Monroe Capital Corp Stock Buy Hold or Sell Recommendation
| MRCC Stock | USD 8.41 0.03 0.36% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Monroe Capital Corp is 'Strong Hold'. Macroaxis provides Monroe Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MRCC positions.
Check out Monroe Capital 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 Monroe and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Monroe Capital Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
Monroe |
Execute Monroe Capital Buy or Sell Advice
The Monroe recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Monroe Capital Corp. Macroaxis does not own or have any residual interests in Monroe Capital Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Monroe Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Monroe Capital Trading Alerts and Improvement Suggestions
| Monroe Capital Corp has a strong financial position based on the latest SEC filings | |
| On 30th of September 2024 Monroe Capital paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Monroe Capital Corporation Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2024 - Marketscreener.com |
Monroe Capital Returns Distribution Density
The distribution of Monroe Capital's historical returns is an attempt to chart the uncertainty of Monroe Capital's future price movements. The chart of the probability distribution of Monroe Capital daily returns describes the distribution of returns around its average expected value. We use Monroe Capital Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Monroe Capital returns is essential to provide solid investment advice for Monroe Capital.
| Mean Return | 0.17 | Value At Risk | -1.92 | Potential Upside | 2.29 | Standard Deviation | 1.34 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Monroe Capital 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.
Monroe Stock Institutional Investors
| Shares | Fiera Capital Corporation | 2024-06-30 | 84 K | Advisor Group Holdings, Inc. | 2024-06-30 | 80.3 K | Raymond James & Associates | 2024-09-30 | 79 K | Blackrock Inc | 2024-06-30 | 70.8 K | Virtus Etf Advisers Llc | 2024-06-30 | 66.7 K | O'shaughnessy Asset Management Llc | 2024-06-30 | 60.9 K | Ubs Group Ag | 2024-06-30 | 58.6 K | Hb Wealth Management, Llc | 2024-09-30 | 55 K | Atria Wealth Solutions, Inc. | 2024-06-30 | 53.3 K | Blair William & Co | 2024-06-30 | 424.2 K | Hightower Advisors, Llc | 2024-06-30 | 238.3 K |
Monroe Capital Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| End Period Cash Flow | 29.6M | 32.4M | 18.1M | 5.5M | 5.0M | 4.7M | |
| Change In Cash | 11.9M | 2.8M | (14.3M) | (12.6M) | (492K) | (467.4K) | |
| Free Cash Flow | (39.2M) | 74.9M | 20.0M | 14.1M | 51.7M | 54.3M | |
| Other Non Cash Items | (60.2M) | 71.2M | (11.1M) | 21.9M | 55.5M | 58.3M | |
| Dividends Paid | 28.6M | 23.1M | 21.5M | 21.7M | 24.9M | 21.4M | |
| Net Income | 19.2M | 1.6M | 32.5M | (2.8M) | 371K | 352.5K | |
| Depreciation | 387K | 928K | 1.1M | 1.0M | 259K | 272.0K | |
| Net Borrowings | 83.4M | (54.4M) | (12.8M) | (3.2M) | (2.9M) | (2.7M) | |
| Change To Netincome | (61.7M) | 69.9M | (12.2M) | 20.8M | 24.0M | 25.2M |
Monroe Capital 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 Monroe Capital 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 Monroe Capital'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 Monroe 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 | 0.13 | |
β | Beta against Dow Jones | 0.26 | |
σ | Overall volatility | 1.36 | |
Ir | Information ratio | 0.03 |
Monroe Capital Volatility Alert
Monroe Capital Corp has relatively low volatility with skewness of -0.21 and kurtosis of -0.04. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Monroe Capital'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 Monroe Capital'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.Monroe Capital Fundamentals Vs Peers
Comparing Monroe Capital'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 Monroe Capital's direct or indirect competition across all of the common fundamentals between Monroe Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Monroe Capital or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Monroe Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Monroe Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Monroe Capital to competition |
| Fundamentals | Monroe Capital | Peer Average |
| Return On Equity | 0.0378 | -0.31 |
| Return On Asset | 0.0545 | -0.14 |
| Profit Margin | 0.13 % | (1.27) % |
| Operating Margin | 0.80 % | (5.51) % |
| Current Valuation | 477.27 M | 16.62 B |
| Shares Outstanding | 21.67 M | 571.82 M |
| Shares Owned By Insiders | 3.61 % | 10.09 % |
| Shares Owned By Institutions | 16.40 % | 39.21 % |
| Number Of Shares Shorted | 124.63 K | 4.71 M |
| Price To Earning | 111.08 X | 28.72 X |
| Price To Book | 0.92 X | 9.51 X |
| Price To Sales | 2.94 X | 11.42 X |
| Revenue | 48.94 M | 9.43 B |
| Gross Profit | 56.57 M | 27.38 B |
| EBITDA | 24.16 M | 3.9 B |
| Net Income | 371 K | 570.98 M |
| Cash And Equivalents | 5.97 M | 2.7 B |
| Cash Per Share | 0.28 X | 5.01 X |
| Total Debt | 300.87 M | 5.32 B |
| Debt To Equity | 1.36 % | 48.70 % |
| Current Ratio | 2.48 X | 2.16 X |
| Book Value Per Share | 9.40 X | 1.93 K |
| Cash Flow From Operations | 51.73 M | 971.22 M |
| Short Ratio | 2.10 X | 4.00 X |
| Earnings Per Share | 0.61 X | 3.12 X |
| Price To Earnings To Growth | 2.05 X | 4.89 X |
| Target Price | 8.42 | |
| Beta | 1.08 | -0.15 |
| Market Capitalization | 182.21 M | 19.03 B |
| Total Asset | 513.19 M | 29.47 B |
| Retained Earnings | (94.42 M) | 9.33 B |
| Annual Yield | 0.12 % | |
| Five Year Return | 12.10 % |
Note: Acquisition by Allison Thomas J. of 1701 shares of Monroe Capital at 9.16 subject to Rule 16b-3 [view details]
Monroe Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Monroe . 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.
About Monroe Capital Buy or Sell Advice
When is the right time to buy or sell Monroe Capital Corp? Buying financial instruments such as Monroe 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.
Use Investing Ideas to Build Portfolios
In addition to having Monroe Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run IT Thematic Idea Now
IT
Information Technology (IT) companies and IT service providers across different domains. The IT theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize IT Theme or any other thematic opportunities.
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Check out Monroe Capital 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 Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
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 Monroe Capital. If investors know Monroe 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 Monroe Capital 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 (0.05) | Earnings Share 0.61 | Revenue Per Share 2.86 | Quarterly Revenue Growth (0.04) | Return On Assets 0.0545 |
The market value of Monroe Capital Corp is measured differently than its book value, which is the value of Monroe that is recorded on the company's balance sheet. Investors also form their own opinion of Monroe Capital's value that differs from its market value or its book value, called intrinsic value, which is Monroe Capital'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 Monroe Capital's market value can be influenced by many factors that don't directly affect Monroe Capital'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 Monroe Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Monroe Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Monroe Capital'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.