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Upturn AI SWOT - About
ICMB 
Investcorp Credit Management BDC Inc (ICMB)
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Upturn Advisory Summary
09/15/2025: 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 -14.08% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 41.85M USD | Price to earnings Ratio 9.67 | 1Y Target Price 6.5 |
Price to earnings Ratio 9.67 | 1Y Target Price 6.5 | ||
Volume (30-day avg) 1 | Beta 0.88 | 52 Weeks Range 2.27 - 3.21 | Updated Date 09/15/2025 |
52 Weeks Range 2.27 - 3.21 | Updated Date 09/15/2025 | ||
Dividends yield (FY) 16.44% | Basic EPS (TTM) 0.3 |
Earnings Date
Report Date - | When - | Estimate - | 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 9.67 | Forward PE - | Enterprise Value 173288672 | Price to Sales(TTM) 2.05 |
Enterprise Value 173288672 | Price to Sales(TTM) 2.05 | ||
Enterprise Value to Revenue 18.75 | Enterprise Value to EBITDA - | Shares Outstanding 14431200 | Shares Floating - |
Shares Outstanding 14431200 | 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. was formed in 2015 and commenced operations in October 2015. It invests primarily in middle-market companies in the United States.
Core Business Areas
- Direct Lending: Primarily invests in senior secured debt and second lien loans of middle-market companies.
Leadership and Structure
Avery Cook serves as Chief Executive Officer. The company operates as a BDC, overseen by a Board of Directors.
Top Products and Market Share
Key Offerings
- Senior Secured Debt: The primary focus is on providing senior secured debt to middle-market companies. Market share data is not publicly available on a specific product level but the BDC industry is highly competitive. Competitors include Ares Capital Corporation and Owl Rock Capital Corporation.
Market Dynamics
Industry Overview
The BDC industry provides capital to small and medium-sized businesses. The industry is sensitive to economic conditions and interest rates.
Positioning
Investcorp Credit Management BDC focuses on middle-market lending. Competitive advantages may include investment expertise and relationship networks.
Total Addressable Market (TAM)
The TAM for middle-market lending is substantial. Precise value is dependent on economic conditions. ICRM is positioned to capture a fraction of this TAM through its specialized lending strategies.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Focus on Middle-Market Lending
- Diversified Investment Portfolio
Weaknesses
- Relatively small AUM compared to industry giants.
- Exposure to credit risk in middle-market lending
- Dependence on external financing
Opportunities
- Increased demand for private credit
- Expanding Investment Mandate
- Strategic Partnerships
Threats
- Economic Downturn
- Increased Competition
- Changes in Regulatory Environment
Competitors and Market Share
Key Competitors
- ARCC
- ORCC
- TCSL
- FSK
Competitive Landscape
ICRM is a smaller player in the BDC industry compared to larger competitors such as ARCC and ORCC. It must differentiate itself through specialization or superior investment performance.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be determined from the company's financial statements and annual reports.
Future Projections: Future projections are usually provided by analyst reports. Please check for specific analyst estimates.
Recent Initiatives: Review company press releases and investor presentations for recent strategic initiatives.
Summary
Investcorp Credit Management BDC Inc. is a BDC focused on middle-market lending. Its smaller size relative to competitors presents both challenges and opportunities. Economic conditions and credit risk in the middle market are key factors to watch. Recent initiatives and investment performance will determine its future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Website, Press Releases, Analyst Reports (if available).
Disclaimers:
This analysis is based on publicly available information and is not 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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