Go Pro

New Mountain Finance (NMFC) Competitors

New Mountain Finance logo
$7.54 0.00 (0.00%)
As of 08/28/2026 04:00 PM Eastern

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

Should you buy New Mountain Finance stock or one of its competitors? New Mountain Finance's main competitors and comparable companies include Ares Capital (ARCC), Golub Capital BDC (GBDC), MidCap Financial Investment (MFIC), Oaktree Specialty Lending (OCSL), and Blackrock Tcp Capital (TCPC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does New Mountain Finance compare to Ares Capital?

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

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

Ares Capital has a net margin of 30.91% compared to New Mountain Finance's net margin of -16.78%. New Mountain Finance's return on equity of 10.94% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-16.78% 10.94% 4.58%
Ares Capital 30.91%9.80%4.50%

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
New Mountain Finance$327.08M2.18$16.49M-$0.47N/A
Ares Capital$3.05B4.69$1.30B$1.3514.78

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 13.3%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 9.6%. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend. Ares Capital pays out 142.2% 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

New Mountain Finance has a beta of 0.55, meaning that its stock price is 45% less volatile than the broader market. Comparatively, Ares Capital has a beta of 0.56, meaning that its stock price is 44% less volatile than the broader market.

In the previous week, Ares Capital had 30 more articles in the media than New Mountain Finance. MarketBeat recorded 32 mentions for Ares Capital and 2 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 1.45 beat Ares Capital's score of 1.13 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ares Capital
23 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
2 Very Negative mention(s)
Positive

New Mountain Finance presently has a consensus target price of $8.60, indicating a potential upside of 14.06%. Ares Capital has a consensus target price of $20.40, indicating a potential upside of 2.26%. Given New Mountain Finance's higher probable upside, research analysts clearly believe New Mountain Finance is more favorable than Ares Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73

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 Golub Capital BDC?

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

New Mountain Finance has a beta of 0.55, indicating that its stock price is 45% less volatile than the broader market. Comparatively, Golub Capital BDC has a beta of 0.39, indicating that its stock price is 61% less volatile than the broader market.

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$327.08M2.18$16.49M-$0.47N/A
Golub Capital BDC$870.78M3.89$376.65M$0.6520.05

New Mountain Finance currently has a consensus price target of $8.60, indicating a potential upside of 14.06%. Golub Capital BDC has a consensus price target of $13.90, indicating a potential upside of 6.68%. Given New Mountain Finance's higher probable upside, equities research 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)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67
Golub Capital BDC
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.86

Golub Capital BDC has a net margin of 21.45% compared to New Mountain Finance's net margin of -16.78%. New Mountain Finance's return on equity of 10.94% beat Golub Capital BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-16.78% 10.94% 4.58%
Golub Capital BDC 21.45%9.91%4.39%

In the previous week, Golub Capital BDC had 8 more articles in the media than New Mountain Finance. MarketBeat recorded 10 mentions for Golub Capital BDC and 2 mentions for New Mountain Finance. Golub Capital BDC's average media sentiment score of 1.74 beat New Mountain Finance's score of 1.45 indicating that Golub Capital BDC is being referred to more favorably in the news media.

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

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 company insiders. Comparatively, 1.4% of Golub Capital BDC shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 13.3%. Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.1%. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend. Golub Capital BDC pays out 203.1% 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.

Summary

Golub Capital BDC beats New Mountain Finance on 12 of the 19 factors compared between the two stocks.

How does New Mountain Finance compare to MidCap Financial Investment?

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

MidCap Financial Investment has a beta of 0.61, suggesting that its stock price is 39% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.55, suggesting that its stock price is 45% less volatile than the broader market.

28.5% of MidCap Financial Investment shares are held by institutional investors. Comparatively, 32.1% of New Mountain Finance shares are held by institutional investors. 0.9% of MidCap Financial Investment shares are held by insiders. Comparatively, 14.9% of New Mountain Finance shares are held 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.

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 12.9%. New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 13.3%. MidCap Financial Investment pays out -344.4% of its earnings in the form of a dividend. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MidCap Financial Investment-$11.90M-66.62$63.17M-$0.36N/A
New Mountain Finance$327.08M2.18$16.49M-$0.47N/A

MidCap Financial Investment has a net margin of -9.85% compared to New Mountain Finance's net margin of -16.78%. MidCap Financial Investment's return on equity of 11.17% beat New Mountain Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
MidCap Financial Investment-9.85% 11.17% 4.41%
New Mountain Finance -16.78%10.94%4.58%

MidCap Financial Investment currently has a consensus price target of $11.11, indicating a potential upside of 15.46%. New Mountain Finance has a consensus price target of $8.60, indicating a potential upside of 14.06%. Given MidCap Financial Investment's stronger consensus rating and higher possible upside, equities analysts plainly believe MidCap Financial Investment is more favorable than New Mountain Finance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MidCap Financial Investment
1 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.11
New Mountain Finance
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

In the previous week, MidCap Financial Investment had 3 more articles in the media than New Mountain Finance. MarketBeat recorded 5 mentions for MidCap Financial Investment and 2 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 1.45 beat MidCap Financial Investment's score of 1.05 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
MidCap Financial Investment
3 Very Positive mention(s)
0 Positive mention(s)
1 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

MidCap Financial Investment beats New Mountain Finance 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 investment? We will contrast the two companies based on the strength of their profitability, analyst recommendations, media sentiment, earnings, institutional ownership, dividends, valuation and risk.

Oaktree Specialty Lending has a net margin of 14.45% compared to New Mountain Finance's net margin of -16.78%. New Mountain Finance's return on equity of 10.94% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending14.45% 9.70% 4.64%
New Mountain Finance -16.78%10.94%4.58%

In the previous week, Oaktree Specialty Lending had 9 more articles in the media than New Mountain Finance. MarketBeat recorded 11 mentions for Oaktree Specialty Lending and 2 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 1.45 beat Oaktree Specialty Lending's score of 1.05 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
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
New Mountain Finance
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$316.80M3.62$33.92M$0.4827.13
New Mountain Finance$327.08M2.18$16.49M-$0.47N/A

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.2%. New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 13.3%. Oaktree Specialty Lending pays out 250.0% 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 pays out -212.8% 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.

Oaktree Specialty Lending presently has a consensus target price of $11.83, indicating a potential downside of 9.11%. New Mountain Finance has a consensus target price of $8.60, indicating a potential upside of 14.06%. 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)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
New Mountain Finance
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

Oaktree Specialty Lending has a beta of 0.49, suggesting that its share price is 51% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.55, suggesting that its share price is 45% less volatile than the broader market.

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

Summary

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

How does New Mountain Finance compare to Blackrock Tcp Capital?

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

New Mountain Finance has a beta of 0.55, meaning that its stock price is 45% less volatile than the broader market. Comparatively, Blackrock Tcp Capital has a beta of 0.94, meaning that its stock price is 6% less volatile than the broader market.

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 13.3%. Blackrock Tcp Capital pays an annual dividend of $0.68 per share and has a dividend yield of 16.5%. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend. Blackrock Tcp Capital pays out -53.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

New Mountain Finance presently has a consensus target price of $8.60, indicating a potential upside of 14.06%. Blackrock Tcp Capital has a consensus target price of $3.75, indicating a potential downside of 8.98%. Given New Mountain Finance's stronger consensus rating and higher probable upside, analysts clearly believe New Mountain Finance is more favorable than Blackrock Tcp Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67
Blackrock Tcp Capital
2 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

New Mountain Finance has a net margin of -16.78% compared to Blackrock Tcp Capital's net margin of -61.27%. Blackrock Tcp Capital's return on equity of 13.85% beat New Mountain Finance's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-16.78% 10.94% 4.58%
Blackrock Tcp Capital -61.27%13.85%5.28%

In the previous week, Blackrock Tcp Capital had 2 more articles in the media than New Mountain Finance. MarketBeat recorded 4 mentions for Blackrock Tcp Capital and 2 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 1.45 beat Blackrock Tcp Capital's score of 0.75 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blackrock Tcp Capital
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

32.1% of New Mountain Finance shares are owned by institutional investors. 14.9% of New Mountain Finance shares are owned by insiders. Comparatively, 0.4% of Blackrock Tcp Capital 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New Mountain Finance$327.08M2.18$16.49M-$0.47N/A
Blackrock Tcp Capital-$91.34M-3.78-$88.93M-$1.28N/A

Summary

New Mountain Finance beats Blackrock Tcp Capital on 11 of the 17 factors compared between the two stocks.

Get New Mountain Finance News Delivered to You Automatically

Sign up to receive the latest news and ratings for NMFC and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

NMFC vs. The Competition

MetricNew Mountain FinanceCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$712.15M$5.71B$14.01B$12.89B
Dividend Yield13.26%7.38%5.88%11.28%
P/E Ratio-16.0432.7026.7425.45
Price / Sales2.181,273.12523.09104.31
Price / Cash2.6048.1530.4036.03
Price / Book0.653.762.856.36
Net Income$16.49M$417.39M$1.31B$349.79M
7 Day Performance-1.31%0.69%0.29%-0.40%
1 Month Performance9.43%2.27%2.55%4.24%
1 Year Performance-29.27%6.00%10.76%15.13%

New Mountain Finance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NMFC
New Mountain Finance
2.9332 of 5 stars
$7.54
flat
$8.60
+14.1%
-29.3%$712.15M$327.08MN/AN/A
ARCC
Ares Capital
2.842 of 5 stars
$19.93
-0.6%
$20.40
+2.4%
-10.9%$14.31B$3.05B14.772,550
GBDC
Golub Capital BDC
3.7085 of 5 stars
$13.11
-1.0%
$13.90
+6.1%
-12.7%$3.41B$203.39M20.18N/A
MFIC
MidCap Financial Investment
3.2765 of 5 stars
$9.68
-0.5%
$11.11
+14.8%
-27.2%$797.12M-$11.90MN/AN/A
OCSL
Oaktree Specialty Lending
2.08 of 5 stars
$13.11
-0.4%
$11.83
-9.8%
-7.0%$1.16B$316.80M27.34N/A

Related Companies and Tools


This page (NASDAQ:NMFC) was last updated on 8/31/2026 by MarketBeat.com Staff.
From Our Partners