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.

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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

Stock1D1W1M3M6MYTD
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

Stock1Y3Y5Y10Y15Y20Y
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.

MetricNMFCSTEW
Market Information
Market Cap i$812.50M$1.71B
Market Cap CategorySmall capSmall cap
10 Day Avg. Volume i722,16873,542
90 Day Avg. Volume i1,125,27671,771
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) i0.05%5.37%
Operating Margin (TTM) i0.81%0.17%
Return on Equity (TTM) i0.01%0.08%
Debt to Equity (MRQ) i140.6610.04
Cash & Liquidity
Book Value per Share (MRQ)$11.52$23.11
Cash per Share (MRQ)$0.80N/A
Operating Cash Flow (TTM) i$378.98M$63.65M
Levered Free Cash Flow (TTM) i$92.60M$6.02M
Dividends
Last 12-Month Dividend Yield i20.92%4.97%
Last 12-Month Dividend i$1.60$0.88

Valuation & Enterprise Metrics Analysis: New Mountain Finance Corporation vs SRH Total Return Fund Inc.

MetricNMFC (Apr 24, 2026)STEW (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i51.5010.03
Forward P/E i7.70N/A
PEG Ratio i7.70N/A
Price to Sales (TTM) i2.5453.70
Price to Book (MRQ) i0.720.78
Market Capitalization
Market Capitalization i$812.50M$1.71B
Enterprise Value i$2.43B$0
Enterprise Value Metrics
Enterprise to Revenue i7.420.00
Enterprise to EBITDA iN/AN/A
Risk & Other Metrics
Beta i0.600.88
Book Value per Share (MRQ) i$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

MetricNMFC (2025)STEW (2025)
Revenue/Sales i14.84M177.28M
Cost of Goods Sold iN/AN/A
COGS % of Revenue i0.0%0.0%
Gross Profit iN/AN/A
Gross Margin i0.0%0.0%
Research & Development iN/AN/A
Operating Income (EBIT) iN/AN/A
Operating Margin i0.0%0.0%
EBITDA iN/AN/A
EBITDA Margin i0.0%0.0%
Pre-Tax Income i17.40M174.09M
Pre-Tax Income % of Revenue i117.3%98.2%
Income Tax i430,000N/A
Income Tax % of Revenue i2.9%0.0%
Net Income (Profit) i16.97M174.09M
Profit Margin i114.4%98.2%

Balance Sheet & Liquidity Metrics

MetricNMFC (2025)STEW (2025)
Cash & Equivalents i80.72MN/A
Total Current Assets iN/AN/A
Total Current Assets % of Revenue i0.0%0.0%
Total Current Liabilities iN/AN/A
Total Current Liabilities % of Revenue i0.0%0.0%
Long-Term Debt i1.67B223.74M
Long-Term Debt % of Revenue i11,258.9%126.2%
Total Shareholders Equity i1.19B2.23B
Retained Earnings i-121.68M1.72B
Retained Earnings % of Revenue i-819.8%967.7%
Property, Plant & Equipment iN/AN/A

Cash Flow Statement Comparison

MetricNMFC (2025)STEW (2025)
Operating Cash Flow i-41.41M174.56M
Operating Cash Flow % of Revenue i-279.0%98.5%
Capital Expenditures iN/AN/A
Free Cash Flow i378.98M63.65M
FCF Margin i2,553.4%35.9%
Debt Repayment i-909.60MN/A
Common Stock Repurchase i-51.95MN/A

Short Interest & Institutional Ownership Analysis

MetricNMFCSTEW
Shares Short i3.32M17,557
Short Ratio i2.170.35
Short % of Float i3.96%0.03%
Shares Outstanding i102.64M96.44M
Float Shares iN/AN/A
% Held by Insiders i14.85%47.15%
% Held by Institutions i38.46%16.70%
% Held by Public i46.69%36.15%

Dividend Analysis & Yield Comparison: New Mountain Finance Corporation vs SRH Total Return Fund Inc.

MetricNMFCSTEW
Last 12-Month Dividend i$1.60$0.88
Last 12-Month Dividend Yield i20.92%4.97%
3-Year Avg Annual Dividend i$1.49$0.60
3-Year Avg Dividend Yield i2.88%0.97%
3-Year Total Dividends i$4.46$1.80
Ex-Dividend DateMar 17, 2026Jan 23, 2026