Financial Services
New Mountain Finance Corporation 8.250% Notes due 2028(NMFCZ)
Live Price
Offline$25.27
-0.63% today
1Y Change
-0.66%
Window
Jun 27, 2025 โ Jun 18, 2026
- Market Cap
- $850.00M
- Revenue Growth
- +12.3%
- EPS Growth
- -84.9%
- Dividend Yield
- 14.9%
Coverage: 245 bars ยท Jun 27, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ) is a Financial Services stock with a market cap of $850.00M and listed on NASDAQ. The stock last traded around $25.27 and down 0.7% across the available one-year price window (Jun 27, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +12.3%, EPS growth of -84.9%, a dividend yield of 14.9%. What stands out right now is revenue +12.3%, EPS -84.9%, free cash flow +802.4% with operating margin 21.3% and ROIC 2.6%. The dividend matters to the case here, with a current yield around 14.9%. Valuation already assumes a fairly strong business story at P/E 55.4 and price/sales 2.3. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines NMFCZ price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+12.3% vs +3.4% peer median
Operating Margin
Above sector median
+21.3% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 11, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +12.3% and EPS is at -84.9%, with operating margin around 21.3%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 14.9%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.3% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 11, 2026 | โ | -0.1% | -0.3% | +1.0% |
2026 Feb 24, 2026 | +0.9% | +0.3% | -0.1% | +0.2% |
2025 Nov 3, 2025 | -13.9% | -0.1% | -0.5% | -0.3% |
Benchmark Edge
NMFCZ vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
NMFCZ
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
NMFCZ Max Drawdown
-2.80%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for NMFCZ and SPY.
Company Overview
New Mountain Finance Corporation 8.250% Notes due 2028
NASDAQ Global Market
New Mountain Finance Corporation (Nasdaq: NMFC), 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. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at all levels of the capital structure including first and second lien debt, unsecured notes and mezzanine securities. In some cases, its investments may also include equity interests. It targets energy, specialty chemicals and materials, trading companies and distributors, commercial printing, diversified support services, education services, environmental and facilities services, office services and supplies, media, distributors, health care services, health care facilities, application software, business services, systems software, federal services, distribution and logistics, interactive home entertainment, telecommunication services, hydroelectric power generation, electric power generation by fossil fuels, electric power generation by nuclear fuels, health care technology, and security and alarm services. The fund seeks to invest in United States of America. It seeks to invest between $10 million and $50 million per transaction. The firm invests through both primary originations and open-market secondary purchases. It invests in companies with EBITDA between $10 million and $200 million and target investments up to a $125 million hold size. The fund seeks a majority stake in its portfolio companies.
- Leadership
- John R. Kline
- IPO Date
- Nov 27, 2023
- Street Address
- 787 Seventh Avenue
- Mailing
- New York City, NY, 10019
- Region
- New York City, NY, US
- Reporting Currency
- USD
- Investor Line
- 212-720-0300
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 55.4
- EV/EBITDA
- 18.7
- Price/Sales
- 2.3
- Price/Book
- 0.8
Growth
- Revenue
- +12.3%
- EPS
- -84.9%
- Free Cash Flow
- +802.4%
Profitability
- Gross Margin
- 42.1%
- Operating Margin
- 21.3%
- Net Margin
- 4.5%
- ROE
- 1.3%
- ROIC
- 2.6%
Balance Sheet
- Debt/Equity
- 1.41
- Current Ratio
- 0.57
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.