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FSCO
Upturn stock ratingUpturn stock rating

FS Credit Opportunities Corp. (FSCO)

Upturn stock ratingUpturn stock rating
$7.43
Last Close (24-hour delay)
Profit since last BUY8.94%
upturn advisory
Strong Buy
BUY since 90 days
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

09/16/2025: FSCO (4-star) is a STRONG-BUY. BUY since 90 days. Simulated Profits (8.94%). Updated daily EoD!

Upturn Star Rating

rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type Stock
Historic Profit 74.91%
Avg. Invested days 128
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/16/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.44B USD
Price to earnings Ratio 7.7
1Y Target Price -
Price to earnings Ratio 7.7
1Y Target Price -
Volume (30-day avg) -
Beta -
52 Weeks Range 5.11 - 7.26
Updated Date 06/29/2025
52 Weeks Range 5.11 - 7.26
Updated Date 06/29/2025
Dividends yield (FY) 10.36%
Basic EPS (TTM) 0.94

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 7.7
Forward PE -
Enterprise Value -
Price to Sales(TTM) 7.03
Enterprise Value -
Price to Sales(TTM) 7.03
Enterprise Value to Revenue 9.16
Enterprise Value to EBITDA -
Shares Outstanding 198356000
Shares Floating -
Shares Outstanding 198356000
Shares Floating -
Percent Insiders 0.27
Percent Institutions 31.41

ai summary icon Upturn AI SWOT

FS Credit Opportunities Corp.

stock logo

Company Overview

overview logo History and Background

FS Credit Opportunities Corp., now known as Portman Ridge Finance Corporation, focuses on providing financing solutions to middle market companies. Originally affiliated with Franklin Square Capital Partners (now FS Investments), it has evolved its investment strategy over time to adapt to market conditions. Founded with the intention of generating both current income and capital appreciation.

business area logo Core Business Areas

  • Direct Lending: Investing in secured debt, unsecured debt, and equity of middle market companies to generate income and capital gains.

leadership logo Leadership and Structure

The company is led by a management team overseeing investment decisions. Portman Ridge Finance Corporation has a Board of Directors responsible for governance and oversight. Investment activities are typically managed by an external investment advisor.

Top Products and Market Share

overview logo Key Offerings

  • Senior Secured Loans: Primarily invests in senior secured loans of middle-market companies. These loans offer a relatively high yield. Market share data is not readily available at the product level. Competitors include other BDCs such as Ares Capital Corporation (ARCC) and Main Street Capital (MAIN).
  • Subordinated Debt: Invests in subordinated debt, which offers potential for higher returns but also carries higher risk. Market share data is not readily available at the product level. Competitors include other BDCs such as Ares Capital Corporation (ARCC) and Main Street Capital (MAIN).

Market Dynamics

industry overview logo Industry Overview

The business development company (BDC) industry is characterized by providing capital to small and medium-sized businesses that often have difficulty accessing traditional financing sources. Interest rate fluctuations, economic conditions, and regulatory changes impact the industry.

Positioning

FS Credit Opportunities Corp., now Portman Ridge, operates as a BDC, aiming to provide investors with income and capital appreciation through investments in middle market companies. Its competitive advantage hinges on its ability to source attractive investment opportunities and effectively manage credit risk.

Total Addressable Market (TAM)

The TAM for middle-market lending is substantial, estimated to be in the hundreds of billions of dollars annually. FS Credit Opportunities Corp. captures a small percentage of this TAM, depending on its investment capacity and strategy.

Upturn SWOT Analysis

Strengths

  • Experienced Management Team
  • Access to Capital
  • Diversified Investment Portfolio (Subject to concentration risks)
  • High Current Income Potential

Weaknesses

  • High Expense Ratios
  • Sensitivity to Economic Downturns
  • Credit Risk in Loan Portfolio
  • Potential Conflicts of Interest with Affiliated Entities

Opportunities

  • Increased Demand for Middle Market Financing
  • Distressed Debt Investing Opportunities
  • Expansion into New Investment Strategies
  • Strategic Acquisitions

Threats

  • Rising Interest Rates
  • Increased Competition from Other BDCs
  • Economic Recession
  • Regulatory Changes

Competitors and Market Share

competitor logo Key Competitors

  • ARCC
  • MAIN
  • TCPC
  • TCRD

Competitive Landscape

FS Credit Opportunities Corp., now Portman Ridge, competes with other BDCs to deploy capital in middle market companies. Advantages include access to capital and experienced management, while disadvantages include higher expense ratios and sensitivity to economic downturns.

Growth Trajectory and Initiatives

Historical Growth: Historical growth can be assessed by reviewing past revenue, earnings, and asset growth. Access to historical financial data is required.

Future Projections: Future projections are based on analyst estimates, which can be found on financial websites. These estimates typically cover revenue, earnings, and growth rates.

Recent Initiatives: Recent initiatives include strategic portfolio repositioning and cost reduction efforts.

Summary

Portman Ridge Finance Corporation (PTMN), formerly FS Credit Opportunities Corp., faces challenges typical of BDCs, including credit risk and sensitivity to economic cycles. The company aims to provide income and capital appreciation through middle-market lending. While its experienced management and access to capital are strengths, it needs to manage its expense ratios and mitigate credit risk. The BDC industry is competitive, with numerous players vying for similar investment opportunities. Careful management of portfolio composition and credit quality is crucial for long-term success.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • Company Website
  • Financial News Outlets (e.g., Yahoo Finance, Bloomberg)
  • Analyst Reports

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data is estimated and may not be precise.

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 FS Credit Opportunities Corp.

Exchange NYSE
Headquaters Philadelphia, PA, United States
IPO Launch date 2022-11-14
CEO -
Sector Financial Services
Industry Asset Management
Full time employees -
Full time employees -

FS Credit Opportunities Corp. is a close ended fixed income fund launched by Franklin Square Capital Partners. The fund is managed by FS Global Advisor, LLC. It invests in fixed income markets across the globe, with a strong focus on Europe and the United States. The fund seeks to invest in securities of companies that are operating across diversified sectors. The Fund is a dynamic credit strategy that invests across the public and private market. It primarily invests in global credit, including secured and unsecured floating and fixed rate loans, bonds, and other credit instruments that companies use to finance their operations. The fund seeks to generate total return by investing in non-traditional areas of the public and private credit markets where a yield or return premium may exist due to complexity, illiquidity or a result of corporate events. It seeks companies that are expected to benefit from corporate events such as mergers, acquisitions, or corporate reorganizations. FS Credit Opportunities Corp. was formed on January 28, 2013 and is domiciled in the United States.