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NMFC vs SVFAU

Comparison between New Mountain Finance Corp (NMFC, Company) and SVF Investment Corp - Units (1 Ord Share Class A & 1/5 War) (SVFAU, Company).

NMFC vs SVFAU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
NMFC
$769M
SVFAU
$766M
Max Drawdown
NMFC
67.82%
Winner
SVFAU
32.21%
Sharpe Ratio
Winner
NMFC
-0.82
SVFAU
-0.96
5Y Beta
NMFC
0.61
SVFAU
N/A
Industry
NMFC
Asset Management
SVFAU
N/A
P/E Ratio
Winner
NMFC
-13.30
SVFAU
20.48
Forward P/E
NMFC
25.25
SVFAU
N/A
PEG Ratio
NMFC
1.34
SVFAU
N/A
Dividend Yield
NMFC
16.00%
SVFAU
N/A
5Y Dividends CAGR
NMFC
5.92%
SVFAU
N/A
Debt to Equity
NMFC
127.13%
SVFAU
N/A
Free Cash Flow Yield
Winner
NMFC
87.93%
SVFAU
-0.16%
P/S Ratio
NMFC
2.45
SVFAU
N/A
P/B Ratio
NMFC
0.72
Winner
SVFAU
-30.40

NMFC vs SVFAU - Historical Returns

Returns include dividend reinvestment.

1M
NMFC
-6.90%
Winner
SVFAU
+0.54%
3M
NMFC
+0.59%
Winner
SVFAU
+1.65%
6M
NMFC
-13.50%
Winner
SVFAU
+2.63%
1Y
NMFC
-15.88%
Winner
SVFAU
+2.58%
5Y(CAGR)
NMFC
+0.52%
SVFAU
N/A
10Y(CAGR)
NMFC
+6.09%
SVFAU
N/A
Max(CAGR)
Winner
NMFC
+7.44%
SVFAU
-7.83%

NMFC vs SVFAU - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearNMFCSVFAU
2026-11.63%N/A
2025-7.83%N/A
2024-1.81%N/A
2023+14.22%+0.35%
2022-0.45%-2.38%
2021+31.99%-14.33%
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 SVFAU Drawdown Comparison

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

The maximum drawdown for SVFAU was -32.21%, occurring on May 18, 2022. This drawdown has not yet recovered.

The current NMFC drawdown is -23.07%. The current SVFAU drawdown is -29.97%.

RankNMFCSVFAU
#1-64.05%
Feb 13, 2020 - Mar 3, 2021
-32.21%
Feb 11, 2021 - May 18, 2022
#2-27.77%
Feb 19, 2025 - Feb 27, 2026
-5.35%
Jan 20, 2021 - Feb 3, 2021
#3-21.90%
Jul 21, 2015 - Aug 4, 2016
-1.90%
Feb 3, 2021 - Feb 8, 2021
#4-20.52%
Jun 9, 2011 - Oct 27, 2011
-0.99%
Jan 12, 2021 - Jan 14, 2021
#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 SVFAU is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.75
-101

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