New Mountain Finance Stock Performance
| NMFC Stock | USD 11.82 0.02 0.17% |
The company secures a Beta (Market Risk) of -0.0297, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning New Mountain are expected to decrease at a much lower rate. During the bear market, New Mountain is likely to outperform the market. At this point, New Mountain Finance has a negative expected return of -0.0158%. Please make sure to verify New Mountain's kurtosis, as well as the relationship between the rate of daily change and market facilitation index , to decide if New Mountain Finance performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days New Mountain Finance has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, New Mountain is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.17 | Five Day Return 2.42 | Year To Date Return (7.79) | Ten Year Return (21.54) | All Time Return (8.92) |
Forward Dividend Yield 0.1115 | Payout Ratio 0.7571 | Last Split Factor 1:1 | Forward Dividend Rate 1.32 | Dividend Date 2024-12-31 |
1 | New Mountain Finance Co. is Dimension Capital Management LLCs 8th Largest Position - MarketBeat | 09/26/2024 |
2 | New Mountain Finance earnings missed, revenue topped estimates | 10/31/2024 |
3 | New Mountain Finance Corp Q3 2024 Earnings Call Highlights Navigating Market Challenges ... | 11/01/2024 |
4 | Acquisition by Kris Corbett of 2500 shares of New Mountain at 10.8474 subject to Rule 16b-3 | 11/04/2024 |
5 | Acquisition by Klinsky Steven B of 46690 shares of New Mountain at 10.6801 subject to Rule 16b-3 | 11/05/2024 |
6 | New Mountain Finance Corp director Steven B. Klinsky buys 1.86 million in stock | 11/06/2024 |
7 | Acquisition by Klinsky Steven B of 77850 shares of New Mountain at 11.2613 subject to Rule 16b-3 | 11/08/2024 |
8 | Acquisition by Klinsky Steven B of 24954 shares of New Mountain at 11.358 subject to Rule 16b-3 | 11/11/2024 |
9 | Acquisition by Klinsky Steven B of 19054 shares of New Mountain at 11.4122 subject to Rule 16b-3 | 11/12/2024 |
10 | Acquisition by Klinsky Steven B of 31730 shares of New Mountain at 11.5956 subject to Rule 16b-3 | 11/13/2024 |
11 | Acquisition by Klinsky Steven B of 15083 shares of New Mountain at 11.5523 subject to Rule 16b-3 | 11/14/2024 |
12 | Acquisition by Klinsky Steven B of 17253 shares of New Mountain at 11.5572 subject to Rule 16b-3 | 11/15/2024 |
13 | Acquisition by Klinsky Steven B of 15154 shares of New Mountain at 11.5214 subject to Rule 16b-3 | 11/18/2024 |
14 | Acquisition by Klinsky Steven B of 18270 shares of New Mountain at 11.6271 subject to Rule 16b-3 | 11/19/2024 |
15 | Acquisition by Klinsky Steven B of 11622 shares of New Mountain at 11.5084 subject to Rule 16b-3 | 11/20/2024 |
16 | Acquisition by Klinsky Steven B of 18059 shares of New Mountain at 11.5872 subject to Rule 16b-3 | 11/21/2024 |
17 | Acquisition by Klinsky Steven B of 12241 shares of New Mountain at 11.7102 subject to Rule 16b-3 | 11/22/2024 |
18 | New Mountain Finance director Steven B. Klinsky acquires shares worth 430,010 | 11/26/2024 |
| Begin Period Cash Flow | 71.2 M |
New |
New Mountain Relative Risk vs. Return Landscape
If you would invest 1,199 in New Mountain Finance on August 30, 2024 and sell it today you would lose (15.00) from holding New Mountain Finance or give up 1.25% of portfolio value over 90 days. New Mountain Finance is currently does not generate positive expected returns and assumes 0.9192% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of stocks are less volatile than New, 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 |
New Mountain Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for New Mountain's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as New Mountain Finance, and traders can use it to determine the average amount a New Mountain'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 = -0.0172
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NMFC |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average New Mountain 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 New Mountain by adding New Mountain to a well-diversified portfolio.
New Mountain Fundamentals Growth
New Stock prices reflect investors' perceptions of the future prospects and financial health of New Mountain, and New Mountain 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 New Stock performance.
| Return On Equity | 0.0845 | ||||
| Return On Asset | 0.0533 | ||||
| Profit Margin | 0.30 % | ||||
| Operating Margin | 0.77 % | ||||
| Current Valuation | 3.22 B | ||||
| Shares Outstanding | 107.85 M | ||||
| Price To Earning | 21.03 X | ||||
| Price To Book | 0.94 X | ||||
| Price To Sales | 3.42 X | ||||
| Revenue | 374.84 M | ||||
| Gross Profit | 294.63 M | ||||
| EBITDA | (22.58 M) | ||||
| Net Income | 135.34 M | ||||
| Cash And Equivalents | 40.71 M | ||||
| Cash Per Share | 0.40 X | ||||
| Total Debt | 1.79 B | ||||
| Debt To Equity | 1.46 % | ||||
| Current Ratio | 2.49 X | ||||
| Book Value Per Share | 12.62 X | ||||
| Cash Flow From Operations | 332.73 M | ||||
| Earnings Per Share | 1.04 X | ||||
| Market Capitalization | 1.28 B | ||||
| Total Asset | 3.16 B | ||||
| Retained Earnings | (12.34 M) | ||||
About New Mountain Performance
By analyzing New Mountain's fundamental ratios, stakeholders can gain valuable insights into New Mountain's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if New Mountain 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 New Mountain 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 | ||
| Return On Tangible Assets | 0.04 | 0.08 | |
| Return On Capital Employed | 0.10 | 0.10 | |
| Return On Assets | 0.04 | 0.08 | |
| Return On Equity | 0.10 | 0.13 |
Things to note about New Mountain Finance performance evaluation
Checking the ongoing alerts about New Mountain for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for New Mountain Finance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| New Mountain Finance generated a negative expected return over the last 90 days | |
| New Mountain Finance is unlikely to experience financial distress in the next 2 years | |
| Latest headline from investing.com: New Mountain Finance director Steven B. Klinsky acquires shares worth 430,010 |
- Analyzing New Mountain'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 New Mountain's stock is overvalued or undervalued compared to its peers.
- Examining New Mountain'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 New Mountain's management team can have a significant impact on its success or failure. Reviewing the track record and experience of New Mountain's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of New Mountain's stock. These opinions can provide insight into New Mountain's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for New Stock analysis
When running New Mountain's price analysis, check to measure New Mountain'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 New Mountain is operating at the current time. Most of New Mountain's value examination focuses on studying past and present price action to predict the probability of New Mountain's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move New Mountain's price. Additionally, you may evaluate how the addition of New Mountain to your portfolios can decrease your overall portfolio volatility.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |