Analyzing MSC Income Fund (MSIF) and Its Peers

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

Institutional & Insider Ownership

30.6% of shares of all “Capital Markets” companies are owned by institutional investors. 12.8% of shares of all “Capital Markets” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Analyst Ratings

This is a summary of recent ratings and price targets for MSC Income Fund and its peers, 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	5374	19713	21900	614	2.37

MSC Income Fund presently has a consensus price target of $13.88, indicating a potential upside of 12.81%. As a group, “Capital Markets” companies have a potential upside of 28.38%. Given MSC Income Fund’s peers higher possible upside, analysts plainly believe MSC Income Fund has less favorable growth aspects than its peers.

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	-3,728.10
MSC Income Fund Competitors	$29.07 billion	$396.21 million	8.48

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.

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	266.98%	77.99%	3.52%

Summary

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