR

MRCC

6.50%

Winner

UNB

8.22%

5Y EPS CAGR

MRCC

N/A

UNB

2.27%

Debt to Equity

MRCC

114.58%

Winner

UNB

0.00%

Free Cash Flow Yield

MRCC

N/A

UNB

13.27%

MRCC vs UNB - Historical Returns

Returns include dividend reinvestment.

Period	MRCC	UNB
1 month	+23.82%	-1.09%
3 months	-12.45%	+6.29%
6 months	-14.18%	+0.78%
1 year	-8.70%	-6.91%
5 years(CAGR)	-0.99%	-3.16%
10 years(CAGR)	+2.76%	+0.98%
Max(CAGR)	+3.75%	+6.85%

Winner

MRCC

+23.82%

UNB

-1.09%

MRCC

-12.45%

Winner

UNB

+6.29%

MRCC

-14.18%

Winner

UNB

+0.78%

MRCC

-8.70%

Winner

UNB

-6.91%

5Y(CAGR)

Winner

MRCC

-0.99%

UNB

-3.16%

10Y(CAGR)

Winner

MRCC

+2.76%

UNB

+0.98%

Max(CAGR)

MRCC

+3.75%

Winner

UNB

+6.85%

MRCC vs UNB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MRCC	UNB
2026	-10.97%	+2.82%
2025	-15.79%	-11.81%
2024	+35.34%	-1.66%
2023	-8.68%	+30.07%
2022	-15.41%	-15.90%
2021	+52.19%	+22.46%
2020	-15.99%	-24.42%
2019	+26.67%	-23.02%
2018	-23.54%	-6.42%
2017	-2.87%	+23.38%
2016	+31.66%	+69.77%
2015	+3.49%	+19.60%
2014	+29.79%	+7.72%
2013	-10.52%	+23.07%
2012	-0.55%	+8.21%
2011	N/A	+11.72%
2010	N/A	+10.13%
2009	N/A	+8.11%
2008	N/A	-13.66%
2007	N/A	-2.57%
2006	N/A	+3.98%
2005	N/A	+2.57%
2004	N/A	-6.53%
2003	N/A	+64.15%
2002	N/A	+11.88%
2001	N/A	+42.92%
2000	N/A	+14.53%
1999	N/A	-25.58%

MRCC vs UNB Drawdown Comparison

The maximum drawdown for MRCC was -57.62%, occurring on Mar 23, 2020. Recovery took 300 trading sessions.

The maximum drawdown for UNB was -66.36%, occurring on Jul 10, 2020. This drawdown has not yet recovered.

The current MRCC drawdown is -24.94%. The current UNB drawdown is -36.33%.

Rank	MRCC	UNB
#1	-57.62% Jan 23, 2020 - Apr 1, 2021	-66.36% Dec 18, 2017 - Jul 10, 2020
#2	-45.74% Feb 28, 2025 - Mar 9, 2026	-37.08% Sep 30, 2003 - May 13, 2011
#3	-32.44% Dec 15, 2021 - Oct 16, 2024	-32.90% Nov 1, 1999 - Jul 24, 2001
#4	-31.86% May 2, 2017 - Jan 22, 2020	-17.52% Dec 5, 2016 - Jun 23, 2017
#5	-26.03% Nov 6, 2015 - Mar 18, 2016	-15.27% Jun 27, 2017 - Sep 27, 2017
#6	-19.61% May 21, 2013 - Jun 12, 2014	-14.33% Feb 11, 2003 - Jun 3, 2003
#7	-13.33% Sep 7, 2016 - Dec 23, 2016	-10.63% Jan 22, 2014 - Jun 23, 2014
#8	-9.81% Jul 17, 2015 - Sep 11, 2015	-10.53% Jun 24, 2016 - Nov 10, 2016
#9	-8.45% Mar 18, 2016 - May 11, 2016	-10.23% Jul 7, 2014 - Jan 13, 2015
#10	-7.75% Jun 3, 2021 - Nov 16, 2021	-10.19% Jan 13, 2015 - Apr 22, 2015
#11	-6.91% May 16, 2016 - May 31, 2016	-9.52% Jul 3, 2012 - Jan 22, 2013
#12	-6.68% Oct 16, 2024 - Nov 18, 2024	-9.48% May 8, 2002 - Dec 2, 2002
#13	-6.68% Sep 25, 2015 - Oct 23, 2015	-9.15% Oct 3, 2017 - Nov 2, 2017
#14	-6.56% Apr 14, 2015 - Jun 12, 2015	-9.12% Apr 23, 2015 - Nov 4, 2015
#15	-6.34% Sep 11, 2014 - Nov 7, 2014	-9.00% Aug 30, 2001 - Oct 29, 2001

Correlation

Correlation between MRCC and UNB is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2000 - 2026)

MRCC vs UNB dividend yield comparison.

Year	MRCC	UNB
2026	13.58%	3.04%
2025	14.60%	6.07%
2024	11.76%	4.98%
2023	14.15%	4.70%
2022	11.71%	5.83%
2021	8.91%	4.43%
2020	13.70%	4.98%
2019	12.89%	3.42%
2018	14.58%	2.51%
2017	10.18%	2.19%
2016	9.10%	2.44%
2015	10.70%	3.87%
2014	9.41%	4.38%
2013	11.15%	4.39%
2012	2.29%	5.12%
2011	0.00%	5.25%
2010	0.00%	5.50%
2009	0.00%	6.08%
2008	0.00%	6.71%
2007	0.00%	5.50%
2006	0.00%	4.73%
2005	0.00%	6.05%
2004	0.00%	3.76%
2003	0.00%	3.11%
2002	0.00%	4.61%
2001	0.00%	4.56%
2000	0.00%	5.68%