Bain Capital Specialty Finance, Inc. (BCSF) vs New Mountain Finance Corporation (NMFC)
- Bain Capital Specialty Finance, Inc. BCSF 10.26 −3.48%
- New Mountain Finance Corporation NMFC 6.73 −2.46%
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 ($689.6M and $651.3M). New Mountain Finance Corporation has negative trailing earnings, so its P/E is not meaningful; Bain Capital Specialty Finance, Inc. trades at 10.4×. 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; New Mountain Finance Corporation yields more (16.9% vs 12.3%). 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% | 33.42% |
| Net margin | 24.22% | (41.05%) | 13.37% |
| Free cash flow margin | 50.60% | 560.64% | 12.36% |
| Return on equity | 5.76% | (4.12%) | 4.79% |
| Return on assets | 2.37% | (1.74%) | 1.55% |
| Return on invested capital | 3.01% | (1.29%) | 2.97% |
Growth
Health
Dividend
Size
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