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ICMB 
Investcorp Credit Management BDC Inc (ICMB)
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Upturn Advisory Summary
11/05/2025: ICMB (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
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $6.5
1 Year Target Price $6.5
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -26.33% | Avg. Invested days 44 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 39.25M USD | Price to earnings Ratio 9.07 | 1Y Target Price 6.5 |
Price to earnings Ratio 9.07 | 1Y Target Price 6.5 | ||
Volume (30-day avg) 1 | Beta 0.42 | 52 Weeks Range 2.17 - 3.06 | Updated Date 11/6/2025 |
52 Weeks Range 2.17 - 3.06 | Updated Date 11/6/2025 | ||
Dividends yield (FY) 17.36% | Basic EPS (TTM) 0.3 |
Earnings Date
Report Date 2025-11-12 | When - | Estimate 0.1 | Actual - |
Profitability
Profit Margin 65.6% | Operating Margin (TTM) 62.96% |
Management Effectiveness
Return on Assets (TTM) 4.27% | Return on Equity (TTM) -5.47% |
Valuation
Trailing PE 9.07 | Forward PE - | Enterprise Value 170691056 | Price to Sales(TTM) 1.92 |
Enterprise Value 170691056 | Price to Sales(TTM) 1.92 | ||
Enterprise Value to Revenue 18.63 | Enterprise Value to EBITDA - | Shares Outstanding 14431202 | Shares Floating - |
Shares Outstanding 14431202 | Shares Floating - | ||
Percent Insiders 25.91 | Percent Institutions 21.09 |
Upturn AI SWOT
Investcorp Credit Management BDC Inc
Company Overview
History and Background
Investcorp Credit Management BDC Inc. (ICMB) was founded in 2014 as CM Finance Inc., later rebranding. It focuses on providing financing solutions to middle-market companies.
Core Business Areas
- Direct Lending: Providing first lien, unitranche, and second lien debt to U.S. middle market companies, often alongside private equity sponsors.
Leadership and Structure
The company is led by a board of directors and an executive management team. The investment advisor is Investcorp Credit Management US LLC.
Top Products and Market Share
Key Offerings
- Senior Secured Debt: Primarily first lien and second lien loans to middle market companies. Specific market share data is difficult to pinpoint due to the fragmented nature of middle market lending, competitors including Ares Capital (ARCC) and Golub Capital BDC (GBDC).
Market Dynamics
Industry Overview
The BDC industry is affected by interest rates, regulatory changes, and the overall health of the middle market. Competition is high.
Positioning
ICMB focuses on middle-market lending, often targeting companies with strong sponsors. It aims to generate current income and capital appreciation.
Total Addressable Market (TAM)
The TAM for middle market lending is substantial, estimated to be in the hundreds of billions of dollars. ICMB is positioned to capture a portion of this market through its lending activities.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Access to Investcorp's platform
- Focus on secured lending
- Diversified portfolio (relative to some BDCs)
Weaknesses
- Reliance on external investment advisor
- Small market capitalization
- Sensitivity to interest rate fluctuations
- Potential for credit losses in economic downturns
Opportunities
- Growing middle market lending demand
- Potential for strategic acquisitions
- Expansion into new lending products
- Increased market awareness
Threats
- Increased competition from other lenders
- Economic recession leading to loan defaults
- Regulatory changes impacting BDCs
- Rising interest rates affecting borrowers' ability to repay
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- TPVG
- OXSQ
Competitive Landscape
ICMB competes with larger BDCs and private credit funds. Its smaller size can be a disadvantage but also allows for more nimble deal-making.
Growth Trajectory and Initiatives
Historical Growth: Review historical financials for past growth trends.
Future Projections: Future growth projections are based on analyst estimates which are unavailable at this time.
Recent Initiatives: Strategic initiatives are detailed in company press releases and investor presentations.
Summary
Investcorp Credit Management BDC Inc. focuses on middle-market lending. Its small size is a disadvantage, but it accesses Investcorp's platform. Interest rates and the economic climate significantly influence performance. Credit losses in an economic downturn is a large concern to mitigate. The market is highly competetive.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Investor Presentations
- Third-Party Financial Analysis (unavailable)
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Market share estimates are approximate.
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 Investcorp Credit Management BDC Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2014-02-06 | CEO, CIO of Private Credit & Director Mr. Suhail Ahmad Shaikh | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://icmbdc.com/ |
Full time employees - | Website https://icmbdc.com/ | ||
Investcorp Credit Management BDC, Inc. is a business development company specializing in loan, mezzanine, middle market, growth capital, acquisitions, market/product expansion, organic growth, refinancings and recapitalization investments. It also selectively invests in mezzanine loans/structured equity and in the equity of portfolio companies through warrants and other instruments, in most cases taking such upside participation interests as part of a broader investment relationship. The fund typically invests in United States and Europe. Within United States, the fund seeks to invest in Midatlantic, Midwest, Northeast, Southeast, and West Coast regions. The fund primarily invests in cable and satellites; consumer services; healthcare equipment and services; industrials; information technology; telecommunication services; and utilities sectors. The fund seeks to invest between $5 million to $25 million in companies that have annual revenues of at least $50 million with EBITDA at least $15 million.
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