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MRCC Stock Analysis 2026 - MONROE CAPITAL Corp AI Rating

MRCC Nasdaq NY CIK: 0001512931
Recently Updated • Analysis: Apr 2, 2026 • SEC Data: 2025-12-31
SELL
72% Conf
Pending
Analysis scheduled

📊 MRCC Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $115.9M
Current Ratio: N/A
Debt/Equity: 1.15x
EPS: $-0.24
AI Rating: SELL with 72% confidence

Is MRCC a Good Investment? Thesis Analysis

Claude

Monroe Capital is experiencing significant profitability deterioration with net losses expanding 152.8% YoY and negative ROE/ROA, indicating operational underperformance. While positive operating cash flow of $115.9M provides some liquidity support, the company's leverage of 1.15x debt-to-equity combined with minimal cash reserves ($1.9M) creates financial vulnerability. The absence of revenue data and operating metrics prevents comprehensive assessment, but negative earnings momentum and weak balance sheet positioning suggest deteriorating fundamentals.

Why Buy MRCC? Key Strengths

Claude
  • + Strong operating cash flow of $115.9M demonstrates ability to generate cash despite losses
  • + Positive free cash flow of $115.9M provides liquidity buffer for near-term obligations
  • + Stockholders equity of $166.5M represents meaningful asset base relative to liabilities

MRCC Investment Risks to Consider

Claude
  • ! Net losses expanding significantly YoY (-152.8%) indicates accelerating operational deterioration
  • ! Negative ROE (-3.1%) and ROA (-1.4%) demonstrate poor capital efficiency and value destruction
  • ! High leverage (1.15x debt-to-equity) with $190.8M long-term debt and minimal cash ($1.9M) creates refinancing and solvency risk
  • ! Lack of revenue data and operating metrics limits visibility into underlying business performance
  • ! Zero insider buying activity in last 90 days suggests limited confidence from management

Key Metrics to Watch

Claude
  • * Net income trend - whether losses stabilize or continue deteriorating
  • * Operating cash flow sustainability - ability to maintain $115.9M generation amid losses
  • * Debt refinancing activity - maturity schedule and ability to service $190.8M long-term debt
  • * Cash position - critical given minimal $1.9M reserves relative to obligations

MRCC Financial Metrics

Revenue
N/A
Net Income
$-5.1M
EPS (Diluted)
$-0.24
Free Cash Flow
$115.9M
Total Assets
$373.0M
Cash Position
$1.9M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

MRCC Profitability Ratios

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -3.1%
ROA -1.4%
FCF Margin N/A

MRCC vs Default Sector

How MONROE CAPITAL Corp compares to Default sector averages

Net Margin
MRCC 0.0%
vs
Sector Avg 12.0%
MRCC Sector
ROE
MRCC -3.1%
vs
Sector Avg 15.0%
MRCC Sector
Current Ratio
MRCC 0.0x
vs
Sector Avg 1.8x
MRCC Sector
Debt/Equity
MRCC 1.1x
vs
Sector Avg 0.7x
MRCC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is MRCC Overvalued or Undervalued?

Based on fundamental analysis, MONROE CAPITAL Corp has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
-3.1%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.15x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

MRCC Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.15x
Debt/Assets
55.4%
Interest Coverage
N/A
Long-term Debt
$190.8M

MRCC 5-Year Financial Trend & Growth Analysis

MRCC 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: MONROE CAPITAL Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.02 reflects profitable operations.

MRCC Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

MRCC Capital Allocation

Operating Cash Flow
$115.9M
Cash generated from operations
Dividends
None
No dividend program

MRCC SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for MONROE CAPITAL Corp (CIK: 0001512931)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 8-K mrcc-20260401.htm View →
Mar 16, 2026 8-K mrcc-20260316.htm View →
Mar 13, 2026 8-K mrcc-20260313.htm View →
Mar 5, 2026 10-K mrcc-20251231.htm View →
Mar 5, 2026 8-K mrcc-20260305.htm View →

Frequently Asked Questions about MRCC

What is the AI rating for MRCC?

MONROE CAPITAL Corp (MRCC) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are MRCC's key strengths?

Claude: Strong operating cash flow of $115.9M demonstrates ability to generate cash despite losses. Positive free cash flow of $115.9M provides liquidity buffer for near-term obligations.

What are the risks of investing in MRCC?

Claude: Net losses expanding significantly YoY (-152.8%) indicates accelerating operational deterioration. Negative ROE (-3.1%) and ROA (-1.4%) demonstrate poor capital efficiency and value destruction.

What is MRCC's revenue and growth?

MONROE CAPITAL Corp reported revenue of N/A.

Does MRCC pay dividends?

MONROE CAPITAL Corp does not currently pay dividends.

Where can I find MRCC SEC filings?

Official SEC filings for MONROE CAPITAL Corp (CIK: 0001512931) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MRCC's EPS?

MONROE CAPITAL Corp has a diluted EPS of $-0.24.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MRCC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, MONROE CAPITAL Corp has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MRCC stock overvalued or undervalued?

Valuation metrics for MRCC: ROE of -3.1% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy MRCC stock in 2026?

Our dual AI analysis gives MONROE CAPITAL Corp a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MRCC's free cash flow?

MONROE CAPITAL Corp's operating cash flow is $115.9M, with capital expenditures of N/A.

How does MRCC compare to other Default stocks?

Vs Default sector averages: Net margin N/A (avg: 12%), ROE -3.1% (avg: 15%), current ratio N/A (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 2, 2026 | Data as of: 2025-12-31 | Powered by Claude AI