NMFC vs IBTA

Comparison between New Mountain Finance Corp (NMFC, Company) and Ibotta Inc - Class A (IBTA, Company).

NMFC is from the Financial Services sector, while IBTA is from the Technology sector.

NMFC vs IBTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	IBTA(COMPANY)
Market Cap	$661M	$659M
Max Drawdown	67.82%	82.48%
Sharpe Ratio	-1.33	-0.28
5Y Beta	0.59	1.08
Industry	Asset Management	Software - Application
P/E Ratio	-11.44	-102.10
Forward P/E	22.57	24.69
PEG Ratio	1.34	N/A
Dividend Yield	18.20%	N/A
5Y Dividends CAGR	4.98%	N/A
Debt to Equity	127.13%	0.00%
Free Cash Flow Yield	N/A	12.80%
P/S Ratio	2.14	1.87
P/B Ratio	0.63	2.72

Market Cap

Winner

NMFC

$661M

IBTA

$659M

Max Drawdown

Winner

NMFC

67.82%

IBTA

82.48%

Sharpe Ratio

NMFC

-1.33

Winner

IBTA

-0.28

5Y Beta

Winner

NMFC

0.59

IBTA

1.08

Industry

NMFC

Asset Management

IBTA

Software - Application

P/E Ratio

NMFC

-11.44

Winner

IBTA

-102.10

Forward P/E

Winner

NMFC

22.57

IBTA

24.69

PEG Ratio

NMFC

1.34

IBTA

N/A

Dividend Yield

NMFC

18.20%

IBTA

N/A

5Y Dividends CAGR

NMFC

4.98%

IBTA

N/A

Debt to Equity

NMFC

127.13%

Winner

IBTA

0.00%

Free Cash Flow Yield

NMFC

N/A

IBTA

12.80%

P/S Ratio

NMFC

2.14

Winner

IBTA

1.87

P/B Ratio

Winner

NMFC

0.63

IBTA

2.72

NMFC vs IBTA - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	IBTA
1 month	-4.75%	-14.70%
3 months	-12.58%	-26.42%
6 months	-19.34%	+10.23%
1 year	-27.03%	-34.46%
5 years(CAGR)	-2.13%	N/A
10 years(CAGR)	+4.16%	N/A
Max(CAGR)	+6.63%	-45.39%

Winner

NMFC

-4.75%

IBTA

-14.70%

Winner

NMFC

-12.58%

IBTA

-26.42%

NMFC

-19.34%

Winner

IBTA

+10.23%

Winner

NMFC

-27.03%

IBTA

-34.46%

5Y(CAGR)

NMFC

-2.13%

IBTA

N/A

10Y(CAGR)

NMFC

+4.16%

IBTA

N/A

Max(CAGR)

Winner

NMFC

+6.63%

IBTA

-45.39%

NMFC vs IBTA - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NMFC	IBTA
2026	-20.48%	+14.80%
2025	-7.83%	-65.89%
2024	-1.81%	-36.97%
2023	+14.22%	N/A
2022	-0.45%	N/A
2021	+31.99%	N/A
2020	-6.97%	N/A
2019	+18.68%	N/A
2018	+1.61%	N/A
2017	+4.91%	N/A
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 IBTA Drawdown Comparison

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

The maximum drawdown for IBTA was -82.48%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The current NMFC drawdown is -30.78%. The current IBTA drawdown is -76.08%.

Rank	NMFC	IBTA
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-82.48% Apr 23, 2024 - Feb 5, 2026
#2	-30.78% Feb 19, 2025 - Jul 23, 2026	-5.08% Apr 18, 2024 - Apr 23, 2024
#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