New Mountain Finance Corporation
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 6.80 $ to 9.80 $ · Last price: 7.00 $ (As of: September 25, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 09/25/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Asset Management
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| New Mountain Finance Corporation NMFC | 0.7 | – | 16.2 | 100.0 | 76.6 | -58.0 | -16.4 |
| BlackRock Inc BLK | 183.2 | 27.3 | 14.9 | 47.2 | 35.6 | 18.7 | -3.3 |
| Blackstone Group Inc BX | 148.6 | 30.3 | 15.7 | 100.0 | 38.0 | 21.6 | -29.8 |
| KKR & Co. Inc. KKR | 93.4 | 32.6 | 1.1 | 54.8 | 11.0 | -11.0 | -30.2 |
| Apollo Global Management, Inc. APO | 72.6 | 76.7 | 7.9 | 36.1 | 13.5 | 16.0 | -10.6 |
| Brookfield Asset Management Ltd. BAM | 71.7 | 28.5 | 18.2 | 74.4 | 64.5 | 15.8 | -20.1 |
| State Street Corp STT | 50.4 | 18.4 | 0.0 | 100.0 | 27.8 | 3.0 | 64.4 |
| Ameriprise Financial Inc AMP | 44.8 | 12.4 | 0.0 | 54.9 | 37.2 | 9.6 | -0.1 |
| Ares Management LP ARES | 41.9 | 56.1 | 18.4 | 37.4 | 18.4 | 66.6 | -21.8 |
| Median of companies shown | 71.7 | 29.4 | 14.9 | 54.9 | 35.6 | 15.8 | -16.4 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 113 | 140 | 112 | 15.33 | 61 | 939 | 1,656 |
| 2017 | 110 | 147 | 109 | 13.02 | -166 | 1,035 | 1,928 |
| 2018 | 76 | 130 | 72 | 8.16 | -393 | 1,006 | 2,449 |
| 2019 | 109 | 113 | 113 | 11.20 | -719 | 1,283 | 3,266 |
| 2020 | 60 | 57 | 58 | 6.04 | 301 | 1,237 | 3,098 |
| 2021 | 204 | 202 | 201 | 18.27 | -22 | 1,343 | 3,296 |
| 2022 | 347 | 177 | 75 | 6.47 | 35 | 1,326 | 3,355 |
| 2023 | 342 | 263 | 135 | 10.96 | 76 | 1,332 | 3,159 |
| 2024 | 330 | 254 | 113 | 9.04 | 42 | 1,359 | 3,247 |
| 2025 | 139 | 17 | 16 | 0.14 | 379 | 1,182 | 2,903 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.
· Total · per year
These companies report in different currencies — switch on “Indexed” or pick a margin for a fair comparison.
The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q3 | 0.33 | -17.50 | 64 | 6.20 | 37.10 | -17 | -17 |
| 2024: Q4 | 0.31 | -17.80 | 93 | 51.20 | 29.80 | 7 | 7 |
| 2025: Q1 | 0.22 | -38.90 | 56 | -8.60 | 41.70 | 104 | 104 |
| 2025: Q2 | 0.32 | -11.10 | 39 | -38.40 | 19.90 | 40 | 40 |
| 2025: Q3 | 0.32 | -3.00 | 49 | -24.30 | 25.00 | 73 | 73 |
| 2025: Q4 | 0.30 | -5.40 | 69 | -25.40 | -38.80 | 162 | 162 |
| 2026: Q1 | -0.51 | -331.80 | 37 | -34.40 | -138.50 | 401 | 401 |
| 2026: Q2 | 0.26 | -18.80 | 17 | -57.80 | 104.60 | 24 | 24 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 2 of our scanner strategies — each hit links to the scanner.
Growth
Risk & Weakness
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. Scanners marked in red are red-flag signals (risk/short scanners) — appearing there is not a seal of approval. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Distribution of Recommendations
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 1.09 | 1.07 – 1.11 | 253 | -3.3% | 7 |
| 12/31/2027 | 1.05 | 1.00 – 1.15 | 245 | -3.5% | 7 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Valuation
What is priced in?
Instead of guessing what the stock is worth, we turn the question around: what free cash flow growth has to happen for today’s market value to add up? The assumptions behind it can be moved.
With these assumptions (discount rate 10.0%, terminal growth 2.5%), no growth rate between -20.0% and 60.0% per year explains today’s market value — the reverse calculation yields no meaningful figure here.
| Free cash flow (last twelve months) | $660.6M |
|---|---|
| Market cap | $669.0M |
| Free cash flow in year ten | – |
| Terminal value as a share of market value | – |
For comparison: over the past five years free cash flow grew by 4.7% per year.
It shows which assumption is built into today’s price, not whether that assumption will hold. Every assumption can be changed with the sliders; the figures move with them.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available.
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years -26.4%
- More than 10% revenue growth is expected for the coming year -55.9%
- Share count grows by less than 3% a year 118.9%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 215.5%
- Gross margin at 40% or higher and without meaningful erosion 10.7%
- Goodwill from acquisitions does not grow faster than revenue 0.0%
- Net debt below twice EBITDA 91.4 x EBITDA
- Operating cash flow covers the profits of the last three years 232 m
- Return on capital at 15% or higher, or up versus two years ago 0.7%
- Insiders hold at least 10% or are net buyers 15.5%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
4/10The AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% 2.3%
- Exp. sales growth 3Y > 5% 33.1%
- EBIT growth 10Y > 5% -20.7%
- Exp. EBIT growth 3Y > 5% 177.7%
- Net debt < 4x EBIT 91.4x
- EBIT positive, 10Y straight 10
- Max. EBIT decline < 50% 93.4%
- Return on equity > 15% 1.4%
- ROCE > 15% 0.6%
- Expected return > 10% 334.9%
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
Insiders
Insider Transactions
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Kline John R | CEO, President and Director | Other | 2,000 | 0.00 | – |
The company
About the Company
New Mountain Finance Corporation (Nasdaq: NMFC), eine Business Development Company, ist ein Private-Equity-/Buyout- und Kreditfonds, der sich auf Direktinvestitionen und -kredite an Unternehmen des mittleren Marktsegments in „defensiven Wachstumsbranchen" spezialisiert hat. Der Fonds bevorzugt Investitionen in Buyout- und Unternehmen des mittleren Marktsegments. Er investiert zudem in Fremdkapitalpapiere auf allen Ebenen der Kapitalstruktur, einschließlich erst- und zweitrangig besicherter Kredite, unbesicherter Schuldverschreibungen und Mezzanine-Papiere. In manchen Fällen können seine Investitionen auch Eigenkapitalbeteiligungen umfassen. Er zielt auf die Branchen Energie, Ingenieur- und Beratungsdienstleistungen, Spezialchemikalien und -materialien, Handelsunternehmen und Distributoren, Akzidenzdruck, diversifizierte Unterstützungsdienstleistungen, Bildungsdienstleistungen, Umwelt- und Facility-Dienstleistungen, Bürodienstleistungen und -bedarf, Medien, Distributoren, Gesundheitsdienstleistungen, Gesundheitseinrichtungen, Life Sciences, Unternehmenssoftware, Finanzdienstleistungen und Technologie, Anwendungssoftware, Unternehmensdienstleistungen, Systemsoftware, Bundesdienstleistungen, Distribution und Logistik, interaktive Heimunterhaltung, Telekommunikationsdienstleistungen, Wasserkrafterzeugung, fossile Stromerzeugung, Kernkraft-Stromerzeugung, Gesundheitstechnologie sowie Sicherheits- und Alarmdienstleistungen ab. Der Fonds investiert in den Vereinigten Staaten von Amerika. Er strebt Investitionen zwischen 10 und 125 Millionen US-Dollar je Transaktion an. Die Gesellschaft investiert sowohl über Primärgeschäfte als auch über Sekundärkäufe am offenen Markt. Sie investiert in Unternehmen mit einem EBITDA zwischen 10 und 200 Millionen US-Dollar. Der Fonds strebt eine Mehrheitsbeteiligung an seinen Portfoliounternehmen an.
- Headquarters
- New York, NY
- Address
- 1633 Broadway, 10019 New York, United States
- Phone
- 212 720 0300
- Website
- newmountainfinance.com
- IPO Date
- 05/20/2011
- ISIN
- US6475511001
- Stock Split
- 1:1 on 08/16/2013
Management
| Name | Title | Birth Year |
|---|---|---|
| John R. Kline | President, CEO & Director | 1975 |
| Laura C. Holson Boswerger | COO & CFO | 1986 |
| Joshua Weinstein | Senior Accounting Manager | – |
| Joseph Wesley Hartswell C.F.A. | Chief Compliance Officer | 1979 |
| Eric Kane | Credit Legal Counsel & Corporate Secretary | – |
| Joshua Brendan Porter | Managing Director & Head of Credit Special Situations | – |
| Linda Chiu | Managing Director | – |
| Ivo D. Turkedjiev | Managing Director | – |
| Catherine R. Dunn | MD & Head of Capital Markets | – |
| Cyrus Moshiri | MD & Head of Structured Credit | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.