New Mountain Finance (NMFC) Return on Assets [ROA] (2022 - 2026)
New Mountain Finance (NMFC) recorded Return on Assets [ROA] of -1.97% in Q2 2026, down 4.58 percentage points from 2.61% a year earlier but up 0.18 percentage points from the prior quarter.
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Analysis
New Mountain Finance (NMFC) Return on Assets [ROA] (2022 - 2026) Analysis & Trends
For FY2025, New Mountain Finance reported Return on Assets [ROA] of 0.55%, down 3.02 percentage points from FY2024.
- Annual Return on Assets [ROA] has a three-year change of -1.69 percentage points (FY2022 to FY2025).
- Across earlier years, Return on Assets [ROA] came in at 3.57% in FY2024 (-0.60 pp), 4.18% in FY2023 (+1.94 pp) and 2.24% in FY2022.
- Quarterly Return on Assets [ROA] has ranged from -2.15% in Q1 2026 to 4.23% in Q4 2023 over the past five years.
- On a year-over-year basis, Return on Assets [ROA] has declined for eight consecutive quarters, with an average year-over-year change of -2.07 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Assets [ROA] in the last five years was a gain of 2.00 percentage points in Q4 2023, against a drop of 5.56 percentage points in Q1 2026 at the low end.
- Per Business Quant, the preceding three quarters came in at -2.15% (Q1 2026), 0.57% (Q4 2025) and 2.29% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.05 Bn | 29.73 Bn | - | 0.78% |
| 2 | Orix | 40.96 Bn | 10.18 Bn | 12.74 Bn | 3.64% |
| 3 | Royalty Pharma | 36.72 Bn | 36.63 Bn | - | 6.81% |
| 4 | Affirm Holdings | 23.63 Bn | 17.32 Bn | - | 13.34% |
| 5 | Federal National Mortgage Association Fannie Mae | 23.47 Bn | 23.47 Bn | - | 0.35% |
| 6 | Synchrony Financial | 22.90 Bn | -44.72 Bn | - | 2.73% |
| 7 | Royal Gold | 19.26 Bn | 18.48 Bn | 390.45 Mn | 7.87% |
| 8 | Annaly Capital Management | 13.77 Bn | 4.86 Bn | - | 2.11% |
| 9 | Ares Capital | 13.38 Bn | 10.82 Bn | - | - |
| 10 | New Mountain Finance | 630.00 Mn | 376.30 Mn | - | -1.97% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -1.97% |
| Mar 31, 2026 | -2.15% |
| Dec 31, 2025 | 0.57% |
| Sep 30, 2025 | 2.29% |
| Jun 30, 2025 | 2.61% |
| Mar 31, 2025 | 3.41% |
| Dec 31, 2024 | 3.44% |
| Sep 30, 2024 | 3.34% |
| Jun 30, 2024 | 3.57% |
| Mar 31, 2024 | 3.72% |
| Dec 31, 2023 | 4.23% |
| Sep 30, 2023 | 3.75% |
| Jun 30, 2023 | 3.06% |
| Mar 31, 2023 | 2.44% |
| Dec 31, 2022 | 2.22% |
API Access
New Mountain Finance Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=NMFC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "NMFC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=NMFC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();