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New Mountain Finance (NMFC) Competitors

New Mountain Finance logo
$7.95 +0.06 (+0.76%)
Closing price 06/10/2026 04:00 PM Eastern
Extended Trading
$7.98 +0.03 (+0.43%)
As of 06/10/2026 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

NMFC vs. ARCC, CGBD, GBDC, MFIC, and OCSL

Should you buy New Mountain Finance stock or one of its competitors? MarketBeat compares New Mountain Finance with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with New Mountain Finance include Ares Capital (ARCC), Carlyle Secured Lending (CGBD), Golub Capital BDC (GBDC), MidCap Financial Investment (MFIC), and Oaktree Specialty Lending (OCSL). These companies are all part of the "finance" sector.

How does New Mountain Finance compare to Ares Capital?

Ares Capital (NASDAQ:ARCC) and New Mountain Finance (NASDAQ:NMFC) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, risk, profitability, earnings, institutional ownership, valuation, media sentiment and dividends.

In the previous week, Ares Capital had 13 more articles in the media than New Mountain Finance. MarketBeat recorded 17 mentions for Ares Capital and 4 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 0.90 beat Ares Capital's score of 0.49 indicating that New Mountain Finance is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ares Capital
3 Very Positive mention(s)
5 Positive mention(s)
5 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral
New Mountain Finance
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Ares Capital currently has a consensus target price of $20.75, suggesting a potential upside of 8.98%. New Mountain Finance has a consensus target price of $9.25, suggesting a potential upside of 16.35%. Given New Mountain Finance's higher probable upside, analysts clearly believe New Mountain Finance is more favorable than Ares Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Capital
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.82
New Mountain Finance
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.1%. New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 16.1%. Ares Capital pays out 117.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Ares Capital has higher revenue and earnings than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than Ares Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ares Capital$3.05B4.48$1.30B$1.6311.68
New Mountain Finance$327.08M2.30$16.49M-$0.58N/A

Ares Capital has a beta of 0.56, indicating that its stock price is 44% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.54, indicating that its stock price is 46% less volatile than the broader market.

27.4% of Ares Capital shares are owned by institutional investors. Comparatively, 32.1% of New Mountain Finance shares are owned by institutional investors. 0.5% of Ares Capital shares are owned by insiders. Comparatively, 14.9% of New Mountain Finance shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Ares Capital has a net margin of 37.30% compared to New Mountain Finance's net margin of -18.65%. New Mountain Finance's return on equity of 11.14% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Capital37.30% 9.85% 4.59%
New Mountain Finance -18.65%11.14%4.63%

Summary

Ares Capital beats New Mountain Finance on 10 of the 18 factors compared between the two stocks.

How does New Mountain Finance compare to Carlyle Secured Lending?

Carlyle Secured Lending (NASDAQ:CGBD) and New Mountain Finance (NASDAQ:NMFC) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their earnings, profitability, risk, institutional ownership, valuation, dividends, analyst recommendations and media sentiment.

Carlyle Secured Lending pays an annual dividend of $1.40 per share and has a dividend yield of 12.8%. New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 16.1%. Carlyle Secured Lending pays out 197.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Carlyle Secured Lending has a net margin of 19.52% compared to New Mountain Finance's net margin of -18.65%. New Mountain Finance's return on equity of 11.14% beat Carlyle Secured Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Secured Lending19.52% 8.99% 4.01%
New Mountain Finance -18.65%11.14%4.63%

Carlyle Secured Lending has higher earnings, but lower revenue than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than Carlyle Secured Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Secured Lending$63.06M12.10$69.97M$0.7115.46
New Mountain Finance$327.08M2.30$16.49M-$0.58N/A

Carlyle Secured Lending has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.54, meaning that its stock price is 46% less volatile than the broader market.

Carlyle Secured Lending currently has a consensus target price of $12.50, suggesting a potential upside of 13.84%. New Mountain Finance has a consensus target price of $9.25, suggesting a potential upside of 16.35%. Given New Mountain Finance's higher probable upside, analysts clearly believe New Mountain Finance is more favorable than Carlyle Secured Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
New Mountain Finance
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71

In the previous week, New Mountain Finance had 2 more articles in the media than Carlyle Secured Lending. MarketBeat recorded 4 mentions for New Mountain Finance and 2 mentions for Carlyle Secured Lending. Carlyle Secured Lending's average media sentiment score of 1.39 beat New Mountain Finance's score of 0.90 indicating that Carlyle Secured Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Secured Lending
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
New Mountain Finance
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

24.5% of Carlyle Secured Lending shares are owned by institutional investors. Comparatively, 32.1% of New Mountain Finance shares are owned by institutional investors. 0.6% of Carlyle Secured Lending shares are owned by insiders. Comparatively, 14.9% of New Mountain Finance shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Summary

Carlyle Secured Lending and New Mountain Finance tied by winning 9 of the 18 factors compared between the two stocks.

How does New Mountain Finance compare to Golub Capital BDC?

New Mountain Finance (NASDAQ:NMFC) and Golub Capital BDC (NASDAQ:GBDC) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their risk, earnings, profitability, dividends, analyst recommendations, valuation, media sentiment and institutional ownership.

New Mountain Finance has a beta of 0.54, suggesting that its stock price is 46% less volatile than the broader market. Comparatively, Golub Capital BDC has a beta of 0.39, suggesting that its stock price is 61% less volatile than the broader market.

In the previous week, New Mountain Finance and New Mountain Finance both had 4 articles in the media. New Mountain Finance's average media sentiment score of 0.90 beat Golub Capital BDC's score of 0.72 indicating that New Mountain Finance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New Mountain Finance
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Golub Capital BDC
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 16.1%. Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.0%. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend. Golub Capital BDC pays out 171.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Golub Capital BDC has higher revenue and earnings than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than Golub Capital BDC, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Mountain Finance$327.08M2.30$16.49M-$0.58N/A
Golub Capital BDC$870.78M3.95$376.65M$0.7717.16

New Mountain Finance currently has a consensus price target of $9.25, indicating a potential upside of 16.35%. Golub Capital BDC has a consensus price target of $14.00, indicating a potential upside of 5.98%. Given New Mountain Finance's higher possible upside, analysts clearly believe New Mountain Finance is more favorable than Golub Capital BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71
Golub Capital BDC
1 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.71

Golub Capital BDC has a net margin of 24.64% compared to New Mountain Finance's net margin of -18.65%. New Mountain Finance's return on equity of 11.14% beat Golub Capital BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-18.65% 11.14% 4.63%
Golub Capital BDC 24.64%10.20%4.47%

32.1% of New Mountain Finance shares are owned by institutional investors. Comparatively, 42.4% of Golub Capital BDC shares are owned by institutional investors. 14.9% of New Mountain Finance shares are owned by insiders. Comparatively, 1.4% of Golub Capital BDC shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

Golub Capital BDC beats New Mountain Finance on 10 of the 18 factors compared between the two stocks.

How does New Mountain Finance compare to MidCap Financial Investment?

New Mountain Finance (NASDAQ:NMFC) and MidCap Financial Investment (NASDAQ:MFIC) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, institutional ownership, media sentiment, risk, analyst recommendations, dividends, valuation and profitability.

New Mountain Finance presently has a consensus price target of $9.25, indicating a potential upside of 16.35%. MidCap Financial Investment has a consensus price target of $11.54, indicating a potential upside of 12.76%. Given New Mountain Finance's higher probable upside, analysts clearly believe New Mountain Finance is more favorable than MidCap Financial Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22

In the previous week, New Mountain Finance had 3 more articles in the media than MidCap Financial Investment. MarketBeat recorded 4 mentions for New Mountain Finance and 1 mentions for MidCap Financial Investment. MidCap Financial Investment's average media sentiment score of 1.89 beat New Mountain Finance's score of 0.90 indicating that MidCap Financial Investment is being referred to more favorably in the news media.

Company Overall Sentiment
New Mountain Finance Positive
MidCap Financial Investment Very Positive

New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 16.1%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 12.1%. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend. MidCap Financial Investment pays out 3,100.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

32.1% of New Mountain Finance shares are held by institutional investors. Comparatively, 28.5% of MidCap Financial Investment shares are held by institutional investors. 14.9% of New Mountain Finance shares are held by company insiders. Comparatively, 0.8% of MidCap Financial Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

New Mountain Finance has a beta of 0.54, indicating that its stock price is 46% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.59, indicating that its stock price is 41% less volatile than the broader market.

MidCap Financial Investment has a net margin of 1.90% compared to New Mountain Finance's net margin of -18.65%. New Mountain Finance's return on equity of 11.14% beat MidCap Financial Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-18.65% 11.14% 4.63%
MidCap Financial Investment 1.90%10.86%4.31%

MidCap Financial Investment has lower revenue, but higher earnings than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than MidCap Financial Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Mountain Finance$327.08M2.30$16.49M-$0.58N/A
MidCap Financial Investment$320.88M2.63$63.17M$0.04255.75

Summary

New Mountain Finance and MidCap Financial Investment tied by winning 9 of the 18 factors compared between the two stocks.

How does New Mountain Finance compare to Oaktree Specialty Lending?

New Mountain Finance (NASDAQ:NMFC) and Oaktree Specialty Lending (NASDAQ:OCSL) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, risk, analyst recommendations, media sentiment, profitability, valuation and dividends.

New Mountain Finance currently has a consensus target price of $9.25, indicating a potential upside of 16.35%. Oaktree Specialty Lending has a consensus target price of $11.83, indicating a potential downside of 1.39%. Given New Mountain Finance's higher probable upside, equities analysts plainly believe New Mountain Finance is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 16.1%. Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.3%. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend. Oaktree Specialty Lending pays out 280.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Oaktree Specialty Lending has a net margin of 16.66% compared to New Mountain Finance's net margin of -18.65%. New Mountain Finance's return on equity of 11.14% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-18.65% 11.14% 4.63%
Oaktree Specialty Lending 16.66%9.56%4.60%

New Mountain Finance has a beta of 0.54, indicating that its stock price is 46% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.5, indicating that its stock price is 50% less volatile than the broader market.

In the previous week, Oaktree Specialty Lending had 1 more articles in the media than New Mountain Finance. MarketBeat recorded 5 mentions for Oaktree Specialty Lending and 4 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 0.90 beat Oaktree Specialty Lending's score of 0.14 indicating that New Mountain Finance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New Mountain Finance
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oaktree Specialty Lending
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

32.1% of New Mountain Finance shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 14.9% of New Mountain Finance shares are owned by insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Oaktree Specialty Lending has lower revenue, but higher earnings than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Mountain Finance$327.08M2.30$16.49M-$0.58N/A
Oaktree Specialty Lending$316.80M3.34$33.92M$0.5721.05

Summary

New Mountain Finance beats Oaktree Specialty Lending on 9 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding NMFC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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NMFC vs. The Competition

MetricNew Mountain FinanceFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$745.23M$1.31B$13.57B$11.95B
Dividend Yield16.22%13.30%5.78%5.61%
P/E Ratio-13.7111.0219.9723.63
Price / Sales2.3015.07133.65103.14
Price / Cash2.727.0119.3154.72
Price / Book0.690.772.206.70
Net Income$16.49M$121.13M$1.14B$337.26M
7 Day Performance-0.75%-0.79%0.28%-2.43%
1 Month Performance-1.49%-2.67%0.46%0.19%
1 Year Performance-26.32%-21.10%10.25%23.15%

New Mountain Finance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NMFC
New Mountain Finance
3.4761 of 5 stars
$7.95
+0.8%
$9.25
+16.4%
-26.5%$745.23M$327.08MN/AN/A
ARCC
Ares Capital
3.3211 of 5 stars
$18.91
+1.3%
$20.75
+9.7%
-14.8%$13.41B$1.36B11.602,550
CGBD
Carlyle Secured Lending
3.8557 of 5 stars
$10.79
+2.0%
$12.50
+15.8%
-22.2%$735.28M$63.06M15.20N/A
GBDC
Golub Capital BDC
2.5533 of 5 stars
$13.19
+2.2%
$14.00
+6.1%
-13.5%$3.36B$870.78M17.13N/A
MFIC
MidCap Financial Investment
2.0297 of 5 stars
$10.81
+3.9%
$11.54
+6.7%
-19.4%$856.67M$320.88M270.32N/A

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This page (NASDAQ:NMFC) was last updated on 6/11/2026 by MarketBeat.com Staff.
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