Growth Metrics

New Mountain Finance (NMFCZ) Equity Ratio (2021 - 2026)

New Mountain Finance's quarterly Equity Ratio came in at 0.43 in Q1 2026, up 1.94% year-on-year from 0.42 in Q1 2025, and up 5.03% quarter-over-quarter from 0.41 in Q4 2025.

New Mountain Finance has reported Equity Ratio for 6 years, with the latest figure at 0.43 in Q1 2026.

  • For the quarter ending Q1 2026, Equity Ratio rose 1.94% year-over-year to 0.43; the trailing twelve-month figure through Mar 2026 stood at 0.43 (up 1.94% YoY), and the FY2025 full-year result was 0.41, down 2.23% from the prior year.
  • Equity Ratio for Q1 2026 stood at 0.43, up from 0.41 in the prior quarter.
  • The five-year high for Equity Ratio was 0.43 in Q1 2026, with the low at 0.4 in Q4 2022.
  • Average Equity Ratio over 5 years is 0.41, with a median of 0.41 recorded in 2023.
  • Year-over-year, Equity Ratio dropped 2.96% in 2022 and increased 6.64% in 2023.
  • Tracing NMFCZ's Equity Ratio over 5 years: stood at 0.4 in 2022, then increased by 6.64% to 0.42 in 2023, then fell by 0.68% to 0.42 in 2024, then fell by 2.23% to 0.41 in 2025, then increased by 5.03% to 0.43 in 2026.
  • The last three Equity Ratio figures came in at 0.43 (Q1 2026), 0.41 (Q4 2025), and 0.41 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 New Mountain Finance - - - 0.43

Historic Data

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DateValue
Mar 31, 2026 0.43
Dec 31, 2025 0.41
Sep 30, 2025 0.41
Jun 30, 2025 0.42
Mar 31, 2025 0.42
Dec 31, 2024 0.42
Sep 30, 2024 0.40
Jun 30, 2024 0.40
Mar 31, 2024 0.42
Dec 31, 2023 0.42
Sep 30, 2023 0.41
Jun 30, 2023 0.41
Mar 31, 2023 0.40
Dec 31, 2022 0.40
Sep 30, 2022 0.40
Dec 31, 2021 0.41