MidCap Competitors
| MFIC Stock | USD 11.12 0.01 0.09% |
MidCap Financial vs Bain Capital Correlation
Very weak diversification
The correlation between MidCap Financial Investment and BCSF is 0.59 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding MidCap Financial Investment and BCSF in the same portfolio, assuming nothing else is changed.
Moving together with MidCap Stock
Moving against MidCap Stock
| 0.52 | WT | WisdomTree | PairCorr |
| 0.48 | PX | P10 Inc Symbol Change | PairCorr |
| 0.38 | DHIL | Diamond Hill Investment | PairCorr |
| 0.37 | FT | Franklin Universal Closed | PairCorr |
| 0.34 | HHI | Henderson High Income | PairCorr |
MidCap Financial Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between MidCap Financial and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of MidCap and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of MidCap Financial Inv does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between MidCap Stock performing well and MidCap Financial Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze MidCap Financial's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| CSWC | 0.77 | 0.16 | 0.13 | 0.33 | 0.74 | 2.11 | 6.19 | |||
| GSBD | 0.86 | (0.04) | 0.00 | (0.02) | 0.00 | 1.88 | 4.38 | |||
| NMFC | 1.05 | (0.20) | 0.00 | (0.25) | 0.00 | 2.64 | 8.09 | |||
| PSEC | 1.56 | 0.14 | 0.06 | 0.27 | 1.71 | 4.67 | 10.69 | |||
| PFLT | 0.91 | (0.09) | 0.00 | (0.08) | 0.00 | 1.95 | 6.18 | |||
| HRZN | 0.93 | 0.04 | 0.02 | 0.13 | 1.05 | 2.52 | 4.90 | |||
| VRTS | 1.56 | (0.26) | 0.00 | (0.26) | 0.00 | 3.06 | 11.95 | |||
| CGBD | 1.01 | 0.02 | (0.01) | 0.09 | 1.21 | 2.23 | 5.52 | |||
| KBDC | 1.07 | (0.03) | (0.04) | 0.01 | 1.25 | 2.84 | 6.04 | |||
| BCSF | 1.06 | 0.00 | (0.02) | 0.07 | 1.35 | 2.90 | 6.32 |
Cross Equities Net Income Analysis
Compare MidCap Financial Inv and related stocks such as Capital Southwest, Goldman Sachs BDC, and New Mountain Finance Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CSWC | 52.8 M | 93 M | 107.8 M | 112 M | 53.4 M | (5.4 M) | 23.5 M | 39.3 M | 33.1 M | (22.4 M) | 50.9 M | 42.8 M | 33.1 M | 83.4 M | 70.5 M | 81.1 M | 85.2 M |
| GSBD | 3.1 M | 3.1 M | 3.1 M | 18 M | 36.9 M | 46.6 M | 40.7 M | 49.5 M | 53.7 M | 36.1 M | 176.1 M | 192.4 M | 55 M | 195.9 M | 62.9 M | 72.3 M | 81.8 M |
| NMFC | (1.2 M) | 31.7 M | 31.8 M | 61.9 M | 45.6 M | 33 M | 111.7 M | 109.4 M | 72.4 M | 112.6 M | 58.5 M | 201.4 M | 74.7 M | 135.3 M | 113.4 M | 130.5 M | 89.4 M |
| PSEC | 8.8 M | 190.9 M | 220.9 M | 319 M | 346.3 M | 103.4 M | 252.9 M | 299.9 M | 144.5 M | (16.2 M) | 963.8 M | 582.6 M | (101.6 M) | 262.8 M | (469.9 M) | (540.4 M) | (513.4 M) |
| PFLT | 12 M | 12 M | 12 M | 20.5 M | 12.5 M | 33.5 M | 36.3 M | 33.5 M | (11.1 M) | 18.4 M | 56.5 M | 3.5 M | 39.3 M | 91.8 M | 66.4 M | 76.3 M | 80.1 M |
| HRZN | 9.3 M | 11 M | 4 M | 3.5 M | 15.4 M | 11.9 M | (4.9 M) | 9.6 M | 13 M | 19.5 M | 6.4 M | 27.8 M | 21.2 M | (17.2 M) | (5.6 M) | (5.1 M) | (4.8 M) |
| VRTS | 15.7 M | 145.4 M | 37.7 M | 75.2 M | 97.7 M | 35.1 M | 48.5 M | 37 M | 75.5 M | 95.6 M | 80 M | 208.1 M | 117.5 M | 130.6 M | 121.7 M | 138.4 M | 145.3 M |
| CGBD | (1.9 M) | (1.9 M) | (1.9 M) | (1.9 M) | 5.6 M | 18.7 M | 69.8 M | 84.2 M | 39.1 M | 61.3 M | 6.8 M | 160.4 M | 85.6 M | 92.3 M | 89 M | 102.3 M | 65.2 M |
| KBDC | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 45.8 M | 77.1 M | 131.9 M | 151.7 M | 76.2 M |
| BCSF | 609 K | 609 K | 609 K | 609 K | 609 K | 609 K | 609 K | 19.3 M | 26.6 M | 98.1 M | 8.3 M | 119.8 M | 105.5 M | 123.4 M | 119.4 M | 137.3 M | 75.9 M |
MidCap Financial Inv and related stocks such as Capital Southwest, Goldman Sachs BDC, and New Mountain Finance Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in MidCap Financial Inv financial statement analysis. It represents the amount of money remaining after all of MidCap Financial Investment operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.MidCap Financial Competitive Analysis
The better you understand MidCap Financial competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, MidCap Financial's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across MidCap Financial's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
MidCap Financial Competition Performance Charts
Five steps to successful analysis of MidCap Financial Competition
MidCap Financial's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by MidCap Financial Inv in relation to its competition. MidCap Financial's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of MidCap Financial in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact MidCap Financial's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to MidCap Financial Inv, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out MidCap Financial Correlation with its peers. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Will Asset Management & Custody Banks sector continue expanding? Could MidCap diversify its offerings? Factors like these will boost the valuation of MidCap Financial. Expected growth trajectory for MidCap significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every MidCap Financial data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.04) | Dividend Share 1.52 | Earnings Share 1.05 | Revenue Per Share | Quarterly Revenue Growth 0.005 |
MidCap Financial Inv's market price often diverges from its book value, the accounting figure shown on MidCap's balance sheet. Smart investors calculate MidCap Financial's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since MidCap Financial's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Understanding that MidCap Financial's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether MidCap Financial represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. However, MidCap Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.