NEWTZ vs HZO

Comparison between NewtekOne Inc (NEWTZ, Company) and Marinemax Inc (HZO, Company).

5-Year PerformanceNEWTZ has outperformed HZO, delivering a return of +4.0% compared to -6.6%

NEWTZ vs HZO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEWTZ(COMPANY)	HZO(COMPANY)
Market Cap	$720M	$718M
Max Drawdown	17.42%	96.75%
Sharpe Ratio	0.55	0.73
5Y Beta	N/A	1.75
Industry	Other	Specialty Retail
P/E Ratio	10.92	-11.06
Forward P/E	N/A	18.94
PEG Ratio	0.70	1.09
Dividend Yield	5.58%	N/A
Debt to Equity	136.02%	40.15%
Free Cash Flow Yield	N/A	23.58%
P/S Ratio	N/A	0.33
P/B Ratio	N/A	0.77

Market Cap

Winner

NEWTZ

$720M

HZO

$718M

Max Drawdown

Winner

NEWTZ

17.42%

HZO

96.75%

Sharpe Ratio

NEWTZ

0.55

Winner

HZO

0.73

5Y Beta

NEWTZ

N/A

HZO

1.75

Industry

NEWTZ

Other

HZO

Specialty Retail

P/E Ratio

NEWTZ

10.92

Winner

HZO

-11.06

Forward P/E

NEWTZ

N/A

HZO

18.94

PEG Ratio

Winner

NEWTZ

0.70

HZO

1.09

Dividend Yield

NEWTZ

5.58%

HZO

N/A

Debt to Equity

NEWTZ

136.02%

Winner

HZO

40.15%

Free Cash Flow Yield

NEWTZ

N/A

HZO

23.58%

P/S Ratio

NEWTZ

N/A

HZO

0.33

P/B Ratio

NEWTZ

N/A

HZO

0.77

NEWTZ vs HZO - Historical Returns

Returns include dividend reinvestment.

Period	NEWTZ	HZO
1 month	+0.63%	+4.11%
3 months	+1.56%	+29.24%
6 months	+3.38%	+35.19%
1 year	+5.97%	+35.89%
5 years(CAGR)	+4.04%	-6.64%
10 years(CAGR)	N/A	+7.63%
Max(CAGR)	+4.64%	+5.13%

NEWTZ

+0.63%

Winner

HZO

+4.11%

NEWTZ

+1.56%

Winner

HZO

+29.24%

NEWTZ

+3.38%

Winner

HZO

+35.19%

NEWTZ

+5.97%

Winner

HZO

+35.89%

5Y(CAGR)

Winner

NEWTZ

+4.04%

HZO

-6.64%

10Y(CAGR)

NEWTZ

N/A

HZO

+7.63%

Max(CAGR)

NEWTZ

+4.64%

Winner

HZO

+5.13%

NEWTZ vs HZO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NEWTZ	HZO
2026	+0.49%	+41.42%
2025	+7.25%	-13.50%
2024	+11.85%	-25.43%
2023	+1.40%	+23.96%
2022	+0.28%	-46.96%
2021	+3.66%	+69.95%
2020	N/A	+108.51%
2019	N/A	-9.98%
2018	N/A	-5.62%
2017	N/A	-2.58%
2016	N/A	+5.85%
2015	N/A	-6.64%
2014	N/A	+29.35%
2013	N/A	+73.65%
2012	N/A	+32.84%
2011	N/A	-30.93%
2010	N/A	+0.21%
2009	N/A	+182.77%
2008	N/A	-77.11%
2007	N/A	-38.88%
2006	N/A	-17.87%
2005	N/A	+7.31%
2004	N/A	+54.76%
2003	N/A	+61.92%
2002	N/A	+47.07%
2001	N/A	+34.04%
2000	N/A	-36.49%
1999	N/A	+5.56%

NEWTZ vs HZO Drawdown Comparison

The maximum drawdown for NEWTZ was -10.39%, occurring on Mar 22, 2023. Recovery took 737 trading sessions.

The maximum drawdown for HZO was -96.75%, occurring on Mar 9, 2009. Recovery took 3694 trading sessions.

The current HZO drawdown is -48.77%.

Rank	NEWTZ	HZO
#1	-10.39% Feb 8, 2021 - Jan 12, 2024	-96.75% Apr 21, 2006 - Dec 22, 2020
#2	-2.82% Jan 12, 2024 - Mar 14, 2024	-73.44% May 10, 2021 - Apr 15, 2025
#3	-2.36% Jan 24, 2025 - Apr 15, 2025	-55.68% Mar 6, 2000 - Jan 31, 2002
#4	-2.09% Apr 5, 2024 - May 6, 2024	-50.17% Apr 11, 2002 - Aug 27, 2003
#5	-1.75% Dec 31, 2024 - Jan 24, 2025	-38.51% Apr 12, 2004 - Jan 26, 2005
#6	-1.52% Jan 29, 2021 - Feb 8, 2021	-35.74% Jul 22, 2005 - Apr 20, 2006
#7	-1.52% Nov 29, 2024 - Dec 31, 2024	-30.66% Mar 1, 2005 - Jul 22, 2005
#8	-1.50% May 13, 2024 - Jun 4, 2024	-24.58% Mar 17, 2021 - May 4, 2021
#9	-1.47% Jul 15, 2024 - Aug 12, 2024	-14.42% Dec 4, 2003 - Dec 19, 2003
#10	-1.00% Apr 15, 2025 - Jun 9, 2025	-13.89% Jan 27, 2021 - Feb 24, 2021
#11	-0.81% Nov 12, 2024 - Nov 21, 2024	-13.74% Feb 24, 2021 - Mar 8, 2021
#12	-0.74% Jun 4, 2024 - Jun 21, 2024	-13.73% Jan 31, 2000 - Mar 6, 2000
#13	-0.70% Mar 14, 2024 - Mar 19, 2024	-12.82% Nov 17, 1999 - Jan 19, 2000
#14	-0.70% Aug 22, 2024 - Sep 11, 2024	-11.69% Dec 28, 2020 - Jan 11, 2021
#15	-0.62% Jun 21, 2024 - Jul 8, 2024	-11.17% Nov 3, 2003 - Nov 12, 2003

Correlation

Correlation between NEWTZ and HZO is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69

-101