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Upturn AI SWOT - About
NMFC 
New Mountain Finance Corporation (NMFC)
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Upturn Advisory Summary
07/15/2025: NMFC (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
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $11.46
1 Year Target Price $11.46
| 3 | Strong Buy |
| 0 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.82% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.16B USD | Price to earnings Ratio 10.83 | 1Y Target Price 11.46 |
Price to earnings Ratio 10.83 | 1Y Target Price 11.46 | ||
Volume (30-day avg) 7 | Beta 0.86 | 52 Weeks Range 8.58 - 11.35 | Updated Date 07/15/2025 |
52 Weeks Range 8.58 - 11.35 | Updated Date 07/15/2025 | ||
Dividends yield (FY) 12.13% | Basic EPS (TTM) 0.99 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 29.84% | Operating Margin (TTM) 77.04% |
Management Effectiveness
Return on Assets (TTM) 5.43% | Return on Equity (TTM) 8.09% |
Valuation
Trailing PE 10.83 | Forward PE 9.13 | Enterprise Value 2844522496 | Price to Sales(TTM) 3.15 |
Enterprise Value 2844522496 | Price to Sales(TTM) 3.15 | ||
Enterprise Value to Revenue 24.93 | Enterprise Value to EBITDA 16.16 | Shares Outstanding 107851000 | Shares Floating - |
Shares Outstanding 107851000 | Shares Floating - | ||
Percent Insiders 11.71 | Percent Institutions 34.86 |
Upturn AI SWOT
New Mountain Finance Corporation
Company Overview
History and Background
New Mountain Finance Corporation was founded in 2008 and is a closed-end, non-diversified management investment company that focuses on direct lending to middle market companies.
Core Business Areas
- Direct Lending: Provides direct lending solutions, including first lien, second lien, and unitranche loans, to middle-market companies.
- Investment Portfolio: Manages a diverse portfolio of investments in various industries, aiming to generate current income and capital appreciation.
Leadership and Structure
Robert A. Hamwee serves as the CEO. The company operates under a board of directors and an investment team that focuses on credit analysis and portfolio management.
Top Products and Market Share
Key Offerings
- First Lien Loans: Senior secured loans representing the highest priority in the borrower's capital structure. NMFC competes with other BDCs and private credit funds. Market share data is difficult to obtain precisely for this specific segment, but the private credit market is highly competitive.
- Second Lien Loans: Loans secured by a second priority claim on the borrower's assets. Higher risk and higher yield. NMFC competes with other BDCs and private credit funds. Market share data is difficult to obtain precisely for this specific segment, but the private credit market is highly competitive.
- Unitranche Loans: A hybrid loan structure combining characteristics of both first and second lien debt. NMFC competes with other BDCs and private credit funds. Market share data is difficult to obtain precisely for this specific segment, but the private credit market is highly competitive.
Market Dynamics
Industry Overview
The industry consists of Business Development Companies (BDCs) that provide capital to middle-market companies. The sector is sensitive to interest rate changes and economic conditions.
Positioning
New Mountain Finance Corporation positions itself as a provider of flexible capital solutions to companies with defensible market positions and strong management teams.
Total Addressable Market (TAM)
The total addressable market for middle market lending is substantial, estimated to be in the hundreds of billions of dollars. New Mountain Finance Corporation aims to capture a portion of this market through its lending activities.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Disciplined investment approach
- Diversified investment portfolio
- Strong track record of generating income
Weaknesses
- Exposure to credit risk in middle-market lending
- Sensitivity to interest rate fluctuations
- Reliance on external financing
- Potential for conflicts of interest
Opportunities
- Expanding middle-market lending opportunities
- Increasing demand for alternative financing solutions
- Potential for strategic acquisitions
- Growing portfolio company valuations
Threats
- Economic downturns
- Increased competition from other lenders
- Rising interest rates
- Regulatory changes
Competitors and Market Share
Key Competitors
- ARCC
- TCPC
- MAIN
- GSLD
Competitive Landscape
New Mountain Finance competes with other BDCs and private credit funds for lending opportunities. Competitive advantages include its experienced management team and disciplined investment approach. Its disadvantages stem from its relatively smaller size.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by origination of new loans and effective portfolio management.
Future Projections: Future growth is expected to be influenced by middle-market lending activity and overall economic conditions. Analyst estimates vary based on market forecasts.
Recent Initiatives: Recent initiatives include expanding the investment team and diversifying the investment portfolio across various industries.
Summary
New Mountain Finance Corporation is a BDC focused on middle-market lending. It benefits from an experienced management team and a disciplined approach. However, its smaller size and reliance on external financing can pose challenges. Economic conditions and interest rate changes pose significant risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, market analysis
Disclaimers:
The information provided is for informational purposes only and should not be considered as investment advice. Market share estimates are approximate and may vary based on different sources.
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.
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