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Upturn AI SWOT - About
CION 
Cion Investment Corp (CION)
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Upturn Advisory Summary
09/15/2025: CION (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
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $10.67
1 Year Target Price $10.67
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 13.34% | Avg. Invested days 49 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 517.22M USD | Price to earnings Ratio - | 1Y Target Price 10.67 |
Price to earnings Ratio - | 1Y Target Price 10.67 | ||
Volume (30-day avg) 3 | Beta 1.1 | 52 Weeks Range 7.91 - 11.42 | Updated Date 09/15/2025 |
52 Weeks Range 7.91 - 11.42 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 14.43% | Basic EPS (TTM) -0.2 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -4.57% | Operating Margin (TTM) 75.74% |
Management Effectiveness
Return on Assets (TTM) 5.57% | Return on Equity (TTM) -1.27% |
Valuation
Trailing PE - | Forward PE 7.3 | Enterprise Value 1612328960 | Price to Sales(TTM) 2.29 |
Enterprise Value 1612328960 | Price to Sales(TTM) 2.29 | ||
Enterprise Value to Revenue 974.63 | Enterprise Value to EBITDA - | Shares Outstanding 52086800 | Shares Floating - |
Shares Outstanding 52086800 | Shares Floating - | ||
Percent Insiders 0.58 | Percent Institutions 38.39 |
Upturn AI SWOT
Cion Investment Corp
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. Cion Investment Corporation was formed in 2011 and is externally managed by CION Investments, LLC.
Core Business Areas
- Direct Lending: Origination, underwriting, and investment in senior secured debt of middle-market companies.
- Other Investments: Opportunistic investments in other debt securities, equity, and other instruments.
Leadership and Structure
The company is externally managed by CION Investments, LLC. Specific leadership details would require a separate query of their SEC filings and website, but generally, such a structure includes a CEO, CFO, and a board of directors.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Primary product. Providing senior secured loans to middle-market companies. Market share information is complex and depends on the specific segment within middle-market lending. Competitors include other BDCs and private credit funds. Market Share information is hard to gather without specific financial details from a paid provider. Therefore it is unavailable.
- Subordinated Debt and Equity Investments: Smaller portion of their portfolio. Provides potential for higher returns. Market share information is difficult to find without specific financial details. Therefore it is unavailable. Competitors are similar to senior secured loans.
Market Dynamics
Industry Overview
The business development company (BDC) industry is highly competitive, with numerous participants vying for middle-market lending opportunities. Interest rate fluctuations and economic conditions significantly impact the industry.
Positioning
Cion Investment Corp is positioned as a direct lender focused on senior secured debt. Competitive advantages likely center on their underwriting expertise and relationships with middle-market companies. They also compete with traditional banks and other private credit firms.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be in the hundreds of billions of dollars. Cion Investment Corp is positioned to capture a portion of this market through its direct lending strategy.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on senior secured debt
- Direct lending capabilities
- Established relationships with middle-market companies
Weaknesses
- External management structure
- Dependence on economic conditions
- High operating expenses
- Relatively small size compared to larger BDCs
Opportunities
- Growth in middle-market lending
- Increased demand for private credit
- Strategic acquisitions
- Expansion into new investment areas
Threats
- Increased competition
- Economic downturn
- Rising interest rates
- Regulatory changes
Competitors and Market Share
Key Competitors
- ARCC
- TCRD
- MAIN
Competitive Landscape
Cion Investment Corp competes with other BDCs and private credit funds. Its advantages and disadvantages depend on its underwriting capabilities, access to capital, and cost structure. Due to lack of available information, these values were set to 0.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth requires real-time access to SEC filings, which are unavailable. This field is unavailable.
Future Projections: Future Projections requires real-time access to analyst estimates, which are unavailable. This field is unavailable.
Recent Initiatives: Recent Initiatives information requires access to the latest company reports, which is unavailable. This field is unavailable.
Summary
Cion Investment Corp is a BDC focused on direct lending to middle-market companies. It operates in a competitive industry impacted by economic conditions and interest rates. Its strengths include its focus on senior secured debt, while weaknesses include its external management structure. Monitoring its financial performance and dividend payouts is crucial. The company's future depends on its ability to navigate a competitive landscape and economic fluctuations effectively. I do not have enough information to comment on the company's strength.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (unavailable)
- Company Website (unavailable)
- Analyst Reports (unavailable)
- Paid Financial Data Providers (unavailable)
Disclaimers:
The analysis is based on publicly available information and general industry knowledge. Financial data is not current and may not be accurate. This is not financial advice.
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 Corp
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-10-05 | Co-Founder, Co-Chairman & Co-CEO Mr. Michael A. Reisner Esq., J.D. | ||
Sector Financial Services | Industry Asset Management | 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 investments. 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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