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Upturn AI SWOT - About
MFIC 
MidCap Financial Investment Corporation (MFIC)
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Upturn Advisory Summary
10/27/2025: MFIC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $13.53
1 Year Target Price $13.53
| 4 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.21% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.14B USD | Price to earnings Ratio 11.62 | 1Y Target Price 13.53 |
Price to earnings Ratio 11.62 | 1Y Target Price 13.53 | ||
Volume (30-day avg) 9 | Beta 1.06 | 52 Weeks Range 9.59 - 13.49 | Updated Date 10/26/2025 |
52 Weeks Range 9.59 - 13.49 | Updated Date 10/26/2025 | ||
Dividends yield (FY) 12.58% | Basic EPS (TTM) 1.05 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 30.6% | Operating Margin (TTM) 84.9% |
Management Effectiveness
Return on Assets (TTM) 5.65% | Return on Equity (TTM) 8.34% |
Valuation
Trailing PE 11.62 | Forward PE 7.92 | Enterprise Value 3118062080 | Price to Sales(TTM) 3.51 |
Enterprise Value 3118062080 | Price to Sales(TTM) 3.51 | ||
Enterprise Value to Revenue 29.14 | Enterprise Value to EBITDA - | Shares Outstanding 93303622 | Shares Floating - |
Shares Outstanding 93303622 | Shares Floating - | ||
Percent Insiders 0.8 | Percent Institutions 32.82 |
Upturn AI SWOT
MidCap Financial Investment Corporation
Company Overview
History and Background
MidCap Financial Investment Corporation focuses on providing financing solutions primarily to middle-market companies. It was formed to invest in middle market companies, focusing on senior debt instruments.
Core Business Areas
- Direct Lending: Providing senior debt, junior debt, and unitranche loans to middle-market companies. This constitutes the core business activity.
- Equity Investments: Making selective equity investments, often in conjunction with debt financings.
Leadership and Structure
The company is managed by an investment advisor, typically a subsidiary of a larger financial institution. Specific leadership details would require access to the latest SEC filings and company website.
Top Products and Market Share
Key Offerings
- Number of Users: Unknown
- Senior Secured Loans: First-lien loans to middle-market companies. Market share data is not publicly and readily available. Competitors include Ares Capital, Golub Capital, and other BDCs.
- Number of Users: Unknown
- Unitranche Loans: Combination of senior and subordinated debt in a single facility. Market share data is not publicly and readily available. Competitors include Ares Capital, Golub Capital, and other BDCs.
Market Dynamics
Industry Overview
The business development company (BDC) industry is competitive, with many firms vying to provide capital to middle-market companies. Interest rate environments and credit cycles significantly impact the industry.
Positioning
MidCap Financial Investment Corporation positions itself as a reliable provider of flexible financing solutions, often targeting companies underserved by traditional lenders.
Total Addressable Market (TAM)
The middle-market lending TAM is substantial, estimated to be in the hundreds of billions of dollars. MidCap Financial Investment Corporation aims to capture a segment of this large market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Established relationships with private equity sponsors
- Diversified portfolio
- Focus on senior secured debt
Weaknesses
- Reliance on external investment advisor
- Exposure to credit risk in middle-market lending
- Sensitivity to interest rate fluctuations
- Small market share compared to larger BDCs
Opportunities
- Growing demand for private credit
- Increasing deal flow in the middle market
- Expansion into new industries or geographies
- Potential for strategic acquisitions
Threats
- Economic downturns leading to increased defaults
- Increased competition from other BDCs and private credit funds
- Changes in regulations affecting BDCs
- Rising interest rates impacting borrowing costs
Competitors and Market Share
Key Competitors
- ARCC
- GSBD
- GOLC
Competitive Landscape
MidCap Financial Investment Corporation competes on its ability to source attractive deals and provide flexible financing solutions. Larger BDCs may have advantages in scale and cost of capital.
Growth Trajectory and Initiatives
Historical Growth: Dependent on portfolio growth, investment yields, and expense management.
Future Projections: Requires access to analyst reports for future growth projections.
Recent Initiatives: Depends on current strategic announcements (e.g., new partnerships, investment strategies). Requires monitoring of press releases and investor presentations.
Summary
MidCap Financial Investment Corporation is a BDC focused on middle-market lending. Its strengths lie in its experienced management and diversified portfolio, but it faces risks from credit quality and interest rate fluctuations. Future growth depends on its ability to source and manage investments effectively in a competitive market. Monitoring economic conditions and competitor actions is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Analyst Reports (where available)
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. It is not financial advice, and investors should conduct their own due diligence before making investment decisions. Market share data is approximate and may not be precisely accurate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MidCap Financial Investment Corporation
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2004-05-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
MidCap Financial Investment Corporation (Former name Apollo Investment Corporation) is business development company and a closed-end, externally managed, non-diversified management investment company. It is elected to be treated as a business development company ("BDC") under the Investment Company Act of 1940 (the "1940 Act") specializing in private equity investments in leveraged buyouts, acquisitions, recapitalizations, growth capital, refinancing and private middle market companies. It provides direct equity capital, mezzanine, first lien secured loans, stretch senior loans, unitranche loans, second lien secured loans and senior secured loans, unsecured debt, and subordinated debt and loans. It also seeks to invest in PIPES transactions. The fund may also invest in securities of public companies that are thinly traded and may acquire investments in the secondary market and structured products. It prefers to invest in preferred equity, common equity / interests and warrants and makes equity co-investments. It may invest in cash equivalents, U.S. government securities, high-quality debt investments that mature in one year or less, high-yield bonds, distressed debt, non-U.S. investments, or securities of public companies that are not thinly traded. It also focuses on other investments such as collateralized loan obligations ("CLOs") and credit-linked notes ("CLNs"). The fund typically invests in construction and building materials, business services, plastics & rubber, advertising, capital equipment, education, cable television, chemicals, consumer products/goods durable and non-durable and customer services, direct marketing, energy " oil & gas, electricity and utilities. The fund also invest in aerospace & defense, wholesale, telecommunications, financial services, hotel, gaming, leisure, restaurants; environmental industries, healthcare and pharmaceuticals, high tech industries, beverages, food and tobacco, manufacturing, media " diversified & production, printing and publishing, retail, automation, aviation
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