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Upturn AI SWOT - About
CION Investment Corporation (CICB)
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Upturn Advisory Summary
10/15/2025: CICB (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.
Analysis of Past Performance
Type Stock | Historic Profit 2.94% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
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
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
CION Investment Corporation
Company Overview
History and Background
CION Investment Corporation is a publicly traded business development company (BDC) focused on providing senior secured loans to U.S. middle-market companies. Founded to offer investors access to private credit markets, it aims to generate current income and, to a lesser extent, capital appreciation.
Core Business Areas
- Direct Lending: Providing senior secured loans, including first lien, second lien, and unitranche loans, to U.S. middle-market companies.
- Strategic Investments: Investing in other credit-related assets, including equity positions, primarily alongside direct lending investments.
Leadership and Structure
The company is led by a management team with experience in private credit and asset management. The organizational structure includes investment professionals focused on origination, underwriting, and portfolio management, overseen by a Board of Directors.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Primary offering, consisting of first and second lien debt to middle-market companies. Market share data is difficult to precisely pinpoint as it falls within the broader BDC industry and is competitive. Competitors include Ares Capital, Owl Rock Capital Corporation and FS KKR Capital Corp.
- Unitranche Loans: A hybrid debt instrument that combines characteristics of both first and second lien loans. Market share data is challenging to isolate. Competitors include Ares Capital, Owl Rock Capital Corporation and FS KKR Capital Corp.
Market Dynamics
Industry Overview
The BDC industry is dynamic, influenced by interest rates, economic conditions, and regulatory changes. It provides capital to middle-market companies that may not have access to traditional bank financing.
Positioning
CION Investment Corporation positions itself as a provider of flexible capital solutions to middle-market companies, emphasizing its focus on senior secured loans and risk management.
Total Addressable Market (TAM)
The TAM for middle-market lending is substantial, estimated in the hundreds of billions of dollars. CION is positioned to capture a small but significant portion of this market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Focus on Senior Secured Loans
- Disciplined Underwriting Process
- Access to Private Credit Markets
Weaknesses
- Reliance on External Financing
- Sensitivity to Interest Rate Fluctuations
- Dependence on Key Personnel
- Exposure to Credit Risk
Opportunities
- Increased Demand for Private Credit
- Expansion into New Markets
- Strategic Partnerships
- Technological advancements to drive efficiencies
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Rising Interest Rates
Competitors and Market Share
Key Competitors
- ARCC
- ORCC
- FSK
Competitive Landscape
CION Investment Corporation competes with other BDCs for investment opportunities. Its advantages include its experienced management team and focus on senior secured loans. Disadvantages include smaller asset base and shorter operating history compared to some larger competitors.
Growth Trajectory and Initiatives
Historical Growth: CION Investment Corporation's growth has been driven by its ability to originate and manage a portfolio of senior secured loans. Specific growth trends require recent financial data.
Future Projections: Future growth projections depend on market conditions, interest rates, and the company's ability to raise capital and deploy it effectively. Analyst estimates are not available.
Recent Initiatives: Recent strategic initiatives are not publicly available without up-to-date information.
Summary
CION Investment Corporation is a BDC focused on senior secured loans to middle-market companies. Its strengths include an experienced management team and a focus on lower-risk lending. Potential challenges include competition and sensitivity to economic conditions. Growth relies on effective capital deployment and maintaining credit quality. The company's performance is closely tied to the health of the middle-market and interest rate environments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and based on publicly available information. Financial data requires real-time updates for complete accuracy.
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 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 - | Website https://www.cionbdc.com |
Full time employees - | Website https://www.cionbdc.com | ||
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.
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