Financial Analysis: MSC Income Fund (MSIF) versus The Competition

MSC Income Fund (NYSE:MSIF) is one of 1,748 public companies in the “Capital Markets” industry, but how does it weigh in compared to its peers? We will compare MSC Income Fund to similar businesses based on the strength of its earnings, dividends, analyst recommendations, risk, profitability, valuation and institutional ownership.

Analyst Ratings

This is a summary of current recommendations for MSC Income Fund and its peers, as provided 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	5444	19845	22046	625	2.37

MSC Income Fund currently has a consensus target price of $13.88, indicating a potential upside of 19.25%. As a group, “Capital Markets” companies have a potential upside of 32.02%. Given MSC Income Fund’s peers higher possible upside, analysts clearly believe MSC Income Fund has less favorable growth aspects than its peers.

Profitability

This table compares MSC Income Fund and its peers’ 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	310.16%	79.31%	3.63%

Earnings & Valuation

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

	Gross Revenue	Net Income	Price/Earnings Ratio
MSC Income Fund	$110.26 million	N/A	-3,526.83
MSC Income Fund Competitors	$2.37 billion	$394.85 million	9.78

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

Insider and Institutional Ownership

30.5% of shares of all “Capital Markets” companies are held by institutional investors. 12.9% of shares of all “Capital Markets” companies are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Summary

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