Is Monroe Capital Stock a Good Investment?
Monroe Capital Investment Advice | MRCC |
- Examine Monroe Capital's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Monroe Capital's leadership team and their track record. Good management can help Monroe Capital navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Monroe Capital's business and its evolving consumer preferences.
- Compare Monroe Capital's performance and market position to its competitors. Analyze how Monroe Capital is positioned in terms of product offerings, innovation, and market share.
- Check if Monroe Capital pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Monroe Capital's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Monroe Capital Corp stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Monroe Capital Corp is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Monroe Capital Stock
Researching Monroe Capital's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 17.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.88. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Monroe Capital Corp has Price/Earnings To Growth (PEG) ratio of 2.05. The entity last dividend was issued on the 14th of March 2025.
To determine if Monroe Capital is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Monroe Capital's research are outlined below:
| 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 | |
| Latest headline from thelincolnianonline.com: Fiduciary Group LLC Acquires 2,000 Shares of Monroe Capital Co. |
Monroe Capital Quarterly Liabilities And Stockholders Equity |
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Monroe Capital uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Monroe Capital Corp. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Monroe Capital's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 6th of March 2024 Upcoming Quarterly Report | View | |
| 8th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 6th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Monroe Capital's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Monroe Capital's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-11-12 | 2024-09-30 | 0.27 | 0.3 | 0.03 | 11 | ||
2014-03-07 | 2013-12-31 | 0.28 | 0.31 | 0.03 | 10 | ||
2024-03-11 | 2023-12-31 | 0.28 | 0.24 | -0.04 | 14 | ||
2023-05-10 | 2023-03-31 | 0.27 | 0.31 | 0.04 | 14 | ||
2022-11-07 | 2022-09-30 | 0.25 | 0.29 | 0.04 | 16 | ||
2015-11-09 | 2015-09-30 | 0.4 | 0.36 | -0.04 | 10 | ||
2015-05-11 | 2015-03-31 | 0.4 | 0.44 | 0.04 | 10 | ||
2014-08-11 | 2014-06-30 | 0.33 | 0.37 | 0.04 | 12 |
Monroe Capital Target Price Consensus
Monroe target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Monroe Capital's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 5 | Hold |
Most Monroe analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Monroe stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Monroe Capital Corp, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationMonroe Capital Target Price Projection
Monroe Capital's current and average target prices are 7.78 and 8.42, respectively. The current price of Monroe Capital is the price at which Monroe Capital Corp is currently trading. On the other hand, Monroe Capital's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Monroe Capital Market Quote on 24th of March 2025
Target Price
Analyst Consensus On Monroe Capital Target Price
Monroe Capital Analyst Ratings
Monroe Capital's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Monroe Capital stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Monroe Capital's financials, market performance, and future outlook by experienced professionals. Monroe Capital's historical ratings below, therefore, can serve as a valuable tool for investors.Know Monroe Capital's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Monroe Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Monroe Capital Corp backward and forwards among themselves. Monroe Capital's institutional investor refers to the entity that pools money to purchase Monroe Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fiera Capital Corporation | 2024-12-31 | 84 K | Schechter Investment Advisors, Llc | 2024-12-31 | 82.4 K | Raymond James & Associates | 2024-09-30 | 79 K | Hartland & Co | 2024-12-31 | 69.2 K | O'shaughnessy Asset Management Llc | 2024-12-31 | 67.1 K | Lafleur & Godfrey, Inc. | 2024-12-31 | 64.8 K | Virtus Etf Advisers Llc | 2024-12-31 | 60.9 K | Hb Wealth Management, Llc | 2024-12-31 | 56.6 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 55.5 K | Blair William & Co | 2024-12-31 | 428.2 K | International Assets Investment Management, Llc | 2024-09-30 | 220.6 K |
Monroe Capital's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 168.56 M.Market Cap |
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Monroe Capital's profitablity analysis
| Last Reported | Projected for Next Year | ||
| 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 |
Determining Monroe Capital's profitability involves analyzing its financial statements and using various financial metrics to determine if Monroe Capital is a good buy. For example, gross profit margin measures Monroe Capital's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Monroe Capital's profitability and make more informed investment decisions.
Please note, the presentation of Monroe Capital's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Monroe Capital's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Monroe Capital's management manipulating its earnings.
Evaluate Monroe Capital's management efficiency
Monroe Capital Corp has return on total asset (ROA) of 0.0584 % which means that it generated a profit of $0.0584 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0491 %, meaning that it created $0.0491 on every $100 dollars invested by stockholders. Monroe Capital's management efficiency ratios could be used to measure how well Monroe Capital manages its routine affairs as well as how well it operates its assets and liabilities. At present, Monroe Capital's Return On Assets are projected to slightly decrease based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.06, whereas Return On Capital Employed is forecasted to decline to 0.02. At present, Monroe Capital's Net Tangible Assets are projected to increase significantly based on the last few years of reporting. The current year's Return On Tangible Assets is expected to grow to 0.03, whereas Total Assets are forecasted to decline to about 462.1 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 8.85 | 14.50 | |
| Tangible Book Value Per Share | 8.85 | 14.50 | |
| Enterprise Value Over EBITDA | 5.20 | 4.94 | |
| Price Book Value Ratio | 0.96 | 0.95 | |
| Enterprise Value Multiple | 5.20 | 4.94 | |
| Price Fair Value | 0.96 | 0.95 |
Monroe Capital showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Basic technical analysis of Monroe Stock
As of the 24th of March, Monroe Capital secures the Risk Adjusted Performance of (0.03), standard deviation of 1.22, and Mean Deviation of 0.8712. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Monroe Capital Corp, as well as the relationship between them.Monroe Capital's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Monroe Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Monroe Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Monroe Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Monroe Capital's Outstanding Corporate Bonds
Monroe Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Monroe Capital Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Monroe bonds can be classified according to their maturity, which is the date when Monroe Capital Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Monroe Capital's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Monroe Capital's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.09) | |||
| Mean Deviation | 0.8712 | |||
| Coefficient Of Variation | (2,869) | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 | |||
| Information Ratio | 0.0123 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | 0.04 | |||
| Treynor Ratio | (0.1) | |||
| Maximum Drawdown | 7.09 | |||
| Value At Risk | (2.51) | |||
| Potential Upside | 1.46 | |||
| Skewness | (1.24) | |||
| Kurtosis | 2.98 |
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.09) | |||
| Mean Deviation | 0.8712 | |||
| Coefficient Of Variation | (2,869) | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 | |||
| Information Ratio | 0.0123 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | 0.04 | |||
| Treynor Ratio | (0.1) | |||
| Maximum Drawdown | 7.09 | |||
| Value At Risk | (2.51) | |||
| Potential Upside | 1.46 | |||
| Skewness | (1.24) | |||
| Kurtosis | 2.98 |
Consider Monroe Capital's intraday indicators
Monroe Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Monroe Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Monroe Capital Corporate Filings
8K | 3rd of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 28th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 10th of January 2025 Other Reports | ViewVerify | |
| 27th of December 2024 Other Reports | ViewVerify |
Monroe Stock media impact
Far too much social signal, news, headlines, and media speculation about Monroe Capital that are available to investors today. That information is available publicly through Monroe media outlets and privately through word of mouth or via Monroe internal channels. However, regardless of the origin, that massive amount of Monroe data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Monroe Capital news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Monroe Capital relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Monroe Capital's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Monroe Capital alpha.
Monroe Capital Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Monroe Capital can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Monroe Capital Corporate Management
| CPA CPA | Pres Chairman | Profile | |
| Lewis Solimene | CFO Officer | Profile | |
| Aakash Bhansali | Chief Officer | Profile | |
| Kristan Gregory | Chief Officer | Profile | |
| Alicia Costello | Head Management | Profile | |
| Kenneth Fahrman | Business America | Profile |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Monroe Capital Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
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 Monroe Capital. If investors know Monroe 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 Monroe Capital 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 (0.05) | Dividend Share 1 | Earnings Share 0.45 | Revenue Per Share | Quarterly Revenue Growth (0.1) |
The market value of Monroe Capital Corp is measured differently than its book value, which is the value of Monroe that is recorded on the company's balance sheet. Investors also form their own opinion of Monroe Capital's value that differs from its market value or its book value, called intrinsic value, which is Monroe Capital'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 Monroe Capital's market value can be influenced by many factors that don't directly affect Monroe Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Monroe Capital's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Monroe Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Monroe Capital'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.