NMFC vs VTEX

Comparison between New Mountain Finance Corp (NMFC, Company) and Vtex - Class A (VTEX, Company).

NMFC is from the Financial Services sector, while VTEX is from the Technology sector.

5-Year PerformanceNMFC has outperformed VTEX, delivering a return of -1.7% compared to -28.4%

NMFC vs VTEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	VTEX(COMPANY)
Market Cap	$680M	$683M
Max Drawdown	67.82%	91.38%
Sharpe Ratio	-1.24	-0.60
5Y Beta	0.58	1.07
Industry	Asset Management	Software - Application
P/E Ratio	-11.75	31.24
Forward P/E	22.94	21.64
PEG Ratio	1.34	0.69
Dividend Yield	18.00%	N/A
5Y Dividends CAGR	4.98%	N/A
Debt to Equity	127.13%	1.06%
Free Cash Flow Yield	99.55%	5.70%
P/S Ratio	2.13	2.76
P/B Ratio	0.63	2.98

Market Cap

NMFC

$680M

Winner

VTEX

$683M

Max Drawdown

Winner

NMFC

67.82%

VTEX

91.38%

Sharpe Ratio

NMFC

-1.24

Winner

VTEX

-0.60

5Y Beta

Winner

NMFC

0.58

VTEX

1.07

Industry

NMFC

Asset Management

VTEX

Software - Application

P/E Ratio

Winner

NMFC

-11.75

VTEX

31.24

Forward P/E

NMFC

22.94

Winner

VTEX

21.64

PEG Ratio

NMFC

1.34

Winner

VTEX

0.69

Dividend Yield

NMFC

18.00%

VTEX

N/A

5Y Dividends CAGR

NMFC

4.98%

VTEX

N/A

Debt to Equity

NMFC

127.13%

Winner

VTEX

1.06%

Free Cash Flow Yield

Winner

NMFC

99.55%

VTEX

5.70%

P/S Ratio

Winner

NMFC

2.13

VTEX

2.76

P/B Ratio

Winner

NMFC

0.63

VTEX

2.98

NMFC vs VTEX - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	VTEX
1 month	-0.71%	+16.48%
3 months	-11.98%	-4.14%
6 months	-17.61%	+29.10%
1 year	-23.75%	-32.74%
5 years(CAGR)	-1.72%	-28.42%
10 years(CAGR)	+4.52%	N/A
Max(CAGR)	+6.83%	-28.42%

NMFC

-0.71%

Winner

VTEX

+16.48%

NMFC

-11.98%

Winner

VTEX

-4.14%

NMFC

-17.61%

Winner

VTEX

+29.10%

Winner

NMFC

-23.75%

VTEX

-32.74%

5Y(CAGR)

Winner

NMFC

-1.72%

VTEX

-28.42%

10Y(CAGR)

NMFC

+4.52%

VTEX

N/A

Max(CAGR)

Winner

NMFC

+6.83%

VTEX

-28.42%

NMFC vs VTEX - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NMFC	VTEX
2026	-18.15%	+14.88%
2025	-7.83%	-37.02%
2024	-1.81%	-11.96%
2023	+14.22%	+75.06%
2022	-0.45%	-64.72%
2021	+31.99%	-51.67%
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 VTEX Drawdown Comparison

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

The maximum drawdown for VTEX was -91.38%, occurring on Jul 15, 2022. This drawdown has not yet recovered.

The current NMFC drawdown is -28.75%. The current VTEX drawdown is -87.07%.

Rank	NMFC	VTEX
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-91.38% Aug 9, 2021 - Jul 15, 2022
#2	-30.27% Feb 19, 2025 - Jul 9, 2026	-8.04% Jul 22, 2021 - Aug 4, 2021
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	N/A
#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