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.
NMFC
New Mountain Finance Corporation
$6.86Financial ServicesDelayed quote: Oct 6, 2026, 12:59 PM EDT
ROOT
Root, Inc.
$47.26Financial ServicesDelayed quote: Oct 6, 2026, 1:00 PM EDT
Total return — NMFC vs ROOT
growth of $100 · dividends reinvested · last 6yNMFC +48.0% (+6.7%/yr)ROOT -90.2% (-32.1%/yr)NMFC compounded faster over this window
Log scale — wide-divergence pair
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
| Metric | NMFC | ROOT |
|---|---|---|
| P/E ratio | N/A | 14.02 |
| Forward P/E | 6.30 | 10.55 |
| P/S ratio | 3.78 | 0.42 |
| P/B ratio | 0.63 | 2.02 |
Profitability
| Metric | NMFC | ROOT |
|---|---|---|
| Gross margin | 10.71% | N/A |
| Operating margin | 18.79% | 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
| Metric | NMFC | ROOT |
|---|---|---|
| Dividend yield | 16.65% | N/A |
Growth (annualized)
| Metric | NMFC | ROOT |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Root P/E ratioNew Mountain Finance dividend yieldNew Mountain Finance ROERoot ROENew Mountain Finance operating marginRoot operating marginNew Mountain Finance revenue growthRoot revenue growth
New Mountain Finance & Root appear in these rankings
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.