CGBD
Price
$17.30
Change
+$0.16 (+0.93%)
Updated
Oct 4 closing price
30 days until earnings call
NMFC
Price
$11.85
Change
+$0.03 (+0.25%)
Updated
Oct 4 closing price
24 days until earnings call
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CGBD vs NMFC

Header iconCGBD vs NMFC Comparison
Open Charts CGBD vs NMFCBanner chart's image
Carlyle Secured Lending
Price$17.30
Change+$0.16 (+0.93%)
Volume$162.03K
CapitalizationN/A
New Mountain Finance
Price$11.85
Change+$0.03 (+0.25%)
Volume$283.31K
CapitalizationN/A
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CGBD vs NMFC Comparison Chart
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CGBD
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
NMFC
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
CGBD vs. NMFC commentary
Oct 06, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CGBD is a StrongBuy and NMFC is a StrongBuy.

COMPARISON
Comparison
Oct 06, 2024
Stock price -- (CGBD: $17.30 vs. NMFC: $11.85)
Brand notoriety: CGBD and NMFC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CGBD: 78% vs. NMFC: 81%
Market capitalization -- CGBD: $826.94M vs. NMFC: $1.34B
CGBD [@Investment Managers] is valued at $826.94M. NMFC’s [@Investment Managers] market capitalization is $1.34B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.9B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

CGBD’s FA Score shows that 3 FA rating(s) are green whileNMFC’s FA Score has 2 green FA rating(s).

  • CGBD’s FA Score: 3 green, 2 red.
  • NMFC’s FA Score: 2 green, 3 red.
According to our system of comparison, CGBD is a better buy in the long-term than NMFC.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

CGBD’s TA Score shows that 5 TA indicator(s) are bullish while NMFC’s TA Score has 4 bullish TA indicator(s).

  • CGBD’s TA Score: 5 bullish, 4 bearish.
  • NMFC’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, CGBD is a better buy in the short-term than NMFC.

Price Growth

CGBD (@Investment Managers) experienced а +1.47% price change this week, while NMFC (@Investment Managers) price change was -1.41% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.22%. For the same industry, the average monthly price growth was +4.62%, and the average quarterly price growth was +3.25%.

Reported Earning Dates

CGBD is expected to report earnings on Mar 04, 2025.

NMFC is expected to report earnings on Mar 03, 2025.

Industries' Descriptions

@Investment Managers (+0.22% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
NMFC($1.34B) has a higher market cap than CGBD($827M). NMFC (10.15) and CGBD (9.82) have similar P/E ratio . CGBD YTD gains are higher at: 25.662 vs. NMFC (1.308). CGBD has less debt than NMFC: CGBD (979M) vs NMFC (1.79B). NMFC has higher revenues than CGBD: NMFC (144M) vs CGBD (101M).
CGBDNMFCCGBD / NMFC
Capitalization827M1.34B62%
EBITDAN/AN/A-
Gain YTD25.6621.3081,962%
P/E Ratio9.8210.1597%
Revenue101M144M70%
Total Cash22.7MN/A-
Total Debt979M1.79B55%
FUNDAMENTALS RATINGS
CGBD vs NMFC: Fundamental Ratings
CGBD
NMFC
OUTLOOK RATING
1..100
9285
VALUATION
overvalued / fair valued / undervalued
1..100
4
Undervalued
4
Undervalued
PROFIT vs RISK RATING
1..100
1545
SMR RATING
1..100
2524
PRICE GROWTH RATING
1..100
4858
P/E GROWTH RATING
1..100
7683
SEASONALITY SCORE
1..100
8575

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

CGBD's Valuation (4) in the null industry is in the same range as NMFC (4). This means that CGBD’s stock grew similarly to NMFC’s over the last 12 months.

CGBD's Profit vs Risk Rating (15) in the null industry is in the same range as NMFC (45). This means that CGBD’s stock grew similarly to NMFC’s over the last 12 months.

NMFC's SMR Rating (24) in the null industry is in the same range as CGBD (25). This means that NMFC’s stock grew similarly to CGBD’s over the last 12 months.

CGBD's Price Growth Rating (48) in the null industry is in the same range as NMFC (58). This means that CGBD’s stock grew similarly to NMFC’s over the last 12 months.

CGBD's P/E Growth Rating (76) in the null industry is in the same range as NMFC (83). This means that CGBD’s stock grew similarly to NMFC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGBDNMFC
RSI
ODDS (%)
Bearish Trend 3 days ago
39%
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
39%
Bullish Trend 3 days ago
53%
Momentum
ODDS (%)
Bullish Trend 3 days ago
63%
Bearish Trend 3 days ago
33%
MACD
ODDS (%)
N/A
Bearish Trend 3 days ago
36%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
65%
Bearish Trend 3 days ago
36%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
60%
Bearish Trend 3 days ago
35%
Advances
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 20 days ago
42%
Declines
ODDS (%)
Bearish Trend 6 days ago
42%
Bearish Trend 6 days ago
37%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
43%
Bullish Trend 3 days ago
54%
Aroon
ODDS (%)
Bullish Trend 3 days ago
49%
Bullish Trend 3 days ago
35%
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CGBD
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
NMFC
Daily Signalchanged days ago
Gain/Loss if shorted
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CGBD and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBD has been loosely correlated with NMFC. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if CGBD jumps, then NMFC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBD
1D Price
Change %
CGBD100%
+0.93%
NMFC - CGBD
65%
Loosely correlated
+0.25%
SLRC - CGBD
64%
Loosely correlated
+0.20%
TSLX - CGBD
57%
Loosely correlated
+0.24%
PFLT - CGBD
57%
Loosely correlated
-0.09%
PNNT - CGBD
56%
Loosely correlated
+0.57%
More

NMFC and

Correlation & Price change

A.I.dvisor indicates that over the last year, NMFC has been closely correlated with TSLX. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if NMFC jumps, then TSLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NMFC
1D Price
Change %
NMFC100%
+0.25%
TSLX - NMFC
66%
Closely correlated
+0.24%
CGBD - NMFC
64%
Loosely correlated
+0.93%
SLRC - NMFC
61%
Loosely correlated
+0.20%
ARCC - NMFC
59%
Loosely correlated
+0.81%
BCSF - NMFC
59%
Loosely correlated
+1.33%
More