COMP <GO>
NMFC vs MSIF // EV/EBITDA & P/E VALUATION
New Mountain Finance Corporation (NASDAQ) VS. MSC Income Fund Inc. (NYSE) • 15-METRIC TALLY: NMFC 3
— MSIF 2
■ METRIC PARITY
LAST: $7.04 (+1.88%) • MKT CAP: $664.9M
valuation
—
LAST: $11.95 (+1.44%) • MKT CAP: $541.9M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NMFC VS. MSIF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NMFC | MSIF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.40% | 12.00% | -10.60 | MSIF | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -12.98% | — | TIE | /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 | 4/9 | 2/9 | +2.00 | NMFC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.7 | 51.4 | +5.30 | NMFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 37.5x | 5.7x | +31.80 | MSIF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $664.9M | $541.9M | $123.1M | NMFC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NMFC REV | MSIF REV | NMFC GROSS % | MSIF GROSS % | NMFC FCF | MSIF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $379.0M | -$70.3M |
| FY 2024 | $0 | $0 | — | — | $42.0M | -$28.1M |
| FY 2023 | $0 | $0 | — | — | $332.7M | $50.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NMFC // BETA —
MSIF // BETA —