SB vs NMFC

Comparison between Safe Bulkers Inc (SB, Company) and New Mountain Finance Corp (NMFC, Company).

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

5-Year PerformanceSB has outperformed NMFC, delivering a return of +16.3% compared to -0.3%

SB vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SB(COMPANY)	NMFC(COMPANY)
Market Cap	$685M	$684M
Max Drawdown	98.41%	67.82%
Sharpe Ratio	1.83	-1.01
5Y Beta	0.80	0.59
Industry	Marine Shipping	Asset Management
P/E Ratio	17.77	-11.83
Forward P/E	2.10	24.33
Dividend Yield	3.04%	17.00%
5Y Dividends CAGR	N/A	4.98%
Debt to Equity	66.04%	127.13%
Free Cash Flow Yield	14.93%	98.85%

Market Cap

Winner

$685M

NMFC

$684M

Max Drawdown

98.41%

Winner

NMFC

67.82%

Sharpe Ratio

Winner

1.83

NMFC

-1.01

5Y Beta

0.80

Winner

NMFC

0.59

Industry

Marine Shipping

NMFC

Asset Management

P/E Ratio

17.77

Winner

NMFC

-11.83

Forward P/E

Winner

2.10

NMFC

24.33

Dividend Yield

3.04%

Winner

NMFC

17.00%

5Y Dividends CAGR

N/A

NMFC

4.98%

Debt to Equity

Winner

66.04%

NMFC

127.13%

Free Cash Flow Yield

14.93%

Winner

NMFC

98.85%

SB vs NMFC - Historical Returns

Returns include dividend reinvestment.

Period	SB	NMFC
1 month	-4.42%	-6.95%
3 months	+7.03%	-6.37%
6 months	+39.76%	-15.60%
1 year	+79.56%	-20.58%
5 years(CAGR)	+16.31%	-0.26%
10 years(CAGR)	+22.41%	+5.50%
Max(CAGR)	-1.66%	+7.02%

Winner

-4.42%

NMFC

-6.95%

Winner

+7.03%

NMFC

-6.37%

Winner

+39.76%

NMFC

-15.60%

Winner

+79.56%

NMFC

-20.58%

5Y(CAGR)

Winner

+16.31%

NMFC

-0.26%

10Y(CAGR)

Winner

+22.41%

NMFC

+5.50%

Max(CAGR)

-1.66%

Winner

NMFC

+7.02%

SB vs NMFC - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	SB	NMFC
2026	+39.76%	-16.52%
2025	+38.14%	-7.83%
2024	-5.66%	-1.81%
2023	+45.43%	+14.22%
2022	-20.83%	-0.45%
2021	+179.26%	+31.99%
2020	-23.53%	-6.97%
2019	-12.82%	+18.68%
2018	-45.90%	+1.61%
2017	+171.43%	+4.91%
2016	+52.70%	+21.51%
2015	-78.66%	-3.57%
2014	-60.61%	+10.34%
2013	+200.69%	+11.00%
2012	-41.42%	+26.89%
2011	-26.95%	+10.38%
2010	+6.83%	N/A
2009	+23.90%	N/A
2008	-59.75%	N/A

SB vs NMFC Drawdown Comparison

The maximum drawdown for SB was -97.32%, occurring on Jan 20, 2016. This drawdown has not yet recovered.

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

The current SB drawdown is -27.20%. The current NMFC drawdown is -27.33%.

Rank	SB	NMFC
#1	-97.32% Aug 29, 2008 - Jan 20, 2016	-64.05% Feb 13, 2020 - Mar 3, 2021
#2	-6.95% Jun 2, 2008 - Aug 20, 2008	-27.77% Feb 19, 2025 - Feb 27, 2026
#3	-3.17% Aug 21, 2008 - Aug 28, 2008	-21.90% Jul 21, 2015 - Aug 4, 2016
#4	N/A	-20.52% Jun 9, 2011 - Oct 27, 2011
#5	N/A	-17.40% Apr 1, 2022 - Jan 26, 2023
#6	N/A	-12.14% Jul 30, 2024 - Feb 12, 2025
#7	N/A	-11.31% Oct 16, 2017 - May 17, 2018
#8	N/A	-11.29% Sep 21, 2012 - Jan 23, 2013
#9	N/A	-11.29% Feb 2, 2023 - Jun 30, 2023
#10	N/A	-9.56% Jul 27, 2018 - Jan 16, 2019
#11	N/A	-8.61% Apr 29, 2013 - Nov 22, 2013
#12	N/A	-8.50% Feb 19, 2013 - Apr 23, 2013
#13	N/A	-6.30% Dec 24, 2013 - Jun 26, 2014
#14	N/A	-6.07% Jun 19, 2019 - Dec 9, 2019
#15	N/A	-6.01% Jul 12, 2021 - Sep 15, 2021

Correlation

Correlation between SB and NMFC is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

0.01

-101

Dividend Comparison (2008 - 2026)

SB vs NMFC dividend yield comparison.

Year	SB	NMFC
2026	0.75%	7.96%
2025	4.15%	13.90%
2024	5.60%	12.17%
2023	5.09%	11.40%
2022	6.87%	9.86%
2021	0.00%	8.76%
2020	0.00%	10.92%
2019	0.00%	9.90%
2018	0.00%	10.81%
2017	0.00%	10.04%
2016	0.00%	9.65%
2015	4.94%	10.45%
2014	5.63%	9.91%
2013	2.02%	9.84%
2012	14.88%	11.48%
2011	10.02%	6.41%
2010	6.77%	0.00%
2009	6.85%	0.00%
2008	9.37%	0.00%