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New Mountain Finance (NMFC) Competitors

New Mountain Finance logo
$8.04 -0.08 (-1.01%)
As of 01:54 PM Eastern
This is a fair market value 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 stock? We will contrast the two companies based on the strength of their analyst recommendations, earnings, dividends, institutional ownership, risk, profitability, valuation and media sentiment.

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.2%. New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 15.9%. 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$3.05B4.42$1.30B$1.6311.52
New Mountain Finance$327.08M2.32$16.49M-$0.58N/A

Ares Capital has a beta of 0.58, meaning that its stock price is 42% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market.

Ares Capital presently has a consensus price target of $20.75, suggesting a potential upside of 10.52%. New Mountain Finance has a consensus price target of $9.25, suggesting a potential upside of 15.08%. 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 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%

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

In the previous week, Ares Capital had 5 more articles in the media than New Mountain Finance. MarketBeat recorded 10 mentions for Ares Capital and 5 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 0.63 beat Ares Capital's score of 0.45 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)
2 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
New Mountain Finance
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 superior investment? We will compare the two companies based on the strength of their dividends, media sentiment, valuation, earnings, institutional ownership, analyst recommendations, risk and profitability.

In the previous week, New Mountain Finance had 3 more articles in the media than Carlyle Secured Lending. MarketBeat recorded 5 mentions for New Mountain Finance and 2 mentions for Carlyle Secured Lending. Carlyle Secured Lending's average media sentiment score of 0.80 beat New Mountain Finance's score of 0.63 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)
2 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)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 14.8%. New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 15.9%. Carlyle Secured Lending pays out 225.4% 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 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 beta of 0.66, indicating that its share price is 34% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.57, indicating that its share price is 43% less volatile than the broader market.

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$255.57M2.95$69.97M$0.7115.27
New Mountain Finance$327.08M2.32$16.49M-$0.58N/A

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 currently has a consensus price target of $12.50, indicating a potential upside of 15.29%. New Mountain Finance has a consensus price target of $9.25, indicating a potential upside of 15.08%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, equities analysts clearly believe Carlyle Secured Lending is more favorable than New Mountain Finance.

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

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

Summary

Carlyle Secured Lending beats New Mountain Finance on 10 of the 18 factors compared between the two stocks.

How does New Mountain Finance compare to Golub Capital BDC?

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

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
Golub Capital BDC24.64% 10.20% 4.47%
New Mountain Finance -18.65%11.14%4.63%

Golub Capital BDC presently has a consensus target price of $14.00, indicating a potential upside of 7.98%. New Mountain Finance has a consensus target price of $9.25, indicating a potential upside of 15.08%. 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
Golub Capital BDC
1 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.71
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 1 more articles in the media than Golub Capital BDC. MarketBeat recorded 5 mentions for New Mountain Finance and 4 mentions for Golub Capital BDC. Golub Capital BDC's average media sentiment score of 0.67 beat New Mountain Finance's score of 0.63 indicating that Golub Capital BDC is being referred to more favorably in the media.

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

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
Golub Capital BDC$870.78M3.88$376.65M$0.7716.84
New Mountain Finance$327.08M2.32$16.49M-$0.58N/A

Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.2%. New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 15.9%. 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 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.

Golub Capital BDC has a beta of 0.41, meaning that its share price is 59% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.57, meaning that its share price is 43% less volatile than the broader market.

42.4% of Golub Capital BDC shares are held by institutional investors. Comparatively, 32.1% of New Mountain Finance shares are held by institutional investors. 1.4% of Golub Capital BDC shares are held by insiders. Comparatively, 14.9% of New Mountain Finance shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Golub Capital BDC beats New Mountain Finance on 11 of the 19 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 investment? We will compare the two companies based on the strength of their dividends, media sentiment, risk, institutional ownership, earnings, analyst recommendations, profitability and valuation.

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%

New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 15.9%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 11.6%. 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.

New Mountain Finance currently has a consensus price target of $9.25, indicating a potential upside of 15.08%. MidCap Financial Investment has a consensus price target of $11.54, indicating a potential upside of 7.69%. Given New Mountain Finance's higher possible upside, research 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 5 mentions for New Mountain Finance and 2 mentions for MidCap Financial Investment. New Mountain Finance's average media sentiment score of 0.63 beat MidCap Financial Investment's score of 0.00 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)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MidCap Financial Investment
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

New Mountain Finance has a beta of 0.57, indicating that its stock price is 43% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.63, indicating that its stock price is 37% less volatile than the broader market.

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$327.08M2.32$16.49M-$0.58N/A
MidCap Financial Investment$320.88M2.75$63.17M$0.04267.80

Summary

New Mountain Finance beats MidCap Financial Investment on 10 of the 18 factors compared between the two stocks.

How does New Mountain Finance compare to Oaktree Specialty Lending?

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

Oaktree Specialty Lending has higher earnings, but lower revenue 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
Oaktree Specialty Lending$316.80M3.27$33.92M$0.5720.62
New Mountain Finance$327.08M2.32$16.49M-$0.58N/A

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
Oaktree Specialty Lending16.66% 9.56% 4.60%
New Mountain Finance -18.65%11.14%4.63%

In the previous week, New Mountain Finance had 3 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 5 mentions for New Mountain Finance and 2 mentions for Oaktree Specialty Lending. New Mountain Finance's average media sentiment score of 0.63 beat Oaktree Specialty Lending's score of -0.21 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
Oaktree Specialty Lending
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
New Mountain Finance
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Oaktree Specialty Lending has a beta of 0.52, meaning that its share price is 48% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.57, meaning that its share price is 43% less volatile than the broader market.

Oaktree Specialty Lending currently has a consensus target price of $11.83, indicating a potential upside of 0.67%. New Mountain Finance has a consensus target price of $9.25, indicating a potential upside of 15.08%. Given New Mountain Finance's higher probable upside, 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
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
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71

36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 32.1% of New Mountain Finance shares are owned by institutional investors. 0.3% of Oaktree Specialty 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 company is poised for long-term growth.

Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.6%. New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 15.9%. 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 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.

Summary

New Mountain Finance beats Oaktree Specialty Lending on 10 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$759.85M$1.30B$13.48B$12.21B
Dividend Yield16.10%13.31%5.88%5.36%
P/E Ratio-13.8710.9223.9225.32
Price / Sales2.3215.66160.5871.95
Price / Cash2.747.0219.8555.00
Price / Book0.720.812.126.97
Net Income$16.49M$121.13M$1.13B$334.92M
7 Day Performance-0.15%-3.00%-0.38%-0.98%
1 Month Performance-2.45%-5.54%-0.51%0.43%
1 Year Performance-24.17%-20.48%11.28%33.61%

New Mountain Finance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NMFC
New Mountain Finance
3.5952 of 5 stars
$8.04
-1.0%
$9.25
+15.1%
-25.1%$759.85M$327.08MN/AN/A
ARCC
Ares Capital
3.5103 of 5 stars
$18.94
+0.9%
$20.75
+9.6%
-15.0%$13.48B$3.05B11.622,550
CGBD
Carlyle Secured Lending
3.8875 of 5 stars
$11.21
+0.8%
$12.50
+11.5%
-23.7%$772.81M$255.57M15.79N/A
GBDC
Golub Capital BDC
2.8015 of 5 stars
$13.17
+0.6%
$14.00
+6.3%
-14.0%$3.41B$870.78M17.10N/A
MFIC
MidCap Financial Investment
1.9185 of 5 stars
$10.98
-0.3%
$11.54
+5.1%
-16.9%$906.92M$320.88M274.57N/A

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This page (NASDAQ:NMFC) was last updated on 5/21/2026 by MarketBeat.com Staff.
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