- ISIN
- US6103351010
- CUSIP
- 610335101
- Sector
- Financial Services
- Industry
- Mortgage Finance
- IPO Date
- Oct 25, 2012
Highlights
- Market Cap
- $110.06M
- Enterprise Value
- $108.14M
- EPS (TTM)
- $0.53
- PE Ratio
- 9.65
- PEG Ratio
- 0.01
- Total Revenue (TTM)
- $31.01M
- Gross Profit (TTM)
- $1.44M
- EBITDA (TTM)
- -$2.33M
- Year Range
- $4.04 - $7.76
- Target Price
- $8.00
- ROA (TTM)
- 3.06%
- ROE (TTM)
- 6.85%
Share Price Chart
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Performance
MRCC Performance Chart
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Returns By Period
Monroe Capital Corporation
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
MRCC Monthly Returns History
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.78% | -8.57% | -20.08% | 24.65% | -8.19% | ||||||||
| 2025 | 1.18% | 2.44% | -8.63% | -10.26% | -7.86% | 2.43% | -0.79% | 18.38% | -2.87% | -0.57% | -8.02% | 2.05% | -14.59% |
| 2024 | 2.12% | 0.07% | 3.23% | 1.67% | 1.37% | 5.93% | 1.84% | 0.52% | 7.04% | -2.23% | 7.78% | 2.83% | 36.74% |
| 2023 | -3.28% | 1.57% | -5.86% | -4.71% | 0.27% | 15.43% | 6.85% | -12.36% | 0.59% | -8.99% | 3.98% | 3.73% | -5.68% |
| 2022 | -3.83% | -3.43% | 5.95% | -6.12% | 0.69% | -9.16% | 1.55% | -4.58% | -14.81% | 4.70% | 16.89% | -0.86% | -15.37% |
| 2021 | 6.48% | 9.36% | 10.09% | 7.37% | 1.95% | -0.19% | 0.56% | 0.37% | -1.82% | -0.67% | 10.17% | 0.89% | 53.23% |
Benchmark Metrics
Monroe Capital Corporation has an annualized alpha of 0.54%, beta of 0.59, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since October 26, 2012.
- This stock participated in 102.79% of S&P 500 Index downside but only 66.04% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.59 may look defensive, but with R2 of 0.10 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.10 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 0.54%
- Beta
- 0.59
- R²
- 0.10
- Upside Capture
- 66.04%
- Downside Capture
- 102.79%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Monroe Capital Corporation (MRCC) and compare them to S&P 500 Index.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Dividends
Dividend History
Monroe Capital Corporation provided a 26.97% dividend yield over the last twelve months, with an annual payout of $1.37 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.37 | $0.93 | $1.00 | $1.00 | $1.00 | $1.00 | $1.10 | $1.40 | $1.40 | $1.40 | $1.40 | $1.40 |
Dividend yield | 26.97% | 14.60% | 11.76% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% |
Monthly Dividends
The table displays the monthly dividend distributions for Monroe Capital Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.09 | $0.60 | $0.69 | ||||||||
| 2025 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.18 | $0.93 |
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $1.00 |
| 2023 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $1.00 |
| 2022 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $1.00 |
| 2021 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $1.00 |
Dividend Yield & Payout
Dividend Yield
Monroe Capital Corporation has a dividend yield of 26.97%, which means its dividend payment is significantly above the market average.
Payout Ratio
Monroe Capital Corporation has a payout ratio of 143.50%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Monroe Capital Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Monroe Capital Corporation was 57.63%, occurring on Mar 23, 2020. Recovery took 259 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -57.63%Mar 2020 | 1mo 29d | 1y 9d | 1y 2moJan 2020 - Apr 2021 |
2026 bear market2026 | -45.80%Mar 2026 | 1y 6d | — | 1y 3moMar 2025 - now |
Bear market2022 | -32.59%Sep 2022 | 9mo 18d | 2y 17d | 2y 10moDec 2021 - Oct 2024 |
Rate-hike selloffLate 2018 | -31.88%Dec 2018 | 1y 7mo | 1y 1mo | 2y 8moMay 2017 - Jan 2020 |
2016 bear market2016 | -26.03%Feb 2016 | 3mo 2d | 1mo 8d | 4mo 10dNov 2015 - Mar 2016 |
Drawdown Indicators
| MRCC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -56.78% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | — | -0.74% | — |
Average DrawdownAverage peak-to-trough decline | — | -10.72% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.97% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Monroe Capital Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Monroe Capital Corporation is priced in the market compared to other companies in the Mortgage Finance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MRCC, comparing it with other companies in the Mortgage Finance industry. Currently, MRCC has a P/E ratio of 9.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MRCC compared to other companies in the Mortgage Finance industry. MRCC currently has a PEG ratio of 0.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MRCC relative to other companies in the Mortgage Finance industry. Currently, MRCC has a P/S ratio of 3.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MRCC in comparison with other companies in the Mortgage Finance industry. Currently, MRCC has a P/B value of 0.7. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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