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MSIF 
MSC Income Fund, Inc. (MSIF)
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Upturn Advisory Summary
12/18/2025: MSIF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $15.6
1 Year Target Price $15.6
| 1 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.97% | Avg. Invested days 26 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 623.37M USD | Price to earnings Ratio 7.38 | 1Y Target Price 15.6 |
Price to earnings Ratio 7.38 | 1Y Target Price 15.6 | ||
Volume (30-day avg) 6 | Beta 0.73 | 52 Weeks Range 11.78 - 17.22 | Updated Date 12/19/2025 |
52 Weeks Range 11.78 - 17.22 | Updated Date 12/19/2025 | ||
Dividends yield (FY) 10.74% | Basic EPS (TTM) 1.78 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 57.49% | Operating Margin (TTM) 72.61% |
Management Effectiveness
Return on Assets (TTM) 4.97% | Return on Equity (TTM) 11.7% |
Valuation
Trailing PE 7.38 | Forward PE 8.74 | Enterprise Value 1127002880 | Price to Sales(TTM) 4.53 |
Enterprise Value 1127002880 | Price to Sales(TTM) 4.53 | ||
Enterprise Value to Revenue 14.05 | Enterprise Value to EBITDA - | Shares Outstanding 46910723 | Shares Floating - |
Shares Outstanding 46910723 | Shares Floating - | ||
Percent Insiders 0.46 | Percent Institutions 12.33 |
Upturn AI SWOT
MSC Income Fund, Inc.
Company Overview
History and Background
MSC Income Fund, Inc. (MSC) is a closed-end investment company launched on December 1, 2004. Its primary objective is to provide its stockholders with current income and capital appreciation. It has evolved through strategic investments in a diversified portfolio of securities.
Core Business Areas
- Investment Management: The fund actively manages a portfolio of dividend-paying equities, fixed-income securities, and other income-generating investments. The focus is on identifying undervalued assets with strong potential for income generation and capital growth.
Leadership and Structure
MSC Income Fund, Inc. is managed by its Board of Directors, which oversees the fund's investment strategy and operations. The day-to-day investment decisions are typically delegated to an external investment advisor.
Top Products and Market Share
Key Offerings
- Dividend-Paying Equities: Investments in stocks of companies that regularly distribute dividends. The fund aims to select companies with consistent dividend payouts and potential for stock price appreciation. Competitors are broad-market equity funds and other income-focused investment vehicles.
- Fixed-Income Securities: Investments in bonds and other debt instruments to generate interest income. This includes corporate bonds, government bonds, and potentially mortgage-backed securities. Competitors include bond funds and other fixed-income investment products.
- Preferred Stocks: Investments in preferred stocks, which offer fixed dividends and a higher claim on assets than common stocks. Competitors include other income-focused funds with exposure to preferred equities.
Market Dynamics
Industry Overview
The closed-end fund industry operates within the broader asset management sector. It is influenced by macroeconomic factors such as interest rates, inflation, and economic growth. The demand for income-generating products is particularly sensitive to prevailing interest rate environments.
Positioning
MSC Income Fund, Inc. is positioned as an income-focused investment vehicle within the closed-end fund market. Its competitive advantage lies in its diversified portfolio strategy and its objective to provide consistent income distributions to shareholders.
Total Addressable Market (TAM)
The TAM for income-generating investment products is substantial, encompassing global savings and investment pools. MSC Income Fund, Inc. aims to capture a portion of this market by attracting investors seeking yield and capital preservation. Its specific market share within the closed-end fund sector is a subset of this larger TAM.
Upturn SWOT Analysis
Strengths
- Diversified investment portfolio
- Objective of current income and capital appreciation
- Experienced investment management (if applicable)
- Closed-end structure can provide stable capital base
Weaknesses
- Vulnerability to interest rate fluctuations
- Market risk associated with equity and bond investments
- Potential for underperformance relative to broader market indices
- Limited liquidity for individual shareholders compared to open-end funds
Opportunities
- Periods of market volatility creating undervalued opportunities
- Increasing demand for income-generating assets
- Potential for tactical asset allocation shifts
- Favorable macroeconomic conditions for dividend-paying stocks
Threats
- Rising interest rates could decrease bond values and increase borrowing costs
- Economic downturns impacting corporate earnings and dividend payouts
- Increased competition from other income-focused investment products
- Regulatory changes affecting investment funds
Competitors and Market Share
Key Competitors
- Nuveen High Income Fund (NHF)
- Gabelli Equity Trust Inc. (GAB)
- BlackRock Science and Technology Trust II (BSTZ)
Competitive Landscape
MSC Income Fund, Inc. competes with a wide array of other closed-end funds, open-end funds, and ETFs focused on income generation. Its advantages lie in its specific investment strategy and its track record. Disadvantages could include its expense ratio, performance relative to peers, or its market capitalization.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for MSC Income Fund, Inc. would be assessed by examining the trend in its Net Asset Value (NAV) and its ability to maintain or increase income distributions over time.
Future Projections: Future projections are typically based on analyst estimates of market conditions, interest rate movements, and the performance of underlying portfolio assets. These are subject to significant uncertainty.
Recent Initiatives: Recent initiatives might include portfolio rebalancing, changes in investment strategy, or efforts to manage expenses or leverage.
Summary
MSC Income Fund, Inc. is an income-focused closed-end fund managing a diversified portfolio. It aims to provide current income and capital appreciation, but faces risks from interest rate sensitivity and market volatility. Its ability to adapt to changing economic conditions and manage expenses effectively will be key to its future success. Careful monitoring of its dividend sustainability and NAV performance is essential for investors.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Financial News Websites (e.g., Bloomberg, Reuters, Yahoo Finance)
- Investment Research Platforms
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Financial data and market share are estimates and subject to change. Investors should conduct their own due diligence before making 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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