Bain Capital Specialty Finance, Inc. (BCSF) vs New Mountain Finance Corporation (NMFC)
- Bain Capital Specialty Finance, Inc. BCSF 11.18 +0.09%
- New Mountain Finance Corporation NMFC 6.97 −0.43%
Bain Capital Specialty Finance, Inc. and New Mountain Finance Corporation are both Asset Management companies. Bain Capital Specialty Finance, Inc. and New Mountain Finance Corporation are of similar size ($724.6M and $661.2M). New Mountain Finance Corporation has negative trailing earnings, so its P/E is not meaningful; Bain Capital Specialty Finance, Inc. trades at 11.3×. Bain Capital Specialty Finance, Inc. grew revenue faster over the last twelve months: −6.95% against −63.6%. Bain Capital Specialty Finance, Inc. has the higher net margin (24.2% vs −57.3%) and the higher return on invested capital (3.01% vs −1.54%). Both pay a dividend; New Mountain Finance Corporation yields more (16.3% vs 11.3%). Across the 19 metrics below, Bain Capital Specialty Finance, Inc. leads on 11 and New Mountain Finance Corporation on 8.
Valuation
Profitability
| Metric | BCSF | NMFC | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 100.00% | 100.00% |
| Operating margin | 75.36% | 0.00% | 27.27% |
| Net margin | 24.22% | (57.29%) | 11.89% |
| Free cash flow margin | 50.60% | 629.18% | 5.96% |
| Return on equity | 5.76% | (5.01%) | 4.57% |
| Return on assets | 2.37% | (2.10%) | 1.40% |
| Return on invested capital | 3.01% | (1.54%) | 2.12% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack