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New Mountain Finance Corporation (NMFC) Análise de ações

Serviços Financeiros

New Mountain Finance Corporation

$7.99

+$0.05 (+0.63%)

Última atualização: 26 de maio de 2026

Histórico de Preços

Análise

Visão geral da empresa

New Mountain Finance Corporation (NMFC) operates as a business development company focused on private equity buyouts and loan funding, specializing in direct investments and lending to middle-market enterprises within defensive growth sectors. The firm concentrates its investment strategy on acquiring and financing buyout and middle-market companies that offer stability alongside growth potential. This entity functions within the Financial Services sector, specifically categorized under the Asset Management industry, which implies a focus on managing capital for external funds or proprietary investments rather than traditional commercial banking operations. With a market capitalization of $800.40M and annual revenue of $327.08M, the company maintains a significant footprint in the alternative investment landscape. The market cap figure indicates that NMFC holds substantial assets under management or direct equity exposure, while the revenue level suggests a steady flow of management fees or interest income derived from its diverse portfolio of middle-market holdings.

Saúde financeira

The company reported a trailing twelve-month revenue of $327.08M and a net income of $16.49M, while EBITDA data is not available in the current reporting cycle. The substantial gap between the $327.08M revenue and the $16.49M net income reveals a high-cost structure typical of asset management firms, where operating expenses, including compensation for portfolio management and overhead costs, consume a large portion of top-line revenue before reaching the bottom line. Despite the compressed net income, the company generated $92.60M in free cash flow, which provides significant financial flexibility for debt repayment, share buybacks, or further capital deployment without relying solely on external financing. The margin profile shows a gross margin of 100.0%, an operating margin of 80.8%, and a profit margin of 5.0%; the 100.0% gross margin is consistent with service-based businesses that have negligible cost of goods sold, while the 80.8% operating margin highlights efficient cost control relative to revenue, though the 5.0% profit margin reflects the rigorous fee compression or expense burdens inherent in the asset management sector. On the liability side, the company holds $80.72M in cash against $1.67B in total debt, resulting in a debt-to-equity ratio of 140.66, which indicates a highly leveraged balance sheet characteristic of business development companies that utilize significant debt to finance their investment portfolios. The current ratio stands at 0.56, suggesting that short-term liquid assets are currently insufficient to cover immediate liabilities, a condition often seen in leveraged entities that manage long-term investment horizons rather than strict short-term liquidity needs. Return on equity is recorded at 1.3% and return on assets at 5.3%, metrics that suggest management is generating a modest return on shareholders' capital relative to the high leverage employed, with the ROA being higher than ROE due to the magnifying effect of the company's substantial debt load.

Avaliação de valorização

The valuation metrics present a stark contrast between historical and future expectations, with a trailing P/E ratio of 49.63 compared to a forward P/E of 7.46. The significant disparity between these two figures implies that the market expects earnings to increase substantially in the coming year, compressing the multiple from a high historical level to a much lower forward projection. The price-to-book ratio is 0.69, indicating that the company is currently trading below its book value, which suggests the market may be pricing in risks related to the quality of assets or potential downside in the underlying portfolio valuations. Additional valuation context is provided by the price-to-sales ratio of 2.45 and an EV/EBITDA metric that is not available (N/A), though the P/S ratio indicates the market values the company at roughly 2.5 times its sales, a common multiple for asset managers where earnings volatility is high. Price action over the last year shows a 52-week high of $11.04 and a 52-week low of $7.48, and without a specific current price provided in the facts, the range establishes the volatility corridor within which the stock has traded, highlighting the potential for significant price swings based on interest rate environments and private market exit multiples. The beta value is 0.60, which indicates that the stock's price volatility is historically lower than the broader market benchmark, suggesting it moves less dramatically than the overall equity market and may offer a smoother ride during periods of broad market turbulence.

Growth & Income

Revenue growth year-over-year is -15.1%, while earnings growth year-over-year is not available (N/A) in the current dataset. The negative revenue growth indicates a contraction in the top line, which, in the absence of earnings growth data, suggests that the decline in fees or interest income may be impacting profitability in tandem with revenue, although the specific rate of earnings change cannot be quantified. For dividend payers like this entity, the dividend yield is an attractive 16.1%, supported by a payout ratio of 800.0%; however, a payout ratio exceeding 100% implies that the company is distributing more cash than it is earning in net income, relying heavily on cash flow from operations or asset sales to fund the dividend. This high payout ratio combined with the lack of earnings growth data suggests the dividend may be under pressure or unsustainable over the long term if earnings do not improve significantly. The overall growth and income profile is characterized by a challenging revenue environment with declining top-line performance, contrasted by a high current yield that is funded by cash flow rather than distributable earnings, presenting a complex risk-reward dynamic for income-focused investors.

Comparação com pares

New Mountain Finance Corporation (NMFC) atua no setor de Gestão de Ativos. Veja como se compara com seus pares mais próximos por capitalização de mercado:

Empresa Ticker Cap. de Mercado Índice P/L
New Mountain Finance Corporation NMFC $749.95M N/A
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

O índice P/L médio do setor Gestão de Ativos é 28.6x. New Mountain Finance Corporation é negociada a um P/L de N/A.

Esta análise é gerada por IA apenas para fins informativos e não constitui aconselhamento financeiro. Os dados podem estar atrasados ou imprecisos. Sempre faça sua própria pesquisa e consulte um consultor financeiro qualificado antes de tomar decisões de investimento.

Sobre New Mountain Finance Corporation

New Mountain Finance Corporation (Nasdaq: NMFC), a business development company, is a private equity/buyouts and loan fund that 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, Life Sciences, Enterprise Software, Financial Services and Technology, 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 the 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.

A descrição da empresa é mostrada em inglês.

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Estatísticas Principais

Capitalização
$749.95M
Índice P/L
N/A
Máx. 52 Sem.
$11.04
Mín. 52 Sem.
$7.48
Volume Médio
1.04M
Beta
0.62
Rendimento Dividendos
15.24%

Dados fornecidos pelo Yahoo Finance via yfinance. Atualizado diariamente.

Informações da Empresa

Bolsa
NASDAQ
País
United States