New Mountain Finance (NMFC) Return on Equity [ROE] (2022 - 2026)
New Mountain Finance's Return on Equity [ROE] was -4.57% in Q2 2026, down 10.81 percentage points from 6.24% a year earlier but up 0.55 percentage points from the prior quarter.
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Analysis
New Mountain Finance (NMFC) Return on Equity [ROE] (2022 - 2026) Analysis & Trends
For FY2025, Return on Equity [ROE] at New Mountain Finance came in at 1.33%, down 7.18 percentage points from FY2024.
- Return on Equity [ROE] shows a four-year change of -14.73 percentage points (FY2021 to FY2025).
- In earlier years, Return on Equity [ROE] was 8.51% in FY2024 (-1.73 pp), 10.24% in FY2023 (+4.66 pp), 5.59% in FY2022 (-10.48 pp) and 16.06% in FY2021.
- Quarterly Return on Equity [ROE] has moved between -5.12% (Q1 2026) and 10.20% (Q4 2023) over five years.
- Compared with a year earlier, Return on Equity [ROE] has declined for eight straight quarters, with an average year-over-year change of -4.96 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was Q4 2023 (a gain of 4.62 percentage points); the worst was Q1 2026 (a drop of 13.24 percentage points).
- Per Business Quant data, NMFC's Return on Equity [ROE] in the three quarters before Q2 2026 was -5.12% (Q1 2026), 1.39% (Q4 2025) and 5.55% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 2.01% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 13.99% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 13.69% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 13.17% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 41.65% |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 21.08% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.87% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 17.89% |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | New Mountain Finance | 653.61 Mn | 399.91 Mn | - | -4.57% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -4.57% |
| Mar 31, 2026 | -5.12% |
| Dec 31, 2025 | 1.39% |
| Sep 30, 2025 | 5.55% |
| Jun 30, 2025 | 6.24% |
| Mar 31, 2025 | 8.12% |
| Dec 31, 2024 | 8.40% |
| Sep 30, 2024 | 8.30% |
| Jun 30, 2024 | 8.64% |
| Mar 31, 2024 | 8.84% |
| Dec 31, 2023 | 10.20% |
| Sep 30, 2023 | 9.23% |
| Jun 30, 2023 | 7.64% |
| Mar 31, 2023 | 6.18% |
| Dec 31, 2022 | 5.58% |
| Sep 30, 2022 | 8.33% |
| Jun 30, 2022 | 9.39% |
API Access
New Mountain Finance Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=NMFC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=NMFC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();