MSC Income Fund, Inc.

MSC Income Fund, Inc.verified

MSIF

Price:

$14.19

Market Cap:

$673.18M

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.

Industry

Asset Management

IPO Date

2025-01-29

Stock Exchange

NYSE

Ticker

MSIF

The ROE as of December 2025 (TTM) for MSC Income Fund, Inc. (MSIF) is 10.39%

According to MSC Income Fund, Inc.’s latest financial reports and current stock price. The company's current ROE is 10.39%. This represents a change of 296.51% compared to the average of 2.62% of the last 4 quarters.

MSC Income Fund, Inc. (MSIF) Historical ROE (quarterly & annually)

How has MSIF ROE performed in the past?

The mean historical ROE of MSC Income Fund, Inc. over the last ten years is 6.97%. The current 10.39% ROE has changed 49.10% with respect to the historical average. Over the past ten years (40 quarters), MSIF's ROE was at its highest in in the September 2020 quarter at 7.07%. The ROE was at its lowest in in the March 2020 quarter at -16.84%.

Quarterly (TTM)
Annual

Average

6.97%

Median

7.80%

Minimum

-1.68%

Maximum

12.01%

MSC Income Fund, Inc. (MSIF) ROE by Quarter and Year

Discovering the peaks and valleys of MSC Income Fund, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = Infinity%

Maximum Annual ROE = 12.01%

Minimum Annual Increase = -812.97%

Minimum Annual ROE = -1.68%

Quarterly (TTM)
Annual
YearROEChange
20249.05%-14.94%
202310.64%42.28%
20227.48%-37.73%
202112.01%-812.97%
2020-1.68%-125.90%
20196.50%0.98%
20186.44%-20.72%
20178.12%-27.06%
201611.14%Infinity%

MSC Income Fund, Inc. (MSIF) Average ROE

How has MSIF ROE performed in the past?

The current ROE of MSC Income Fund, Inc. (MSIF) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

9.06%

5-year avg

7.50%

10-year avg

6.97%

MSC Income Fund, Inc. (MSIF) ROE vs. Peers

How is MSIF’s ROE compared to its peers?

MSC Income Fund, Inc.’s ROE is less than Gladstone Investment Corporation (20.86%), less than Fidus Investment Corporation (11.68%), less than Crescent Capital BDC, Inc. (6.01%), less than General American Investors Company, Inc. (12.53%), less than Gladstone Capital Corporation (11.91%), less than PennantPark Investment Corporation (6.79%), less than Nuveen Churchill Direct Lending Corp. (10.01%), less than NewtekOne, Inc. (18.28%), less than Southern California Bancorp (11.77%),

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How does the current ROE for MSC Income Fund, Inc. (MSIF) compare to its historical average?