New Mountain Finance [NMFC] vs SRH Total Return [STEW] Detailed Stock Comparison
TLDR: Quick Comparison Summary
Based on 19 vital metrics comparison: New Mountain Finance Corporation wins in 10 metrics, SRH Total Return Fund Inc. wins in 7 metrics, with 1 ties. New Mountain Finance Corporation appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | New Mountain Finance Corporation | SRH Total Return Fund Inc. | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 51.50 | 10.03 | SRH Total Return Fund Inc. |
| Price-to-Book Ratio | 0.72 | 0.78 | New Mountain Finance Corporation |
| Debt-to-Equity Ratio | 140.66 | 10.04 | SRH Total Return Fund Inc. |
| PEG Ratio | 7.70 | N/A | N/A |
| Profit Margin (TTM) | 5.04% | 536.79% | SRH Total Return Fund Inc. |
| Operating Margin (TTM) | 80.85% | 16.56% | New Mountain Finance Corporation |
| EBITDA Margin (TTM) | 80.85% | 16.56% | New Mountain Finance Corporation |
| Return on Equity | 1.33% | 8.01% | SRH Total Return Fund Inc. |
| Return on Assets (TTM) | 5.29% | 0.22% | New Mountain Finance Corporation |
| Free Cash Flow (TTM) | $378.98M | $63.65M | New Mountain Finance Corporation |
| Dividend Yield | 20.92% | 4.97% | New Mountain Finance Corporation |
| 1-Year Return | -24.86% | 3.50% | SRH Total Return Fund Inc. |
| Price-to-Sales Ratio (TTM) | 2.54 | 53.70 | New Mountain Finance Corporation |
| Enterprise Value | $2.43B | $0 | New Mountain Finance Corporation |
| EV/Revenue Ratio | 7.42 | 0.00 | Tie |
| Revenue per Share (TTM) | $3 | $0 | New Mountain Finance Corporation |
| Earnings per Share (Diluted) | $0.16 | $1.80 | SRH Total Return Fund Inc. |
| Beta (Stock Volatility) | 0.60 | 0.88 | New Mountain Finance Corporation |
| Short % of Float | 3.96% | 0.03% | SRH Total Return Fund Inc. |
New Mountain Finance Corporation vs SRH Total Return Fund Inc. Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| New Mountain Finance Corporation | -2.14% | -0.13% | -3.83% | 0.00% | -18.87% | -15.62% |
| SRH Total Return Fund Inc. | 0.51% | 1.19% | 1.54% | 4.02% | -3.04% | -2.78% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| New Mountain Finance Corporation | -24.86% | -35.15% | -37.94% | -35.47% | -38.37% | -38.85% |
| SRH Total Return Fund Inc. | 3.50% | 33.94% | 33.43% | 122.56% | 180.13% | 127.11% |
Performance & Financial Health Analysis: New Mountain Finance Corporation vs SRH Total Return Fund Inc.
| Metric | NMFC | STEW |
|---|---|---|
| Market Information | ||
| Market Cap | $812.50M | $1.71B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 722,168 | 73,542 |
| 90 Day Avg. Volume | 1,125,276 | 71,771 |
| Last Close | $7.78 | $17.85 |
| 52 Week Range | $7.48 - $10.90 | $16.55 - $18.67 |
| % from 52W High | -28.62% | -4.39% |
| All-Time High | $15.83 (Sep 17, 2012) | $18.67 (Sep 05, 2025) |
| % from All-Time High | -50.85% | -4.39% |
| Growth Metrics | ||
| Quarterly Revenue Growth | -0.15% | -0.12% |
| Quarterly Earnings Growth | -1.94% | -0.44% |
| Financial Health | ||
| Profit Margin (TTM) | 0.05% | 5.37% |
| Operating Margin (TTM) | 0.81% | 0.17% |
| Return on Equity (TTM) | 0.01% | 0.08% |
| Debt to Equity (MRQ) | 140.66 | 10.04 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $11.52 | $23.11 |
| Cash per Share (MRQ) | $0.80 | N/A |
| Operating Cash Flow (TTM) | $378.98M | $63.65M |
| Levered Free Cash Flow (TTM) | $92.60M | $6.02M |
| Dividends | ||
| Last 12-Month Dividend Yield | 20.92% | 4.97% |
| Last 12-Month Dividend | $1.60 | $0.88 |
Valuation & Enterprise Metrics Analysis: New Mountain Finance Corporation vs SRH Total Return Fund Inc.
| Metric | NMFC (Apr 24, 2026) | STEW (Apr 24, 2026) |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 51.50 | 10.03 |
| Forward P/E | 7.70 | N/A |
| PEG Ratio | 7.70 | N/A |
| Price to Sales (TTM) | 2.54 | 53.70 |
| Price to Book (MRQ) | 0.72 | 0.78 |
| Market Capitalization | ||
| Market Capitalization | $812.50M | $1.71B |
| Enterprise Value | $2.43B | $0 |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 7.42 | 0.00 |
| Enterprise to EBITDA | N/A | N/A |
| Risk & Other Metrics | ||
| Beta | 0.60 | 0.88 |
| Book Value per Share (MRQ) | $11.52 | $23.11 |
Financial Statements Comparison: New Mountain Finance Corporation vs SRH Total Return Fund Inc.
Financial Metrics
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Revenue
Operating Margin
Profit Margin
Long Term Debt
Income Flow Analysis
Financial Statements Comparison
Income Statement
| Metric | NMFC (2025) | STEW (2025) |
|---|---|---|
| Revenue/Sales | 14.84M | 177.28M |
| Cost of Goods Sold | N/A | N/A |
| COGS % of Revenue | 0.0% | 0.0% |
| Gross Profit | N/A | N/A |
| Gross Margin | 0.0% | 0.0% |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | N/A | N/A |
| Operating Margin | 0.0% | 0.0% |
| EBITDA | N/A | N/A |
| EBITDA Margin | 0.0% | 0.0% |
| Pre-Tax Income | 17.40M | 174.09M |
| Pre-Tax Income % of Revenue | 117.3% | 98.2% |
| Income Tax | 430,000 | N/A |
| Income Tax % of Revenue | 2.9% | 0.0% |
| Net Income (Profit) | 16.97M | 174.09M |
| Profit Margin | 114.4% | 98.2% |
Balance Sheet & Liquidity Metrics
| Metric | NMFC (2025) | STEW (2025) |
|---|---|---|
| Cash & Equivalents | 80.72M | N/A |
| Total Current Assets | N/A | N/A |
| Total Current Assets % of Revenue | 0.0% | 0.0% |
| Total Current Liabilities | N/A | N/A |
| Total Current Liabilities % of Revenue | 0.0% | 0.0% |
| Long-Term Debt | 1.67B | 223.74M |
| Long-Term Debt % of Revenue | 11,258.9% | 126.2% |
| Total Shareholders Equity | 1.19B | 2.23B |
| Retained Earnings | -121.68M | 1.72B |
| Retained Earnings % of Revenue | -819.8% | 967.7% |
| Property, Plant & Equipment | N/A | N/A |
Cash Flow Statement Comparison
| Metric | NMFC (2025) | STEW (2025) |
|---|---|---|
| Operating Cash Flow | -41.41M | 174.56M |
| Operating Cash Flow % of Revenue | -279.0% | 98.5% |
| Capital Expenditures | N/A | N/A |
| Free Cash Flow | 378.98M | 63.65M |
| FCF Margin | 2,553.4% | 35.9% |
| Debt Repayment | -909.60M | N/A |
| Common Stock Repurchase | -51.95M | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | NMFC | STEW |
|---|---|---|
| Shares Short | 3.32M | 17,557 |
| Short Ratio | 2.17 | 0.35 |
| Short % of Float | 3.96% | 0.03% |
| Shares Outstanding | 102.64M | 96.44M |
| Float Shares | N/A | N/A |
| % Held by Insiders | 14.85% | 47.15% |
| % Held by Institutions | 38.46% | 16.70% |
| % Held by Public | 46.69% | 36.15% |
Dividend Analysis & Yield Comparison: New Mountain Finance Corporation vs SRH Total Return Fund Inc.
| Metric | NMFC | STEW |
|---|---|---|
| Last 12-Month Dividend | $1.60 | $0.88 |
| Last 12-Month Dividend Yield | 20.92% | 4.97% |
| 3-Year Avg Annual Dividend | $1.49 | $0.60 |
| 3-Year Avg Dividend Yield | 2.88% | 0.97% |
| 3-Year Total Dividends | $4.46 | $1.80 |
| Ex-Dividend Date | Mar 17, 2026 | Jan 23, 2026 |