NMFC vs SMBK

Comparison between New Mountain Finance Corp (NMFC, Company) and SmartFinancial Inc (SMBK, Company).

Both NMFC and SMBK are from the Financial Services sector.

5-Year PerformanceSMBK has outperformed NMFC, delivering a return of +14.4% compared to +0.6%

NMFC vs SMBK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	SMBK(COMPANY)
Market Cap	$760M	$758M
Max Drawdown	67.82%	94.80%
Sharpe Ratio	-0.79	1.25
5Y Beta	0.59	0.78
Industry	Asset Management	Banks - Regional
P/E Ratio	-13.14	14.31
Forward P/E	25.64	14.10
PEG Ratio	1.34	0.38
Dividend Yield	16.20%	0.73%
5Y Dividends CAGR	5.92%	8.45%
5Y EPS CAGR	N/A	8.39%
Debt to Equity	127.13%	0.57%
Free Cash Flow Yield	89.03%	7.41%
P/S Ratio	2.40	3.84
P/B Ratio	0.71	1.32

Market Cap

Winner

NMFC

$760M

SMBK

$758M

Max Drawdown

Winner

NMFC

67.82%

SMBK

94.80%

Sharpe Ratio

NMFC

-0.79

Winner

SMBK

1.25

5Y Beta

Winner

NMFC

0.59

SMBK

0.78

Industry

NMFC

Asset Management

SMBK

Banks - Regional

P/E Ratio

Winner

NMFC

-13.14

SMBK

14.31

Forward P/E

NMFC

25.64

Winner

SMBK

14.10

PEG Ratio

NMFC

1.34

Winner

SMBK

0.38

Dividend Yield

Winner

NMFC

16.20%

SMBK

0.73%

5Y Dividends CAGR

NMFC

5.92%

Winner

SMBK

8.45%

5Y EPS CAGR

NMFC

N/A

SMBK

8.39%

Debt to Equity

NMFC

127.13%

Winner

SMBK

0.57%

Free Cash Flow Yield

Winner

NMFC

89.03%

SMBK

7.41%

P/S Ratio

Winner

NMFC

2.40

SMBK

3.84

P/B Ratio

Winner

NMFC

0.71

SMBK

1.32

NMFC vs SMBK - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	SMBK
1 month	-2.09%	+11.10%
3 months	+4.45%	+19.62%
6 months	-11.82%	+16.19%
1 year	-15.38%	+42.00%
5 years(CAGR)	+0.59%	+14.38%
10 years(CAGR)	+6.34%	+11.94%
Max(CAGR)	+7.54%	+5.90%

NMFC

-2.09%

Winner

SMBK

+11.10%

NMFC

+4.45%

Winner

SMBK

+19.62%

NMFC

-11.82%

Winner

SMBK

+16.19%

NMFC

-15.38%

Winner

SMBK

+42.00%

5Y(CAGR)

NMFC

+0.59%

Winner

SMBK

+14.38%

10Y(CAGR)

NMFC

+6.34%

Winner

SMBK

+11.94%

Max(CAGR)

Winner

NMFC

+7.54%

SMBK

+5.90%

NMFC vs SMBK - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	NMFC	SMBK
2026	-10.28%	+24.86%
2025	-7.83%	+21.61%
2024	-1.81%	+28.84%
2023	+14.22%	-9.36%
2022	-0.45%	-0.03%
2021	+31.99%	+53.88%
2020	-6.97%	-21.62%
2019	+18.68%	+32.35%
2018	+1.61%	-16.50%
2017	+4.91%	+11.97%
2016	+21.51%	+23.06%
2015	-3.57%	+21.53%
2014	+10.34%	+39.66%
2013	+11.00%	+3.49%
2012	+26.89%	+52.67%
2011	+10.38%	-9.09%
2010	N/A	-9.52%
2009	N/A	-57.85%
2008	N/A	-42.46%
2007	N/A	-32.80%
2006	N/A	+36.11%
2005	N/A	+47.34%
2004	N/A	+45.01%
2003	N/A	+52.41%
2002	N/A	+11.54%
2001	N/A	+0.00%

NMFC vs SMBK Drawdown Comparison

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

The maximum drawdown for SMBK was -94.35%, occurring on Nov 2, 2011. This drawdown has not yet recovered.

The current NMFC drawdown is -21.89%. The current SMBK drawdown is -18.57%.

Rank	NMFC	SMBK
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-94.35% Dec 19, 2006 - Nov 2, 2011
#2	-27.77% Feb 19, 2025 - Feb 27, 2026	-48.15% Sep 15, 2004 - Feb 13, 2006
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	-42.31% Jan 2, 2001 - Jun 21, 2002
#4	-20.52% Jun 9, 2011 - Oct 27, 2011	-18.92% Apr 19, 2004 - Aug 3, 2004
#5	-17.40% Apr 1, 2022 - Jan 26, 2023	-16.28% Jun 21, 2002 - Jun 19, 2003
#6	-12.14% Jul 30, 2024 - Feb 12, 2025	-13.91% Feb 13, 2006 - Oct 11, 2006
#7	-11.31% Oct 16, 2017 - May 17, 2018	-11.17% Aug 4, 2004 - Sep 15, 2004
#8	-11.29% Sep 21, 2012 - Jan 23, 2013	-10.91% Oct 24, 2003 - Nov 7, 2003
#9	-11.29% Feb 2, 2023 - Jun 30, 2023	-10.46% Nov 10, 2003 - Mar 18, 2004
#10	-9.56% Jul 27, 2018 - Jan 16, 2019	-10.26% Jul 24, 2003 - Oct 24, 2003
#11	-8.61% Apr 29, 2013 - Nov 22, 2013	-10.00% Mar 18, 2004 - Apr 16, 2004
#12	-8.50% Feb 19, 2013 - Apr 23, 2013	-5.71% Jun 24, 2003 - Jul 10, 2003
#13	-6.30% Dec 24, 2013 - Jun 26, 2014	-4.00% Oct 31, 2006 - Nov 28, 2006
#14	-6.07% Jun 19, 2019 - Dec 9, 2019	-3.28% Oct 20, 2006 - Oct 31, 2006
#15	-6.01% Jul 12, 2021 - Sep 15, 2021	-1.24% Nov 29, 2006 - Dec 1, 2006

Correlation

Correlation between NMFC and SMBK is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2003 - 2026)

NMFC vs SMBK dividend yield comparison.

Year	NMFC	SMBK
2026	4.03%	0.37%
2025	13.90%	0.87%
2024	12.17%	1.03%
2023	11.40%	1.31%
2022	9.86%	1.02%
2021	8.76%	0.88%
2020	10.92%	1.10%
2019	9.90%	0.21%
2018	10.81%	0.00%
2017	10.04%	0.00%
2016	9.65%	0.00%
2015	10.45%	0.00%
2014	9.91%	0.00%
2013	9.84%	0.00%
2012	11.48%	0.00%
2011	6.41%	0.00%
2009	0.00%	4.64%
2008	0.00%	5.33%
2007	0.00%	2.02%
2006	0.00%	0.52%
2005	0.00%	0.34%
2004	0.00%	0.63%
2003	0.00%	0.45%