MSC Income Fund, Inc. MSIF FINANCIAL
Company Overview
MSC Income Fund, Inc. is a Business Development Company specializing in middle market debt and debt and equity investments in lower middle market companies. The fund seeks to invest in management buyouts, recapitalizations, growth financings, refinancing and acquisitions of companies. It invests in companies with revenue between $10 million and $150 million.
Why Investors Should Care
Trades at a P/E of 5.4, below the sector median of 13.6.
Maintains a net profit margin of 70.7%.
Offers a dividend yield of 2.85%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue +0.2%, earnings +86.5%.
- 5-Year Trend Long-term compounding — profit CAGR 4.8%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | 0.20% |
Compounded Profit Growth
| 5 Years: | 4.77% |
| 1 Year: | 86.50% |
Stock Price Performance
| 1 Year: | -10.91% |
| 6 Months: | -2.78% |
| 3 Months: | +4.98% |
| 1 Month: | -4.30% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)42.57 · Neutral
P/E of 5.39 is below the sector median of 13.55 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 70.7%.
- Attractive dividend yield of 2.85%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSIF MSC Income Fund, Inc. FINANCIAL | 11.54 | 5.39 | $523.28M | 2.85% | - | 13.46% | - | 4.77% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 331.58 | 14.21 | $881.40B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 542.19 | 13.64 | $763.42B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 407.92 | 34.69 | $695.14B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 623.60 | 34.34 | $542.20B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 813,595.00 | 13.64 | $397.40B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 7 | BAC Bank of America Corporation SPXR3KFINANCIAL | 50.56 | 11.68 | $353.55B | 2.39% | - | 11.20% | 3.14% | 4.27% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 90.68 | 12.95 | $310.38B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 179.49 | 14.51 | $281.90B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income | 16.21M | 1.82M | 15.26M | 12.23M | 19.26M | 13.38M | 10.59M | 18.13M | 7.37M | 15.88M | 16.29M | 26.53M | 13.22M | 29.27M |
| Diluted EPS | 0.16 | 0.16 | 0.16 | 0.18 | 0.18 | 0.18 | 0.35 | 0.33 | 0.32 | 0.35 | 0.35 | 0.35 | 0.35 | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Net Income | 73.64M | 45.59M | 66.21M | 56.55M | 88.73M |
| Diluted EPS | 0.67 | 1.32 | 1.38 | 1.34 | 1.33 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | - | - | - | - | - | 1.11B | 1.14B | 1.22B | 1.38B |
| Total Equity | 491.65M | 597.83M | 647.79M | 625.37M | 609.30M | 579.62M | 613.17M | 609.66M | 622.31M | 624.90M | 738.66M |
| Cash & Equivalents | - | - | - | - | - | - | - | 21.31M | 30.79M | 28.38M | 20.64M |
| Long Term Debt | - | - | - | - | - | - | - | 470.54M | 484.84M | 565.14M | 602.75M |
| Total Liabilities | - | - | - | - | - | - | - | 497.50M | 517.59M | 599.77M | 642.37M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | -191.15M | 76.68M | 50.23M | -28.08M | -70.35M |
| Financing Cash Flow | 167.90M | -81.18M | -40.76M | 25.66M | 62.61M |
| Share Buybacks | 10.06M | 15.98M | 24.43M | 20.72M | 11.65M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - |
| Net Margin % | - | - | - | - | - |
| ROE % | 12.0% | 7.5% | 10.6% | 9.0% | 12.0% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Sanders Morris Harris LLC | 4.99% | 2.26M | $26.60M |
| 2 | Ares Management LLC | 2.80% | 1.27M | $14.90M |
| 3 | UBS Group AG | 2.22% | 1.01M | $11.83M |
| 4 | Van Eck Associates Corporation | 2.02% | 915.67K | $10.76M |
| 5 | Two Sigma Investments, LP | 1.73% | 783.89K | $9.21M |
| 6 | Franklin Resources, Inc. | 1.72% | 779.53K | $9.16M |
| 7 | North Ground Capital | 1.19% | 537.60K | $6.32M |
| 8 | LPL Financial LLC | 0.98% | 444.60K | $5.22M |
| 9 | Marshall Wace LLP | 0.70% | 318.80K | $3.75M |
| 10 | Cambridge Investment Research Advisors Inc. | 0.61% | 274.44K | $3.22M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for MSIF
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MSC Income Fund (NYSE:MSIF) Stock Now Rated "Moderate Buy" by Sell-Side Analysts - MarketBeat
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CDNL,CC,ANGX,IDAI,BCDA,AMRC,CUEN,LIEN,STRR,FISV,RSG,MSIF,SELF,CWBC,PSNY,SPG,TISI,FRST,REFI,MTDR,AWRE,AFCG,SRTS,BGDE | Stock Prices | Quote Comparison - Yahoo! Finance Canada
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CDNL,CC,ANGX,BCDA,IDAI,AMRC,CUEN,LIEN,FISV,STRR,RSG,MSIF,SELF,CWBC,SPG,PSNY,FRST,REFI,EQPT,MTDR,AWRE,AFCG,SRTS,BGDE | Stock Prices | Quote Comparison - Yahoo! Finance Canada
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CDNL,CC,ANGX,BCDA,IDAI,AMRC,CUEN,LIEN,STRR,FISV,MSIF,RSG,CWBC,SELF,SPG,PSNY,FRST,TISI,REFI,MTDR,AFCG,AWRE,SRTS,BGDE | Stock Prices | Quote Comparison - Yahoo! Finance Canada
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MSIF — Frequently Asked Questions
What is the current share price of MSC Income Fund, Inc. (MSIF)?
As of 2026-10-23 16:27 PDT, MSC Income Fund, Inc. (MSIF) trades at $11.54 on NYSE. Its 52-week range is $10.58 to $13.01.
What is the market capitalisation of MSIF?
MSC Income Fund, Inc. (MSIF) has a market capitalisation of $523.28M on NYSE.
What is the P/E ratio of MSIF?
MSIF trades at a trailing price-to-earnings (P/E) ratio of 5.39. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is 0.75.
Does MSIF pay a dividend?
MSC Income Fund, Inc. (MSIF) currently offers a dividend yield of 2.85%.
What is the return on equity (ROE) of MSIF?
MSIF has a return on equity (ROE) of 13.46%.
Is MSIF a good stock to buy?
This page provides a data-driven analysis of MSC Income Fund, Inc. (MSIF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.