VTEX vs NMFC

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

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

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

VTEX vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

VTEX

$683M

NMFC

$680M

Max Drawdown

VTEX

91.38%

Winner

NMFC

67.82%

Sharpe Ratio

Winner

VTEX

-0.60

NMFC

-1.24

5Y Beta

VTEX

1.07

Winner

NMFC

0.58

Industry

VTEX

Software - Application

NMFC

Asset Management

P/E Ratio

VTEX

31.24

Winner

NMFC

-11.75

Forward P/E

Winner

VTEX

21.64

NMFC

22.94

PEG Ratio

Winner

VTEX

0.69

NMFC

1.34

Dividend Yield

VTEX

N/A

NMFC

18.00%

5Y Dividends CAGR

VTEX

N/A

NMFC

4.98%

Debt to Equity

Winner

VTEX

1.06%

NMFC

127.13%

Free Cash Flow Yield

VTEX

5.70%

Winner

NMFC

99.55%

P/S Ratio

VTEX

2.76

Winner

NMFC

2.13

P/B Ratio

VTEX

2.98

Winner

NMFC

0.63

VTEX vs NMFC - Historical Returns

Returns include dividend reinvestment.

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

Winner

VTEX

+16.48%

NMFC

-0.71%

Winner

VTEX

-4.14%

NMFC

-11.98%

Winner

VTEX

+29.10%

NMFC

-17.61%

VTEX

-32.74%

Winner

NMFC

-23.75%

5Y(CAGR)

VTEX

-28.42%

Winner

NMFC

-1.72%

10Y(CAGR)

VTEX

N/A

NMFC

+4.52%

Max(CAGR)

VTEX

-28.42%

Winner

NMFC

+6.83%

VTEX vs NMFC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

VTEX vs NMFC Drawdown Comparison

The maximum drawdown for VTEX was -91.38%, occurring on Jul 15, 2022. 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 VTEX drawdown is -87.07%. The current NMFC drawdown is -28.75%.

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