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MFIC
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MidCap Financial Investment Corporation (MFIC)

Upturn stock ratingUpturn stock rating
$13.03
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

08/14/2025: MFIC (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

9 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $13.64

1 Year Target Price $13.64

Analysts Price Target For last 52 week
$13.64 Target price
52w Low $9.88
Current$13.03
52w High $13.9

Analysis of Past Performance

Type Stock
Historic Profit 9.49%
Avg. Invested days 46
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.22B USD
Price to earnings Ratio 12.41
1Y Target Price 13.64
Price to earnings Ratio 12.41
1Y Target Price 13.64
Volume (30-day avg) 9
Beta 1.05
52 Weeks Range 9.88 - 13.90
Updated Date 08/15/2025
52 Weeks Range 9.88 - 13.90
Updated Date 08/15/2025
Dividends yield (FY) 11.56%
Basic EPS (TTM) 1.05

Earnings Date

Report Date 2025-08-11
When -
Estimate 0.3768
Actual 0.39

Profitability

Profit Margin 30.6%
Operating Margin (TTM) 84.9%

Management Effectiveness

Return on Assets (TTM) 5.65%
Return on Equity (TTM) 8.34%

Valuation

Trailing PE 12.41
Forward PE 8.77
Enterprise Value 3195504128
Price to Sales(TTM) 3.75
Enterprise Value 3195504128
Price to Sales(TTM) 3.75
Enterprise Value to Revenue 30.06
Enterprise Value to EBITDA -
Shares Outstanding 93303600
Shares Floating -
Shares Outstanding 93303600
Shares Floating -
Percent Insiders 0.8
Percent Institutions 32.26

ai summary icon Upturn AI SWOT

MidCap Financial Investment Corporation

stock logo

Company Overview

overview logo History and Background

MidCap Financial Investment Corporation is a specialty finance company focused on providing senior debt solutions to middle-market companies. Details regarding its founding year and milestones would require access to proprietary data.

business area logo Core Business Areas

  • Direct Lending: Provision of senior secured loans, unitranche loans, and mezzanine debt to middle-market companies across various industries.

leadership logo Leadership and Structure

Information on MidCap Financial Investment Corporation's leadership and organizational structure is not publicly available and would require access to proprietary resources.

Top Products and Market Share

overview logo Key Offerings

  • Senior Secured Loans: Loans secured by the assets of the borrower, typically to middle-market companies. Market share data is difficult to obtain without proprietary sources. Competitors include other BDCs and private credit funds.
  • Unitranche Loans: A hybrid debt instrument combining senior and subordinated debt into a single facility. Competitors include other BDCs and private credit funds.
  • Mezzanine Debt: Subordinated debt that may include warrants or equity options. Competitors include other BDCs and private credit funds.

Market Dynamics

industry overview logo Industry Overview

The industry is characterized by increased demand for private credit as banks tighten lending standards. Growth is driven by middle-market companies seeking alternative financing options.

Positioning

MidCap Financial Investment Corporation positions itself as a reliable provider of flexible capital solutions to middle-market companies with strong management teams and growth potential.

Total Addressable Market (TAM)

TAM for middle-market lending is estimated to be in the hundreds of billions. MidCap Financial Investment Corporation captures a small percentage of this market.

Upturn SWOT Analysis

Strengths

  • Experienced management team
  • Established relationships with private equity sponsors
  • Diversified portfolio of investments
  • Focus on senior secured debt

Weaknesses

  • Reliance on external financing
  • Sensitivity to interest rate changes
  • Potential for credit losses
  • Limited public information

Opportunities

  • Growing demand for private credit
  • Expansion into new industry sectors
  • Increased deal flow from private equity sponsors
  • Strategic acquisitions

Threats

  • Increased competition from other lenders
  • Economic downturn
  • Regulatory changes
  • Rising interest rates

Competitors and Market Share

competitor logo Key Competitors

  • Ares Capital Corporation (ARCC)
  • Owl Rock Capital Corporation (ORCC)
  • FS KKR Capital Corp. (FSK)

Competitive Landscape

Because market share figures are not publicly available, it is difficult to assess competitive advantages and disadvantages versus competitors.

Growth Trajectory and Initiatives

Historical Growth: Historical growth data would need to be obtained from confidential sources.

Future Projections: Future projections for MidCap Financial Investment Corporation's growth require specialist knowledge of company and industry data.

Recent Initiatives: Recent strategic initiatives are not publicly disclosed.

Summary

MidCap Financial Investment Corporation is a specialty finance company that is focused on providing senior debt solutions to middle market companies. Public information on the company is limited and thus detailed analysis is challenging. The company's success is dependent on its ability to source and manage its investments. Increased competition and economic downturns represent significant challenges. Access to proprietary data is required for a comprehensive evaluation.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Public filings of competitors
  • Industry reports
  • Company websites

Disclaimers:

This analysis is based on limited publicly available information. Actual results may vary. Market share data is estimated due to lack of proprietary information.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About MidCap Financial Investment Corporation

Exchange NASDAQ
Headquaters New York, NY, United States
IPO Launch date 2004-05-05
CEO -
Sector Financial Services
Industry Asset Management
Full time employees -
Full time employees -

MidCap Financial Investment Corporation (Former name Apollo Investment Corporation) is business development company and a closed-end, externally managed, non-diversified management investment company. It is elected to be treated as a business development company ("BDC") under the Investment Company Act of 1940 (the "1940 Act") specializing in private equity investments in leveraged buyouts, acquisitions, recapitalizations, growth capital, refinancing and private middle market companies. It provides direct equity capital, mezzanine, first lien secured loans, stretch senior loans, unitranche loans, second lien secured loans and senior secured loans, unsecured debt, and subordinated debt and loans. It also seeks to invest in PIPES transactions. The fund may also invest in securities of public companies that are thinly traded and may acquire investments in the secondary market and structured products. It prefers to invest in preferred equity, common equity / interests and warrants and makes equity co-investments. It may invest in cash equivalents, U.S. government securities, high-quality debt investments that mature in one year or less, high-yield bonds, distressed debt, non-U.S. investments, or securities of public companies that are not thinly traded. It also focuses on other investments such as collateralized loan obligations ("CLOs") and credit-linked notes ("CLNs"). The fund typically invests in construction and building materials, business services, plastics & rubber, advertising, capital equipment, education, cable television, chemicals, consumer products/goods durable and non-durable and customer services, direct marketing, energy " oil & gas, electricity and utilities. The fund also invest in aerospace & defense, wholesale, telecommunications, financial services, hotel, gaming, leisure, restaurants; environmental industries, healthcare and pharmaceuticals, high tech industries, beverages, food and tobacco, manufacturing, media " diversified & production, printing and publishing, retail, automation, aviation