COMP <GO>
BCSF vs MSIF // RETURN ON INVESTED CAPITAL (ROIC)
Bain Capital Specialty Finance Inc. (NYSE) VS. MSC Income Fund Inc. (NYSE) • 15-METRIC TALLY: BCSF 4
— MSIF 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MSIF
LAST: $10.85 (+2.36%) • MKT CAP: $703.8M
roic
8.80%
LAST: $11.95 (+1.44%) • MKT CAP: $541.9M
roic
12.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BCSF VS. MSIF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BCSF | MSIF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.80% | 12.00% | -3.20 | MSIF | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.19% | -12.98% | +17.17 | BCSF | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 2/9 | +1.00 | BCSF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.4 | 51.4 | +0.98 | BCSF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 5.7x | +0.90 | MSIF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $703.8M | $541.9M | $161.9M | BCSF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BCSF REV | MSIF REV | BCSF GROSS % | MSIF GROSS % | BCSF FCF | MSIF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $29.5M | -$70.3M |
| FY 2024 | $0 | $0 | — | — | -$27.1M | -$28.1M |
| FY 2023 | $0 | $0 | — | — | $219.3M | $50.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BCSF // BETA —
MSIF // BETA —