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GLAD 
Gladstone Capital Corporation (GLAD)
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Upturn Advisory Summary
10/31/2025: GLAD (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $26.8
1 Year Target Price $26.8
| 1 | Strong Buy |
| 0 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 44.25% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 432.75M USD | Price to earnings Ratio 5.72 | 1Y Target Price 26.8 |
Price to earnings Ratio 5.72 | 1Y Target Price 26.8 | ||
Volume (30-day avg) 6 | Beta 0.99 | 52 Weeks Range 18.76 - 28.60 | Updated Date 11/2/2025 |
52 Weeks Range 18.76 - 28.60 | Updated Date 11/2/2025 | ||
Dividends yield (FY) 10.34% | Basic EPS (TTM) 3.39 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 84.41% | Operating Margin (TTM) 75.51% |
Management Effectiveness
Return on Assets (TTM) 5.35% | Return on Equity (TTM) 16.07% |
Valuation
Trailing PE 5.72 | Forward PE 10.42 | Enterprise Value 714352512 | Price to Sales(TTM) 4.87 |
Enterprise Value 714352512 | Price to Sales(TTM) 4.87 | ||
Enterprise Value to Revenue 10.29 | Enterprise Value to EBITDA - | Shares Outstanding 22329852 | Shares Floating - |
Shares Outstanding 22329852 | Shares Floating - | ||
Percent Insiders 2.76 | Percent Institutions 11.23 |
Upturn AI SWOT
Gladstone Capital Corporation
Company Overview
History and Background
Gladstone Capital Corporation was founded in 2001 and is a publicly traded business development company (BDC). It focuses on providing debt and equity financing to lower middle market companies in the United States. It has grown through strategic investments and partnerships.
Core Business Areas
- Debt Financing: Provides senior debt, second lien debt, and mezzanine debt to lower middle market companies.
- Equity Investments: Makes equity investments, often in conjunction with debt financing, to support growth and acquisitions.
- Portfolio Management: Actively manages its portfolio of investments to maximize returns and minimize risk.
Leadership and Structure
Gladstone Capital Corporation is led by Chairman and CEO David Gladstone. The company has a board of directors and an investment team responsible for sourcing, underwriting, and managing investments. It operates under the Investment Company Act of 1940.
Top Products and Market Share
Key Offerings
- Senior Debt Financing: Provides first lien secured loans to lower middle market companies. Market share data is not publicly available at a granular product level. Competitors include other BDCs and private credit funds. Revenue from senior debt is a significant portion of their total investment income.
- Second Lien Debt Financing: Offers subordinated debt with a secondary claim on assets. Market share data is not publicly available at a granular product level. Competitors include other BDCs and private credit funds.
- Mezzanine Debt Financing: Provides unsecured debt with warrants or other equity participation. Market share data is not publicly available at a granular product level. Competitors include other BDCs and private credit funds.
- Equity Investments: Invests in the equity of portfolio companies, typically alongside debt. Market share data is not publicly available at a granular product level. Competitors include private equity firms and venture capital funds.
Market Dynamics
Industry Overview
The BDC industry is highly competitive and subject to economic cycles. It focuses on lending to and investing in smaller, underserved companies. The industry is sensitive to interest rate changes and credit spreads.
Positioning
Gladstone Capital Corporation is positioned as a provider of capital to lower middle market companies. Its competitive advantages include its experience, relationships, and ability to provide flexible financing solutions.
Total Addressable Market (TAM)
The total addressable market for lower middle-market lending is estimated to be hundreds of billions of dollars. Gladstone Capital Corporation is positioned to capture a portion of this TAM through its targeted investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Established track record
- Strong relationships with intermediaries
- Diversified portfolio
Weaknesses
- Reliance on external debt financing
- Sensitivity to interest rate changes
- Exposure to credit risk
- Relatively small market capitalization
Opportunities
- Growing demand for capital from lower middle market companies
- Increasing adoption of private credit
- Potential for strategic acquisitions
- Expansion into new geographies or industries
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Rising interest rates
Competitors and Market Share
Key Competitors
- OXSQ
- SAR
- TCRD
- CGBD
Competitive Landscape
Gladstone Capital Corporation competes with other BDCs and private credit funds. Its competitive advantages include its focus on lower middle market companies and its experienced management team. Disadvantages may include its smaller size compared to some competitors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth analysis requires fetching data from the last few years and cannot be accurately completed without external source information.
Future Projections: Future projections are based on analyst estimates and economic factors and are not available to generate without external source information.
Recent Initiatives: Recent initiatives will include their current investments and strategic direction. Information for this is not available without scraping online sites.
Summary
Gladstone Capital Corporation is a business development company focusing on lower middle market lending. While it possesses an experienced team and a diversified portfolio, it faces challenges such as economic sensitivity and reliance on external financing. The company could benefit from capitalizing on the growing demand for private credit and expanding into new markets. Monitoring interest rates and competitive pressures is crucial for future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data is estimated based on available information and may not be precise.
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 Gladstone Capital Corporation
Exchange NASDAQ | Headquaters McLean, VA, United States | ||
IPO Launch date 2002-08-02 | Chairman & CEO Mr. David John Gladstone | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.gladstonecapital.com |
Full time employees - | Website https://www.gladstonecapital.com | ||
Gladstone Capital Corporation is a business development company specializing in lower middle market, growth capital, add on acquisitions, change of control, buy & build strategies, debt refinancing, debt investments in senior term loans, revolving loans, secured first and second lien term loans, senior subordinated loans, unitranche loans, junior subordinated loans, and mezzanine loans and equity investments in the form of common stock, preferred stock, limited liability company interests, or warrants. It operates as a business development company. The fund also makes private equity investments in acquisitions, buyouts and recapitalizations, and refinancing existing debts. It targets small and medium-sized companies in United States. It is industry agnostic and seeks to invest in companies engaged in the business services, light and specialty manufacturing, niche industrial products and services, specialty consumer products and services, energy services, transportation and logistics, healthcare and education services, specialty chemicals, media and communications and aerospace and defense. The fund seeks to invest between $7 million and $30 million in companies that have between $20 million and $150 million in sales and EBITDA between $3 million and $25 million. It prefers to acquire minority stakes. It seeks to exit its investments through strategic acquisitions by other industry participants or financial buyers, initial public offerings of common stock, or other capital market transactions.
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