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

New Mountain Finance (NMFCZ) recorded quarterly Equity Ratio of 0.43 in Q1 2026, up 5.03% quarter-over-quarter from 0.41 in Q4 2025, and up 1.94% on a YoY basis from 0.42 in Q1 2025.

New Mountain Finance (NMFCZ) Equity Ratio (2021 - 2026) Analysis & Trends

New Mountain Finance's Equity Ratio history runs 6 years deep, the most recent figure standing at 0.43 for Q1 2026.

  • In Q1 2026, Equity Ratio rose 1.94% year-over-year to 0.43; the TTM figure through Mar 2026 stood at 0.43 (up 1.94% YoY), while the FY2025 annual figure was 0.41, down 2.23% from the prior year.
  • Equity Ratio was 0.43 for Q1 2026 at New Mountain Finance, up from 0.41 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.43 in Q1 2026 to a low of 0.4 in Q4 2022.
  • Historically, Equity Ratio has averaged 0.41 across 5 years, with a median of 0.41 in 2023.
  • The sharpest annual moves came in 2022 and 2023: Equity Ratio decreased 2.96% in 2022, then climbed 6.64% in 2023.
  • A 5-year view of Equity Ratio shows it stood at 0.4 in 2022, then grew by 6.64% to 0.42 in 2023, then declined by 0.68% to 0.42 in 2024, then declined by 2.23% to 0.41 in 2025, then grew 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 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 New Mountain Finance - - - 0.43

Historic Data

Download Data
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