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MidCap Financial Investment Corporation 8.00% Notes due 2028 (MFICL)
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Upturn Advisory Summary
05/31/2024: MFICL (1-star) is a SELL. SELL since 3 days. Profits (0.04%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 0.04% | Avg. Invested days 66 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 05/31/2024 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 14282 | Beta 1.6 | 52 Weeks Range 24.38 - 25.64 | Updated Date 06/9/2024 |
52 Weeks Range 24.38 - 25.64 | Updated Date 06/9/2024 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 33.2% | Operating Margin (TTM) 79.46% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
MidCap Financial Investment Corporation 8.00% Notes due 2028
Company Overview
History and Background
MidCap Financial Investment Corporation 8.00% Notes due 2028 represents a debt obligation of MidCap Financial Investment Corporation. These notes were issued to raise capital, offering investors a fixed interest rate of 8.00% until their maturity in 2028. MidCap Financial itself is a specialty finance company focused on providing debt solutions to middle-market companies.
Core Business Areas
- Direct Lending: Provides senior secured debt financing to middle-market companies across various industries.
Leadership and Structure
Information on MidCap Financial Investment Corporation's specific leadership and organizational structure, including the individuals responsible for managing the company and its debt obligations, is not available without extensive research. Further investigation is required.
Top Products and Market Share
Key Offerings
- Senior Secured Debt: Provision of senior secured debt to middle-market companies. Market share data is not publicly available for this specific type of offering. Competitors include other direct lending funds and business development companies.
Market Dynamics
Industry Overview
The direct lending market is competitive and driven by the need for capital among middle-market companies. Regulatory changes and interest rate fluctuations can significantly impact the industry.
Positioning
MidCap Financial Investment Corporation is positioned as a provider of direct lending solutions to middle-market businesses. Its competitive advantage depends on its ability to source deals and manage risk effectively.
Total Addressable Market (TAM)
The TAM for direct lending to middle-market companies is substantial, estimated to be in the billions of dollars. MidCap Financial's position is determined by its capital base and deal-sourcing capabilities.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Strong deal sourcing capabilities
- Focus on senior secured debt
- Established relationships with middle-market companies
Weaknesses
- Reliance on external funding
- Exposure to credit risk
- Limited diversification
- Smaller scale compared to larger BDCs
Opportunities
- Growing demand for private credit
- Expansion into new markets
- Strategic partnerships
- Increasing interest rates
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Interest rate risk
Competitors and Market Share
Key Competitors
- Not Available as it is a note, not a stock
Competitive Landscape
The 8.00% notes' attractiveness depends on MidCap Financial's creditworthiness compared to similar debt offerings from other companies.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth trends depend on the overall performance of MidCap Financial.
Future Projections: Future growth is tied to the company's ability to source and manage deals effectively.
Recent Initiatives: Information is not available without significant research.
Summary
MidCap Financial Investment Corporation 8.00% Notes due 2028 represents a debt obligation of MidCap Financial. The notes offer a fixed income stream. The ability to meet its debt obligations depends on the company's financial health. Economic downturns and increased competition pose significant risks to repayment. However, increasing interest rates and growing demand for private credit offer potential opportunities for growth.
Similar Companies
Sources and Disclaimers
Data Sources:
- Publicly available information on MidCap Financial Investment Corporation and general knowledge of the direct lending market.
Disclaimers:
This analysis is based on limited publicly available information and should not be considered investment advice. Consult with a financial professional before making any investment decisions.
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 8.00% Notes due 2028
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2023-12-19 | CEO - | ||
Sector - | Industry - | 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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