MRCC vs VATE

Comparison between Monroe Capital Corp (MRCC, Company) and Innovate Corp (VATE, Company).

MRCC is from the Financial Services sector, while VATE is from the Industrials sector.

5-Year PerformanceMRCC has outperformed VATE, delivering a return of -1.0% compared to -25.0%

MRCC vs VATE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MRCC(COMPANY)	VATE(COMPANY)
Market Cap	$110M	$110M
Max Drawdown	74.22%	98.14%
Sharpe Ratio	-0.17	0.86
5Y Beta	N/A	1.37
Industry	Asset Management	Engineering & Construction
P/E Ratio	-21.49	-2.06
Forward P/E	8.61	4.86
PEG Ratio	N/A	-0.08
Dividend Yield	18.30%	N/A
5Y Dividends CAGR	6.50%	N/A
Debt to Equity	114.58%	-238.31%
P/S Ratio	N/A	0.08
P/B Ratio	N/A	0.74

Market Cap

Winner

MRCC

$110M

VATE

$110M

Max Drawdown

Winner

MRCC

74.22%

VATE

98.14%

Sharpe Ratio

MRCC

-0.17

Winner

VATE

0.86

5Y Beta

MRCC

N/A

VATE

1.37

Industry

MRCC

Asset Management

VATE

Engineering & Construction

P/E Ratio

Winner

MRCC

-21.49

VATE

-2.06

Forward P/E

MRCC

8.61

Winner

VATE

4.86

PEG Ratio

MRCC

N/A

VATE

-0.08

Dividend Yield

MRCC

18.30%

VATE

N/A

5Y Dividends CAGR

MRCC

6.50%

VATE

N/A

Debt to Equity

MRCC

114.58%

Winner

VATE

-238.31%

P/S Ratio

MRCC

N/A

VATE

0.08

P/B Ratio

MRCC

N/A

VATE

0.74

MRCC vs VATE - Historical Returns

Returns include dividend reinvestment.

Period	MRCC	VATE
1 month	+23.82%	-55.71%
3 months	-12.45%	-35.85%
6 months	-14.18%	+49.73%
1 year	-8.70%	+46.32%
5 years(CAGR)	-0.99%	-24.97%
10 years(CAGR)	+2.76%	-13.14%
Max(CAGR)	+3.75%	+1.21%

Winner

MRCC

+23.82%

VATE

-55.71%

Winner

MRCC

-12.45%

VATE

-35.85%

MRCC

-14.18%

Winner

VATE

+49.73%

MRCC

-8.70%

Winner

VATE

+46.32%

5Y(CAGR)

Winner

MRCC

-0.99%

VATE

-24.97%

10Y(CAGR)

Winner

MRCC

+2.76%

VATE

-13.14%

Max(CAGR)

Winner

MRCC

+3.75%

VATE

+1.21%

MRCC vs VATE - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	MRCC	VATE
2026	-10.97%	+60.38%
2025	-15.79%	-9.60%
2024	+35.34%	-57.04%
2023	-8.68%	-42.79%
2022	-15.41%	-52.17%
2021	+52.19%	+20.52%
2020	-15.99%	+47.51%
2019	+26.67%	-18.73%
2018	-23.54%	-56.36%
2017	-2.87%	+29.51%
2016	+31.66%	+16.05%
2015	+3.49%	-36.34%
2014	+29.79%	+195.79%
2013	-10.52%	-18.31%
2012	-0.55%	+16.22%
2011	N/A	+1.28%
2010	N/A	+100.00%
2009	N/A	+43.75%

MRCC vs VATE Drawdown Comparison

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

The maximum drawdown for VATE was -96.53%, occurring on Oct 3, 2024. This drawdown has not yet recovered.

The current MRCC drawdown is -24.94%. The current VATE drawdown is -91.17%.

Rank	MRCC	VATE
#1	-57.62% Jan 23, 2020 - Apr 1, 2021	-96.53% Mar 26, 2015 - Oct 3, 2024
#2	-45.74% Feb 28, 2025 - Mar 9, 2026	-39.74% May 9, 2013 - Sep 17, 2014
#3	-32.44% Dec 15, 2021 - Oct 16, 2024	-39.37% Feb 1, 2011 - Mar 23, 2012
#4	-31.86% May 2, 2017 - Jan 22, 2020	-27.23% Aug 28, 2009 - Oct 18, 2010
#5	-26.03% Nov 6, 2015 - Mar 18, 2016	-26.24% Jul 3, 2012 - May 9, 2013
#6	-19.61% May 21, 2013 - Jun 12, 2014	-18.89% May 2, 2012 - Jul 2, 2012
#7	-13.33% Sep 7, 2016 - Dec 23, 2016	-17.50% Jul 13, 2009 - Aug 10, 2009
#8	-9.81% Jul 17, 2015 - Sep 11, 2015	-15.38% Dec 31, 2014 - Mar 11, 2015
#9	-8.45% Mar 18, 2016 - May 11, 2016	-12.93% Nov 26, 2014 - Dec 24, 2014
#10	-7.75% Jun 3, 2021 - Nov 16, 2021	-10.09% Nov 17, 2010 - Dec 8, 2010
#11	-6.91% May 16, 2016 - May 31, 2016	-8.77% Oct 6, 2014 - Nov 5, 2014
#12	-6.68% Oct 16, 2024 - Nov 18, 2024	-8.50% Oct 26, 2010 - Nov 11, 2010
#13	-6.68% Sep 25, 2015 - Oct 23, 2015	-5.85% Dec 15, 2010 - Jan 4, 2011
#14	-6.56% Apr 14, 2015 - Jun 12, 2015	-3.71% Apr 4, 2012 - Apr 17, 2012
#15	-6.34% Sep 11, 2014 - Nov 7, 2014	-3.51% Apr 18, 2012 - Apr 27, 2012

Correlation

Correlation between MRCC and VATE is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.24

-101

Dividend Comparison (2012 - 2026)

MRCC vs VATE dividend yield comparison.

Year	MRCC	VATE
2026	13.58%	0.00%
2025	14.60%	0.00%
2024	11.76%	0.00%
2023	14.15%	0.00%
2022	11.71%	0.00%
2021	8.91%	0.00%
2020	13.70%	0.00%
2019	12.89%	0.00%
2018	14.58%	0.00%
2017	10.18%	43.53%
2016	9.10%	0.00%
2015	10.70%	0.00%
2014	9.41%	0.00%
2013	11.15%	298.25%
2012	2.29%	36.80%