MidCap Financial Investment (MFIC) versus its peers Financial analysis


MidCap Financial Investment (NASDAQ:MFIC – Get Rating) is one of 199 public companies in the “Investment Office, Not Elsewhere Classified” sector, but how does it differ from its rivals? We will compare MidCap Financial Investment to similar companies based on the strength of its profitability, valuation, institutional ownership, analyst recommendations, risk, dividends and earnings.

Profitability

This table compares the net margins, return on equity and return on assets of MidCap Financial Investment and its competitors.

Net margins Return on equity return on assets
MidCap Financial Investment 25.87% 9.28% 3.55%
MidCap Financial Investment Competitors -161.70% 7.16% 3.18%

Analyst Recommendations

This is a summary of current ratings and target prices for MidCap Financial Investment and its rivals, as provided by MarketBeat.com.

Sales Ratings Hold odds Buy reviews Strong buy odds Rating
MidCap Financial Investment 0 0 0 0 N / A
MidCap Financial Investment Competitors 107 531 634 4 2.42

As a group, the “Investment Offices, Not Elsewhere Classified” companies have an upside potential of 10.95%. Considering the likely higher upside of the rivals of MidCap Financial Investment, analysts clearly believe that MidCap Financial Investment has less favorable growth aspects than its rivals.

Benefits and evaluation

This table compares the revenue, earnings per share and market valuation of MidCap Financial Investment and its rivals.

Gross revenue Net revenue Price/earnings ratio
MidCap Financial Investment $213.15 million $82.36 million 15.21
MidCap Financial Investment Competitors $98.85 million $64.84 million 21.58

MidCap Financial Investment has higher revenue and profit than its competitors. MidCap Financial Investment trades at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Volatility and risk

MidCap Financial Investment has a beta of 1.65, which means its stock price is 65% more volatile than the S&P 500. Comparatively, MidCap Financial Investment’s competitors have a beta of 0.66, which means that their average price is 34% less volatile than the S&P. 500.

Dividends

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 9.4%. MidCap Financial Investment pays out 142.5% of its earnings as a dividend, suggesting that it may not have enough earnings to cover its dividend payment in the future. As a group, the “Investment Offices, Not Elsewhere Classified” companies pay a dividend yield of 10.8% and pay out 301.5% of their profits as a dividend.

Institutional and Insider Ownership

30.8% of the shares of MidCap Financial Investment are held by institutional investors. By comparison, 25.4% of the shares of all “Investment Offices, Not Elsewhere Classified” companies are held by institutional investors. 0.9% of shares of MidCap Financial Investment are held by insiders. By comparison, 6.3% of the shares of all “Investment Offices, Not Elsewhere Classified” companies are held by insiders. Strong institutional ownership indicates that endowments, hedge funds, and large money managers believe a stock is poised for long-term growth.

Summary

MidCap Financial Investment beats its rivals on 8 of the 12 factors compared.

About MidCap Financial Investment

(Get a rating)

Apollo Investment Corporation is a non-diversified, externally managed closed-end business development and investment company. It is elected to be treated as a business development company (BDC) under the Investment Companies Act 1940 (the 1940 Act) specializing in private equity investments in leveraged buyouts, acquisitions , recapitalizations, growth capital, refinancing and middle market private companies. It provides direct equity, mezzanine loans, senior secured loans, extended senior loans, unitranche loans, second lien secured loans and senior secured loans, unsecured debt and subordinated debt and loans. It also seeks to invest in PIPES transactions. The fund may also invest in thinly traded public company securities and may acquire secondary market investments and structured products. He prefers to invest in preferred stocks, common stocks/interests and warrants and makes equity co-investments. It may invest in cash equivalents, U.S. government securities, high quality debt securities that mature in one year or less, high yield bonds, distressed debt securities, non-U.S. investments or thinly traded public company securities. It also focuses on other investments such as secured loan obligations (CLOs) and credit-linked notes (CLNs). The fund generally invests in construction and building materials, business services, plastics and rubber, advertising, capital goods, education, cable television, chemicals, commodities/goods durable and non-durable consumer goods and customer services, direct marketing, energy – oil and gas, electricity and utilities. The fund also invests in aerospace and defense, wholesale, telecommunications, financial services, hospitality, gaming, leisure, restaurants; environmental industries, healthcare and pharmaceuticals, high-tech industries, beverages, food and tobacco, manufacturing, media – diversified and production, printing and publishing, retail, automation, aviation and consumer transportation, transportation, freight and distribution . It invests mainly in the United States. It primarily invests between $20 million and $250 million in its portfolio companies. The fund seeks to make investments with stated maturities of five to 10 years.



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Sarah J. Greer