New Mountain Finance Corporation (NMFC) vs Root, Inc. (ROOT)

A side-by-side comparison of New Mountain Finance Corporation and Root, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — NMFC vs ROOT

growth of $100 · dividends reinvested · last 6y
NMFC +48.0% (+6.7%/yr)ROOT -90.2% (-32.1%/yr)NMFC compounded faster over this window
Log scale — wide-divergence pair
01101001kStart $100202120222023202420252026$148$10
NMFC ROOT

NMFC vs ROOT: by the numbers

  • •ROOT is the larger company ($663M vs $647M market cap).
  • •ROOT is profitable (3.90% net margin) while NMFC runs a net loss (-28.24%).
  • •ROOT grew revenue faster over the past five years (43.26% vs -10.60% CAGR).
  • •NMFC pays a dividend (16.65% yield), while ROOT has no payments in the available dividend history.

Metrics side by side

Valuation

MetricNMFCROOT
P/E ratioN/A14.02
Forward P/E6.3010.55
P/S ratio3.780.42
P/B ratio0.632.02

Profitability

MetricNMFCROOT
Gross margin10.71%N/A
Operating margin18.79%3.96%
Net margin-28.24%3.90%
ROE-4.70%18.66%

Root, Inc.: Gross margin is not shown for a lender or insurer: its revenue is interest, premiums and fees rather than the sale of goods, so there is no cost of goods sold to measure it against.

Dividends

MetricNMFCROOT
Dividend yield16.65%N/A

Growth (annualized)

MetricNMFCROOT
Revenue CAGR (5Y)-10.60%43.26%
EPS CAGR (5Y)-23.23%N/A
Total return CAGR (5Y)-1.37%-11.85%

Frequently asked

Which has grown faster, NMFC or ROOT?
Over the past five years, ROOT grew revenue faster — NMFC at a -10.60% CAGR versus ROOT at 43.26%.
Does NMFC or ROOT pay a bigger dividend?
NMFC pays a dividend (16.65% yield), while ROOT has no payments in the available dividend history.
Is NMFC or ROOT more profitable?
ROOT runs the higher net margin — NMFC at -28.24% versus ROOT at 3.90%.
How have NMFC and ROOT total returns compared?
Over the past 5 years, NMFC delivered -1.37% and ROOT delivered -11.85% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.