NMFC vs SB

Comparison between New Mountain Finance Corp (NMFC, Company) and Safe Bulkers Inc (SB, Company).

NMFC is from the Financial Services sector, while SB is from the Industrials sector.

5-Year PerformanceSB has outperformed NMFC, delivering a return of +16.3% compared to -0.3%

NMFC vs SB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	SB(COMPANY)
Market Cap	$684M	$685M
Max Drawdown	67.82%	98.41%
Sharpe Ratio	-1.01	1.83
5Y Beta	0.59	0.80
Industry	Asset Management	Marine Shipping
P/E Ratio	-11.83	17.77
Forward P/E	24.33	2.10
Dividend Yield	17.00%	3.04%
5Y Dividends CAGR	4.98%	N/A
Debt to Equity	127.13%	66.04%
Free Cash Flow Yield	98.85%	14.93%

Market Cap

NMFC

$684M

Winner

$685M

Max Drawdown

Winner

NMFC

67.82%

98.41%

Sharpe Ratio

NMFC

-1.01

Winner

1.83

5Y Beta

Winner

NMFC

0.59

0.80

Industry

NMFC

Asset Management

Marine Shipping

P/E Ratio

Winner

NMFC

-11.83

17.77

Forward P/E

NMFC

24.33

Winner

2.10

Dividend Yield

Winner

NMFC

17.00%

3.04%

5Y Dividends CAGR

NMFC

4.98%

N/A

Debt to Equity

NMFC

127.13%

Winner

66.04%

Free Cash Flow Yield

Winner

NMFC

98.85%

14.93%

NMFC vs SB - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	SB
1 month	-6.95%	-4.42%
3 months	-6.37%	+7.03%
6 months	-15.60%	+39.76%
1 year	-20.58%	+79.56%
5 years(CAGR)	-0.26%	+16.31%
10 years(CAGR)	+5.50%	+22.41%
Max(CAGR)	+7.02%	-1.66%

NMFC

-6.95%

Winner

-4.42%

NMFC

-6.37%

Winner

+7.03%

NMFC

-15.60%

Winner

+39.76%

NMFC

-20.58%

Winner

+79.56%

5Y(CAGR)

NMFC

-0.26%

Winner

+16.31%

10Y(CAGR)

NMFC

+5.50%

Winner

+22.41%

Max(CAGR)

Winner

NMFC

+7.02%

-1.66%

NMFC vs SB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	NMFC	SB
2026	-16.52%	+39.76%
2025	-7.83%	+38.14%
2024	-1.81%	-5.66%
2023	+14.22%	+45.43%
2022	-0.45%	-20.83%
2021	+31.99%	+179.26%
2020	-6.97%	-23.53%
2019	+18.68%	-12.82%
2018	+1.61%	-45.90%
2017	+4.91%	+171.43%
2016	+21.51%	+52.70%
2015	-3.57%	-78.66%
2014	+10.34%	-60.61%
2013	+11.00%	+200.69%
2012	+26.89%	-41.42%
2011	+10.38%	-26.95%
2010	N/A	+6.83%
2009	N/A	+23.90%
2008	N/A	-59.75%

NMFC vs SB Drawdown Comparison

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

The maximum drawdown for SB was -97.32%, occurring on Jan 20, 2016. This drawdown has not yet recovered.

The current NMFC drawdown is -27.33%. The current SB drawdown is -27.20%.

Rank	NMFC	SB
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-97.32% Aug 29, 2008 - Jan 20, 2016
#2	-27.77% Feb 19, 2025 - Feb 27, 2026	-6.95% Jun 2, 2008 - Aug 20, 2008
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	-3.17% Aug 21, 2008 - Aug 28, 2008
#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 SB is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

0.01

-101

Dividend Comparison (2008 - 2026)

NMFC vs SB dividend yield comparison.

Year	NMFC	SB
2026	7.96%	0.75%
2025	13.90%	4.15%
2024	12.17%	5.60%
2023	11.40%	5.09%
2022	9.86%	6.87%
2021	8.76%	0.00%
2020	10.92%	0.00%
2019	9.90%	0.00%
2018	10.81%	0.00%
2017	10.04%	0.00%
2016	9.65%	0.00%
2015	10.45%	4.94%
2014	9.91%	5.63%
2013	9.84%	2.02%
2012	11.48%	14.88%
2011	6.41%	10.02%
2010	0.00%	6.77%
2009	0.00%	6.85%
2008	0.00%	9.37%