NMFC vs VEL

Comparison between New Mountain Finance Corp (NMFC, Company) and Velocity Financial Inc (VEL, Company).

Both NMFC and VEL are from the Financial Services sector.

5-Year PerformanceVEL has outperformed NMFC, delivering a return of +5.8% compared to -1.7%

NMFC vs VEL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	VEL(COMPANY)
Market Cap	$680M	$677M
Max Drawdown	67.82%	83.13%
Sharpe Ratio	-1.24	-0.08
5Y Beta	0.58	0.33
Industry	Asset Management	Mortgage Finance
P/E Ratio	-11.75	17.40
Forward P/E	22.94	N/A
PEG Ratio	1.34	0.32
Dividend Yield	18.00%	N/A
5Y Dividends CAGR	4.98%	N/A
5Y EPS CAGR	N/A	11.42%
Debt to Equity	127.13%	0.00%
Free Cash Flow Yield	99.55%	3.91%
P/S Ratio	2.13	2.49
P/B Ratio	0.63	0.99

Market Cap

Winner

NMFC

$680M

VEL

$677M

Max Drawdown

Winner

NMFC

67.82%

VEL

83.13%

Sharpe Ratio

NMFC

-1.24

Winner

VEL

-0.08

5Y Beta

NMFC

0.58

Winner

VEL

0.33

Industry

NMFC

Asset Management

VEL

Mortgage Finance

P/E Ratio

Winner

NMFC

-11.75

VEL

17.40

Forward P/E

NMFC

22.94

VEL

N/A

PEG Ratio

NMFC

1.34

Winner

VEL

0.32

Dividend Yield

NMFC

18.00%

VEL

N/A

5Y Dividends CAGR

NMFC

4.98%

VEL

N/A

5Y EPS CAGR

NMFC

N/A

VEL

11.42%

Debt to Equity

NMFC

127.13%

Winner

VEL

0.00%

Free Cash Flow Yield

Winner

NMFC

99.55%

VEL

3.91%

P/S Ratio

Winner

NMFC

2.13

VEL

2.49

P/B Ratio

Winner

NMFC

0.63

VEL

0.99

NMFC vs VEL - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	VEL
1 month	-0.71%	-1.15%
3 months	-11.98%	-11.40%
6 months	-17.61%	-12.03%
1 year	-23.75%	-2.61%
5 years(CAGR)	-1.72%	+5.78%
10 years(CAGR)	+4.52%	N/A
Max(CAGR)	+6.83%	+3.76%

Winner

NMFC

-0.71%

VEL

-1.15%

NMFC

-11.98%

Winner

VEL

-11.40%

NMFC

-17.61%

Winner

VEL

-12.03%

NMFC

-23.75%

Winner

VEL

-2.61%

5Y(CAGR)

NMFC

-1.72%

Winner

VEL

+5.78%

10Y(CAGR)

NMFC

+4.52%

VEL

N/A

Max(CAGR)

Winner

NMFC

+6.83%

VEL

+3.76%

NMFC vs VEL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NMFC	VEL
2026	-18.15%	-12.08%
2025	-7.83%	+8.58%
2024	-1.81%	+20.22%
2023	+14.22%	+81.26%
2022	-0.45%	-28.94%
2021	+31.99%	+123.56%
2020	-6.97%	-53.89%
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 VEL Drawdown Comparison

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

The maximum drawdown for VEL was -83.13%, occurring on Apr 3, 2020. Recovery took 941 trading sessions.

The current NMFC drawdown is -28.75%. The current VEL drawdown is -17.24%.

Rank	NMFC	VEL
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-83.13% Feb 20, 2020 - Nov 14, 2023
#2	-30.27% Feb 19, 2025 - Jul 9, 2026	-22.09% Nov 14, 2023 - Mar 18, 2024
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	-21.48% Dec 16, 2024 - May 9, 2025
#4	-20.52% Jun 9, 2011 - Oct 27, 2011	-13.14% Mar 21, 2024 - May 31, 2024
#5	-17.40% Apr 1, 2022 - Jan 26, 2023	-6.83% Jul 16, 2024 - Sep 5, 2024
#6	-12.14% Jul 30, 2024 - Feb 12, 2025	-5.08% Sep 19, 2024 - Nov 12, 2024
#7	-11.31% Oct 16, 2017 - May 17, 2018	-4.07% Jun 5, 2024 - Jul 11, 2024
#8	-11.29% Sep 21, 2012 - Jan 23, 2013	-3.51% Mar 18, 2024 - Mar 21, 2024
#9	-11.29% Feb 2, 2023 - Jun 30, 2023	-3.33% Jan 21, 2020 - Jan 29, 2020
#10	-9.56% Jul 27, 2018 - Jan 16, 2019	-3.30% Jan 30, 2020 - Feb 12, 2020
#11	-8.61% Apr 29, 2013 - Nov 22, 2013	-2.21% Nov 12, 2024 - Nov 25, 2024
#12	-8.50% Feb 19, 2013 - Apr 23, 2013	-0.97% Dec 4, 2024 - Dec 11, 2024
#13	-6.30% Dec 24, 2013 - Jun 26, 2014	-0.97% Dec 11, 2024 - Dec 16, 2024
#14	-6.07% Jun 19, 2019 - Dec 9, 2019	-0.69% Feb 13, 2020 - Feb 20, 2020
#15	-6.01% Jul 12, 2021 - Sep 15, 2021	-0.54% May 31, 2024 - Jun 4, 2024