Go Pro

New Mountain Finance (NMFC) Competitors

New Mountain Finance logo
$7.02 +0.02 (+0.29%)
Closing price 04:00 PM Eastern
Extended Trading
$7.02 0.00 (0.00%)
As of 04:10 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?

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

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 14.2%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.1%. New Mountain Finance pays out -172.4% of its earnings in the form of a dividend. 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Ares Capital had 17 more articles in the media than New Mountain Finance. MarketBeat recorded 19 mentions for Ares Capital and 2 mentions for New Mountain Finance. Ares Capital's average media sentiment score of 0.65 beat New Mountain Finance's score of -0.96 indicating that Ares Capital is being referred to more favorably in the news media.

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

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

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$327.08M2.03$16.49M-$0.58N/A
Ares Capital$3.05B4.46$1.30B$1.6311.63

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 company insiders. Comparatively, 0.5% of Ares Capital shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company 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
New Mountain Finance-18.65% 11.14% 4.63%
Ares Capital 37.30%9.85%4.59%

New Mountain Finance currently has a consensus price target of $9.08, suggesting a potential upside of 29.39%. Ares Capital has a consensus price target of $20.60, suggesting a potential upside of 8.71%. Given New Mountain Finance's higher possible 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
New Mountain Finance
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71
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 11 of the 18 factors compared between the two stocks.

How does New Mountain Finance compare to Carlyle Secured Lending?

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

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 14.2%. Carlyle Secured Lending pays an annual dividend of $1.40 per share and has a dividend yield of 13.4%. New Mountain Finance pays out -172.4% of its earnings in the form of a dividend. 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

Carlyle Secured Lending has lower revenue, but higher earnings 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
New Mountain Finance$327.08M2.03$16.49M-$0.58N/A
Carlyle Secured Lending$255.57M2.84$69.97M$0.7114.70

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
New Mountain Finance-18.65% 11.14% 4.63%
Carlyle Secured Lending 19.52%8.99%4.01%

New Mountain Finance has a beta of 0.55, suggesting that its stock price is 45% less volatile than the broader market. Comparatively, Carlyle Secured Lending has a beta of 0.62, suggesting that its stock price is 38% less volatile than the broader market.

In the previous week, New Mountain Finance and New Mountain Finance both had 2 articles in the media. Carlyle Secured Lending's average media sentiment score of 0.34 beat New Mountain Finance's score of -0.96 indicating that Carlyle Secured Lending is being referred to more favorably in the news media.

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

32.1% of New Mountain Finance shares are held by institutional investors. Comparatively, 24.5% of Carlyle Secured Lending shares are held by institutional investors. 14.9% of New Mountain Finance shares are held by insiders. Comparatively, 0.4% of Carlyle Secured Lending shares are held 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.

New Mountain Finance currently has a consensus price target of $9.08, indicating a potential upside of 29.39%. Carlyle Secured Lending has a consensus price target of $12.50, indicating a potential upside of 19.73%. Given New Mountain Finance's higher possible 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
New Mountain Finance
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

Summary

Carlyle Secured Lending beats New Mountain Finance on 9 of the 17 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 compare the two companies based on the strength of their institutional ownership, valuation, media sentiment, risk, dividends, analyst recommendations, earnings and profitability.

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 has a beta of 0.39, meaning that its share price is 61% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.55, meaning that its share price is 45% less volatile than the broader market.

Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.1%. New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 14.2%. 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 -172.4% 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.

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

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$870.78M3.89$376.65M$0.7716.90
New Mountain Finance$327.08M2.03$16.49M-$0.58N/A

Golub Capital BDC currently has a consensus target price of $14.00, indicating a potential upside of 7.61%. New Mountain Finance has a consensus target price of $9.08, indicating a potential upside of 29.39%. Given New Mountain Finance's higher probable 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
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.86
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, Golub Capital BDC had 2 more articles in the media than New Mountain Finance. MarketBeat recorded 4 mentions for Golub Capital BDC and 2 mentions for New Mountain Finance. Golub Capital BDC's average media sentiment score of 1.29 beat New Mountain Finance's score of -0.96 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
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
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Negative

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?

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

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 company insiders. Comparatively, 0.9% of MidCap Financial Investment shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 14.2%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 12.9%. New Mountain Finance pays out -172.4% 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 target price of $9.08, suggesting a potential upside of 29.39%. MidCap Financial Investment has a consensus target price of $11.46, suggesting a potential upside of 19.30%. 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

New Mountain Finance has a beta of 0.55, indicating that its stock price is 45% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.6, indicating that its stock price is 40% less volatile than the broader market.

In the previous week, New Mountain Finance and New Mountain Finance both had 2 articles in the media. MidCap Financial Investment's average media sentiment score of 0.25 beat New Mountain Finance's score of -0.96 indicating that MidCap Financial Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New Mountain Finance
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Negative
MidCap Financial Investment
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

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$327.08M2.03$16.49M-$0.58N/A
MidCap Financial Investment$320.88M2.47$63.17M$0.04240.25

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%

Summary

MidCap Financial Investment beats New Mountain Finance on 9 of the 17 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 business? We will compare the two companies based on the strength of their earnings, dividends, risk, institutional ownership, valuation, profitability, media sentiment and analyst recommendations.

Oaktree Specialty Lending has a beta of 0.49, indicating that its share price is 51% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.55, indicating that its share price is 45% 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 3 mentions for Oaktree Specialty Lending and 2 mentions for New Mountain Finance. Oaktree Specialty Lending's average media sentiment score of -0.13 beat New Mountain Finance's score of -0.96 indicating that Oaktree Specialty Lending is being referred to more favorably in the media.

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

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 large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

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%

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.0%. New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 14.2%. Oaktree Specialty Lending pays out 210.5% 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 -172.4% 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 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$316.80M3.33$33.92M$0.5721.02
New Mountain Finance$327.08M2.03$16.49M-$0.58N/A

Oaktree Specialty Lending currently has a consensus target price of $11.83, suggesting a potential downside of 1.22%. New Mountain Finance has a consensus target price of $9.08, suggesting a potential upside of 29.39%. Given New Mountain Finance's higher probable upside, analysts clearly 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

Summary

Oaktree Specialty Lending beats New Mountain Finance on 9 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 FinanceFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$663.04M$1.31B$14.40B$12.41B
Dividend Yield14.06%13.19%5.66%9.39%
P/E Ratio-12.1011.2620.5724.19
Price / Sales2.0313.3144.3594.59
Price / Cash2.456.9119.2447.25
Price / Book0.610.762.266.26
Net Income$16.49M$121.13M$1.14B$331.76M
7 Day Performance0.14%-1.11%0.44%-1.10%
1 Month Performance-1.96%-0.25%1.60%-1.27%
1 Year Performance-33.65%-24.59%13.41%18.85%

New Mountain Finance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NMFC
New Mountain Finance
3.4332 of 5 stars
$7.02
+0.3%
$9.08
+29.4%
-34.6%$663.04M$327.08MN/AN/A
ARCC
Ares Capital
3.4246 of 5 stars
$18.82
+0.9%
$20.60
+9.5%
-18.2%$13.51B$3.05B11.542,550
CGBD
Carlyle Secured Lending
3.3037 of 5 stars
$10.49
+0.0%
$12.50
+19.2%
-25.8%$728.71M$255.57M14.77N/A
GBDC
Golub Capital BDC
3.5804 of 5 stars
$13.04
+0.9%
$14.00
+7.4%
-16.1%$3.40B$870.78M16.93N/A
MFIC
MidCap Financial Investment
2.2891 of 5 stars
$9.88
+1.1%
$11.46
+16.1%
-27.5%$813.82M$320.88M247.06N/A

Related Companies and Tools


This page (NASDAQ:NMFC) was last updated on 7/21/2026 by MarketBeat.com Staff.
From Our Partners