NMFC vs BHB

Comparison between New Mountain Finance Corp (NMFC, Company) and Bar Harbor Bankshares Inc (BHB, Company).

Both NMFC and BHB are from the Financial Services sector.

5-Year PerformanceBHB has outperformed NMFC, delivering a return of +10.9% compared to -1.8%

NMFC vs BHB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	BHB(COMPANY)
Market Cap	$661M	$662M
Max Drawdown	67.82%	58.37%
Sharpe Ratio	-1.25	1.18
5Y Beta	0.60	0.78
Industry	Asset Management	Banks - Regional
P/E Ratio	-11.44	16.19
Forward P/E	22.78	12.12
PEG Ratio	1.34	0.00
Dividend Yield	18.10%	3.25%
5Y Dividends CAGR	4.98%	7.63%
5Y EPS CAGR	N/A	4.85%
Debt to Equity	127.13%	40.10%
Free Cash Flow Yield	N/A	5.85%
P/S Ratio	2.11	3.55
P/B Ratio	0.64	1.22

Market Cap

NMFC

$661M

Winner

BHB

$662M

Max Drawdown

NMFC

67.82%

Winner

BHB

58.37%

Sharpe Ratio

NMFC

-1.25

Winner

BHB

1.18

5Y Beta

Winner

NMFC

0.60

BHB

0.78

Industry

NMFC

Asset Management

BHB

Banks - Regional

P/E Ratio

Winner

NMFC

-11.44

BHB

16.19

Forward P/E

NMFC

22.78

Winner

BHB

12.12

PEG Ratio

NMFC

1.34

Winner

BHB

0.00

Dividend Yield

Winner

NMFC

18.10%

BHB

3.25%

5Y Dividends CAGR

NMFC

4.98%

Winner

BHB

7.63%

5Y EPS CAGR

NMFC

N/A

BHB

4.85%

Debt to Equity

NMFC

127.13%

Winner

BHB

40.10%

Free Cash Flow Yield

NMFC

N/A

BHB

5.85%

P/S Ratio

Winner

NMFC

2.11

BHB

3.55

P/B Ratio

Winner

NMFC

0.64

BHB

1.22

NMFC vs BHB - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	BHB
1 month	-3.63%	+4.74%
3 months	-16.41%	+16.60%
6 months	-13.72%	+18.86%
1 year	-24.66%	+40.74%
5 years(CAGR)	-1.80%	+10.88%
10 years(CAGR)	+4.28%	+8.73%
Max(CAGR)	+6.71%	+9.98%

NMFC

-3.63%

Winner

BHB

+4.74%

NMFC

-16.41%

Winner

BHB

+16.60%

NMFC

-13.72%

Winner

BHB

+18.86%

NMFC

-24.66%

Winner

BHB

+40.74%

5Y(CAGR)

NMFC

-1.80%

Winner

BHB

+10.88%

10Y(CAGR)

NMFC

+4.28%

Winner

BHB

+8.73%

Max(CAGR)

NMFC

+6.71%

Winner

BHB

+9.98%

NMFC vs BHB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NMFC	BHB
2026	-19.43%	+29.10%
2025	-7.83%	+7.40%
2024	-1.81%	+8.08%
2023	+14.22%	-2.13%
2022	-0.45%	+13.36%
2021	+31.99%	+32.83%
2020	-6.97%	-6.07%
2019	+18.68%	+14.22%
2018	+1.61%	-14.56%
2017	+4.91%	-12.26%
2016	+21.51%	+44.62%
2015	-3.57%	+12.20%
2014	+10.34%	+25.41%
2013	+11.00%	+18.11%
2012	+26.89%	+15.96%
2011	+10.38%	+7.48%
2010	N/A	+9.96%
2009	N/A	+7.95%
2008	N/A	-14.70%
2007	N/A	+4.79%
2006	N/A	+24.29%
2005	N/A	-6.11%
2004	N/A	+11.05%
2003	N/A	+45.71%
2002	N/A	+14.03%
2001	N/A	+33.40%
2000	N/A	-15.84%
1999	N/A	-1.77%

NMFC vs BHB Drawdown Comparison

The maximum drawdown for NMFC was -64.05%, occurring on Apr 6, 2020. Recovery took 264 trading sessions.

The maximum drawdown for BHB was -54.34%, occurring on Apr 16, 2020. Recovery took 986 trading sessions.

The current NMFC drawdown is -29.86%. The current BHB drawdown is -1.03%.

Rank	NMFC	BHB
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-54.34% Mar 31, 2017 - Mar 3, 2021
#2	-30.78% Feb 19, 2025 - Jul 23, 2026	-42.46% Oct 24, 2007 - Jun 26, 2009
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	-33.36% Dec 16, 2022 - Jul 16, 2024
#4	-20.52% Jun 9, 2011 - Oct 27, 2011	-32.13% Nov 30, 1999 - Aug 31, 2001
#5	-17.40% Apr 1, 2022 - Jan 26, 2023	-28.25% Aug 19, 2009 - Mar 19, 2012
#6	-12.14% Jul 30, 2024 - Feb 12, 2025	-27.15% Nov 6, 2024 - Jun 5, 2026
#7	-11.31% Oct 16, 2017 - May 17, 2018	-23.25% Nov 11, 2021 - Dec 13, 2022
#8	-11.29% Sep 21, 2012 - Jan 23, 2013	-19.62% May 26, 2015 - Jul 12, 2016
#9	-11.29% Feb 2, 2023 - Jun 30, 2023	-19.39% Mar 8, 2021 - Nov 8, 2021
#10	-9.56% Jul 27, 2018 - Jan 16, 2019	-17.34% Dec 13, 2016 - Mar 31, 2017
#11	-8.61% Apr 29, 2013 - Nov 22, 2013	-17.00% Jan 16, 2002 - Apr 30, 2002
#12	-8.50% Feb 19, 2013 - Apr 23, 2013	-16.75% Jun 10, 2002 - May 7, 2003
#13	-6.30% Dec 24, 2013 - Jun 26, 2014	-14.60% Aug 31, 2001 - Nov 9, 2001
#14	-6.07% Jun 19, 2019 - Dec 9, 2019	-14.34% Jul 25, 2024 - Sep 19, 2024
#15	-6.01% Jul 12, 2021 - Sep 15, 2021	-14.00% Jun 19, 2012 - Mar 4, 2013

Correlation

Correlation between NMFC and BHB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

NMFC vs BHB dividend yield comparison.

Year	NMFC	BHB
2026	8.25%	1.67%
2025	13.90%	4.06%
2024	12.17%	3.86%
2023	11.40%	3.75%
2022	9.86%	3.18%
2021	8.76%	3.25%
2020	10.92%	3.90%
2019	9.90%	3.39%
2018	10.81%	3.51%
2017	10.04%	2.76%
2016	9.65%	2.30%
2015	10.45%	2.93%
2014	9.91%	2.83%
2013	9.84%	3.13%
2012	11.48%	3.48%
2011	6.41%	3.65%
2010	0.00%	3.60%
2009	0.00%	3.79%
2008	0.00%	3.96%
2007	0.00%	3.04%
2006	0.00%	2.85%
2005	0.00%	3.19%
2004	0.00%	2.76%
2003	0.00%	2.81%
2002	0.00%	3.94%
2001	0.00%	4.22%
2000	0.00%	5.38%
1999	0.00%	1.07%