NGVC vs NEWTZ

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

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

NGVC vs NEWTZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NGVC(COMPANY)	NEWTZ(COMPANY)
Market Cap	$720M	$720M
Max Drawdown	89.04%	17.42%
Sharpe Ratio	-0.64	0.55
5Y Beta	0.45	N/A
Industry	Grocery Stores	Other
P/E Ratio	14.93	10.92
Forward P/E	12.99	N/A
PEG Ratio	0.91	0.70
Dividend Yield	1.74%	5.58%
5Y Dividends CAGR	-21.26%	N/A
5Y EPS CAGR	23.04%	N/A
Debt to Equity	0.63%	136.02%
Free Cash Flow Yield	2.40%	N/A
P/S Ratio	0.54	N/A
P/B Ratio	3.10	N/A

Market Cap

Winner

NGVC

$720M

NEWTZ

$720M

Max Drawdown

NGVC

89.04%

Winner

NEWTZ

17.42%

Sharpe Ratio

NGVC

-0.64

Winner

NEWTZ

0.55

5Y Beta

NGVC

0.45

NEWTZ

N/A

Industry

NGVC

Grocery Stores

NEWTZ

Other

P/E Ratio

NGVC

14.93

Winner

NEWTZ

10.92

Forward P/E

NGVC

12.99

NEWTZ

N/A

PEG Ratio

NGVC

0.91

Winner

NEWTZ

0.70

Dividend Yield

NGVC

1.74%

Winner

NEWTZ

5.58%

5Y Dividends CAGR

NGVC

-21.26%

NEWTZ

N/A

5Y EPS CAGR

NGVC

23.04%

NEWTZ

N/A

Debt to Equity

Winner

NGVC

0.63%

NEWTZ

136.02%

Free Cash Flow Yield

NGVC

2.40%

NEWTZ

N/A

P/S Ratio

NGVC

0.54

NEWTZ

N/A

P/B Ratio

NGVC

3.10

NEWTZ

N/A

NGVC vs NEWTZ - Historical Returns

Returns include dividend reinvestment.

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

NGVC

-8.77%

Winner

NEWTZ

+0.63%

Winner

NGVC

+8.50%

NEWTZ

+1.56%

Winner

NGVC

+14.28%

NEWTZ

+3.38%

NGVC

-25.18%

Winner

NEWTZ

+5.97%

5Y(CAGR)

Winner

NGVC

+27.55%

NEWTZ

+4.04%

10Y(CAGR)

NGVC

+11.77%

NEWTZ

N/A

Max(CAGR)

Winner

NGVC

+6.15%

NEWTZ

+4.64%

NGVC vs NEWTZ - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	NGVC	NEWTZ
2026	+20.11%	+0.49%
2025	-38.45%	+7.25%
2024	+147.26%	+11.85%
2023	+93.11%	+1.40%
2022	-34.50%	+0.28%
2021	+3.78%	+3.66%
2020	+61.98%	N/A
2019	-36.62%	N/A
2018	+72.05%	N/A
2017	-25.52%	N/A
2016	-41.14%	N/A
2015	-23.48%	N/A
2014	-32.51%	N/A
2013	+112.46%	N/A
2012	+6.89%	N/A

NGVC vs NEWTZ Drawdown Comparison

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

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

The current NGVC drawdown is -49.79%.

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