Our viewpoint on MidCap Financial (USA Stocks:MFIC) and Barloworld (USA Stocks:BRRAY)?

MidCap Financial (MFIC) and Barloworld (BRRAY) have shown promising potential in the Asset Management industry. With a free cash flow of 196.4M and a change in cash of 35M, MFIC demonstrates a robust financial position. The company's diluted EPS stands at 1.75, indicating a strong earnings potential. Furthermore, the firm's risk-adjusted performance of 0.0663 and a dividend yield of 0.0981 suggest a balanced risk-reward profile for investors. On the other hand, BRRAY's potential upside of 1.3 and a high price of 15.6 signal potential growth opportunities. Therefore, both stocks present a compelling investment case for those seeking exposure to the Asset Management industry.

Top Findings

Analyzing forward indicators between MidCap Financial and Barloworld allows for a comparison of the impact of market volatilities on their prices. This can help determine if combining them in a portfolio can diversify market risk. Pair trading strategies can also be used, such as matching a long position in Barloworld with a short position in MidCap Financial. More information can be found in our pair correlation module. Moving on to asset analysis, the asset utilization indicator measures the revenue earned per dollar of reported assets. MidCap Financial's asset utilization ratio stands at 5.32 percent, meaning the company earns $0.0532 for each dollar of assets. An increasing asset utilization ratio suggests that MidCap Financial Investment is becoming more efficient in using its assets for daily operations.
Published over six months ago
View all stories for MidCap Financial | View All Stories
Macroaxis uses a strict editorial review process to publish stories and blog posts. Our publishers support our company and may receive a small commission when the partner links or references are utilized. Commissions do not affect the opinions or evaluations of our editorial team. The information our editors and media partners deliver is confidential and licensed for your sole use as a Macroaxis user. We reserve all rights to the content of this article, and therefore copying or distributing this story in whole or in part is strictly prohibited.

Reviewed by Raphi Shpitalnik

Every cloud has a silver lining, and in the world of finance, that silver lining often takes the form of a promising investment opportunity. Today, we turn our focus to two potentially undervalued stocks: MidCap Financial (MFIC) and Barloworld (BRRAY). MFIC, a player in the Capital Markets service category, boasts an impressive operating margin of 80.09% and a return on assets of 5.59%. With an end period cash flow of $122.1 million, the company's financial health is solid. However, it's important to note a payout ratio of 85.88%, suggesting the company is returning most of its profits to shareholders, which could limit future growth. On the other hand, Barloworld (BRRAY), is showing potential with a daily balance of power at 0.1667 and a possible upside price of 16.67. It's currently trading at a typical day price of 15.53, slightly above its 200-day moving average of 14.27. Despite a loss of $161.4 million from financing activities, MFIC's cash and short-term investments stand at a robust $122.1 million, indicating a strong liquidity position. It's also worth noting that the company has a market capitalization of $1 billion, underscoring its substantial presence in the NASDAQ exchange. Both stocks have a 'Buy' consensus from analysts, signaling positive market sentiment. However, as always, investors should conduct their own due diligence before making any investment decisions. These stocks may offer a silver lining in an otherwise cloudy market, but it's essential to understand the potential risks and rewards before diving in. Some baby boomers may be concerned about the capital markets space, but we're examining MidCap Financial and Barloworld as potential short-term investments. We'll discuss the competitive aspects of both companies.
Out of tens of thousands of stocks, funds, and ETFs that trade on global exchanges each represent an individual company which you can analyze using comparative analysis. To determine which one of the two entities, such as MidCap or WhiteHorse is a better fit for your portfolio, analyzing a few basic fundamental indicators is a good first step.

understanding MidCap Financial dividends

A dividend is the distribution of a portion of MidCap Financial earnings, decided and managed by the company's board of directors and paid to a class of its shareholders. Note, announcements of dividend payouts are generally accompanied by a proportional increase or decrease in a company's stock price. MidCap Financial dividend payments follow a chronological order of events, and the associated dates are important to determine the shareholders who qualify for receiving the dividend payment. MidCap one year expected dividend income is about USD1.08 per share.
At present, MidCap Financial's Dividend Payout Ratio is projected to increase slightly based on the last few years of reporting. The current year's Dividend Paid And Capex Coverage Ratio is expected to grow to 1.50, whereas Dividend Yield is forecasted to decline to 0.10.
Last ReportedProjected for Next Year
Dividends Paid111.1 M114 M
Dividend Yield 0.12  0.10 
Dividend Payout Ratio 0.94  0.98 
Dividend Paid And Capex Coverage Ratio 1.43  1.50 
Investing in dividend-paying stocks, such as MidCap Financial Investment is one of the few strategies that are good for long-term investment. Ex-dividend dates are significant because investors in MidCap Financial must own a stock before its ex-dividend date to receive its next dividend.
This type of analysis is very useful when you want to generate a past dividend schedule and payout information for MidCap Financial. Then that information in the form of graph and calendar can be used to fully explain how Du Pont dividends can provide a real clue to its valuation.

How important is MidCap Financial's Liquidity

MidCap Financial financial leverage refers to using borrowed capital as a funding source to finance MidCap Financial Investment ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. MidCap Financial financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to MidCap Financial's owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of MidCap Financial's financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between MidCap Financial's total debt and its cash.

Correlation Between MidCap and WhiteHorse Finance

In general, Stock analysis is a method for investors and traders to make individual buying and selling decisions. Stock correlation analysis is also essential because it can help investors realize that they may not be as diversified as they think. Risk management strategies are usually required to make sure all portfolios are properly aligned against their risk tolerance level. You can consider holding MidCap Financial together with similar or unrelated positions with a negative correlation. For example, you can also add WhiteHorse Finance to your portfolio. If WhiteHorse Finance is not perfectly correlated to MidCap Financial it will diversify some of the market risks out of the positively correlated stocks in your portfolio. However, the disadvantage of this sort of hedging is that it can potentially affect your investment returns throughout market cycles. When MidCap Financial, for example, performs excellent and delivers stable returns, the negatively correlated position you locked in as a hedge may drag your returns down.
Are you currently holding both MidCap Financial and WhiteHorse Finance in your portfolio? Please note if you are using this as a pair-trade strategy between MidCap Financial and WhiteHorse Finance, watch out for correlation discrepancy over time. Relying on the historical price correlations and assuming that it will not change may lead to short-term losses. Please check pair correlation details between MFIC and WHF for more information.

Breaking down the case for MidCap Financial

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Now, let's check MidCap Financial revenue. Based on the latest financial disclosure, MidCap Financial Investment reported 133.15 M of revenue. This is 98.81% lower than that of the Capital Markets sector and 97.52% lower than that of the Financials industry.
The revenue for all United States stocks is 98.59% higher than that of MidCap Financial. As for Barloworld we see revenue of 39.38 B, which is much higher than that of the Financials
BRRAY
39.4 B
MFIC133.15 Million0.3
Sector5.36 Billion11.94
BRRAY39.38 Billion87.76
As Benjamin Graham once said, the stock market is a voting machine in the short term, but a weighing machine in the long term. This is particularly true for MidCap Financial (MFIC) and Barloworld (BRRAY), two stocks that have shown promising potential. MidCap Financial, with a net asset of $2.5 billion and a strong current ratio of 1.59X, has demonstrated financial stability. The company's earnings per share (EPS) estimate for the current year stands at 1.7, reflecting a positive earnings outlook. Meanwhile, Barloworld has shown resilience with a five-year return of 12.13%, indicating a consistent performance. However, investors should also consider the company's total debt of $1.46 billion, which could impact future profitability. Overall, both stocks present intriguing opportunities for investors seeking to diversify their portfolios in the financial services sector..

MidCap is expecting lower volatility in August

MidCap Financial's market risk-adjusted performance has recently seen an upward trend, rising over 0.15. This positive shift indicates a robust risk-return trade-off, suggesting efficient financial risk management by the company. Consequently, MidCap is projected to see reduced volatility in August, offering a potentially stable investment opportunity for risk-averse investors. MidCap Financial Investment exhibits low volatility, with a Treynor Ratio of 0.14, Maximum Drawdown of 4.82, and Kurtosis of 0.18. Understanding these market volatility trends can help investors time the market. Volatility indicators can enable traders to measure MidCap Financial's stock risk against market volatility during both bullish and bearish trends. High volatility in bear markets can impact MidCap Financial's stock price and cause investor stress.
This often prompts investors to rebalance their portfolios by purchasing diverse financial instruments as prices drop.In conclusion, MidCap Financial Investment Stock (MFIC) has shown a promising ascent today, but the question of whether this trend will continue remains. The stock's current market value stands at $15.52, aligning with its hype value. However, its real value is slightly lower at $14.98, indicating a potential overvaluation. The analyst consensus leans towards a 'Buy' with three strong buys, four holds, and only one sell. The estimated target price ranges from a low of $12.61 to a high of $15.38, with a possible upside price of $16.67. However, the naive expected forecast value is $15.72, suggesting a potential for further growth. Investors should carefully consider these factors and their own risk tolerance before making a decision on MidCap..

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect

Editorial Staff

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Gabriel Shpitalnik do not own shares of MidCap Financial Investment. Please refer to our Terms of Use for any information regarding our disclosure principles.

Would you like to provide feedback on the content of this article?

You can get in touch with us directly or send us a quick note via email to editors@macroaxis.com