Bain Capital Specialty Finance, Inc. (BCSF) vs New Mountain Finance Corporation (NMFC)
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 ($721.3M and $662.1M). New Mountain Finance Corporation has negative trailing earnings, so its P/E is not meaningful; Bain Capital Specialty Finance, Inc. trades at 11.2×. Bain Capital Specialty Finance, Inc. grew revenue faster over the last twelve months: −6.95% against −60.6%. Bain Capital Specialty Finance, Inc. has the higher net margin (24.2% vs −41.1%) and the higher return on invested capital (3.01% vs −1.29%). Both pay a dividend; Bain Capital Specialty Finance, Inc. yields more (10.7% vs 10.0%). Across the 20 metrics below, Bain Capital Specialty Finance, Inc. leads on 13 and New Mountain Finance Corporation on 7.
Valuation
Profitability
| Metric | BCSF | NMFC | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 100.00% | 100.00% |
| Operating margin | 75.36% | 0.00% | 33.03% |
| Net margin | 24.22% | (41.05%) | 13.53% |
| Free cash flow margin | 50.60% | 560.64% | 12.44% |
| Return on equity | 5.76% | (4.12%) | 4.83% |
| Return on assets | 2.37% | (1.74%) | 1.57% |
| Return on invested capital | 3.01% | (1.29%) | 3.04% |
Growth
Health
Dividend
Size
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