NMFC vs FPH

Comparison between New Mountain Finance Corp (NMFC, Company) and Five Point Holdings LLC - Class A (FPH, Company).

NMFC is from the Financial Services sector, while FPH is from the Real Estate sector.

5-Year PerformanceNMFC has outperformed FPH, delivering a return of +0.6% compared to -8.7%

NMFC vs FPH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	FPH(COMPANY)
Market Cap	$760M	$755M
Max Drawdown	67.82%	87.96%
Sharpe Ratio	-0.79	-0.23
5Y Beta	0.59	0.69
Industry	Asset Management	Real Estate - Development
P/E Ratio	-13.14	16.53
Forward P/E	25.64	11.30
PEG Ratio	1.34	0.00
Dividend Yield	16.20%	N/A
5Y Dividends CAGR	5.92%	N/A
5Y EPS CAGR	N/A	57.24%
Debt to Equity	127.13%	56.00%
Free Cash Flow Yield	89.03%	-0.15%
P/S Ratio	2.40	6.78
P/B Ratio	0.71	0.43

Market Cap

Winner

NMFC

$760M

FPH

$755M

Max Drawdown

Winner

NMFC

67.82%

FPH

87.96%

Sharpe Ratio

NMFC

-0.79

Winner

FPH

-0.23

5Y Beta

Winner

NMFC

0.59

FPH

0.69

Industry

NMFC

Asset Management

FPH

Real Estate - Development

P/E Ratio

Winner

NMFC

-13.14

FPH

16.53

Forward P/E

NMFC

25.64

Winner

FPH

11.30

PEG Ratio

NMFC

1.34

Winner

FPH

0.00

Dividend Yield

NMFC

16.20%

FPH

N/A

5Y Dividends CAGR

NMFC

5.92%

FPH

N/A

5Y EPS CAGR

NMFC

N/A

FPH

57.24%

Debt to Equity

NMFC

127.13%

Winner

FPH

56.00%

Free Cash Flow Yield

Winner

NMFC

89.03%

FPH

-0.15%

P/S Ratio

Winner

NMFC

2.40

FPH

6.78

P/B Ratio

NMFC

0.71

Winner

FPH

0.43

NMFC vs FPH - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	FPH
1 month	-2.09%	+7.97%
3 months	+4.45%	+0.78%
6 months	-11.82%	-8.20%
1 year	-15.38%	-8.04%
5 years(CAGR)	+0.59%	-8.75%
10 years(CAGR)	+6.34%	-11.12%
Max(CAGR)	+7.54%	-11.12%

NMFC

-2.09%

Winner

FPH

+7.97%

Winner

NMFC

+4.45%

FPH

+0.78%

NMFC

-11.82%

Winner

FPH

-8.20%

NMFC

-15.38%

Winner

FPH

-8.04%

5Y(CAGR)

Winner

NMFC

+0.59%

FPH

-8.75%

10Y(CAGR)

Winner

NMFC

+6.34%

FPH

-11.12%

Max(CAGR)

Winner

NMFC

+7.54%

FPH

-11.12%

NMFC vs FPH - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NMFC	FPH
2026	-10.28%	-5.33%
2025	-7.83%	+48.67%
2024	-1.81%	+20.77%
2023	+14.22%	+33.48%
2022	-0.45%	-64.80%
2021	+31.99%	+23.40%
2020	-6.97%	-19.59%
2019	+18.68%	+0.72%
2018	+1.61%	-50.68%
2017	+4.91%	-6.25%
2016	+21.51%	N/A
2015	-3.57%	N/A
2014	+10.34%	N/A
2013	+11.00%	N/A
2012	+26.89%	N/A
2011	+10.38%	N/A

NMFC vs FPH Drawdown Comparison

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

The maximum drawdown for FPH was -87.96%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current NMFC drawdown is -21.89%. The current FPH drawdown is -68.69%.

Rank	NMFC	FPH
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-87.96% May 15, 2017 - Dec 28, 2022
#2	-27.77% Feb 19, 2025 - Feb 27, 2026	N/A
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	N/A
#4	-20.52% Jun 9, 2011 - Oct 27, 2011	N/A
#5	-17.40% Apr 1, 2022 - Jan 26, 2023	N/A
#6	-12.14% Jul 30, 2024 - Feb 12, 2025	N/A
#7	-11.31% Oct 16, 2017 - May 17, 2018	N/A
#8	-11.29% Sep 21, 2012 - Jan 23, 2013	N/A
#9	-11.29% Feb 2, 2023 - Jun 30, 2023	N/A
#10	-9.56% Jul 27, 2018 - Jan 16, 2019	N/A
#11	-8.61% Apr 29, 2013 - Nov 22, 2013	N/A
#12	-8.50% Feb 19, 2013 - Apr 23, 2013	N/A
#13	-6.30% Dec 24, 2013 - Jun 26, 2014	N/A
#14	-6.07% Jun 19, 2019 - Dec 9, 2019	N/A
#15	-6.01% Jul 12, 2021 - Sep 15, 2021	N/A

Correlation

Correlation between NMFC and FPH is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62

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