MidCap Financial Investment (MFIC) ROE: History & Chart

MidCap Financial Investment Corporation(MFIC)

Asset Management · New York City, NY

$8.50-0.01 (-0.12%)

Delayed quote: Oct 6, 2026, 4:00 PM EDT

About MidCap Financial Investment Corporation

MidCap Financial Investment Corporation (MFIC) operates as an externally managed, non-diversified, closed-end investment fund, registered as a business development company (BDC) under the Investment Company Act of 1940. The firm specializes in providing private equity and debt capital to private middle-market companies, supporting initiatives such as leveraged buyouts, corporate acquisitions, recapitalizations, growth capital, and refinancing. MFIC offers a comprehensive range of financing instruments, including direct equity investments, preferred and common equity, warrants, and equity co-investments. Its debt solutions encompass mezzanine, first-lien secured, stretch senior, unitranche, second-lien secured, senior secured, unsecured, and subordinated loans. Beyond these core offerings, the fund also participates in Private Investments in Public Equity (PIPEs), acquires assets in the secondary market, and invests in structured products. While primarily focused on private ventures, MFIC may also allocate capital to thinly traded public company securities, cash equivalents, U.S. government debt, short-term high-quality debt, high-yield and distressed debt, and international investments, alongside collateralized loan obligations (CLOs) and credit-linked notes (CLNs). The company's investment focus is primarily within the United States, targeting a broad spectrum of industries. These include construction and building materials, diverse business services, manufacturing (plastics, rubber, chemicals, aerospace & defense), advertising, capital equipment, education, various technology sectors (cable television, telecommunications, high tech, automation), consumer goods and services (durable and non-durable products, retail, hospitality, food & beverage), energy (oil & gas, electricity, utilities), financial services, healthcare and pharmaceuticals, media (diversified, production, printing, publishing), wholesale, environmental services, and transportation (aviation, cargo, distribution). MFIC typically commits between $20 million and $250 million to each portfolio company, with investments generally structured to mature within five to ten years.

New York City, NY

www.midcapfinancialic.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Tanner Powell

View full financials

MFIC Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

-2.69%

RETURN ON EQUITY (ROE) AVG TTM

3.43%

RETURN ON EQUITY (ROE) AVG 3Y

7.62%

RETURN ON EQUITY (ROE) AVG 5Y

7.34%

RETURN ON EQUITY (ROE) AVG 10Y

6.15%

RETURN ON EQUITY (ROE) AVG 15Y

5.03%

RETURN ON EQUITY (ROE) AVG 20Y

5.07%

CURRENT VS TTM AVG

-178.43%

CURRENT VS 3Y AVG

-135.33%

CURRENT VS 5Y AVG

-136.66%

CURRENT VS 10Y AVG

-143.75%

CURRENT VS 15Y AVG

-153.50%

CURRENT VS 20Y AVG

-153.06%

SECTOR MEDIAN · FINANCIAL SERVICES

8.76%

median of 677 covered companies

CURRENT VS SECTOR MEDIAN

-130.74%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
MidCap Financial Investment Corporation (MFIC)	$700.17M	-2.69%	3.43%	7.62%	7.34%
Midland States Bancorp, Inc. (MSBIP)vs ›	$700.18M	7.55%	-8.32%	1.08%	3.36%
California BanCorp (BCAL)vs ›	$696.69M	10.26%	6.00%	6.79%	5.72%
Peoples Financial Services Corp. (PFIS)vs ›	$693.35M	10.59%	6.60%	8.33%	9.23%
Vinci Compass Investments Ltd. (VINP)vs ›	$686.10M	20.09%	8.44%	12.22%	158.18%
OFS Credit Company, Inc. (OCCIN)vs ›	$683.83M	-50.90%	1.81%	-3.09%	-0.41%
Fidus Investment Corporation (FDUS)vs ›	$716.58M	10.47%	11.52%	10.90%	12.50%
VersaBank (VBNK)vs ›	$717.32M	6.09%	7.65%	8.23%	7.88%
Midland States Bancorp, Inc. (MSBI)vs ›	$680.25M	7.55%	-8.32%	1.08%	3.36%
WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs ›	$722.78M	N/A	N/A	N/A	N/A

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

MidCap Financial Investment Corporation (MFIC)

$700.17M

-2.69%

3.43%

7.62%

7.34%

Midland States Bancorp, Inc. (MSBIP)vs ›

$700.18M

7.55%

-8.32%

1.08%

3.36%

California BanCorp (BCAL)vs ›

$696.69M

10.26%

6.00%

6.79%

5.72%

Peoples Financial Services Corp. (PFIS)vs ›

$693.35M

10.59%

6.60%

8.33%

9.23%

Vinci Compass Investments Ltd. (VINP)vs ›

$686.10M

20.09%

8.44%

12.22%

158.18%

OFS Credit Company, Inc. (OCCIN)vs ›

$683.83M

-50.90%

1.81%

-3.09%

-0.41%

Fidus Investment Corporation (FDUS)vs ›

$716.58M

10.47%

11.52%

10.90%

12.50%

VersaBank (VBNK)vs ›

$717.32M

6.09%

7.65%

8.23%

7.88%

Midland States Bancorp, Inc. (MSBI)vs ›

$680.25M

7.55%

-8.32%

1.08%

3.36%

WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs ›

$722.78M

N/A

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for MidCap Financial Investment Corporation (MFIC)?

The return on equity (ROE) for MFIC stock is -2.69%.

Is MidCap Financial Investment Corporation's return on equity (ROE) high or low?

The return on equity (ROE) of -2.69% is 137% below its 5-year average of 7.34%, near the low end of its 5-year range (-2.69%–13.52%).

What is the TTM average return on equity (ROE) for MidCap Financial Investment Corporation (MFIC)?

The TTM average return on equity (ROE) for MFIC stock is 3.43%.

What is the 3Y average return on equity (ROE) for MidCap Financial Investment Corporation (MFIC)?

The 3Y average return on equity (ROE) for MFIC stock is 7.62%.

What is the 5Y average return on equity (ROE) for MidCap Financial Investment Corporation (MFIC)?

The 5Y average return on equity (ROE) for MFIC stock is 7.34%.

What is the 10Y average return on equity (ROE) for MidCap Financial Investment Corporation (MFIC)?

The 10Y average return on equity (ROE) for MFIC stock is 6.15%.

What is the 15Y average return on equity (ROE) for MidCap Financial Investment Corporation (MFIC)?

The 15Y average return on equity (ROE) for MFIC stock is 5.03%.

What is the 20Y average return on equity (ROE) for MidCap Financial Investment Corporation (MFIC)?

The 20Y average return on equity (ROE) for MFIC stock is 5.07%.

DATE	RETURN ON EQUITY (ROE)
2026-06-30	-2.69%
2026-03-31	0.51%
2025-12-31	4.83%
2025-09-30	7.31%
2025-06-30	7.21%
2025-03-31	7.44%
2024-12-31	7.04%
2024-09-30	7.63%
2024-06-30	11.09%
2024-03-31	11.34%
2023-12-31	11.81%
2023-09-30	8.71%
2023-06-30	7.34%
2023-03-31	5.34%
2022-12-31	2.75%
2022-09-30	4.59%
2022-06-30	5.67%
2022-03-31	8.20%
2021-12-31	11.77%
2021-09-30	12.81%
2021-06-30	13.52%
2021-03-31	10.79%
2020-12-31	-7.65%
2020-09-30	-10.98%
2020-06-30	-13.72%
2020-03-31	-11.33%
2019-12-31	5.18%
2019-09-30	4.91%
2019-06-30	6.39%
2019-03-31	5.48%
2018-12-31	4.61%
2018-09-30	4.94%
2018-06-30	5.14%
2018-03-31	6.14%
2017-12-31	5.17%
2017-09-30	5.43%
2017-06-30	6.04%
2017-03-31	1.24%
2016-12-31	-0.87%
2016-09-30	-3.25%
2016-06-30	-5.99%
2016-03-31	-2.71%
2015-12-31	-1.91%
2015-09-30	-1.45%
2015-06-30	0.91%
2015-03-31	3.89%
2014-12-31	7.87%
2014-09-30	13.68%
2014-06-30	15.31%
2014-03-31	13.20%
2013-12-31	13.86%
2013-09-30	7.42%
2013-06-30	7.36%
2013-03-31	6.23%
2012-12-31	9.44%
2012-09-30	14.13%
2012-06-30	-5.82%
2012-03-31	-5.12%
2011-12-31	-5.69%
2011-09-30	-4.43%
2011-06-30	13.85%
2011-03-31	9.20%
2010-12-31	3.08%
2010-09-30	2.87%
2010-06-30	5.13%
2010-03-31	14.85%
2009-12-31	16.58%
2009-09-30	-14.97%
2009-06-30	-41.51%
2009-03-31	-43.83%
2008-12-31	-57.29%
2008-09-30	-18.13%
2008-06-30	-6.15%
2008-03-31	-1.76%
2007-12-31	10.97%
2007-09-30	14.28%
2007-06-30	21.11%
2007-03-31	16.88%
2006-12-31	18.68%
2006-09-30	17.25%
2006-06-30	13.99%
2006-03-31	9.79%
2005-12-31	9.88%
2005-09-30	9.11%
2005-06-30	6.38%
2005-03-31	4.94%

DATE

RETURN ON EQUITY (ROE)

2026-06-30

-2.69%

2026-03-31

0.51%

2025-12-31

4.83%

2025-09-30

7.31%

2025-06-30

7.21%

2025-03-31

7.44%

2024-12-31

7.04%

2024-09-30

7.63%

2024-06-30

11.09%

2024-03-31

11.34%

2023-12-31

11.81%

2023-09-30

8.71%

2023-06-30

7.34%

2023-03-31

5.34%

2022-12-31

2.75%

2022-09-30

4.59%

2022-06-30

5.67%

2022-03-31

8.20%

2021-12-31

11.77%

2021-09-30

12.81%

2021-06-30

13.52%

2021-03-31

10.79%

2020-12-31

-7.65%

2020-09-30

-10.98%

2020-06-30

-13.72%

2020-03-31

-11.33%

2019-12-31

5.18%

2019-09-30

4.91%

2019-06-30

6.39%

2019-03-31

5.48%

2018-12-31

4.61%

2018-09-30

4.94%

2018-06-30

5.14%

2018-03-31

6.14%

2017-12-31

5.17%

2017-09-30

5.43%

2017-06-30

6.04%

2017-03-31

1.24%

2016-12-31

-0.87%

2016-09-30

-3.25%

2016-06-30

-5.99%

2016-03-31

-2.71%

2015-12-31

-1.91%

2015-09-30

-1.45%

2015-06-30

0.91%

2015-03-31

3.89%

2014-12-31

7.87%

2014-09-30

13.68%

2014-06-30

15.31%

2014-03-31

13.20%

2013-12-31

13.86%

2013-09-30

7.42%

2013-06-30

7.36%

2013-03-31

6.23%

2012-12-31

9.44%

2012-09-30

14.13%

2012-06-30

-5.82%

2012-03-31

-5.12%

2011-12-31

-5.69%

2011-09-30

-4.43%

2011-06-30

13.85%

2011-03-31

9.20%

2010-12-31

3.08%

2010-09-30

2.87%

2010-06-30

5.13%

2010-03-31

14.85%

2009-12-31

16.58%

2009-09-30

-14.97%

2009-06-30

-41.51%

2009-03-31

-43.83%

2008-12-31

-57.29%

2008-09-30

-18.13%

2008-06-30

-6.15%

2008-03-31

-1.76%

2007-12-31

10.97%

2007-09-30

14.28%

2007-06-30

21.11%

2007-03-31

16.88%

2006-12-31

18.68%

2006-09-30

17.25%

2006-06-30

13.99%

2006-03-31

9.79%

2005-12-31

9.88%

2005-09-30

9.11%

2005-06-30

6.38%

2005-03-31

4.94%

Return on Equity (ROE): -2.69%

MFIC Return on Equity (ROE)

MFIC Average Return on Equity (ROE) Chart

MFIC Current vs Average Return on Equity (ROE) Chart

MFIC Return on Equity (ROE) Metrics

MFIC Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

MFIC Return on Equity (ROE) History

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