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New Mountain Finance Corp (NMFCZ) Stock Fundamental Analysis & AI Rating 2026

NMFCZ Nasdaq X1 CIK: 0001496099
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
68% Confidence
AGREEMENT
SELL
72% Conf
HOLD
63% Conf

📊 NMFCZ Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $379.0M
Current Ratio: N/A
Debt/Equity: 1.41x
EPS: $0.16
AI Rating: SELL with 72% confidence
New Mountain Finance Corp (NMFCZ) receives a SELL rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings., and return on equity (ROE) of 1.4% Below is our complete NMFCZ stock analysis for 2026.

Is New Mountain Finance Corp (NMFCZ) a Good Investment?

Claude

NMFCZ exhibits severe profitability deterioration with EPS collapsing 84.5% YoY despite positive operating cash flow, indicating fundamental business stress. Weak returns metrics (ROE 1.4%, ROA 0.6%) reveal inefficient capital deployment, and declining net income suggests continued operational headwinds that outweigh the cash generation strength.

ChatGPT

Balance sheet leverage appears manageable and operating cash generation is strong relative to size, supporting liquidity. However, fundamental profitability is weak (ROE 1.4%) with a sharp EPS decline and modest YoY net income slippage, signaling pressure on earnings quality and potential credit/funding headwinds. Await clearer stabilization in core earnings and credit performance.

Why Buy New Mountain Finance Corp Stock? NMFCZ Key Strengths

Claude
  • + Strong operating cash flow of $379M demonstrating cash-generating capability
  • + Moderate leverage ratio of 1.41x debt-to-equity is manageable for financial services structure
  • + Substantial $2.9B asset base provides capital buffer for operations
ChatGPT
  • + Strong operating cash flow ($378.98M) supporting liquidity
  • + Manageable leverage for a lender (Debt/Equity 1.41x) with $1.18B equity base
  • + Large asset base ($2.90B) providing scale

NMFCZ Stock Risks: New Mountain Finance Corp Investment Risks

Claude
  • ! Catastrophic 84.5% year-over-year EPS decline signals severe profitability crisis
  • ! Extremely low returns on equity (1.4%) and assets (0.6%) indicate poor capital efficiency
  • ! Declining net income (-2.9% YoY) showing deteriorating earnings trends
  • ! Limited cash position of $80.7M relative to $2.9B asset base reduces liquidity flexibility
ChatGPT
  • ! Weak profitability (ROE 1.4%, ROA 0.6%) and EPS down 84.5% YoY
  • ! High long-term debt ($1.67B) with undisclosed interest coverage
  • ! Potential credit losses could pressure earnings and NAV

Key Metrics to Watch

Claude
  • * EPS trend - critical to monitor if decline stabilizes or accelerates further
  • * Return on Equity - target improvement toward 5%+ threshold for acceptability
  • * Operating cash flow sustainability - whether $379M level can be maintained amid earnings pressure
ChatGPT
  • * Net investment income (NII) per share
  • * NAV per share trend

New Mountain Finance Corp (NMFCZ) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$16.5M
EPS (Diluted)
$0.16
Free Cash Flow
$379.0M
Total Assets
$2.9B
Cash Position
$80.7M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

NMFCZ Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE 1.4%
ROA 0.6%
FCF Margin N/A

NMFCZ vs Market Sector: How New Mountain Finance Corp Compares

How New Mountain Finance Corp compares to Market sector averages

Net Margin
NMFCZ 0.0%
vs
Sector Avg 12.0%
NMFCZ Sector
ROE
NMFCZ 1.4%
vs
Sector Avg 15.0%
NMFCZ Sector
Current Ratio
NMFCZ 0.0x
vs
Sector Avg 1.8x
NMFCZ Sector
Debt/Equity
NMFCZ 1.4x
vs
Sector Avg 0.7x
NMFCZ Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is New Mountain Finance Corp Stock Overvalued? NMFCZ Valuation Analysis 2026

Based on fundamental analysis, New Mountain Finance Corp shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
1.4%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.41x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

New Mountain Finance Corp Balance Sheet: NMFCZ Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.41x
Debt/Assets
59.1%
Interest Coverage
N/A
Long-term Debt
$1.7B

NMFCZ Revenue & Earnings Growth: 5-Year Financial Trend

NMFCZ 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: New Mountain Finance Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.24 reflects profitable operations.

NMFCZ Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

New Mountain Finance Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$379.0M
Cash generated from operations
Stock Buybacks
$52.0M
Shares repurchased (TTM)
Dividends Paid
$135.7M
Returned to shareholders

NMFCZ SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for New Mountain Finance Corp (CIK: 0001496099)

📋 Recent SEC Filings

Date Form Document Action
Mar 27, 2026 DEF 14A ef20069069_def14a.htm View →
Mar 24, 2026 8-K nmfc_8k.htm View →
Mar 18, 2026 4 xslF345X06/ownership.xml View →
Mar 13, 2026 8-K newmountainfinance_8k.htm View →
Mar 12, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about NMFCZ

What is the AI rating for NMFCZ?

New Mountain Finance Corp (NMFCZ) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NMFCZ's key strengths?

Claude: Strong operating cash flow of $379M demonstrating cash-generating capability. Moderate leverage ratio of 1.41x debt-to-equity is manageable for financial services structure. ChatGPT: Strong operating cash flow ($378.98M) supporting liquidity. Manageable leverage for a lender (Debt/Equity 1.41x) with $1.18B equity base.

What are the risks of investing in NMFCZ?

Claude: Catastrophic 84.5% year-over-year EPS decline signals severe profitability crisis. Extremely low returns on equity (1.4%) and assets (0.6%) indicate poor capital efficiency. ChatGPT: Weak profitability (ROE 1.4%, ROA 0.6%) and EPS down 84.5% YoY. High long-term debt ($1.67B) with undisclosed interest coverage.

What is NMFCZ's revenue and growth?

New Mountain Finance Corp reported revenue of N/A.

Does NMFCZ pay dividends?

New Mountain Finance Corp pays dividends, with $135.7M distributed to shareholders in the trailing twelve months.

Where can I find NMFCZ SEC filings?

Official SEC filings for New Mountain Finance Corp (CIK: 0001496099) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NMFCZ's EPS?

New Mountain Finance Corp has a diluted EPS of $0.16.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NMFCZ a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, New Mountain Finance Corp has a SELL rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NMFCZ stock overvalued or undervalued?

Valuation metrics for NMFCZ: ROE of 1.4% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy NMFCZ stock in 2026?

Our dual AI analysis gives New Mountain Finance Corp a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is NMFCZ's free cash flow?

New Mountain Finance Corp's operating cash flow is $379.0M, with capital expenditures of N/A.

How does NMFCZ compare to other Market stocks?

Vs Default sector averages: Net margin N/A (avg: 12%), ROE 1.4% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI