Midcap Financial Investment Stock Beta
| MFIC Stock | USD 13.78 0.07 0.51% |
MidCap Financial Investment fundamentals help investors to digest information that contributes to MidCap Financial's financial success or failures. It also enables traders to predict the movement of MidCap Stock. The fundamental analysis module provides a way to measure MidCap Financial's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to MidCap Financial stock.
MidCap | Beta |
MidCap Financial Investment Company Beta Analysis
MidCap Financial's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current MidCap Financial Beta | 1.54 |
Most of MidCap Financial's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, MidCap Financial Investment is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
MidCap Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for MidCap Financial is extremely important. It helps to project a fair market value of MidCap Stock properly, considering its historical fundamentals such as Beta. Since MidCap Financial's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of MidCap Financial's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of MidCap Financial's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, MidCap Financial Investment has a Beta of 1.542. This is 88.05% higher than that of the Capital Markets sector and 26.39% higher than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
MidCap Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses MidCap Financial's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of MidCap Financial could also be used in its relative valuation, which is a method of valuing MidCap Financial by comparing valuation metrics of similar companies.MidCap Financial is currently under evaluation in beta category among its peers.
MidCap Financial Current Valuation Drivers
We derive many important indicators used in calculating different scores of MidCap Financial from analyzing MidCap Financial's financial statements. These drivers represent accounts that assess MidCap Financial's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of MidCap Financial's important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 895.4M | 852.9M | 736.3M | 893.7M | 1.0B | 1.4B | |
| Enterprise Value | 2.3B | 2.4B | 2.1B | 2.2B | 2.0B | 1.8B |
MidCap Financial ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, MidCap Financial's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to MidCap Financial's managers, analysts, and investors.Environmental | Governance | Social |
MidCap Financial Institutional Holders
Institutional Holdings refers to the ownership stake in MidCap Financial that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of MidCap Financial's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing MidCap Financial's value.| Shares | Franklin Resources Inc | 2024-12-31 | 442.6 K | Lpl Financial Corp | 2024-12-31 | 423.7 K | Bank Of America Corp | 2024-12-31 | 409.6 K | Neuberger Berman Group Llc | 2024-12-31 | 405.4 K | Foundations Investment Advisors, Llc | 2024-12-31 | 400 K | Condor Capital Management | 2024-12-31 | 368.2 K | Blackrock Inc | 2024-12-31 | 359.5 K | Hennion & Walsh Asset Management Inc | 2024-12-31 | 356.7 K | Commonwealth Equity Services Inc | 2024-12-31 | 340.3 K | Thornburg Investment Management Inc | 2024-12-31 | 2.9 M | Apollo Management Holdings Lp | 2024-12-31 | 2.5 M |
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, MidCap Financial will likely underperform.
MidCap Fundamentals
| Return On Equity | 0.082 | ||||
| Return On Asset | 0.0547 | ||||
| Profit Margin | 0.33 % | ||||
| Operating Margin | 0.83 % | ||||
| Current Valuation | 2.57 B | ||||
| Shares Outstanding | 93.78 M | ||||
| Shares Owned By Insiders | 0.84 % | ||||
| Shares Owned By Institutions | 29.46 % | ||||
| Number Of Shares Shorted | 441.63 K | ||||
| Price To Earning | 13.48 X | ||||
| Price To Book | 0.92 X | ||||
| Price To Sales | 4.28 X | ||||
| Revenue | 110.35 M | ||||
| Gross Profit | 301.78 M | ||||
| EBITDA | 266.4 K | ||||
| Net Income | 98.82 M | ||||
| Cash And Equivalents | 35.46 M | ||||
| Cash Per Share | 0.56 X | ||||
| Total Debt | 1.79 B | ||||
| Debt To Equity | 1.62 % | ||||
| Current Ratio | 1.59 X | ||||
| Book Value Per Share | 21.53 X | ||||
| Cash Flow From Operations | (9.53 M) | ||||
| Short Ratio | 1.42 X | ||||
| Earnings Per Share | 1.27 X | ||||
| Price To Earnings To Growth | 0.76 X | ||||
| Target Price | 14.59 | ||||
| Beta | 1.54 | ||||
| Market Capitalization | 1.29 B | ||||
| Total Asset | 3.19 B | ||||
| Retained Earnings | (1.25 B) | ||||
| Annual Yield | 0.11 % | ||||
| Five Year Return | 12.13 % | ||||
| Net Asset | 3.19 B |
About MidCap Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze MidCap Financial Investment's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of MidCap Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of MidCap Financial Investment based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether MidCap Financial Inv is a strong investment it is important to analyze MidCap Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact MidCap Financial's future performance. For an informed investment choice regarding MidCap Stock, refer to the following important reports:Check out MidCap Financial Piotroski F Score and MidCap Financial Altman Z Score analysis. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of MidCap Financial. If investors know MidCap will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about MidCap Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.50) | Earnings Share 1.27 | Revenue Per Share | Quarterly Revenue Growth 0.142 | Return On Assets |
The market value of MidCap Financial Inv is measured differently than its book value, which is the value of MidCap that is recorded on the company's balance sheet. Investors also form their own opinion of MidCap Financial's value that differs from its market value or its book value, called intrinsic value, which is MidCap Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because MidCap Financial's market value can be influenced by many factors that don't directly affect MidCap Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between MidCap Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if MidCap Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MidCap Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.