Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.057
Buy
RSI(14)
54.075
Neutral
STOCH(KDJ)(9,3,3)
69.077
Neutral
ATR(14)
0.124
High Vlolatility
CCI(14)
67.868
Neutral
Williams %R
36.585
Buy
TRIX(12,20)
0.052
Sell
StochRSI(14)
0.000
Sell
New Mountain Finance Corp
NMFC10.560USD
-0.060-0.56%
Close 09/08, 16:00（ET）Quotes delayed by 15 min
1.13BMarket Cap
13.65P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Currency: USD Updated：2025-09-05Key Insights
The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
6
analysts
Hold
Current Rating
10.950
Target Price
+3.11%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company Highlights
StrengthsRisks
New Mountain Finance Corporation is a business development company focused on providing direct lending solutions to United States middle market companies backed by private equity sponsors. Its investment objective is to generate current income and capital appreciation through the sourcing and origination of senior secured loans and select junior capital positions, to growing businesses in defensive industries that offer attractive risk-adjusted returns. It makes investments through both primary originations and open-market secondary purchases. It invests a significant portion of its portfolio in unitranche loans, which are loans that combine both senior and subordinated debt, generally in a first lien position. The Company invests in various sectors, such as software, business services, healthcare, education, consumer services, distribution and logistics, packaging, financial services, and others. New Mountain Finance Advisers BDC, L.L.C. is the investment adviser of the Company.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 36.33% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 51.80.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 129.75%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 129.75%.
Overvalued
The company’s latest PE is 13.86, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 49.77M shares, decreasing 11.35% quarter-over-quarter.
Held by Invesco
Star Investor Invesco holds 1.03M shares of this stock.
Financial Health
Currency: USD Updated：2025-09-05The company's current financial score is 7.72, which is higher than the Collective Investments industry's average of 6.98. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 74.54M, representing a year-over-year decrease of 8.07%, while its net profit experienced a year-over-year decrease of 14.58%.
Score
Financials
6.59
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
9.94
Operational Efficiency
7.78
Growth Potential
7.20
Shareholder Returns
7.11
Company Valuation
Currency: USD Updated：2025-09-05The company’s current valuation score is 4.80, which is higher than the Collective Investments industry's average of 3.56. Its current P/E ratio is 13.66, which is -8.66% below the recent high of 12.47 and 22.81% above the recent low of 10.54.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 6/30
No Data
Earnings Forecast
Currency: USD Updated：2025-09-05The company’s current earnings forecast score is 7.71, which is higher than the Collective Investments industry's average of 6.96. The average price target for New Mountain Finance Corp is 11.00, with a high of 11.75 and a low of 10.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
6
analysts
Hold
Current Rating
10.950
Target Price
+3.11%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
31
Total
5
Median
4
Average
Company name
Ratings
Analysts
New Mountain Finance Corp
NMFC
6
FS KKR Capital Corp
FSK
11
Sixth Street Specialty Lending Inc
TSLX
11
SLR Investment Corp
SLRC
9
PennantPark Floating Rate Capital Ltd
PFLT
8
Pennantpark Investment Corp
PNNT
8
1
2
3
...
6
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated：2025-09-05The company’s current price momentum score is 9.18, which is higher than the Collective Investments industry's average of 7.76. Sideways: Currently, the stock price is trading between the resistance level at 10.84 and the support level at 9.86, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
10.580
Sell
MA10
10.532
Buy
MA20
10.448
Buy
MA50
10.517
Buy
MA100
10.451
Buy
MA200
10.878
Sell
Institutional Confidence
Currency: USD Updated：2025-09-05The company’s current institutional recognition score is 3.00, which is lower than the Collective Investments industry's average of 3.77. The latest institutional shareholding proportion is 46.79%, representing a quarter-over-quarter increase of 1.10%. The largest institutional shareholder is Invesco, holding a total of 1.03M shares, representing 0.97% of shares outstanding, with 5.91% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
Klinsky (Steven B)
Radcliffe Capital Management, L.P.
Cerity Partners LLC
LSV Asset Management
Van Eck Associates Corporation
Two Sigma Investments, LP
UBS Financial Services, Inc.
J.P. Morgan Securities LLC
Dimension Capital Management LLC
1
2
Risk Assessment
Currency: USD Updated：2025-09-05The U.S. Dollar Index is currently in a neutral state, which has a minor effect on the Collective Investments mixed industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.57, which is higher than the Collective Investments industry's average of 5.33. The company's beta value is 0.84. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.84
VaR
+1.57%
240-Day Maximum Drawdown
+24.40%
240-Day Volatility
+21.73%
Return
Best Daily Return
60 days
+1.64%
120 days
+8.34%
5 years
+8.34%
Worst Daily Return
60 days
-4.06%
120 days
-6.70%
5 years
-6.70%
Sharpe Ratio
60 days
-0.43
120 days
+0.10
5 years
+0.59
Risk Assessment
Maximum Drawdown
240 days
+24.40%
3 years
+30.97%
5 years
+35.19%
Return-to-Drawdown Ratio
240 days
-0.49
3 years
-0.13
5 years
-0.05
Skewness
240 days
-0.28
3 years
-0.44
5 years
-0.38
Volatility
Realised Volatility
240 days
+21.73%
5 years
+19.69%
Standardised True Range
240 days
+1.76%
5 years
+1.86%
Downside Risk-Adjusted Return
120 days
+11.09%
240 days
+11.09%
Maximum Daily Upside Volatility
60 days
+11.47%
Maximum Daily Downside Volatility
60 days
+17.59%
Liquidity
Average Turnover Rate
60 days
+0.41%
120 days
+0.46%
5 years
--
Turnover Deviation
20 days
+6.06%
60 days
-1.21%
120 days
+12.75%
Peer Comparison
Currency: USD Updated：2025-09-05New Mountain Finance Corp
NMFC
6.64 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Apollo Global Management Inc
APO
7.36 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Sixth Street Specialty Lending Inc
TSLX
7.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Monroe Capital Corp
MRCC
6.73 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SLR Investment Corp
SLRC
6.72 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Crescent Capital BDC Inc
CCAP
6.68 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
