NMFC vs HZO

Comparison between New Mountain Finance Corp (NMFC, Company) and Marinemax Inc (HZO, Company).

NMFC is from the Financial Services sector, while HZO is from the Consumer Cyclical sector.

5-Year PerformanceNMFC has outperformed HZO, delivering a return of +0.5% compared to -7.0%

NMFC vs HZO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	HZO(COMPANY)
Market Cap	$769M	$769M
Max Drawdown	67.82%	96.75%
Sharpe Ratio	-0.82	0.95
5Y Beta	0.61	1.75
Industry	Asset Management	Specialty Retail
P/E Ratio	-13.30	-11.84
Forward P/E	25.25	20.20
PEG Ratio	1.34	1.09
Dividend Yield	16.00%	N/A
5Y Dividends CAGR	5.92%	N/A
Debt to Equity	127.13%	40.15%
Free Cash Flow Yield	87.93%	22.03%
P/S Ratio	2.45	0.34
P/B Ratio	0.72	0.82

Market Cap

Winner

NMFC

$769M

HZO

$769M

Max Drawdown

Winner

NMFC

67.82%

HZO

96.75%

Sharpe Ratio

NMFC

-0.82

Winner

HZO

0.95

5Y Beta

Winner

NMFC

0.61

HZO

1.75

Industry

NMFC

Asset Management

HZO

Specialty Retail

P/E Ratio

Winner

NMFC

-13.30

HZO

-11.84

Forward P/E

NMFC

25.25

Winner

HZO

20.20

PEG Ratio

NMFC

1.34

Winner

HZO

1.09

Dividend Yield

NMFC

16.00%

HZO

N/A

5Y Dividends CAGR

NMFC

5.92%

HZO

N/A

Debt to Equity

NMFC

127.13%

Winner

HZO

40.15%

Free Cash Flow Yield

Winner

NMFC

87.93%

HZO

22.03%

P/S Ratio

NMFC

2.45

Winner

HZO

0.34

P/B Ratio

Winner

NMFC

0.72

HZO

0.82

NMFC vs HZO - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	HZO
1 month	-6.90%	+11.01%
3 months	+0.59%	+16.46%
6 months	-13.50%	+38.60%
1 year	-15.88%	+50.34%
5 years(CAGR)	+0.52%	-6.96%
10 years(CAGR)	+6.09%	+7.26%
Max(CAGR)	+7.44%	+5.01%

NMFC

-6.90%

Winner

HZO

+11.01%

NMFC

+0.59%

Winner

HZO

+16.46%

NMFC

-13.50%

Winner

HZO

+38.60%

NMFC

-15.88%

Winner

HZO

+50.34%

5Y(CAGR)

Winner

NMFC

+0.52%

HZO

-6.96%

10Y(CAGR)

NMFC

+6.09%

Winner

HZO

+7.26%

Max(CAGR)

Winner

NMFC

+7.44%

HZO

+5.01%

NMFC vs HZO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NMFC	HZO
2026	-11.63%	+37.11%
2025	-7.83%	-13.50%
2024	-1.81%	-25.43%
2023	+14.22%	+23.96%
2022	-0.45%	-46.96%
2021	+31.99%	+69.95%
2020	-6.97%	+108.51%
2019	+18.68%	-9.98%
2018	+1.61%	-5.62%
2017	+4.91%	-2.58%
2016	+21.51%	+5.85%
2015	-3.57%	-6.64%
2014	+10.34%	+29.35%
2013	+11.00%	+73.65%
2012	+26.89%	+32.84%
2011	+10.38%	-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%

NMFC vs HZO Drawdown Comparison

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

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

The current NMFC drawdown is -23.07%. The current HZO drawdown is -50.34%.

Rank	NMFC	HZO
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-96.75% Apr 21, 2006 - Dec 22, 2020
#2	-27.77% Feb 19, 2025 - Feb 27, 2026	-73.44% May 10, 2021 - Apr 15, 2025
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	-55.68% Mar 6, 2000 - Jan 31, 2002
#4	-20.52% Jun 9, 2011 - Oct 27, 2011	-50.17% Apr 11, 2002 - Aug 27, 2003
#5	-17.40% Apr 1, 2022 - Jan 26, 2023	-38.51% Apr 12, 2004 - Jan 26, 2005
#6	-12.14% Jul 30, 2024 - Feb 12, 2025	-35.74% Jul 22, 2005 - Apr 20, 2006
#7	-11.31% Oct 16, 2017 - May 17, 2018	-30.66% Mar 1, 2005 - Jul 22, 2005
#8	-11.29% Sep 21, 2012 - Jan 23, 2013	-24.58% Mar 17, 2021 - May 4, 2021
#9	-11.29% Feb 2, 2023 - Jun 30, 2023	-14.42% Dec 4, 2003 - Dec 19, 2003
#10	-9.56% Jul 27, 2018 - Jan 16, 2019	-13.89% Jan 27, 2021 - Feb 24, 2021
#11	-8.61% Apr 29, 2013 - Nov 22, 2013	-13.74% Feb 24, 2021 - Mar 8, 2021
#12	-8.50% Feb 19, 2013 - Apr 23, 2013	-13.73% Jan 31, 2000 - Mar 6, 2000
#13	-6.30% Dec 24, 2013 - Jun 26, 2014	-12.82% Nov 17, 1999 - Jan 19, 2000
#14	-6.07% Jun 19, 2019 - Dec 9, 2019	-11.69% Dec 28, 2020 - Jan 11, 2021
#15	-6.01% Jul 12, 2021 - Sep 15, 2021	-11.17% Nov 3, 2003 - Nov 12, 2003