IVZ vs NMFC: fair value comparison
Invesco Ltd. and New Mountain Finance Corporation · Updated 2026-10-19
Both currently screen as fairly valued on TickrTrends' Forward Fair Value model. Within Financial Services, IVZ currently sits closer to the top of our ranking by discount to fair value. IVZ carries the stronger quality grade.
| IVZ | NMFC | |
|---|---|---|
| Verdict | Fairly valued | Fairly valued |
| Last price | $29.51 | $6.74 |
| 12-month range | $22.44–$33.31 | $6.61–$9.79 |
| Rank by discount to fair value | #63 of 167 Financial Services | #163 of 167 Financial Services |
| Quality grade | B | F |
| Leverage | Low | Moderate |
| Margin trend | Expanding | Contracting |
| Revenue growth | Modest | Declining |
| RSI zone | Neutral | Neutral |
| 50/200-day trend | — | Downtrend |
| 52-week position | The upper-middle quarter | The bottom quarter |
Full single-stock breakdowns: IVZ fair value analysis · NMFC fair value analysis