NMFC vs SWIM

Comparison between New Mountain Finance Corp (NMFC, Company) and Latham Group Inc (SWIM, Company).

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

5-Year PerformanceNMFC has outperformed SWIM, delivering a return of -0.3% compared to -27.7%

NMFC vs SWIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	SWIM(COMPANY)
Market Cap	$684M	$683M
Max Drawdown	67.82%	93.55%
Sharpe Ratio	-1.01	0.19
5Y Beta	0.59	1.67
Industry	Asset Management	Building Products & Equipment
P/E Ratio	-11.83	78.67
Forward P/E	24.33	N/A
Dividend Yield	17.00%	N/A
5Y Dividends CAGR	4.98%	N/A
Debt to Equity	127.13%	70.64%
Free Cash Flow Yield	98.85%	4.41%

Market Cap

Winner

NMFC

$684M

SWIM

$683M

Max Drawdown

Winner

NMFC

67.82%

SWIM

93.55%

Sharpe Ratio

NMFC

-1.01

Winner

SWIM

0.19

5Y Beta

Winner

NMFC

0.59

SWIM

1.67

Industry

NMFC

Asset Management

SWIM

Building Products & Equipment

P/E Ratio

Winner

NMFC

-11.83

SWIM

78.67

Forward P/E

NMFC

24.33

SWIM

N/A

Dividend Yield

NMFC

17.00%

SWIM

N/A

5Y Dividends CAGR

NMFC

4.98%

SWIM

N/A

Debt to Equity

NMFC

127.13%

Winner

SWIM

70.64%

Free Cash Flow Yield

Winner

NMFC

98.85%

SWIM

4.41%

NMFC vs SWIM - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	SWIM
1 month	-6.95%	+20.25%
3 months	-6.37%	+1.04%
6 months	-15.60%	-10.46%
1 year	-20.58%	+0.00%
5 years(CAGR)	-0.26%	-27.71%
10 years(CAGR)	+5.50%	N/A
Max(CAGR)	+7.02%	-25.89%

NMFC

-6.95%

Winner

SWIM

+20.25%

NMFC

-6.37%

Winner

SWIM

+1.04%

NMFC

-15.60%

Winner

SWIM

-10.46%

NMFC

-20.58%

Winner

SWIM

+0.00%

5Y(CAGR)

Winner

NMFC

-0.26%

SWIM

-27.71%

10Y(CAGR)

NMFC

+5.50%

SWIM

N/A

Max(CAGR)

Winner

NMFC

+7.02%

SWIM

-25.89%

NMFC vs SWIM - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NMFC	SWIM
2026	-16.52%	-8.06%
2025	-7.83%	-2.61%
2024	-1.81%	+178.40%
2023	+14.22%	-23.10%
2022	-0.45%	-87.22%
2021	+31.99%	-8.15%
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 SWIM Drawdown Comparison

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

The maximum drawdown for SWIM was -93.55%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current NMFC drawdown is -27.33%. The current SWIM drawdown is -82.20%.

Rank	NMFC	SWIM
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-93.55% May 17, 2021 - Oct 27, 2023
#2	-27.77% Feb 19, 2025 - Feb 27, 2026	-11.20% Apr 28, 2021 - May 7, 2021
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	-4.31% May 11, 2021 - May 14, 2021
#4	-20.52% Jun 9, 2011 - Oct 27, 2011	-0.36% Apr 26, 2021 - Apr 28, 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 SWIM is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

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