Factor Report

Data as of market close on 9/22/2021.

Validea's factor report analyzes any stock using the major investing factors, including value, quality, momentum, and low volatility.
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NEW MOUNTAIN FINANCE CORP. (NMFC)

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Latest Close: $13.40 Market Cap ($ mil): $1,299 Sector: Financial Industry: Misc. Financial Services 52 Week High: $13.75 52 Week Low: $8.94 Relative Strength: 52 Twelve Minus One Return: 37.4% Standard Deviation: 40.1%
PE Ratio: 5.3 Price/Sales: 4.9 Price/Book: 1.0 Price/Cash Flow: 20.9 EV/EBITDA: 26.22 Yield: 8.96% Shareholder Yield: 11.60% F Score: 6 G Score: 4
Return on Equity: 23.3% Return on Assets: 9.4% Return on Tangible Capital: N/A Return on Invested Capital: 3.9% WACC: 6.2% Debt/Equity: 1.42 LT EPS Growth: -2.1% LT Sales Growth: 12.2% Beta: 1.44
New Mountain Finance Corporation is a closed-end, non-diversified management investment company. The Company's investment objective is to generate current income and capital appreciation through the sourcing and origination of debt securities at all levels of the capital structure, including first and second lien debt, notes, bonds and mezzanine securities. Its investments may also include equity interests, such as preferred stock, common stock, warrants or options received in connection with its debt investments or may include a direct investment in the equity of private companies. The Company makes investments through both primary originations and open-market secondary purchases. Its investment portfolio includes its investments in various industries, such as business services, software, consumer services, investment fund, education, energy, healthcare services, distribution and logistics, and Federal services. Its investment advisor is New Mountain Finance Advisers BDC, L.L.C.

Factor Profile

NMFC's exposure to the major factors (100 is highest).

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Optimal portfolios presented on Validea.com represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

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