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Upturn AI SWOT - About
Carlyle Secured Lending Inc (CGBD)
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Upturn Advisory Summary
08/14/2025: CGBD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $14.33
1 Year Target Price $14.33
| 0 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 2 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 17.97% | Avg. Invested days 52 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 995.86M USD | Price to earnings Ratio 11.68 | 1Y Target Price 14.33 |
Price to earnings Ratio 11.68 | 1Y Target Price 14.33 | ||
Volume (30-day avg) 4 | Beta 0.94 | 52 Weeks Range 12.74 - 17.63 | Updated Date 08/15/2025 |
52 Weeks Range 12.74 - 17.63 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 11.64% | Basic EPS (TTM) 1.17 |
Earnings Date
Report Date 2025-08-06 | When - | Estimate 0.3925 | Actual 0.39 |
Profitability
Profit Margin 29.71% | Operating Margin (TTM) 74.85% |
Management Effectiveness
Return on Assets (TTM) 4.96% | Return on Equity (TTM) 6.61% |
Valuation
Trailing PE 11.68 | Forward PE 10.93 | Enterprise Value 2275947776 | Price to Sales(TTM) 4.25 |
Enterprise Value 2275947776 | Price to Sales(TTM) 4.25 | ||
Enterprise Value to Revenue 28.89 | Enterprise Value to EBITDA - | Shares Outstanding 72903000 | Shares Floating - |
Shares Outstanding 72903000 | Shares Floating - | ||
Percent Insiders 0.7 | Percent Institutions 33.45 |
Upturn AI SWOT
Carlyle Secured Lending Inc
Company Overview
History and Background
Carlyle Secured Lending, Inc. (formerly known as TCG BDC, Inc.) is a specialty finance company that invests primarily in first lien loans to U.S. middle market companies. It was formed in 2012 and externally managed by Carlyle Global Credit Investment Management L.L.C., an affiliate of The Carlyle Group.
Core Business Areas
- Direct Lending: Direct lending to U.S. middle market companies, primarily through first lien senior secured loans.
Leadership and Structure
The company is externally managed by Carlyle Global Credit Investment Management L.L.C. and has a board of directors overseeing the manager. Linda Pace is the CEO and a member of the Board of Directors.
Top Products and Market Share
Key Offerings
- First Lien Senior Secured Loans: The company's primary product is direct lending through first lien senior secured loans to U.S. middle market companies. Market share data specific to Carlyle Secured Lending alone is difficult to isolate; it participates in a broader market. Competitors include other BDCs like Ares Capital Corporation (ARCC) and Golub Capital BDC (GBDC).
Market Dynamics
Industry Overview
The business development company (BDC) industry provides financing to middle-market companies. The industry is subject to economic cycles, interest rate fluctuations, and regulatory changes.
Positioning
Carlyle Secured Lending focuses on senior secured lending, which aims to provide relative safety within the BDC space. Its affiliation with The Carlyle Group may provide a competitive advantage due to access to deal flow and expertise.
Total Addressable Market (TAM)
The TAM for middle market lending is vast. Carlyle Secured Lending aims to capture a portion of this TAM by focusing on senior secured loans, indicating a strategy to tap into a segment of the market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Access to Carlyle Group resources
- Focus on Senior Secured Loans
- Diversified Investment Portfolio
Weaknesses
- External Management Structure
- Sensitivity to Interest Rate Changes
- Reliance on Carlyle Group's reputation
- Concentration of investments in certain sectors
Opportunities
- Growth in Middle Market Lending
- Strategic Acquisitions
- Expansion into New Sectors
- Increasing Demand for Private Credit
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Credit Losses
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- BXSL
Competitive Landscape
Carlyle Secured Lending benefits from its affiliation with The Carlyle Group, giving it access to expertise and deal flow. It competes with other BDCs for middle market lending opportunities. Its focus on senior secured loans provides a more conservative risk profile.
Growth Trajectory and Initiatives
Historical Growth: Requires analyzing historical investment portfolio growth and revenue growth.
Future Projections: Based on analyst estimates, the company will likely expand in its portfolio, although this data is dynamic
Recent Initiatives: Focus on portfolio diversification, responsible capital deployment, and maintaining credit quality.
Summary
Carlyle Secured Lending is a BDC focused on senior secured lending to middle-market companies. It leverages its affiliation with Carlyle Group for deal sourcing and expertise. While it provides a stable income stream through dividends, it is sensitive to interest rate changes and economic conditions. Its competitive advantage lies in its affiliation, but it must manage credit risks carefully in its lending activities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Website
- Financial News Articles
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is approximate and based on available information. Financial data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Carlyle Secured Lending Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2017-06-14 | CEO, President & Interested Director Mr. Justin V. Plouffe CFA, J.D. | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Carlyle Secured Lending, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industries, business services, software, beverage food and tobacco, hotel gamming and leisure, banking finance insurance and in real estate sector. The fund seeks to invest across United States of America, Luxembourg, Cayman Islands, Cyprus, and United Kingdom. It invests in companies with EBITDA between $25 million and $100 million.
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