New Mountain Finance [NMFC] vs SRH Total Return [STEW] Detailed Stock Comparison
New Mountain Finance
NASDAQ
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SRH Total Return
NYSE
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TLDR: Quick Comparison Summary
Based on 18 vital metrics comparison: New Mountain Finance wins in 9 metrics, SRH Total Return wins in 8 metrics, with 0 ties. New Mountain Finance appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | New Mountain Finance | SRH Total Return | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 12.29 | 5.49 | SRH Total Return |
| Price-to-Book Ratio | 0.76 | 0.84 | New Mountain Finance |
| Debt-to-Equity Ratio | 134.85 | 10.77 | SRH Total Return |
| PEG Ratio | -0.16 | N/A | N/A |
| Profit Margin (TTM) | 23.27% | 928.40% | SRH Total Return |
| Operating Margin (TTM) | 78.73% | 34.92% | New Mountain Finance |
| EBITDA Margin (TTM) | 78.73% | 34.92% | New Mountain Finance |
| Return on Equity | 6.15% | 16.36% | SRH Total Return |
| Return on Assets (TTM) | 5.21% | 0.34% | New Mountain Finance |
| Free Cash Flow (TTM) | $42.00M | $62.50M | SRH Total Return |
| Dividend Yield | 16.22% | 3.62% | New Mountain Finance |
| 1-Year Return | -21.18% | 15.21% | SRH Total Return |
| Price-to-Sales Ratio (TTM) | 2.79 | 50.68 | New Mountain Finance |
| Enterprise Value | $2.71B | $0 | New Mountain Finance |
| EV/Revenue Ratio | 7.62 | 0.00 | SRH Total Return |
| Revenue per Share (TTM) | $3 | $0 | New Mountain Finance |
| Earnings per Share (Diluted) | $0.76 | $3.29 | SRH Total Return |
| Beta (Stock Volatility) | 0.81 | 0.96 | New Mountain Finance |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
New Mountain Finance vs SRH Total Return Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| New Mountain Finance | -2.81% | -3.91% | -11.39% | -12.71% | -12.71% | -17.64% |
| SRH Total Return | 0.28% | -0.82% | -1.79% | 1.46% | 8.32% | 13.55% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| New Mountain Finance | -21.18% | -19.69% | -5.08% | -33.14% | -28.15% | -28.15% |
| SRH Total Return | 15.21% | 63.36% | 77.97% | 132.35% | 185.49% | 168.55% |
News Based Sentiment: New Mountain Finance vs SRH Total Return
New Mountain Finance
News based Sentiment: NEUTRAL
The announcement of an earnings release is a standard event for publicly traded companies. While important for investors to be aware of, it doesn't inherently signal positive or negative developments, making the overall sentiment neutral. It's a necessary step in the financial reporting cycle.
SRH Total Return
News based Sentiment: POSITIVE
The month's developments indicate a generally positive outlook for SRH Total Return Fund (STEW), with a rising share price and strong one-year performance. However, the increase in short interest introduces a note of caution, suggesting a mixed sentiment among investors.
Performance & Financial Health Analysis: New Mountain Finance vs SRH Total Return
| Metric | NMFC | STEW |
|---|---|---|
| Market Information | ||
| Market Cap | $1.02B | $1.76B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 990,749 | 78,890 |
| 90 Day Avg. Volume | 728,286 | 78,323 |
| Last Close | $9.34 | $18.10 |
| 52 Week Range | $8.84 - $12.05 | $15.00 - $18.67 |
| % from 52W High | -22.49% | -3.05% |
| All-Time High | $15.83 (Sep 17, 2012) | $18.67 (Sep 05, 2025) |
| % from All-Time High | -41.00% | -3.05% |
| Growth Metrics | ||
| Quarterly Revenue Growth | -0.12% | -0.07% |
| Quarterly Earnings Growth | -0.77% | N/A |
| Financial Health | ||
| Profit Margin (TTM) | 0.23% | 9.28% |
| Operating Margin (TTM) | 0.79% | 0.35% |
| Return on Equity (TTM) | 0.06% | 0.16% |
| Debt to Equity (MRQ) | 134.85 | 10.77 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $12.21 | $21.54 |
| Cash per Share (MRQ) | $0.54 | N/A |
| Operating Cash Flow (TTM) | $277.86M | $62.98M |
| Levered Free Cash Flow (TTM) | $76.41M | $2.92M |
| Dividends | ||
| Last 12-Month Dividend Yield | 16.22% | 3.62% |
| Last 12-Month Dividend | $1.63 | $0.62 |
Valuation & Enterprise Metrics Analysis: New Mountain Finance vs SRH Total Return
| Metric | NMFC | STEW |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 12.29 | 5.49 |
| Forward P/E | 7.18 | N/A |
| PEG Ratio | -0.16 | N/A |
| Price to Sales (TTM) | 2.79 | 50.68 |
| Price to Book (MRQ) | 0.76 | 0.84 |
| Market Capitalization | ||
| Market Capitalization | $1.02B | $1.76B |
| Enterprise Value | $2.71B | $0 |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 7.62 | 0.00 |
| Enterprise to EBITDA | N/A | N/A |
| Risk & Other Metrics | ||
| Beta | 0.81 | 0.96 |
| Book Value per Share (MRQ) | $12.21 | $21.54 |
Financial Statements Comparison: New Mountain Finance vs SRH Total Return
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | NMFC | STEW |
|---|---|---|
| Revenue/Sales | $7.93M | N/A |
| Cost of Goods Sold | N/A | N/A |
| Gross Profit | N/A | N/A |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | N/A | N/A |
| EBITDA | N/A | N/A |
| Pre-Tax Income | $7.90M | N/A |
| Income Tax | $29,000 | N/A |
| Net Income (Profit) | $7.88M | N/A |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | NMFC | STEW |
|---|---|---|
| Cash & Equivalents | $85.50M | N/A |
| Total Current Assets | N/A | N/A |
| Total Current Liabilities | N/A | N/A |
| Long-Term Debt | $1.78B | $223.55M |
| Total Shareholders Equity | $1.35B | $2.12B |
| Retained Earnings | $-24.69M | $1.60B |
| Property, Plant & Equipment | N/A | N/A |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | NMFC | STEW |
|---|---|---|
| Operating Cash Flow | $13.25M | N/A |
| Capital Expenditures | N/A | N/A |
| Free Cash Flow | $103.92M | N/A |
| Debt Repayment | $-155.52M | N/A |
| Common Stock Repurchase | N/A | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | NMFC | STEW |
|---|---|---|
| Shares Short | 1.24M | 24,867 |
| Short Ratio | 2.68 | 0.34 |
| Short % of Float | 0.01% | 0.00% |
| Average Daily Volume (10 Day) | 990,749 | 78,890 |
| Average Daily Volume (90 Day) | 728,286 | 78,323 |
| Shares Outstanding | 107.85M | 96.44M |
| Float Shares | N/A | N/A |
| % Held by Insiders | 0.12% | 0.47% |
| % Held by Institutions | 0.34% | 0.16% |
Dividend Analysis & Yield Comparison: New Mountain Finance vs SRH Total Return
| Metric | NMFC | STEW |
|---|---|---|
| Last 12-Month Dividend | $1.63 | $0.62 |
| Last 12-Month Dividend Yield | 16.22% | 3.62% |
| 3-Year Avg Annual Dividend | $1.48 | $0.54 |
| 3-Year Avg Dividend Yield | 2.69% | 0.96% |
| 3-Year Total Dividends | $4.44 | $1.62 |
| Ex-Dividend Date | Sep 16, 2025 | Apr 23, 2025 |