Monroe Capital Corp Stock Performance
| MRCC Stock | USD 7.96 0.07 0.89% |
The company secures a Beta (Market Risk) of 0.6, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Monroe Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Monroe Capital is expected to be smaller as well. At this point, Monroe Capital Corp has a negative expected return of -0.0069%. Please make sure to verify Monroe Capital's value at risk, rate of daily change, relative strength index, as well as the relationship between the kurtosis and market facilitation index , to decide if Monroe Capital Corp performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Monroe Capital Corp has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound fundamental indicators, Monroe Capital is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 1.02 | Five Day Return (3.66) | Year To Date Return (8.57) | Ten Year Return (47.99) | All Time Return (48.26) |
Forward Dividend Yield 0.1266 | Payout Ratio | Forward Dividend Rate 1 | Dividend Date 2025-03-31 | Ex Dividend Date 2025-03-14 |
1 | Acquisition by Koenig Theodore L of 12100 shares of Monroe Capital at 12.358 subject to Rule 16b-3 | 12/27/2024 |
| Monroe Capital dividend paid on 30th of December 2024 | 12/30/2024 |
2 | Monroe Capital verpflichtet Galen Fu als Director of Business Development und erffnet Niederlassung in Australien | 02/04/2025 |
3 | Disposition of 9336 shares by Steele Jeffrey D. of Monroe Capital at 9.3322 subject to Rule 16b-3 | 02/11/2025 |
4 | WENDEL 2024 Full-Year Results a very active year, a dual model in place, strong value creation a growing return to shareholders | 02/26/2025 |
5 | Monroe Capital Corp Q4 2024 Earnings Report Preview What To Look For | 02/28/2025 |
6 | Monroe Capital Corporation BDC Announces Fourth Quarter and Full Year 2024 Results | 03/03/2025 |
7 | Monroe Capital Corp Q4 2024 Earnings Call Highlights Navigating Challenges with ... | 03/04/2025 |
8 | Acquisition by Allison Thomas J. of 500 shares of Monroe Capital at 8.77 subject to Rule 16b-3 | 03/07/2025 |
9 | Wendel announces the successful placement of Bureau Veritas shares as part of a prepaid 3-year forward sale representing approximately 6.7 percent of Bureau Ver... | 03/12/2025 |
| Begin Period Cash Flow | 5 M | |
| Free Cash Flow | 36 M |
Monroe |
Monroe Capital Relative Risk vs. Return Landscape
If you would invest 796.00 in Monroe Capital Corp on December 17, 2024 and sell it today you would lose (7.00) from holding Monroe Capital Corp or give up 0.88% of portfolio value over 90 days. Monroe Capital Corp is currently does not generate positive expected returns and assumes 1.2554% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of stocks are less volatile than Monroe, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Monroe Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Monroe Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Monroe Capital Corp, and traders can use it to determine the average amount a Monroe Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0055
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MRCC |
Estimated Market Risk
| 1.26 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Monroe Capital is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Monroe Capital by adding Monroe Capital to a well-diversified portfolio.
Monroe Capital Fundamentals Growth
Monroe Stock prices reflect investors' perceptions of the future prospects and financial health of Monroe Capital, and Monroe Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Monroe Stock performance.
| Return On Equity | 0.0491 | ||||
| Return On Asset | 0.0584 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.81 % | ||||
| Current Valuation | 453.88 M | ||||
| Shares Outstanding | 21.67 M | ||||
| Price To Earning | 111.08 X | ||||
| Price To Book | 0.89 X | ||||
| Price To Sales | 2.82 X | ||||
| Revenue | 46.44 M | ||||
| Gross Profit | 60.53 M | ||||
| EBITDA | 24.16 M | ||||
| Net Income | 9.7 M | ||||
| Cash And Equivalents | 5.97 M | ||||
| Cash Per Share | 0.28 X | ||||
| Total Debt | 298.91 M | ||||
| Debt To Equity | 1.36 % | ||||
| Current Ratio | 2.48 X | ||||
| Book Value Per Share | 8.85 X | ||||
| Cash Flow From Operations | 35.96 M | ||||
| Earnings Per Share | 0.45 X | ||||
| Market Capitalization | 170.95 M | ||||
| Total Asset | 490.67 M | ||||
| Retained Earnings | (105.97 M) | ||||
About Monroe Capital Performance
By analyzing Monroe Capital's fundamental ratios, stakeholders can gain valuable insights into Monroe Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Monroe Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Monroe Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 692.24 | 726.86 | |
| Return On Tangible Assets | 0.02 | 0.03 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.02 | 0.03 | |
| Return On Equity | 0.05 | 0.06 |
Things to note about Monroe Capital Corp performance evaluation
Checking the ongoing alerts about Monroe Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Monroe Capital Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Monroe Capital Corp generated a negative expected return over the last 90 days | |
| Monroe Capital Corp is unlikely to experience financial distress in the next 2 years | |
| Monroe Capital Corp has a very strong financial position based on the latest SEC filings | |
| Latest headline from finance.yahoo.com: Wendel announces the successful placement of Bureau Veritas shares as part of a prepaid 3-year forward sale representing approximately 6.7 percent of Bureau Veritas share capital |
- Analyzing Monroe Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Monroe Capital's stock is overvalued or undervalued compared to its peers.
- Examining Monroe Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Monroe Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Monroe Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Monroe Capital's stock. These opinions can provide insight into Monroe Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Monroe Stock analysis
When running Monroe Capital's price analysis, check to measure Monroe Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Monroe Capital is operating at the current time. Most of Monroe Capital's value examination focuses on studying past and present price action to predict the probability of Monroe Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Monroe Capital's price. Additionally, you may evaluate how the addition of Monroe Capital to your portfolios can decrease your overall portfolio volatility.
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