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CICB
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CION Investment Corporation (CICB)

Upturn stock ratingUpturn stock rating
$25.45
Last Close (24-hour delay)
Profit since last BUY3.5%
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Consider higher Upturn Star rating
BUY since 42 days
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Upturn Advisory Summary

08/14/2025: CICB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit 1.33%
Avg. Invested days 31
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size ETF
Market Capitalization 0 USD
Price to earnings Ratio -
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Volume (30-day avg) -
Beta -
52 Weeks Range 23.69 - 24.92
Updated Date 02/26/2025
52 Weeks Range 23.69 - 24.92
Updated Date 02/26/2025
Dividends yield (FY) -
Basic EPS (TTM) -

Earnings Date

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Profitability

Profit Margin -
Operating Margin (TTM) -

Management Effectiveness

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Return on Equity (TTM) -

Valuation

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Enterprise Value to Revenue -
Enterprise Value to EBITDA -
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ai summary icon Upturn AI SWOT

CION Investment Corporation

stock logo

Company Overview

overview logo History and Background

CION Investment Corporation is a publicly traded business development company (BDC) that focuses on providing debt and other financing solutions to middle-market companies. It was founded in 2012 and is externally managed by CION Investments, LLC. Its evolution has centered on growing its portfolio of investments and expanding its reach within the middle-market lending space.

business area logo Core Business Areas

  • Direct Lending: Providing senior secured loans, mezzanine debt, and other debt financing to middle-market companies.
  • Opportunistic Investments: Making investments in equity securities, warrants, and other opportunistic investments alongside its debt investments.

leadership logo Leadership and Structure

CION Investment Corporation is externally managed by CION Investments, LLC. The leadership team consists of executives within CION Investments, responsible for setting the company's investment strategy and managing its day-to-day operations. The organizational structure is typical of externally managed BDCs.

Top Products and Market Share

overview logo Key Offerings

  • Senior Secured Loans: Senior secured loans are the primary revenue driver, financing middle-market companies. Market share data specific to CION is unavailable, but the middle-market direct lending space is competitive. Competitors include other BDCs like Ares Capital (ARCC) and Golub Capital BDC (GBDC).
  • Mezzanine Debt: Mezzanine debt provides higher-yielding returns but carries greater risk. Market share data specific to CION is unavailable. Competitors are the same as in senior secured loans.

Market Dynamics

industry overview logo Industry Overview

The BDC industry is driven by demand for alternative financing solutions from middle-market companies. It's influenced by interest rate environments, credit spreads, and regulatory factors. The industry is competitive, with numerous BDCs vying for investment opportunities.

Positioning

CION Investment Corporation positions itself as a reliable provider of capital to middle-market companies, leveraging its expertise in direct lending and opportunistic investments. Competitive advantages are related to experienced management team.

Total Addressable Market (TAM)

The total addressable market for middle-market lending is substantial, estimated in the hundreds of billions of dollars. CION Investment Corporation targets a portion of this market through its direct lending and opportunistic investment strategies. Given the large TAM, CION is positioned for potential further growth.

Upturn SWOT Analysis

Strengths

  • Experienced Management Team
  • Diversified Investment Portfolio
  • Access to Capital Markets
  • Strong relationships with middle-market companies

Weaknesses

  • External Management Structure (potential conflicts of interest)
  • Reliance on Debt Financing
  • Exposure to Credit Risk (middle-market companies)
  • Dependence on manager for sourcing deals

Opportunities

  • Expanding Investment Portfolio
  • Increasing Market Share in Middle-Market Lending
  • Capitalizing on Distressed Debt Opportunities
  • Strategic Acquisitions

Threats

  • Economic Downturn (increased credit risk)
  • Rising Interest Rates (increased borrowing costs)
  • Increased Competition from Other BDCs
  • Regulatory Changes (impact on BDC operations)

Competitors and Market Share

competitor logo Key Competitors

  • ARCC
  • GBDC
  • BXSL
  • TPVG

Competitive Landscape

CION competes with other BDCs for investment opportunities. Its competitive advantages include its experienced management team and access to capital markets. Disadvantages may include its external management structure.

Growth Trajectory and Initiatives

Historical Growth: CION Investment Corporation's growth has been driven by expanding its investment portfolio and increasing its assets under management. The pace of growth depends on market conditions and investment opportunities.

Future Projections: Future growth projections are subject to market conditions, investment opportunities, and the company's ability to raise capital. Analyst estimates vary depending on the source.

Recent Initiatives: Recent strategic initiatives may include new investment strategies, partnerships, or acquisitions aimed at expanding the company's reach and enhancing shareholder value.

Summary

CION Investment Corporation is a BDC focused on middle-market lending. Its strength lies in its experience, access to capital, and potential growth within a large, fragmented market. Challenges include its external management, reliance on debt, and exposure to credit risk. Monitoring financial performance and market conditions is crucial for sustained growth and shareholder value.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • Company Website
  • Third-party Financial Data Providers
  • Industry Reports

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after conducting thorough due diligence and consulting with a qualified financial advisor. Market share data are estimates and may vary.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About CION Investment Corporation

Exchange NYSE
Headquaters New York, NY, United States
IPO Launch date 2024-10-09
Co-Founder & Co-Chairman & Co-CEO Mr. Michael A. Reisner Esq., J.D.
Sector -
Industry -
Full time employees -
Full time employees -

CION Investment Corporation is a business development company. It specializes in investments in senior secured loans, including unitranche loans, First Lien, second lien loans, long-term subordinated loans, and mezzanine loans; equity interests such as warrants or options; and corporate bonds; and other debt securities in middle-market companies. The firm invests in growth capital, acquisitions, leveraged buyouts, market/product expansion, refinancing and recapitalization. The fund also invests up to 30 percent of their assets opportunistically in other types of investments, including the securities of larger public companies and foreign securities. It also makes investments in the secondary loan market. The fund does not invest in start-up companies, turnaround situations, or companies with speculative business plans. The fund prefers to invest in high tech industries, healthcare, pharmaceuticals, business services, media, chemicals, plastic, rubber, telecommunication, consumer services, advertising, printing and publishing, consumer goods, durables, diversified financials, and other industries. It also invests in homebuilding, restaurants, beverage and tobacco bars, broadcasting, distributors, Non-durable good distribution, food beverage and tobacco, energy, oil gas and consumables fuels, insurance, aerospace and defense, industrial machinery, paper and forest product machinery, information technology, metals and mining, and real estate. It primarily seeks to invest in the United States. The fund seeks to invest between $5 million and $50 million in companies with an EBITDA between $25 million and $75 million with average targeted hold of $30 million. It also purchases minority interests in the form of common or preferred equity in the target companies, typically in conjunction with its debt investments or through a co-investment with a financial sponsor. The fund seeks to exit its investments through an initial public offering of common stock, a merger, a sale, or other recapitalization.