NEWTH vs NGVC

Comparison between NewtekOne Inc (NEWTH, Company) and Natural Grocers by Vitamin Cottage Inc (NGVC, Company).

NEWTH vs NGVC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEWTH(COMPANY)	NGVC(COMPANY)
Market Cap	$728M	$725M
Max Drawdown	7.91%	89.04%
Sharpe Ratio	0.58	-0.67
5Y Beta	0.10	0.50
Industry	N/A	Grocery Stores
P/E Ratio	11.04	15.01
Forward P/E	N/A	12.72
PEG Ratio	0.71	0.92
Dividend Yield	2.95%	1.79%
5Y Dividends CAGR	N/A	-21.26%
5Y EPS CAGR	N/A	23.04%
Debt to Equity	136.02%	0.63%
Free Cash Flow Yield	N/A	2.39%
P/S Ratio	N/A	0.52
P/B Ratio	N/A	3.04

Market Cap

Winner

NEWTH

$728M

NGVC

$725M

Max Drawdown

Winner

NEWTH

7.91%

NGVC

89.04%

Sharpe Ratio

Winner

NEWTH

0.58

NGVC

-0.67

5Y Beta

Winner

NEWTH

0.10

NGVC

0.50

Industry

NEWTH

N/A

NGVC

Grocery Stores

P/E Ratio

Winner

NEWTH

11.04

NGVC

15.01

Forward P/E

NEWTH

N/A

NGVC

12.72

PEG Ratio

Winner

NEWTH

0.71

NGVC

0.92

Dividend Yield

Winner

NEWTH

2.95%

NGVC

1.79%

5Y Dividends CAGR

NEWTH

N/A

NGVC

-21.26%

5Y EPS CAGR

NEWTH

N/A

NGVC

23.04%

Debt to Equity

NEWTH

136.02%

Winner

NGVC

0.63%

Free Cash Flow Yield

NEWTH

N/A

NGVC

2.39%

P/S Ratio

NEWTH

N/A

NGVC

0.52

P/B Ratio

NEWTH

N/A

NGVC

3.04

NEWTH vs NGVC - Historical Returns

Returns include dividend reinvestment.

Period	NEWTH	NGVC
1 month	-0.16%	+17.43%
3 months	-0.06%	+27.07%
6 months	+1.50%	+25.37%
1 year	+7.36%	-22.78%
5 years(CAGR)	N/A	+27.16%
10 years(CAGR)	N/A	+12.93%
Max(CAGR)	+6.78%	+6.76%

NEWTH

-0.16%

Winner

NGVC

+17.43%

NEWTH

-0.06%

Winner

NGVC

+27.07%

NEWTH

+1.50%

Winner

NGVC

+25.37%

Winner

NEWTH

+7.36%

NGVC

-22.78%

5Y(CAGR)

NEWTH

N/A

NGVC

+27.16%

10Y(CAGR)

NEWTH

N/A

NGVC

+12.93%

Max(CAGR)

Winner

NEWTH

+6.78%

NGVC

+6.76%

NEWTH vs NGVC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	NEWTH	NGVC
2026	+1.01%	+29.23%
2025	+7.18%	-38.45%
2024	+2.38%	+147.26%
2023	N/A	+93.11%
2022	N/A	-34.50%
2021	N/A	+3.78%
2020	N/A	+61.98%
2019	N/A	-36.62%
2018	N/A	+72.05%
2017	N/A	-25.52%
2016	N/A	-41.14%
2015	N/A	-23.48%
2014	N/A	-32.51%
2013	N/A	+112.46%
2012	N/A	+6.89%

NEWTH vs NGVC Drawdown Comparison

The maximum drawdown for NEWTH was -5.48%, occurring on Apr 7, 2025. Recovery took 47 trading sessions.

The maximum drawdown for NGVC was -89.04%, occurring on Oct 27, 2017. Recovery took 2677 trading sessions.

The current NEWTH drawdown is -2.06%. The current NGVC drawdown is -45.98%.

Rank	NEWTH	NGVC
#1	-5.48% Mar 3, 2025 - May 8, 2025	-89.04% Mar 20, 2014 - Nov 6, 2024
#2	-3.84% Feb 20, 2026 - Apr 13, 2026	-59.87% May 9, 2025 - Jan 7, 2026
#3	-2.45% Apr 13, 2026 - Apr 17, 2026	-29.00% Feb 6, 2025 - Apr 30, 2025
#4	-2.14% Nov 12, 2024 - Dec 23, 2024	-28.53% Oct 3, 2012 - Apr 10, 2013
#5	-1.70% Dec 26, 2024 - Feb 21, 2025	-21.54% Jan 10, 2014 - Mar 17, 2014
#6	-1.19% May 9, 2025 - Jun 3, 2025	-18.60% Nov 29, 2024 - Feb 5, 2025
#7	-1.07% Nov 17, 2025 - Dec 2, 2025	-16.56% Sep 13, 2013 - Dec 30, 2013
#8	-0.99% Jul 30, 2025 - Oct 6, 2025	-15.98% Jul 9, 2013 - Sep 12, 2013
#9	-0.92% Oct 27, 2025 - Nov 6, 2025	-13.10% May 21, 2013 - Jun 17, 2013
#10	-0.87% Feb 4, 2026 - Feb 12, 2026	-11.30% Apr 10, 2013 - Apr 23, 2013
#11	-0.79% Dec 16, 2025 - Jan 2, 2026	-9.33% May 2, 2025 - May 9, 2025
#12	-0.75% Oct 18, 2024 - Nov 1, 2024	-9.17% Jul 31, 2012 - Aug 27, 2012
#13	-0.72% Jun 10, 2025 - Jul 2, 2025	-8.26% Aug 30, 2012 - Sep 17, 2012
#14	-0.52% Jan 15, 2026 - Jan 26, 2026	-6.99% Jun 25, 2013 - Jul 2, 2013
#15	-0.52% Sep 19, 2024 - Oct 11, 2024	-4.91% Apr 23, 2013 - May 10, 2013

Correlation

Correlation between NEWTH and NGVC is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.64

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