NCDL vs HELE

Comparison between Nuveen Churchill Direct Lending Corp (NCDL, Company) and Helen of Troy Ltd (HELE, Company).

NCDL is from the Financial Services sector, while HELE is from the Consumer Defensive sector.

NCDL vs HELE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NCDL(COMPANY)	HELE(COMPANY)
Market Cap	$635M	$635M
Max Drawdown	30.23%	94.72%
Sharpe Ratio	-0.61	0.25
5Y Beta	0.49	1.10
Industry	Asset Management	Household & Personal Products
P/E Ratio	10.71	-0.70
Forward P/E	7.93	6.71
PEG Ratio	N/A	1.19
Debt to Equity	131.86%	97.82%
Free Cash Flow Yield	29.82%	26.94%
P/S Ratio	8.77	0.35
P/B Ratio	0.73	0.71

Market Cap

NCDL

$635M

Winner

HELE

$635M

Max Drawdown

Winner

NCDL

30.23%

HELE

94.72%

Sharpe Ratio

NCDL

-0.61

Winner

HELE

0.25

5Y Beta

Winner

NCDL

0.49

HELE

1.10

Industry

NCDL

Asset Management

HELE

Household & Personal Products

P/E Ratio

NCDL

10.71

Winner

HELE

-0.70

Forward P/E

NCDL

7.93

Winner

HELE

6.71

PEG Ratio

NCDL

N/A

HELE

1.19

Debt to Equity

NCDL

131.86%

Winner

HELE

97.82%

Free Cash Flow Yield

Winner

NCDL

29.82%

HELE

26.94%

P/S Ratio

NCDL

8.77

Winner

HELE

0.35

P/B Ratio

NCDL

0.73

Winner

HELE

0.71

NCDL vs HELE - Historical Returns

Returns include dividend reinvestment.

Period	NCDL	HELE
1 month	-4.63%	+24.57%
3 months	+0.32%	+78.16%
6 months	-5.45%	+42.19%
1 year	-11.29%	+6.68%
5 years(CAGR)	N/A	-33.39%
10 years(CAGR)	N/A	-11.52%
Max(CAGR)	-2.42%	+4.58%

NCDL

-4.63%

Winner

HELE

+24.57%

NCDL

+0.32%

Winner

HELE

+78.16%

NCDL

-5.45%

Winner

HELE

+42.19%

NCDL

-11.29%

Winner

HELE

+6.68%

5Y(CAGR)

NCDL

N/A

HELE

-33.39%

10Y(CAGR)

NCDL

N/A

HELE

-11.52%

Max(CAGR)

NCDL

-2.42%

Winner

HELE

+4.58%

NCDL vs HELE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NCDL	HELE
2026	-2.36%	+44.88%
2025	-9.74%	-64.30%
2024	+6.10%	-50.99%
2023	N/A	+9.05%
2022	N/A	-54.68%
2021	N/A	+11.02%
2020	N/A	+21.20%
2019	N/A	+37.99%
2018	N/A	+36.72%
2017	N/A	+12.36%
2016	N/A	-6.11%
2015	N/A	+45.47%
2014	N/A	+33.92%
2013	N/A	+45.15%
2012	N/A	+5.86%
2011	N/A	+0.10%
2010	N/A	+23.40%
2009	N/A	+38.27%
2008	N/A	+5.53%
2007	N/A	-31.77%
2006	N/A	+49.57%
2005	N/A	-51.37%
2004	N/A	+45.81%
2003	N/A	+94.45%
2002	N/A	-5.98%
2001	N/A	+134.99%
2000	N/A	-32.76%
1999	N/A	-20.00%

NCDL vs HELE Drawdown Comparison

The maximum drawdown for NCDL was -20.69%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for HELE was -94.72%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current NCDL drawdown is -17.87%. The current HELE drawdown is -88.64%.

Rank	NCDL	HELE
#1	-20.69% Jul 17, 2025 - Mar 27, 2026	-94.72% Jan 27, 2021 - Mar 27, 2026
#2	-15.56% Feb 20, 2025 - Jul 10, 2025	-76.82% Jul 2, 2004 - Feb 12, 2013
#3	-10.15% Jan 30, 2024 - Mar 21, 2024	-61.08% Nov 26, 1999 - Jul 12, 2001
#4	-7.02% Jul 17, 2024 - Aug 29, 2024	-45.07% Feb 11, 2020 - Jul 9, 2020
#5	-5.76% Mar 28, 2024 - Jun 6, 2024	-43.39% Jul 23, 2001 - Jan 8, 2002
#6	-4.80% Oct 9, 2024 - Jan 24, 2025	-42.94% Jan 15, 2002 - May 13, 2003
#7	-3.06% Jun 7, 2024 - Jul 2, 2024	-25.99% Jun 8, 2016 - Jul 9, 2018
#8	-2.70% Aug 30, 2024 - Sep 13, 2024	-25.43% Mar 18, 2014 - Jan 9, 2015
#9	-2.17% Mar 21, 2024 - Mar 28, 2024	-24.87% Sep 4, 2003 - Jan 13, 2004
#10	-2.17% Sep 18, 2024 - Oct 9, 2024	-24.59% Dec 3, 2018 - Jul 10, 2019
#11	-1.91% Jul 2, 2024 - Jul 17, 2024	-20.53% Dec 4, 2015 - Mar 29, 2016
#12	-1.45% Jan 27, 2025 - Feb 3, 2025	-17.30% Jun 25, 2015 - Oct 9, 2015
#13	-1.17% Jul 11, 2025 - Jul 16, 2025	-15.70% May 4, 2004 - Jun 30, 2004
#14	-0.46% Feb 3, 2025 - Feb 11, 2025	-12.61% Aug 24, 2020 - Dec 8, 2020
#15	-0.28% Jan 25, 2024 - Jan 30, 2024	-11.75% Mar 1, 2004 - Apr 6, 2004