New Mountain Finance Stock Analysis
| NMFC Stock | USD 11.94 0.10 0.84% |
New Mountain Finance is undervalued with Real Value of 12.43 and Target Price of 13.21. The main objective of New Mountain stock analysis is to determine its intrinsic value, which is an estimate of what New Mountain Finance is worth, separate from its market price. There are two main types of New Mountain's stock analysis: fundamental analysis and technical analysis.
The New Mountain stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and New Mountain's ongoing operational relationships across important fundamental and technical indicators.
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New Stock Analysis Notes
About 36.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.95. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. New Mountain Finance last dividend was issued on the 17th of December 2024. The entity had 1:1 split on the 16th of August 2013. New Mountain Finance Corporation , a business development company is a private equity buyouts and loan fund specializes in directly investing and lending to middle market companies in defensive growth industries. It invests in companies with EBITDA between 10 million and 200 million and target investments up to a 125 million hold size. New Mountain operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. To find out more about New Mountain Finance contact Robert Hamwee at 212 720 0300 or learn more at https://www.newmountainfinance.com.New Mountain Finance Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. New Mountain's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding New Mountain Finance or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
| 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: Klinsky buys 28,185 in new Mountain Finance Corp shares |
New Mountain Finance Upcoming and Recent Events
Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to New Mountain 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.
| 26th of February 2024 Upcoming Quarterly Report | View | |
| 13th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 26th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
New Largest EPS Surprises
Earnings surprises can significantly impact New Mountain'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.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2021-11-03 | 2021-09-30 | 0.3 | 0.27 | -0.03 | 10 | ||
2022-05-09 | 2022-03-31 | 0.3 | 0.26 | -0.04 | 13 | ||
2013-08-07 | 2013-06-30 | 0.34 | 0.38 | 0.04 | 11 |
New Mountain Environmental, Social, and Governance (ESG) Scores
New Mountain's ESG score is a quantitative measure that evaluates New Mountain's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of New Mountain's operations that may have significant financial implications and affect New Mountain's stock price as well as guide investors towards more socially responsible investments.
New Stock Institutional Investors
| Shares | Two Sigma Investments Llc | 2024-09-30 | 753 K | Ubs Group Ag | 2024-06-30 | 532 K | Bank Of America Corp | 2024-06-30 | 511.8 K | Ares Management Llc | 2024-09-30 | 491.7 K | Brandywine Global Investment Mgmt Llc | 2024-09-30 | 470.3 K | Millennium Management Llc | 2024-06-30 | 456.8 K | Confluence Investment Management Llc | 2024-09-30 | 428.3 K | Blackrock Inc | 2024-06-30 | 410.4 K | Tranquility Partners, Llc | 2024-09-30 | 398.3 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 3.9 M | Hpm Partners Llc | 2024-06-30 | 3.7 M |
New Market Capitalization
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.29 B.New Profitablity
The company has Profit Margin (PM) of 0.3 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.77 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.77.| 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 |
Management Efficiency
New Mountain Finance has return on total asset (ROA) of 0.0533 % which means that it generated a profit of $0.0533 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0845 %, meaning that it created $0.0845 on every $100 dollars invested by stockholders. New Mountain's management efficiency ratios could be used to measure how well New Mountain manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Tangible Assets is expected to grow to 0.08. The current year's Return On Capital Employed is expected to grow to 0.10. At present, New Mountain's Return On Tangible Assets are projected to slightly decrease based on the last few years of reporting. The current year's Return On Assets is expected to grow to 0.08, whereas Total Assets are forecasted to decline to about 1.9 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 13.17 | 16.26 | |
| Tangible Book Value Per Share | 13.16 | 16.26 | |
| Enterprise Value Over EBITDA | 37.18 | 39.04 | |
| Price Book Value Ratio | 0.97 | 1.25 | |
| Enterprise Value Multiple | 37.18 | 39.04 | |
| Price Fair Value | 0.97 | 1.25 | |
| Enterprise Value | 3 B | 3.2 B |
The strategic decisions made by New Mountain management significantly impact its financial stability and market performance. Evaluating these factors helps determine whether the stock is a worthwhile investment.
Dividend Yield 0.1106 | Operating Margin 0.7675 | Profit Margin 0.3026 | Forward Dividend Yield 0.1106 | Beta 1.191 |
Technical Drivers
As of the 1st of December, New Mountain secures the Risk Adjusted Performance of 0.0082, mean deviation of 0.6261, and Downside Deviation of 0.9666. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of New Mountain Finance, as well as the relationship between them.New Mountain Finance Price Movement Analysis
The output start index for this execution was nine with a total number of output elements of fifty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. New Mountain middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for New Mountain Finance. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
New Mountain Finance 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 New Mountain insiders, such as employees or executives, is commonly permitted as long as it does not rely on New Mountain'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 New Mountain 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.
New Mountain Outstanding Bonds
New Mountain 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. New Mountain Finance 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 New bonds can be classified according to their maturity, which is the date when New Mountain Finance 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.
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New Mountain Predictive Daily Indicators
New Mountain 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 New Mountain 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.
New Mountain Corporate Filings
F4 | 29th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 26th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 22nd of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 20th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 18th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F4 | 12th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
New Mountain Forecast Models
New Mountain's time-series forecasting models are one of many New Mountain's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary New Mountain's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About New Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how New Mountain prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling New shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as New Mountain. By using and applying New Stock analysis, traders can create a robust methodology for identifying New entry and exit points for their positions.
| Last Reported | Projected for Next Year | ||
| Pretax Profit Margin | 0.37 | 0.69 | |
| Operating Profit Margin | 0.76 | 0.88 | |
| Net Profit Margin | 0.36 | 0.67 | |
| Gross Profit Margin | 0.17 | 0.16 |
Current New Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. New analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. New analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
| Target Price | Advice | # of Analysts | |
| 13.21 | Buy | 7 | Odds |
Most New analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand New stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of New Mountain Finance, talking to its executives and customers, or listening to New conference calls.
New Stock Analysis Indicators
New Mountain Finance stock analysis indicators help investors evaluate how New Mountain stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading New Mountain shares will generate the highest return on investment. By understating and applying New Mountain stock analysis, traders can identify New Mountain position entry and exit signals to maximize returns.
| Begin Period Cash Flow | 71.2 M | |
| Common Stock Shares Outstanding | 123.5 M | |
| Total Stockholder Equity | 1.3 B | |
| Tax Provision | 9.5 M | |
| Quarterly Earnings Growth Y O Y | -0.188 | |
| Property Plant And Equipment Net | -594 K | |
| Cash And Short Term Investments | 70.1 M | |
| Cash | 70.1 M | |
| Accounts Payable | 20.4 M | |
| Net Debt | 1.7 B | |
| 50 Day M A | 11.5934 | |
| Total Current Liabilities | 158.5 M | |
| Other Operating Expenses | 89.7 M | |
| Non Current Assets Total | 594 K | |
| Forward Price Earnings | 8.9445 | |
| Non Currrent Assets Other | -3 B | |
| Stock Based Compensation | 4.2 M |
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.
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