Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
NMFC 
New Mountain Finance Corporation (NMFC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: NMFC (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
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $10.5
1 Year Target Price $10.5
| 3 | Strong Buy |
| 0 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.23% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.02B USD | Price to earnings Ratio 12.59 | 1Y Target Price 10.5 |
Price to earnings Ratio 12.59 | 1Y Target Price 10.5 | ||
Volume (30-day avg) 7 | Beta 0.81 | 52 Weeks Range 8.30 - 10.98 | Updated Date 10/24/2025 |
52 Weeks Range 8.30 - 10.98 | Updated Date 10/24/2025 | ||
Dividends yield (FY) 13.50% | Basic EPS (TTM) 0.76 |
Earnings Date
Report Date 2025-10-29 | When - | Estimate 0.3193 | Actual - |
Profitability
Profit Margin 23.27% | Operating Margin (TTM) 78.73% |
Management Effectiveness
Return on Assets (TTM) 5.21% | Return on Equity (TTM) 6.15% |
Valuation
Trailing PE 12.59 | Forward PE 6.71 | Enterprise Value 2735515392 | Price to Sales(TTM) 2.86 |
Enterprise Value 2735515392 | Price to Sales(TTM) 2.86 | ||
Enterprise Value to Revenue 31.33 | Enterprise Value to EBITDA 16.16 | Shares Outstanding 106360961 | Shares Floating - |
Shares Outstanding 106360961 | Shares Floating - | ||
Percent Insiders 11.94 | Percent Institutions 33.02 |
Upturn AI SWOT
New Mountain Finance Corporation
Company Overview
History and Background
New Mountain Finance Corporation (NMFC) was founded in 2008 and is a closed-end, non-diversified management investment company. It focuses on debt investments in middle-market companies. The company has grown through strategic investments and portfolio management.
Core Business Areas
- Direct Investments: Provides debt and equity financing to middle-market companies, typically with EBITDA between $10 million and $200 million.
- First Liens: Investments in first lien secured debt
- Second Liens: Investments in second lien secured debt
- Equity Investments: Selective equity investments, typically alongside debt financings.
Leadership and Structure
NMFC is led by its CEO, Robert Hamwee. The management team has extensive experience in private equity and credit investing. New Mountain Capital, LLC, a private equity firm, serves as the investment adviser.
Top Products and Market Share
Key Offerings
- Estimated Market Share: Impossible to provide exact market share data as it would involve proprietary data from New Mountain and its Competitors.
- Senior Secured Debt: Senior secured loans to middle-market companies, primarily first lien. This is their largest investment type. NMFC competes with other BDCs and private credit funds. It's difficult to pinpoint exact market share without proprietary data from New Mountain. Competitors include Ares Capital, Apollo Investment, and Golub Capital.
- Estimated Market Share: Impossible to provide exact market share data as it would involve proprietary data from New Mountain and its Competitors.
- Mezzanine Debt: Subordinated debt with equity components. Competitors are similar to senior secured debt. Estimated market share is difficult to determine for this individual segment.
Market Dynamics
Industry Overview
The Business Development Company (BDC) industry is competitive, with numerous firms providing capital to middle-market companies. Interest rate fluctuations, economic cycles, and regulatory changes all impact the sector.
Positioning
NMFC focuses on defensive growth industries and targets companies with strong market positions and recurring revenue streams. Its relationship with New Mountain Capital provides access to deal flow and expertise.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be in the hundreds of billions of dollars. NMFC is positioned to capture a portion of this market by leveraging its expertise and relationships. However, the exact share of TAM NMFC will capture is uncertain due to market volatility and competitive dynamics.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Relationship with New Mountain Capital
- Focus on defensive growth industries
- Diversified investment portfolio
Weaknesses
- Reliance on external management by New Mountain Capital
- Sensitivity to interest rate changes
- Potential for credit losses in portfolio companies
- High management fees
Opportunities
- Increased demand for private credit from middle-market companies
- Expansion into new investment strategies
- Strategic acquisitions
- Growing assets under management
Threats
- Economic downturn
- Increased competition from other BDCs and private credit funds
- Regulatory changes
- Rising interest rates
Competitors and Market Share
Key Competitors
- ARES (ARCC)
- TPVG (TPVG)
- GSLBD (GSLBD)
Competitive Landscape
NMFC differentiates itself through its relationship with New Mountain Capital and its focus on defensive growth industries. However, ARCC has a larger AUM and thus, the market share comparison reflects NMFC's disadvantage
Major Acquisitions
No recent major public acquisitions
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: N/A
Growth Trajectory and Initiatives
Historical Growth: NMFC's growth has been driven by increasing its assets under management and deploying capital into new investments. Specific historical growth rates will need to be dynamically extracted from financial data sources.
Future Projections: Analyst estimates for future growth will need to be dynamically extracted from financial data sources and will vary based on analyst reports.
Recent Initiatives: Recent initiatives include expanding its investment platform and focusing on higher-yielding opportunities. Any new strategic initiatives that the company has implemented and which should be reflected here will need to be updated.
Summary
New Mountain Finance Corporation is a BDC that focuses on investments in middle-market companies, leveraging its connection with New Mountain Capital. While it targets defensive growth industries and offers a stable dividend, it faces challenges from economic cycles and high management fees. Growth is expected to come from increased demand for private credit. Overall, the company's performance is dependent on its ability to manage credit risk and navigate interest rate fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Company Website
- Analyst Reports (where available)
- Market Data Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data and analyst estimates are subject to change. Accuracy is not guaranteed.
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 New Mountain Finance Corporation
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2011-05-20 | President, CEO & Director Mr. John R. Kline | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in "defensive growth" industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at all levels of the capital structure including first and second lien debt, unsecured notes, and mezzanine securities. In some cases, its investments may also include equity interests. It targets energy, engineering and consulting services, specialty chemicals and materials, trading companies and distributors, commercial printing, diversified support services, education services, environmental and facilities services, office services and supplies, media, distributors, health care services, health care facilities, application software, business services, systems software, federal services, distribution and logistics, interactive home entertainment, telecommunication services, hydroelectric power generation, electric power generation by fossil fuels, electric power generation by nuclear fuels, health care technology, and security and alarm services. The fund seeks to invest in United States of America. It seeks to invest between $10 million and $125 million per transaction. The firm invests through both primary originations and open-market secondary purchases. It invests in companies with EBITDA between $10 million and $200 million. The fund seeks a majority stake in its portfolio companies.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.