NCDL vs MGR

Comparison between Nuveen Churchill Direct Lending Corp (NCDL, Company) and Affiliated Managers Group Inc (MGR, Company).

NCDL is from the Financial Services sector, while MGR is from the Financials sector.

NCDL vs MGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NCDL(COMPANY)	MGR(COMPANY)
Market Cap	$604M	$602M
Max Drawdown	32.28%	40.21%
Sharpe Ratio	-0.80	0.40
5Y Beta	0.48	0.24
Industry	Asset Management	Investment Banking & Investment Services
P/E Ratio	10.20	0.84
Forward P/E	7.93	N/A
PEG Ratio	N/A	0.02
Dividend Yield	N/A	6.46%
5Y Dividends CAGR	N/A	4.57%
5Y EPS CAGR	N/A	147.87%
Debt to Equity	131.86%	83.11%
Free Cash Flow Yield	31.33%	N/A

Market Cap

Winner

NCDL

$604M

MGR

$602M

Max Drawdown

Winner

NCDL

32.28%

MGR

40.21%

Sharpe Ratio

NCDL

-0.80

Winner

MGR

0.40

5Y Beta

NCDL

0.48

Winner

MGR

0.24

Industry

NCDL

Asset Management

MGR

Investment Banking & Investment Services

P/E Ratio

NCDL

10.20

Winner

MGR

0.84

Forward P/E

NCDL

7.93

MGR

N/A

PEG Ratio

NCDL

N/A

MGR

0.02

Dividend Yield

NCDL

N/A

MGR

6.46%

5Y Dividends CAGR

NCDL

N/A

MGR

4.57%

5Y EPS CAGR

NCDL

N/A

MGR

147.87%

Debt to Equity

NCDL

131.86%

Winner

MGR

83.11%

Free Cash Flow Yield

NCDL

31.33%

MGR

N/A

NCDL vs MGR - Historical Returns

Returns include dividend reinvestment.

Period	NCDL	MGR
1 month	-5.27%	-0.73%
3 months	-5.44%	-0.25%
6 months	-9.00%	-1.96%
1 year	-16.73%	+6.93%
5 years(CAGR)	N/A	-0.03%
Max(CAGR)	-4.15%	+3.16%

NCDL

-5.27%

Winner

MGR

-0.73%

NCDL

-5.44%

Winner

MGR

-0.25%

NCDL

-9.00%

Winner

MGR

-1.96%

NCDL

-16.73%

Winner

MGR

+6.93%

5Y(CAGR)

NCDL

N/A

MGR

-0.03%

Max(CAGR)

NCDL

-4.15%

Winner

MGR

+3.16%

NCDL vs MGR - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	NCDL	MGR
2026	-6.49%	-2.27%
2025	-9.74%	+0.66%
2024	+6.10%	+3.45%
2023	N/A	+14.39%
2022	N/A	-17.68%
2021	N/A	+3.17%
2020	N/A	+7.94%
2019	N/A	+13.00%

NCDL vs MGR Drawdown Comparison

The maximum drawdown for NCDL was -21.35%, occurring on Jun 18, 2026. This drawdown has not yet recovered.

The maximum drawdown for MGR was -40.21%, occurring on Mar 18, 2020. Recovery took 106 trading sessions.

The current NCDL drawdown is -21.35%. The current MGR drawdown is -10.20%.

Rank	NCDL	MGR
#1	-21.35% Jul 17, 2025 - Jun 18, 2026	-40.21% Feb 10, 2020 - Jul 13, 2020
#2	-15.56% Feb 20, 2025 - Jul 10, 2025	-23.16% Jul 12, 2021 - Feb 9, 2024
#3	-10.15% Jan 30, 2024 - Mar 21, 2024	-17.51% Oct 18, 2024 - Apr 16, 2025
#4	-7.02% Jul 17, 2024 - Aug 29, 2024	-10.12% Feb 12, 2024 - Sep 5, 2024
#5	-5.76% Mar 28, 2024 - Jun 6, 2024	-4.81% Aug 18, 2020 - Dec 15, 2020
#6	-4.80% Oct 9, 2024 - Jan 24, 2025	-4.32% Dec 28, 2020 - Mar 31, 2021
#7	-3.06% Jun 7, 2024 - Jul 2, 2024	-3.55% Apr 14, 2021 - Jun 16, 2021
#8	-2.70% Aug 30, 2024 - Sep 13, 2024	-3.01% Sep 3, 2019 - Oct 22, 2019
#9	-2.17% Mar 21, 2024 - Mar 28, 2024	-2.46% Jul 20, 2020 - Jul 31, 2020
#10	-2.17% Sep 18, 2024 - Oct 9, 2024	-2.46% Nov 13, 2019 - Dec 18, 2019
#11	-1.91% Jul 2, 2024 - Jul 17, 2024	-2.15% Jul 31, 2019 - Aug 22, 2019
#12	-1.45% Jan 27, 2025 - Feb 3, 2025	-1.64% Oct 2, 2024 - Oct 16, 2024
#13	-1.17% Jul 11, 2025 - Jul 16, 2025	-1.60% Dec 23, 2019 - Jan 14, 2020
#14	-0.46% Feb 3, 2025 - Feb 11, 2025	-1.47% Jul 31, 2020 - Aug 11, 2020
#15	-0.28% Jan 25, 2024 - Jan 30, 2024	-1.46% Jan 14, 2020 - Feb 3, 2020