UNB vs MRCC

Comparison between Union Bankshares Inc (UNB, Company) and Monroe Capital Corp (MRCC, Company).

Both UNB and MRCC are from the Financial Services sector.

5-Year PerformanceMRCC has outperformed UNB, delivering a return of -1.0% compared to -3.2%

UNB vs MRCC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNB(COMPANY)	MRCC(COMPANY)
Market Cap	$109M	$110M
Max Drawdown	68.95%	74.22%
Sharpe Ratio	-0.19	-0.17
5Y Beta	0.52	N/A
Industry	Banks - Regional	Asset Management
P/E Ratio	9.55	-21.49
Forward P/E	11.72	8.61
PEG Ratio	0.27	N/A
Dividend Yield	6.11%	18.30%
5Y Dividends CAGR	8.22%	6.50%
5Y EPS CAGR	2.27%	N/A
Debt to Equity	0.00%	114.58%
Free Cash Flow Yield	13.27%	N/A

Market Cap

UNB

$109M

Winner

MRCC

$110M

Max Drawdown

Winner

UNB

68.95%

MRCC

74.22%

Sharpe Ratio

UNB

-0.19

Winner

MRCC

-0.17

5Y Beta

UNB

0.52

MRCC

N/A

Industry

UNB

Banks - Regional

MRCC

Asset Management

P/E Ratio

UNB

9.55

Winner

MRCC

-21.49

Forward P/E

UNB

11.72

Winner

MRCC

8.61

PEG Ratio

UNB

0.27

MRCC

N/A

Dividend Yield

UNB

6.11%

Winner

MRCC

18.30%

5Y Dividends CAGR

Winner

UNB

8.22%

MRCC

6.50%

5Y EPS CAGR

UNB

2.27%

MRCC

N/A

Debt to Equity

Winner

UNB

0.00%

MRCC

114.58%

Free Cash Flow Yield

UNB

13.27%

MRCC

N/A

UNB vs MRCC - Historical Returns

Returns include dividend reinvestment.

Period	UNB	MRCC
1 month	-1.09%	+23.82%
3 months	+6.29%	-12.45%
6 months	+0.78%	-14.18%
1 year	-6.91%	-8.70%
5 years(CAGR)	-3.16%	-0.99%
10 years(CAGR)	+0.98%	+2.76%
Max(CAGR)	+6.85%	+3.75%

UNB

-1.09%

Winner

MRCC

+23.82%

Winner

UNB

+6.29%

MRCC

-12.45%

Winner

UNB

+0.78%

MRCC

-14.18%

Winner

UNB

-6.91%

MRCC

-8.70%

5Y(CAGR)

UNB

-3.16%

Winner

MRCC

-0.99%

10Y(CAGR)

UNB

+0.98%

Winner

MRCC

+2.76%

Max(CAGR)

Winner

UNB

+6.85%

MRCC

+3.75%

UNB vs MRCC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UNB	MRCC
2026	+2.82%	-10.97%
2025	-11.81%	-15.79%
2024	-1.66%	+35.34%
2023	+30.07%	-8.68%
2022	-15.90%	-15.41%
2021	+22.46%	+52.19%
2020	-24.42%	-15.99%
2019	-23.02%	+26.67%
2018	-6.42%	-23.54%
2017	+23.38%	-2.87%
2016	+69.77%	+31.66%
2015	+19.60%	+3.49%
2014	+7.72%	+29.79%
2013	+23.07%	-10.52%
2012	+8.21%	-0.55%
2011	+11.72%	N/A
2010	+10.13%	N/A
2009	+8.11%	N/A
2008	-13.66%	N/A
2007	-2.57%	N/A
2006	+3.98%	N/A
2005	+2.57%	N/A
2004	-6.53%	N/A
2003	+64.15%	N/A
2002	+11.88%	N/A
2001	+42.92%	N/A
2000	+14.53%	N/A
1999	-25.58%	N/A

UNB vs MRCC Drawdown Comparison

The maximum drawdown for UNB was -66.36%, occurring on Jul 10, 2020. This drawdown has not yet recovered.

The maximum drawdown for MRCC was -57.62%, occurring on Mar 23, 2020. Recovery took 300 trading sessions.

The current UNB drawdown is -36.33%. The current MRCC drawdown is -24.94%.

Rank	UNB	MRCC
#1	-66.36% Dec 18, 2017 - Jul 10, 2020	-57.62% Jan 23, 2020 - Apr 1, 2021
#2	-37.08% Sep 30, 2003 - May 13, 2011	-45.74% Feb 28, 2025 - Mar 9, 2026
#3	-32.90% Nov 1, 1999 - Jul 24, 2001	-32.44% Dec 15, 2021 - Oct 16, 2024
#4	-17.52% Dec 5, 2016 - Jun 23, 2017	-31.86% May 2, 2017 - Jan 22, 2020
#5	-15.27% Jun 27, 2017 - Sep 27, 2017	-26.03% Nov 6, 2015 - Mar 18, 2016
#6	-14.33% Feb 11, 2003 - Jun 3, 2003	-19.61% May 21, 2013 - Jun 12, 2014
#7	-10.63% Jan 22, 2014 - Jun 23, 2014	-13.33% Sep 7, 2016 - Dec 23, 2016
#8	-10.53% Jun 24, 2016 - Nov 10, 2016	-9.81% Jul 17, 2015 - Sep 11, 2015
#9	-10.23% Jul 7, 2014 - Jan 13, 2015	-8.45% Mar 18, 2016 - May 11, 2016
#10	-10.19% Jan 13, 2015 - Apr 22, 2015	-7.75% Jun 3, 2021 - Nov 16, 2021
#11	-9.52% Jul 3, 2012 - Jan 22, 2013	-6.91% May 16, 2016 - May 31, 2016
#12	-9.48% May 8, 2002 - Dec 2, 2002	-6.68% Oct 16, 2024 - Nov 18, 2024
#13	-9.15% Oct 3, 2017 - Nov 2, 2017	-6.68% Sep 25, 2015 - Oct 23, 2015
#14	-9.12% Apr 23, 2015 - Nov 4, 2015	-6.56% Apr 14, 2015 - Jun 12, 2015
#15	-9.00% Aug 30, 2001 - Oct 29, 2001	-6.34% Sep 11, 2014 - Nov 7, 2014

Correlation

Correlation between UNB and MRCC is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2000 - 2026)

UNB vs MRCC dividend yield comparison.

Year	UNB	MRCC
2026	3.04%	13.58%
2025	6.07%	14.60%
2024	4.98%	11.76%
2023	4.70%	14.15%
2022	5.83%	11.71%
2021	4.43%	8.91%
2020	4.98%	13.70%
2019	3.42%	12.89%
2018	2.51%	14.58%
2017	2.19%	10.18%
2016	2.44%	9.10%
2015	3.87%	10.70%
2014	4.38%	9.41%
2013	4.39%	11.15%
2012	5.12%	2.29%
2011	5.25%	0.00%
2010	5.50%	0.00%
2009	6.08%	0.00%
2008	6.71%	0.00%
2007	5.50%	0.00%
2006	4.73%	0.00%
2005	6.05%	0.00%
2004	3.76%	0.00%
2003	3.11%	0.00%
2002	4.61%	0.00%
2001	4.56%	0.00%
2000	5.68%	0.00%