NEWTZ vs NGVC

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

5-Year PerformanceNGVC has outperformed NEWTZ, delivering a return of +27.6% compared to +4.0%

NEWTZ vs NGVC - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	NEWTZ(COMPANY)	NGVC(COMPANY)
Market Cap	$720M	$720M
Max Drawdown	17.42%	89.04%
Sharpe Ratio	0.55	-0.64
5Y Beta	N/A	0.45
Industry	Other	Grocery Stores
P/E Ratio	10.92	14.93
Forward P/E	N/A	12.99
PEG Ratio	0.70	0.91
Dividend Yield	5.58%	1.74%
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	2.40%
P/S Ratio	N/A	0.54
P/B Ratio	N/A	3.10

Market Cap

NEWTZ

$720M

Winner

NGVC

$720M

Max Drawdown

Winner

NEWTZ

17.42%

NGVC

89.04%

Sharpe Ratio

Winner

NEWTZ

0.55

NGVC

-0.64

5Y Beta

NEWTZ

N/A

NGVC

0.45

Industry

NEWTZ

Other

NGVC

Grocery Stores

P/E Ratio

Winner

NEWTZ

10.92

NGVC

14.93

Forward P/E

NEWTZ

N/A

NGVC

12.99

PEG Ratio

Winner

NEWTZ

0.70

NGVC

0.91

Dividend Yield

Winner

NEWTZ

5.58%

NGVC

1.74%

5Y Dividends CAGR

NEWTZ

N/A

NGVC

-21.26%

5Y EPS CAGR

NEWTZ

N/A

NGVC

23.04%

Debt to Equity

NEWTZ

136.02%

Winner

NGVC

0.63%

Free Cash Flow Yield

NEWTZ

N/A

NGVC

2.40%

P/S Ratio

NEWTZ

N/A

NGVC

0.54

P/B Ratio

NEWTZ

N/A

NGVC

3.10

NEWTZ vs NGVC - Historical Returns

Returns include dividend reinvestment.

Period	NEWTZ	NGVC
1 month	+0.63%	-8.77%
3 months	+1.56%	+8.50%
6 months	+3.38%	+14.28%
1 year	+5.97%	-25.18%
5 years(CAGR)	+4.04%	+27.55%
10 years(CAGR)	N/A	+11.77%
Max(CAGR)	+4.64%	+6.15%

Winner

NEWTZ

+0.63%

NGVC

-8.77%

NEWTZ

+1.56%

Winner

NGVC

+8.50%

NEWTZ

+3.38%

Winner

NGVC

+14.28%

Winner

NEWTZ

+5.97%

NGVC

-25.18%

5Y(CAGR)

NEWTZ

+4.04%

Winner

NGVC

+27.55%

10Y(CAGR)

NEWTZ

N/A

NGVC

+11.77%

Max(CAGR)

NEWTZ

+4.64%

Winner

NGVC

+6.15%

NEWTZ vs NGVC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	NEWTZ	NGVC
2026	+0.49%	+20.11%
2025	+7.25%	-38.45%
2024	+11.85%	+147.26%
2023	+1.40%	+93.11%
2022	+0.28%	-34.50%
2021	+3.66%	+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%

NEWTZ vs NGVC Drawdown Comparison

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

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

The current NGVC drawdown is -49.79%.

Rank	NEWTZ	NGVC
#1	-10.39% Feb 8, 2021 - Jan 12, 2024	-89.04% Mar 20, 2014 - Nov 6, 2024
#2	-2.82% Jan 12, 2024 - Mar 14, 2024	-59.87% May 9, 2025 - Jan 7, 2026
#3	-2.36% Jan 24, 2025 - Apr 15, 2025	-29.00% Feb 6, 2025 - Apr 30, 2025
#4	-2.09% Apr 5, 2024 - May 6, 2024	-28.53% Oct 3, 2012 - Apr 10, 2013
#5	-1.75% Dec 31, 2024 - Jan 24, 2025	-21.54% Jan 10, 2014 - Mar 17, 2014
#6	-1.52% Jan 29, 2021 - Feb 8, 2021	-18.60% Nov 29, 2024 - Feb 5, 2025
#7	-1.52% Nov 29, 2024 - Dec 31, 2024	-16.56% Sep 13, 2013 - Dec 30, 2013
#8	-1.50% May 13, 2024 - Jun 4, 2024	-15.98% Jul 9, 2013 - Sep 12, 2013
#9	-1.47% Jul 15, 2024 - Aug 12, 2024	-13.10% May 21, 2013 - Jun 17, 2013
#10	-1.00% Apr 15, 2025 - Jun 9, 2025	-11.30% Apr 10, 2013 - Apr 23, 2013
#11	-0.81% Nov 12, 2024 - Nov 21, 2024	-9.33% May 2, 2025 - May 9, 2025
#12	-0.74% Jun 4, 2024 - Jun 21, 2024	-9.17% Jul 31, 2012 - Aug 27, 2012
#13	-0.70% Mar 14, 2024 - Mar 19, 2024	-8.26% Aug 30, 2012 - Sep 17, 2012
#14	-0.70% Aug 22, 2024 - Sep 11, 2024	-6.99% Jun 25, 2013 - Jul 2, 2013
#15	-0.62% Jun 21, 2024 - Jul 8, 2024	-4.91% Apr 23, 2013 - May 10, 2013