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Upturn AI SWOT - About
GLAD 
Gladstone Capital Corporation (GLAD)
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Upturn Advisory Summary
09/15/2025: 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 44.3% | 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 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 524.98M USD | Price to earnings Ratio 6.94 | 1Y Target Price 26.8 |
Price to earnings Ratio 6.94 | 1Y Target Price 26.8 | ||
Volume (30-day avg) 6 | Beta 1.02 | 52 Weeks Range 21.23 - 29.15 | Updated Date 09/14/2025 |
52 Weeks Range 21.23 - 29.15 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 8.39% | 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 6.94 | Forward PE 11.25 | Enterprise Value 806574848 | Price to Sales(TTM) 5.91 |
Enterprise Value 806574848 | Price to Sales(TTM) 5.91 | ||
Enterprise Value to Revenue 10.8 | Enterprise Value to EBITDA - | Shares Outstanding 22329900 | Shares Floating - |
Shares Outstanding 22329900 | Shares Floating - | ||
Percent Insiders 2.76 | Percent Institutions 11.08 |
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) focused on providing debt and equity financing to lower middle market companies in the United States.
Core Business Areas
- Debt Investments: Provides senior debt, second lien debt, and mezzanine debt to finance acquisitions, recapitalizations, and growth.
- Equity Investments: Makes equity investments, often in conjunction with debt investments, to further support portfolio companies.
Leadership and Structure
Gladstone Capital Corporation is led by its Chairman and CEO, David Gladstone. The company is structured with an investment team focused on sourcing, underwriting, and managing investments.
Top Products and Market Share
Key Offerings
- Senior Debt Financing: Provides first lien or senior secured loans, typically ranging from $5 million to $30 million. Competitors include Ares Capital, Main Street Capital, and Prospect Capital. Market share data is not readily available.
- Mezzanine Debt Financing: Offers subordinated debt and equity co-investments. Competitors include Ares Capital, Main Street Capital, and Prospect Capital. Market share data is not readily available.
Market Dynamics
Industry Overview
The BDC industry is competitive and influenced by interest rates, economic conditions, and regulatory changes. BDCs provide capital to companies that may not have access to traditional bank financing.
Positioning
Gladstone Capital Corporation focuses on lower middle market companies, providing both debt and equity. Their competitive advantage lies in their established network and experience in this segment.
Total Addressable Market (TAM)
The TAM for lower middle market lending is substantial, estimated in the billions of dollars annually. Gladstone Capital is positioned to capture a portion of this TAM through its targeted investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Focus on Lower Middle Market
- Diversified Investment Portfolio
- Established Network
- Access to Capital Markets
Weaknesses
- Reliance on External Financing
- Potential for Credit Losses
- Exposure to Economic Downturns
- Smaller Size Compared to Larger BDCs
Opportunities
- Increased Demand for Private Credit
- Expansion into New Industries
- Strategic Acquisitions
- Growth in Lower Middle Market
Threats
- Rising Interest Rates
- Increased Competition
- Economic Recession
- Regulatory Changes
- Credit Market Volatility
Competitors and Market Share
Key Competitors
- Ares Capital Corporation (ARCC)
- Main Street Capital Corporation (MAIN)
- Prospect Capital Corporation (PSEC)
Competitive Landscape
Gladstone Capital Corporation faces competition from larger BDCs with more resources. Their advantage lies in their focus on smaller companies and their experienced management team.
Major Acquisitions
Anchor Loans
- Year: 2024
- Acquisition Price (USD millions): 77.3
- Strategic Rationale: Added to portfolio of performing assets. Allows continued access to diverse financing.
Growth Trajectory and Initiatives
Historical Growth: Gladstone Capital Corporation's growth has been steady, driven by investments in lower middle market companies.
Future Projections: Future growth is projected to be driven by increased demand for private credit and expansion into new industries.
Recent Initiatives: Recent initiatives include focusing on sectors with strong growth potential and managing the investment portfolio to mitigate risk.
Summary
Gladstone Capital Corporation is a BDC focused on lower middle market lending. It has a steady historical growth, although faces competition from larger BDCs. Gladstone pays monthly dividends. Interest rate changes and economic downturns pose risks, while increased demand for private credit offers growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Financial News Outlets
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 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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