Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
FSK 
FS KKR Capital Corp (FSK)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/09/2025: FSK (3-star) is a STRONG-BUY. BUY since 35 days. Profits (2.91%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $20.19
1 Year Target Price $20.19
| 1 | Strong Buy |
| 0 | Buy |
| 8 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 35.59% | Avg. Invested days 69 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.93B USD | Price to earnings Ratio 11.15 | 1Y Target Price 20.19 |
Price to earnings Ratio 11.15 | 1Y Target Price 20.19 | ||
Volume (30-day avg) 10 | Beta 1.04 | 52 Weeks Range 16.18 - 22.53 | Updated Date 07/9/2025 |
52 Weeks Range 16.18 - 22.53 | Updated Date 07/9/2025 | ||
Dividends yield (FY) 13.49% | Basic EPS (TTM) 1.9 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 31.54% | Operating Margin (TTM) 75% |
Management Effectiveness
Return on Assets (TTM) 5.29% | Return on Equity (TTM) 7.97% |
Valuation
Trailing PE 11.15 | Forward PE 8.33 | Enterprise Value 13299378176 | Price to Sales(TTM) 3.52 |
Enterprise Value 13299378176 | Price to Sales(TTM) 3.52 | ||
Enterprise Value to Revenue 22.7 | Enterprise Value to EBITDA - | Shares Outstanding 280065984 | Shares Floating - |
Shares Outstanding 280065984 | Shares Floating - | ||
Percent Insiders 0.18 | Percent Institutions 30.22 |
Upturn AI SWOT
FS KKR Capital Corp
Company Overview
History and Background
FS KKR Capital Corp. (formerly FS Investment Corporation) was founded in 2007 and is a publicly traded business development company (BDC). It focuses on providing financing solutions to private middle-market companies.
Core Business Areas
- Direct Lending: FS KKR provides direct lending services to middle-market companies, offering senior secured loans, second lien loans, and subordinated debt.
- Strategic Investments: FS KKR makes strategic equity and debt investments in companies across various industries.
Leadership and Structure
Michael Forman and Todd Builione serve as Co-Presidents and Co-Chief Investment Officers. The company operates under the guidance of a board of directors and an investment adviser.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: FS KKR provides senior secured loans to middle-market companies. Competitors include Ares Capital, Owl Rock Capital, and Main Street Capital. No definitive market share data readily available.
- Second Lien Loans: FS KKR also provides second lien loans to the same segment. Competition similar to senior secured loans. No definitive market share data readily available.
- Subordinated Debt: FS KKR provides subordinated debt to the same segment. Competition similar to senior secured loans. No definitive market share data readily available.
Market Dynamics
Industry Overview
The BDC industry provides financing to small and medium-sized businesses, particularly those underserved by traditional banks. Regulatory changes and economic conditions significantly impact the industry.
Positioning
FS KKR is a major player in the BDC space, managing a large portfolio of middle-market loans. Its competitive advantage lies in its scale, experience, and access to the KKR platform.
Total Addressable Market (TAM)
The middle-market lending TAM is estimated to be in the hundreds of billions of dollars. FS KKR aims to capture a significant portion of this market through its lending activities.
Upturn SWOT Analysis
Strengths
- Scale and diversification of portfolio
- Experienced management team
- Access to KKR's resources and expertise
- Established relationships with borrowers
Weaknesses
- Exposure to credit risk in middle-market lending
- Reliance on external financing
- Sensitivity to interest rate fluctuations
- High management fees
Opportunities
- Growing demand for private credit
- Expansion into new investment strategies
- Strategic acquisitions of other BDCs
- Increased focus on ESG investing
Threats
- Economic downturn leading to increased defaults
- Increased competition from other BDCs and private credit funds
- Regulatory changes impacting BDCs
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- ORCC
Competitive Landscape
FS KKR competes with other BDCs based on pricing, loan terms, and industry expertise. Its advantages include its relationship with KKR and large portfolio size.
Major Acquisitions
None recent
- Year: 2020
- Acquisition Price (USD millions): 0
- Strategic Rationale: N/A
Growth Trajectory and Initiatives
Historical Growth: FS KKR has demonstrated steady growth in its loan portfolio and earnings over the past years.
Future Projections: Analysts project continued growth in the BDC sector, with FS KKR expected to maintain its market position.
Recent Initiatives: FS KKR has recently focused on expanding its investment strategies and diversifying its portfolio.
Summary
FS KKR Capital Corp. is a major BDC with consistent growth in its portfolio and earnings. Its strengths lie in its scale, experienced management team, and the KKR platform. However, the company is exposed to credit risk in middle-market lending and needs to manage its leverage carefully. The company does pay out high dividends which would be a point of interest for investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news websites
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
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 FS KKR Capital Corp
Exchange NYSE | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 2014-04-16 | Chairman & CEO Mr. Michael Craig Forman J.D. | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.fskkradvisor.com |
Full time employees - | Website https://www.fskkradvisor.com | ||
FS KKR Capital Corp. is a business development company specializing in investments in debt securities. It provides customized credit solutions to private middle market U.S. companies. It invest primarily in the senior secured debt and, to a lesser extent, the subordinated debt of private middle market U.S. companies. It seeks to purchase interests in loans through secondary market transactions or directly from the target companies as primary market investments. It also seeks to invest in first lien senior secured loans, second lien secured loans and, to a lesser extent, subordinated loans, or mezzanine loans. In connection with the debt investments, the firm also receives equity interests such as warrants or options as additional consideration. It also seek to purchase minority interests in the form of common or preferred equity in our target companies, either in conjunction with one of the debt investments or through a co-investment with a financial sponsor. Additionally, on an opportunistic basis, the fund may also invest in corporate bonds and similar debt securities. The fund does not seek to invest in start-up companies, turnaround situations, or companies with speculative business plans. It seeks to invest in small and middle-market companies based in United States. The fund seeks to invest in firms with annual revenue between $10 million to $2.5 billion. It focus on providing customized one-stop credit solutions to private upper middle market companies with annual EBITDA of $50 million to $100 million at the time of investment. It seeks to exit from securities by selling them in a privately negotiated over- the- counter market. For any investments that are not able to be sold within the secondary market, the firm seeks to exit such investments through repayment, an initial public offering of equity securities, merger, sale or recapitalization.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.