Midcap Financial Investment Stock Buy Hold or Sell Recommendation
| MFIC Stock | USD 13.97 0.21 1.53% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding MidCap Financial Investment is 'Strong Hold'. Macroaxis provides MidCap Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MFIC positions.
Check out MidCap Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as MidCap and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards MidCap Financial Investment. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
MidCap |
Execute MidCap Financial Buy or Sell Advice
The MidCap recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on MidCap Financial Investment. Macroaxis does not own or have any residual interests in MidCap Financial Investment or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute MidCap Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
MidCap Financial Trading Alerts and Improvement Suggestions
| On 26th of December 2024 MidCap Financial paid $ 0.38 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: MidCap Financial Investment Corporation Schedules Earnings Relea |
MidCap Financial Returns Distribution Density
The distribution of MidCap Financial's historical returns is an attempt to chart the uncertainty of MidCap Financial's future price movements. The chart of the probability distribution of MidCap Financial daily returns describes the distribution of returns around its average expected value. We use MidCap Financial Investment price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of MidCap Financial returns is essential to provide solid investment advice for MidCap Financial.
| Mean Return | 0.10 | Value At Risk | -1.39 | Potential Upside | 1.63 | Standard Deviation | 0.91 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of MidCap Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
MidCap Stock Institutional Investors
| Shares | Bank Of America Corp | 2024-09-30 | 435.7 K | Two Sigma Investments Llc | 2024-09-30 | 399.2 K | Franklin Resources Inc | 2024-09-30 | 384.1 K | Condor Capital Management | 2024-09-30 | 359.8 K | Neuberger Berman Group Llc | 2024-09-30 | 344.1 K | Commonwealth Equity Services Inc | 2024-09-30 | 322.5 K | Two Sigma Advisers, Llc | 2024-09-30 | 322.3 K | Hennion & Walsh Asset Management Inc | 2024-09-30 | 321.3 K | Foundations Investment Advisors, Llc | 2024-09-30 | 311.6 K | Thornburg Investment Management Inc | 2024-09-30 | 2.9 M | Apollo Management Holdings Lp | 2024-09-30 | 2.5 M |
MidCap Financial Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 10.9M | (24.0M) | 32.5M | 35.0M | 31.5M | 33.1M | |
| Free Cash Flow | 470.7M | (2.7M) | 76.1M | 196.4M | 225.8M | 237.1M | |
| Other Non Cash Items | 355.2M | (84.0M) | 39.9M | 75.1M | 86.4M | 90.7M | |
| Dividends Paid | 105.7M | 93.3M | (66.7M) | (123.5M) | (111.1M) | (105.6M) | |
| Net Income | 111.9M | 82.4M | 30.6M | 118.8M | 136.6M | 143.4M | |
| End Period Cash Flow | 54.6M | 30.6M | 87.1M | 122.1M | 109.9M | 170.3M | |
| Net Borrowings | 659.7M | (343.8M) | 93.4M | (84.7M) | (76.3M) | (72.4M) | |
| Change To Netincome | 236.6M | (23.9M) | (5.9M) | 57.6M | 51.8M | 49.2M |
MidCap Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to MidCap Financial or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that MidCap Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a MidCap stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.13 | |
σ | Overall volatility | 0.93 | |
Ir | Information ratio | 0.02 |
MidCap Financial Volatility Alert
MidCap Financial Investment has low volatility with Treynor Ratio of 0.7, Maximum Drawdown of 4.0 and kurtosis of -0.25. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure MidCap Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact MidCap Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.MidCap Financial Fundamentals Vs Peers
Comparing MidCap Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze MidCap Financial's direct or indirect competition across all of the common fundamentals between MidCap Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as MidCap Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of MidCap Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing MidCap Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare MidCap Financial to competition |
| Fundamentals | MidCap Financial | Peer Average |
| Return On Equity | 0.0895 | -0.31 |
| Return On Asset | 0.0525 | -0.14 |
| Profit Margin | 0.37 % | (1.27) % |
| Operating Margin | 0.85 % | (5.51) % |
| Current Valuation | 2.98 B | 16.62 B |
| Shares Outstanding | 93.78 M | 571.82 M |
| Shares Owned By Insiders | 0.77 % | 10.09 % |
| Shares Owned By Institutions | 28.68 % | 39.21 % |
| Number Of Shares Shorted | 421.92 K | 4.71 M |
| Price To Earning | 13.48 X | 28.72 X |
| Price To Book | 0.91 X | 9.51 X |
| Price To Sales | 4.43 X | 11.42 X |
| Revenue | 133.15 M | 9.43 B |
| Gross Profit | 291.58 M | 27.38 B |
| EBITDA | 266.4 K | 3.9 B |
| Net Income | 118.76 M | 570.98 M |
| Cash And Equivalents | 35.46 M | 2.7 B |
| Cash Per Share | 0.56 X | 5.01 X |
| Total Debt | 1.46 B | 5.32 B |
| Debt To Equity | 1.62 % | 48.70 % |
| Current Ratio | 1.59 X | 2.16 X |
| Book Value Per Share | 15.10 X | 1.93 K |
| Cash Flow From Operations | 196.38 M | 971.22 M |
| Short Ratio | 1.06 X | 4.00 X |
| Earnings Per Share | 1.54 X | 3.12 X |
| Price To Earnings To Growth | 0.76 X | 4.89 X |
| Target Price | 14.66 | |
| Beta | 1.55 | -0.15 |
| Market Capitalization | 1.29 B | 19.03 B |
| Total Asset | 2.5 B | 29.47 B |
| Retained Earnings | (1.1 B) | 9.33 B |
| Annual Yield | 0.11 % | |
| Five Year Return | 12.13 % |
Note: Disposition of 1386 shares by Tanner Powell of MidCap Financial at 15.42 subject to Rule 16b-3 [view details]
MidCap Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as MidCap . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 3646.25 | |||
| Daily Balance Of Power | 0.913 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 13.88 | |||
| Day Typical Price | 13.91 | |||
| Price Action Indicator | 0.2 | |||
| Period Momentum Indicator | 0.21 |
About MidCap Financial Buy or Sell Advice
When is the right time to buy or sell MidCap Financial Investment? Buying financial instruments such as MidCap Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out MidCap Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of MidCap Financial. If investors know MidCap will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about MidCap Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.33) | Dividend Share 1.52 | Earnings Share 1.54 | Revenue Per Share | Quarterly Revenue Growth 0.205 |
The market value of MidCap Financial Inv is measured differently than its book value, which is the value of MidCap that is recorded on the company's balance sheet. Investors also form their own opinion of MidCap Financial's value that differs from its market value or its book value, called intrinsic value, which is MidCap Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because MidCap Financial's market value can be influenced by many factors that don't directly affect MidCap Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between MidCap Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if MidCap Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. 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.