SWIM vs NMFC

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

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

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

SWIM vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

SWIM

$683M

Winner

NMFC

$684M

Max Drawdown

SWIM

93.55%

Winner

NMFC

67.82%

Sharpe Ratio

Winner

SWIM

0.19

NMFC

-1.01

5Y Beta

SWIM

1.67

Winner

NMFC

0.59

Industry

SWIM

Building Products & Equipment

NMFC

Asset Management

P/E Ratio

SWIM

78.67

Winner

NMFC

-11.83

Forward P/E

SWIM

N/A

NMFC

24.33

Dividend Yield

SWIM

N/A

NMFC

17.00%

5Y Dividends CAGR

SWIM

N/A

NMFC

4.98%

Debt to Equity

Winner

SWIM

70.64%

NMFC

127.13%

Free Cash Flow Yield

SWIM

4.41%

Winner

NMFC

98.85%

SWIM vs NMFC - Historical Returns

Returns include dividend reinvestment.

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

Winner

SWIM

+20.25%

NMFC

-6.95%

Winner

SWIM

+1.04%

NMFC

-6.37%

Winner

SWIM

-10.46%

NMFC

-15.60%

Winner

SWIM

+0.00%

NMFC

-20.58%

5Y(CAGR)

SWIM

-27.71%

Winner

NMFC

-0.26%

10Y(CAGR)

SWIM

N/A

NMFC

+5.50%

Max(CAGR)

SWIM

-25.89%

Winner

NMFC

+7.02%

SWIM vs NMFC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SWIM	NMFC
2026	-8.06%	-16.52%
2025	-2.61%	-7.83%
2024	+178.40%	-1.81%
2023	-23.10%	+14.22%
2022	-87.22%	-0.45%
2021	-8.15%	+31.99%
2020	N/A	-6.97%
2019	N/A	+18.68%
2018	N/A	+1.61%
2017	N/A	+4.91%
2016	N/A	+21.51%
2015	N/A	-3.57%
2014	N/A	+10.34%
2013	N/A	+11.00%
2012	N/A	+26.89%
2011	N/A	+10.38%

SWIM vs NMFC Drawdown Comparison

The maximum drawdown for SWIM was -93.55%, occurring on Oct 27, 2023. 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 SWIM drawdown is -82.20%. The current NMFC drawdown is -27.33%.

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

-0.49

-101