MFIC

Financial Services

MidCap Financial Investment Corporation · Asset Management · $870M

UQS Score — Balanced Preset
43.7
Below Average

MidCap Financial Investment Corporation scores 43.7/100 using the Balanced preset.

UQS vs Financial Services Sector
MFIC
43.7
Sector avg
39.7
Quality
Neutral
Moat
Weak
Growth
Neutral
Risk
Weak
Valuation
Attractive

What is MidCap Financial Investment Corporation?

MidCap Financial Investment Corporation (MFIC) is a business development company (BDC) focused on lending to private middle-market companies across the United States. Externally managed and structured as a closed-end investment company, it operates under the Investment Company Act of 1940.

MFIC deploys capital into private middle-market businesses through a range of debt and equity instruments. Its primary revenue comes from interest and fee income generated by its loan portfolio. The company targets leveraged buyouts, acquisitions, recapitalizations, and growth capital situations. It also participates in structured credit vehicles such as collateralized loan obligations and credit-linked notes, rounding out a diversified but credit-focused investment strategy.

The company was founded in 2004 and is headquartered in New York City.

  • First lien and unitranche senior secured loans to middle-market borrowers
  • Second lien and mezzanine debt financing
  • Direct equity co-investments and preferred equity
  • Structured credit including CLOs and credit-linked notes
  • PIPE transactions and secondary market debt acquisitions

Is MFIC a Good Stock to Buy?

UQS Score rates MFIC as Below Average overall.

Among the five pillars, Valuation stands out as Attractive, suggesting the market may already be pricing in many of the company's challenges. The Quality and Growth pillars each register as Neutral, meaning the business is neither a clear standout nor a significant laggard on those dimensions relative to peers.

The Moat and Risk pillars are both rated Weak — the two areas of greatest concern. Limited competitive differentiation and elevated risk exposure are the primary drags on the overall score.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does MFIC pay dividends?

Yes — MidCap Financial Investment Corporation pays a dividend.

MFIC pays a regular dividend, which is typical for BDCs — they are required by law to distribute the majority of taxable income to shareholders. Income-focused investors often screen for BDCs specifically because of this distribution requirement. The sustainability of that dividend depends heavily on portfolio credit quality and interest rate conditions, both of which factor into the UQS Risk assessment.

When does MFIC report earnings?

MidCap Financial Investment Corporation reports earnings on a quarterly cadence, consistent with US-listed closed-end investment companies.

As a BDC, MFIC's quarterly results center on net investment income, net asset value per share, and portfolio credit quality rather than traditional revenue growth. Shifts in interest rates and borrower health in the middle-market segment tend to drive quarter-to-quarter variation.

For the most recent quarter's results and management commentary, visit MidCap Financial Investment Corporation's investor relations page directly.

MFIC Price History

+46.5% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in MidCap Financial Investment Corporation?

$
Today it would be worth
$14,839
That's a +48.4% total return, or +8.2% annualized.

Based on MidCap Financial Investment Corporation's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

MFIC Long-term Outlook

The Growth pillar rating of Neutral suggests a trajectory that is neither accelerating nor deteriorating sharply — consistent with a mature BDC navigating a higher-for-longer rate environment. The Weak Risk pillar, however, signals that downside scenarios deserve attention, particularly around credit losses in the middle-market loan book. The Attractive Valuation pillar indicates the current price may offer a margin of safety, but that alone does not offset structural concerns around moat and risk.

Growth drivers

  • Higher base interest rates supporting net investment income on floating-rate loans
  • Continued demand for private credit from middle-market borrowers underserved by traditional banks
  • Potential portfolio expansion through secondary market acquisitions and structured credit

Key risks

  • Weak Moat rating reflects limited differentiation from other BDC lenders competing for the same deals
  • Weak Risk pillar points to credit concentration and leverage sensitivity in a downturn
  • Valuation, while Attractive, can compress further if dividend coverage weakens

MFIC vs Peers

MFIC operates in a crowded BDC landscape where lender reputation, deal sourcing, and portfolio construction set competitors apart.

TRINMFIC scores lower
Trinity Capital Inc.

Trinity Capital focuses on venture lending and equipment financing to growth-stage companies, giving it a different borrower profile than MFIC's traditional middle-market focus.

TRINIMFIC scores lower
Trinity Capital Inc. 7.875% Notes Due 2029

This represents Trinity Capital's publicly traded debt, offering investors a fixed-income alternative to BDC equity with a defined maturity structure.

GSBDMFIC scores lower
Goldman Sachs BDC, Inc.

Goldman Sachs BDC benefits from its parent firm's brand and deal-flow network, potentially giving it an origination advantage over independently managed BDCs like MFIC.

Frequently Asked Questions

What does MidCap Financial Investment Corporation do?

MFIC is a business development company that lends to private middle-market businesses across the US. It provides senior secured loans, mezzanine debt, and equity co-investments, earning income primarily through interest and fees. It also invests in structured credit products like collateralized loan obligations.

Does MFIC pay dividends?

Yes, MFIC pays a regular dividend. As a BDC, it is legally required to distribute the substantial majority of its taxable income to shareholders. This makes it a common holding for income-focused investors, though dividend sustainability depends on portfolio performance and credit conditions.

When does MFIC report earnings?

MFIC reports on a quarterly cadence, standard for US-listed investment companies. Key metrics to watch include net investment income and net asset value per share. For exact dates, check the investor relations section of the company's official website.

Is MFIC a good stock to buy?

UQS Score rates MFIC as Below Average overall. The Valuation pillar is Attractive, but the Moat and Risk pillars are both Weak, which weighs on the composite rating. Whether it fits a portfolio depends on an investor's income needs and risk tolerance. View the full pillar breakdown on UQS Pro.

Is MFIC overvalued?

The UQS Valuation pillar for MFIC is rated Attractive, suggesting the stock is not trading at a premium relative to its fundamentals. However, an attractive price alone does not make a complete investment case — the Weak Risk and Moat ratings are important context.

How does MFIC compare to its competitors?

MFIC competes with other BDCs including Trinity Capital and Goldman Sachs BDC. Goldman Sachs BDC carries a strong brand and origination network, while Trinity Capital targets venture-stage borrowers. MFIC's middle-market generalist approach means it competes on deal terms and portfolio management rather than a distinctive niche.

What is MFIC's market cap bracket?

MFIC is classified as a small-cap company. Within the BDC universe, smaller market caps can mean less liquidity and greater sensitivity to market dislocations compared to larger, more established peers.

Who founded MidCap Financial Investment Corporation?

The company was established in 2004 and is externally managed. Detailed founding history and management team information are publicly available through the company's regulatory filings and investor relations materials.

Is MFIC a long-term quality investment?

As a long-term quality indicator, UQS rates MFIC as Below Average. The Weak Moat and Risk pillar ratings suggest structural challenges that could affect durability of returns over time. Income investors may still find value in the dividend, but the quality profile warrants careful review.

What is the main competitive advantage of MidCap Financial Investment Corporation?

MFIC's Moat pillar is rated Weak, indicating limited durable competitive advantage relative to peers. Its primary edge lies in its established relationships in the middle-market lending space and access to a diversified range of credit instruments, though these are not unique to MFIC in the BDC sector.

What sector does MFIC belong to?

MFIC operates in the Financial Services sector, specifically within the business development company segment. BDCs are a regulated category of investment company designed to provide financing to small and mid-sized private businesses, functioning similarly to a publicly traded private credit fund.

Is MFIC a growth stock or value stock?

Based on UQS pillar labels, MFIC leans toward a value or income profile rather than growth. The Growth pillar is Neutral and Valuation is Attractive, which is more consistent with a yield-oriented holding than a high-growth equity. It is not typically screened as a growth stock.

Unlock Full MFIC Analysis

Sign in to unlock the detailed analysis behind the UQS Score.

  • View exact UQS pillar scores across all five dimensions
  • Access full financial metrics and ratio breakdowns
  • Compare MFIC against BDC sector peers
  • Track Quality, Moat, Risk, and Valuation over time
  • Get the complete analyst-grade view in one dashboard
Analyze MFIC in Detail →

Pro Analysis

MFIC — Score History

354045505560Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 15 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 21, 202643.853.027.047.48.886.50.0
May 19, 202643.853.027.048.18.885.70.0
May 14, 202643.853.027.048.18.885.6-0.1
May 12, 202643.953.027.048.98.885.4-6.6
May 10, 202650.550.027.048.942.9100.00.0
May 8, 202650.550.027.049.142.9100.0+4.1
May 3, 202646.455.827.049.117.987.90.0
Apr 26, 202646.455.827.049.117.988.20.0
Apr 22, 202646.455.827.049.117.988.10.0
Apr 21, 202646.455.827.049.117.987.90.0

MFIC — Pillar Breakdown

Quality

53.0/100 (25%)

MidCap Financial Investment Corporation has average quality metrics, with room for improvement in margins or capital efficiency.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

47.4/100 (20%)

MidCap Financial Investment Corporation shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendModerate

Revenue trajectory over the last twelve months.

3Y Revenue CAGRStrong

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

8.8/100 (15%)

MidCap Financial Investment Corporation presents elevated risk with concerns around leverage or financial stability.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

86.3/100 (15%)

MidCap Financial Investment Corporation appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorWeak

Enterprise value multiple relative to sector median.

Moat

27/100 (25%)

MidCap Financial Investment Corporation operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for MFIC.

Score Composition

Quality
53.0×25%13.3
Growth
47.4×20%9.5
Risk
8.8×15%1.3
Valuation
86.3×15%12.9
Moat
27.0×25%6.8
Total
43.7Below Average

Financial Data

More Stock Analysis

How is the MFIC UQS Score Calculated?

The UQS (Unified Quality Score) for MidCap Financial Investment Corporation is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses MidCap Financial Investment Corporation's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether MidCap Financial Investment Corporation is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.