Analyzing MSC Income Fund (MSIF) and Its Peers

MSC Income Fund (NYSE:MSIF) is one of 1,746 public companies in the “Capital Markets” industry, but how does it compare to its competitors? We will compare MSC Income Fund to similar companies based on the strength of its analyst recommendations, institutional ownership, valuation, earnings, risk, profitability and dividends.

Insider & Institutional Ownership

30.5% of shares of all “Capital Markets” companies are owned by institutional investors. 13.0% of shares of all “Capital Markets” companies are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Profitability

This table compares MSC Income Fund and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
MSC Income Fund	N/A	N/A	N/A
MSC Income Fund Competitors	274.95%	78.41%	3.53%

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for MSC Income Fund and its competitors, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
MSC Income Fund	0	3	2	1	2.67
MSC Income Fund Competitors	5403	19758	21946	618	2.37

MSC Income Fund presently has a consensus price target of $13.88, suggesting a potential upside of 17.34%. As a group, “Capital Markets” companies have a potential upside of 30.25%. Given MSC Income Fund’s competitors higher probable upside, analysts clearly believe MSC Income Fund has less favorable growth aspects than its competitors.

Earnings & Valuation

This table compares MSC Income Fund and its competitors revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
MSC Income Fund	$110.26 million	N/A	-3,584.42
MSC Income Fund Competitors	$2.37 billion	$396.49 million	8.18

MSC Income Fund’s competitors have higher revenue and earnings than MSC Income Fund. MSC Income Fund is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Summary

MSC Income Fund competitors beat MSC Income Fund on 9 of the 11 factors compared.