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MidCap Financial Investment Corporation (MFIC)



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Upturn Advisory Summary
08/14/2025: MFIC (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $13.64
1 Year Target Price $13.64
4 | Strong Buy |
1 | Buy |
3 | Hold |
1 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.49% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 |
Upturn AI SWOT
MidCap Financial Investment Corporation
Company Overview
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.
Core Business Areas
- Direct Lending: Provision of senior secured loans, unitranche loans, and mezzanine debt to middle-market companies across various industries.
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
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
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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

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