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MidCap Financial InvestmentSTU:55O1 -0.46%48 Pretax Margin % is 122.81% as of Jun. 2026, which is 37% above its 10-year median of 89.37. GuruFocus rates STU:55O1 with a GF Score™ of 48/100 and a GF Value™ of €1.80 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,570 Asset Management companies, MidCap Financial Investment ranks better than 93.5% on this metric.
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
MidCap Financial Investment Pretax Margin % Related Terms
MidCap Financial Investment Pretax Margin % Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
STU:55O1 vs THQ, FFC, GGN: Pretax Margin % Comparison
For the Asset Management subindustry, MidCap Financial Investment's Pretax Margin %, along with its competitors' market caps and Pretax Margin % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
MidCap Financial Investment Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, MidCap Financial Investment's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where MidCap Financial Investment's Pretax Margin % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
MidCap Financial Investment (STU:55O1) has a Pretax Margin % of 122.81% as of Jun. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on MidCap Financial Investment and its competitors. This is 37% above median its historical median of 89.37. Over the past decade, MidCap Financial Investment's Pretax Margin % has ranged from 80.95 to 249.29. According to the industry distribution chart, MidCap Financial Investment ranks #102 out of 1570 companies in the Asset Management industry, placing it in the top 6.5%.
Is MidCap Financial Investment's Pretax Margin % too high?
MidCap Financial Investment's current Pretax Margin % of 122.81% is 37% above median its 10-year median of 89.37. Over the past 10 years, this metric has ranged from a low of 80.95 to a high of 249.29. The Asset Management industry median Pretax Margin % is 90.34. MidCap Financial Investment's value of 122.81% is 35.9% above this industry median. Based on the distribution chart, MidCap Financial Investment ranks #102 out of 1570 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, MidCap Financial Investment has a GF Score™ of 48/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does MidCap Financial Investment's Pretax Margin % compare to THQ and FFC?
According to the Asset Management industry distribution chart, MidCap Financial Investment ranks #102 out of 1570 companies for Pretax Margin %. This places MidCap Financial Investment in the top 7% of its industry — outperforming the majority of peers. The industry median Pretax Margin % is 90.34. MidCap Financial Investment's value of 122.81% is 35.9% above this benchmark. Historically, MidCap Financial Investment's own Pretax Margin % has ranged from 80.95 to 249.29 over the past decade. While the company's 10-year median is 89.37 vs. the industry median of 90.34, MidCap Financial Investment has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 90.34, based on 1,570 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MidCap Financial Investment's current Pretax Margin % of 122.81% is 35.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on MidCap Financial Investment and its competitors. For the Asset Management industry, the median Pretax Margin % is 90.34 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MidCap Financial Investment's current Pretax Margin % is 122.81%, which is 37% above median its own 10-year median of 89.37. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MidCap Financial Investment stock overvalued right now?
Based on GuruFocus' analysis, MidCap Financial Investment (STU:55O1) is currently considered Significantly Overvalued. The stock's GF Value™ is €1.80, compared to a current price of €8.35 — trading 363.9% above its estimated fair value. The current Pretax Margin % is 122.81%, which is 37% above median its 10-year median of 89.37 and 35.9% above the Asset Management industry median of 90.34. MidCap Financial Investment's overall GF Score™ is 48/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For MidCap Financial Investment (STU:55O1), the current Pretax Margin % is 122.81% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is MidCap Financial Investment (STU:55O1) Overvalued in 2026?
Based on GuruFocus' analysis, MidCap Financial Investment stock appears to be overvalued.
The current stock price of €8.35 is trading 363.9% above its estimated GF Value™ of €1.80.
GuruFocus considers MidCap Financial Investment to be Significantly Overvalued.
Key valuation signals for STU:55O1:
Pretax Margin %: 122.81% (37% above median its 10-year median of 89.37)
GF Value™: €1.80 vs. price of €8.35 (363.9% above fair value)
Industry Position: 35.9% above the Asset Management median (#102 of 1570)
No single metric tells the full story. See the STU:55O1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
MidCap Financial Investment Corp is an externally managed, publicly traded, closed-end, diversified management investment company. The investment objective of the company is to generate current income and, to a lesser extent, long-term capital appreciation. It predominantly invests in directly originated and privately negotiated first lien senior secured loans to privately held U.S. middle-market companies, and in other types of securities including, first lien unitranche, second lien senior secured, unsecured, subordinated, and mezzanine loans, and equities in both private and public middle market companies.
48GF Score
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