NMFC vs YB

Comparison between New Mountain Finance Corp (NMFC, Company) and Yuanbao Inc (YB, Company).

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

NMFC vs YB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	YB(COMPANY)
Market Cap	$661M	$660M
Max Drawdown	67.82%	59.90%
Sharpe Ratio	-1.33	-0.81
5Y Beta	0.59	0.76
Industry	Asset Management	Software - Application
P/E Ratio	-11.44	3.58
Forward P/E	22.57	N/A
PEG Ratio	1.34	N/A
Dividend Yield	18.20%	9.06%
5Y Dividends CAGR	4.98%	N/A
Debt to Equity	127.13%	0.11%
Free Cash Flow Yield	N/A	32.39%
P/S Ratio	2.14	0.14
P/B Ratio	0.63	1.15

Market Cap

Winner

NMFC

$661M

$660M

Max Drawdown

NMFC

67.82%

Winner

59.90%

Sharpe Ratio

NMFC

-1.33

Winner

-0.81

5Y Beta

Winner

NMFC

0.59

0.76

Industry

NMFC

Asset Management

Software - Application

P/E Ratio

Winner

NMFC

-11.44

3.58

Forward P/E

NMFC

22.57

N/A

PEG Ratio

NMFC

1.34

N/A

Dividend Yield

Winner

NMFC

18.20%

9.06%

5Y Dividends CAGR

NMFC

4.98%

N/A

Debt to Equity

NMFC

127.13%

Winner

0.11%

Free Cash Flow Yield

NMFC

N/A

32.39%

P/S Ratio

NMFC

2.14

Winner

0.14

P/B Ratio

Winner

NMFC

0.63

1.15

NMFC vs YB - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	YB
1 month	-4.75%	-3.73%
3 months	-12.58%	-16.10%
6 months	-19.34%	-27.83%
1 year	-27.03%	-50.17%
5 years(CAGR)	-2.13%	N/A
10 years(CAGR)	+4.16%	N/A
Max(CAGR)	+6.63%	-7.21%

NMFC

-4.75%

Winner

-3.73%

Winner

NMFC

-12.58%

-16.10%

Winner

NMFC

-19.34%

-27.83%

Winner

NMFC

-27.03%

-50.17%

5Y(CAGR)

NMFC

-2.13%

N/A

10Y(CAGR)

NMFC

+4.16%

N/A

Max(CAGR)

Winner

NMFC

+6.63%

-7.21%

NMFC vs YB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NMFC	YB
2026	-20.48%	-27.22%
2025	-7.83%	+26.94%
2024	-1.81%	N/A
2023	+14.22%	N/A
2022	-0.45%	N/A
2021	+31.99%	N/A
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 YB Drawdown Comparison

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

The maximum drawdown for YB was -59.90%, occurring on May 26, 2026. This drawdown has not yet recovered.

The current NMFC drawdown is -30.78%. The current YB drawdown is -52.81%.

Rank	NMFC	YB
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-59.90% Jul 9, 2025 - May 26, 2026
#2	-30.78% Feb 19, 2025 - Jul 23, 2026	-10.90% Apr 30, 2025 - Jun 9, 2025
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	-6.14% Jun 9, 2025 - Jun 12, 2025
#4	-20.52% Jun 9, 2011 - Oct 27, 2011	-5.99% Jun 18, 2025 - Jun 27, 2025
#5	-17.40% Apr 1, 2022 - Jan 26, 2023	-4.88% Jun 27, 2025 - Jul 3, 2025
#6	-12.14% Jul 30, 2024 - Feb 12, 2025	-1.48% Jun 12, 2025 - Jun 16, 2025
#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 YB is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2011 - 2026)

NMFC vs YB dividend yield comparison.

Year	NMFC	YB
2026	8.36%	9.38%
2025	13.90%	0.00%
2024	12.17%	0.00%
2023	11.40%	0.00%
2022	9.86%	0.00%
2021	8.76%	0.00%
2020	10.92%	0.00%
2019	9.90%	0.00%
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%