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MSC Income Fund, Inc. (MSIF)
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Upturn Advisory Summary
08/14/2025: MSIF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
Analysis of Past Performance
Type Stock | Historic Profit -8% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 798.60M USD | Price to earnings Ratio 12.08 | 1Y Target Price - |
Price to earnings Ratio 12.08 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.9 | 52 Weeks Range 14.01 - 18.09 | Updated Date 06/14/2025 |
52 Weeks Range 14.01 - 18.09 | Updated Date 06/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.42 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 42.19% | Operating Margin (TTM) 73.35% |
Management Effectiveness
Return on Assets (TTM) 5.12% | Return on Equity (TTM) 9.32% |
Valuation
Trailing PE 12.08 | Forward PE - | Enterprise Value 1197264000 | Price to Sales(TTM) 5.87 |
Enterprise Value 1197264000 | Price to Sales(TTM) 5.87 | ||
Enterprise Value to Revenue 19.58 | Enterprise Value to EBITDA - | Shares Outstanding 46565400 | Shares Floating - |
Shares Outstanding 46565400 | Shares Floating - | ||
Percent Insiders 0.08 | Percent Institutions 0.03 |
Upturn AI SWOT
MSC Income Fund, Inc.
Company Overview
History and Background
MSC Income Fund, Inc. is a closed-end management investment company that seeks to provide a high level of current income. Founded to focus on income-generating investments, it has evolved to adapt to changing market conditions while maintaining its core objective.
Core Business Areas
- Investment Management: Management of a portfolio of debt and equity securities to generate income.
Leadership and Structure
The fund is managed by an investment advisor. Information on specific individuals and detailed organizational structure would typically be found in their SEC filings and corporate website.
Top Products and Market Share
Key Offerings
- High-Yield Debt Investments: The fund invests primarily in corporate debt instruments, including high-yield bonds and loans, aiming to generate high current income. Competitors include other closed-end funds focused on high-yield debt, like BlackRock Corporate High Yield Fund and PIMCO High Income Fund. Market share data is not directly applicable to this product, as it is a fund and the relevant metric is Assets Under Management (AUM).
Market Dynamics
Industry Overview
The closed-end fund industry is characterized by fluctuating asset values and varying yields depending on market conditions and the specific investments held within the fund. Interest rate changes significantly impact these funds.
Positioning
MSC Income Fund, Inc. is positioned as an income-generating investment vehicle, particularly attractive to investors seeking high current income, albeit with associated risks of high-yield debt.
Total Addressable Market (TAM)
The TAM for income-generating investment funds is large, encompassing a significant portion of the investment market. MSC Income Fund, Inc. competes for a share of this TAM against a range of other income-oriented funds and investment products.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Focus on Income Generation
- Diversified Portfolio within High-Yield Sector
Weaknesses
- High Expense Ratio relative to ETFs
- Vulnerability to Credit Risk in High-Yield Market
- Sensitivity to Interest Rate Changes
Opportunities
- Increased Demand for Income in Low-Interest Rate Environment
- Expansion into New High-Yield Asset Classes
- Strategic Partnerships with Financial Advisors
Threats
- Economic Downturn Leading to Defaults
- Rising Interest Rates Reducing Bond Values
- Increased Competition from Other Income-Generating Investments
Competitors and Market Share
Key Competitors
- HYG
- JNK
- BKLN
Competitive Landscape
MSC Income Fund, Inc. competes with other high-yield bond funds, ETFs, and other income-generating investment vehicles. Its advantages include active management, while disadvantages may include higher expense ratios.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on market conditions and the fund's investment performance.
Future Projections: Future projections are based on analyst estimates and expectations for the high-yield market.
Recent Initiatives: Recent initiatives involve adjustments to the fund's portfolio allocation to optimize income generation and manage risk.
Summary
MSC Income Fund is focused on generating high current income through investment in debt and equity securities. Its performance is dependent on the high yield market conditions, and it faces the risk of defaults. Key to its success is active portfolio management and diversification to balance risk and return, while being subject to competition from other income-generating products, so the fund's management needs to be attentive to expense ratios and relative performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Fund Fact Sheets
- Financial News Articles
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data and financial metrics may not be readily available. Consult with a financial advisor before making any investment decisions.
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 MSC Income Fund, Inc.
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2025-01-29 | CEO & Chairman of the Board Mr. Dwayne Louis Hyzak CPA | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.mscincomefund.com/ |
Full time employees - | Website https://www.mscincomefund.com/ | ||
MSC Income Fund, Inc. is a Business Development Company specializing in middle market debt and debt and equity investments in lower middle market companies. The fund seeks to invest in management buyouts, recapitalizations, growth financings, refinancing and acquisitions of companies. It invests in companies with revenue between $10 million and $150 million.
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