YB vs NMFC

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

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

YB vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

$660M

Winner

NMFC

$661M

Max Drawdown

Winner

59.90%

NMFC

67.82%

Sharpe Ratio

Winner

-0.81

NMFC

-1.33

5Y Beta

0.76

Winner

NMFC

0.59

Industry

Software - Application

NMFC

Asset Management

P/E Ratio

3.58

Winner

NMFC

-11.44

Forward P/E

N/A

NMFC

22.57

PEG Ratio

N/A

NMFC

1.34

Dividend Yield

9.06%

Winner

NMFC

18.20%

5Y Dividends CAGR

N/A

NMFC

4.98%

Debt to Equity

Winner

0.11%

NMFC

127.13%

Free Cash Flow Yield

32.39%

NMFC

N/A

P/S Ratio

Winner

0.14

NMFC

2.14

P/B Ratio

1.15

Winner

NMFC

0.63

YB vs NMFC - Historical Returns

Returns include dividend reinvestment.

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

Winner

-3.73%

NMFC

-4.75%

-16.10%

Winner

NMFC

-12.58%

-27.83%

Winner

NMFC

-19.34%

-50.17%

Winner

NMFC

-27.03%

5Y(CAGR)

N/A

NMFC

-2.13%

10Y(CAGR)

N/A

NMFC

+4.16%

Max(CAGR)

-7.21%

Winner

NMFC

+6.63%

YB vs NMFC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

YB vs NMFC Drawdown Comparison

The maximum drawdown for YB was -59.90%, occurring on May 26, 2026. 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 YB drawdown is -52.81%. The current NMFC drawdown is -30.78%.

Rank	YB	NMFC
#1	-59.90% Jul 9, 2025 - May 26, 2026	-64.05% Feb 13, 2020 - Mar 3, 2021
#2	-10.90% Apr 30, 2025 - Jun 9, 2025	-30.78% Feb 19, 2025 - Jul 23, 2026
#3	-6.14% Jun 9, 2025 - Jun 12, 2025	-21.90% Jul 21, 2015 - Aug 4, 2016
#4	-5.99% Jun 18, 2025 - Jun 27, 2025	-20.52% Jun 9, 2011 - Oct 27, 2011
#5	-4.88% Jun 27, 2025 - Jul 3, 2025	-17.40% Apr 1, 2022 - Jan 26, 2023
#6	-1.48% Jun 12, 2025 - Jun 16, 2025	-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 YB and NMFC 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)

YB vs NMFC dividend yield comparison.

Year	YB	NMFC
2026	9.38%	8.36%
2025	0.00%	13.90%
2024	0.00%	12.17%
2023	0.00%	11.40%
2022	0.00%	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	0.00%	10.45%
2014	0.00%	9.91%
2013	0.00%	9.84%
2012	0.00%	11.48%
2011	0.00%	6.41%