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Upturn AI SWOT - About
LIEN 
Chicago Atlantic BDC, Inc. (LIEN)
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Upturn Advisory Summary
08/28/2025: LIEN (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 $11
1 Year Target Price $11
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 6.38% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 248.74M USD | Price to earnings Ratio 8.07 | 1Y Target Price 11 |
Price to earnings Ratio 8.07 | 1Y Target Price 11 | ||
Volume (30-day avg) 1 | Beta 0.23 | 52 Weeks Range 9.40 - 12.27 | Updated Date 08/29/2025 |
52 Weeks Range 9.40 - 12.27 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 11.56% | Basic EPS (TTM) 1.35 |
Earnings Date
Report Date 2025-08-14 | When - | Estimate 0.36 | Actual 0.34 |
Profitability
Profit Margin 58.81% | Operating Margin (TTM) 54.85% |
Management Effectiveness
Return on Assets (TTM) 7.52% | Return on Equity (TTM) 12.44% |
Valuation
Trailing PE 8.07 | Forward PE 7.52 | Enterprise Value 234915072 | Price to Sales(TTM) 6.09 |
Enterprise Value 234915072 | Price to Sales(TTM) 6.09 | ||
Enterprise Value to Revenue 8.07 | Enterprise Value to EBITDA - | Shares Outstanding 22820600 | Shares Floating - |
Shares Outstanding 22820600 | Shares Floating - | ||
Percent Insiders 0.45 | Percent Institutions 26.55 |
Upturn AI SWOT
Chicago Atlantic BDC, Inc.
Company Overview
History and Background
Chicago Atlantic BDC, Inc. was founded in 2021. It is a specialty finance company focused on providing capital to the cannabis industry.
Core Business Areas
- Cannabis Lending: Primarily focuses on lending to licensed cannabis operators, providing senior secured credit.
Leadership and Structure
The company is led by its CEO, John Mazarakis. The organizational structure includes investment professionals and support staff focused on origination, underwriting, and portfolio management.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Provides senior secured loans to state-licensed cannabis operators. The market share is difficult to precisely determine, but it is a significant player in cannabis lending, with competitors including AFC Gamma and NewLake Capital Partners. Market share and revenue for this product are included in company reported financial reports.
Market Dynamics
Industry Overview
The cannabis industry is a rapidly growing market with increasing legalization and acceptance, presenting both opportunities and regulatory challenges. There is a limited access to capital from traditional financial institutions, which creates opportunities for companies like Chicago Atlantic BDC, Inc.
Positioning
Chicago Atlantic BDC, Inc. is positioned as a key lender in the cannabis industry, capitalizing on the lack of traditional financing options. Its competitive advantage lies in its specialized knowledge of the cannabis market and its ability to provide tailored financing solutions.
Total Addressable Market (TAM)
The cannabis industry's TAM is estimated in the billions of dollars. Chicago Atlantic BDC, Inc. captures a portion of this TAM by providing financing to cannabis operators and has a decent positioning within the market.
Upturn SWOT Analysis
Strengths
- Specialized knowledge of the cannabis industry
- Strong underwriting standards
- Experienced management team
- Focus on senior secured loans
Weaknesses
- Concentration risk in the cannabis industry
- Regulatory uncertainty in the cannabis market
- Relatively short operating history
- Dependence on a single industry for income generation
Opportunities
- Expansion into new cannabis markets
- Increased legalization and acceptance of cannabis
- Partnerships with other cannabis industry players
- Growth in demand for cannabis products
Threats
- Changes in cannabis regulations
- Increased competition in the cannabis lending market
- Economic downturn impacting the cannabis industry
- Federal prohibition of cannabis
Competitors and Market Share
Key Competitors
- AFC Gamma (AFCG)
- NewLake Capital Partners (NLCP)
- Innovative Industrial Properties (IIPR)
Competitive Landscape
Chicago Atlantic BDC, Inc.'s advantages lie in its specialized focus and strong underwriting. Disadvantages include its concentration risk and regulatory uncertainty.
Growth Trajectory and Initiatives
Historical Growth: Chicago Atlantic BDC, Inc. has experienced rapid growth since its founding due to the expansion of the cannabis industry.
Future Projections: Future growth is dependent on the continued legalization of cannabis and the company's ability to maintain its underwriting standards. Review company SEC filings to get projections for Chicago Atlantic BDC, Inc.'s future growth based on analyst estimates.
Recent Initiatives: Recent initiatives include expanding the loan portfolio and focusing on high-quality borrowers. Review company SEC filings to get highlights of recent strategic initiatives undertaken by Chicago Atlantic BDC, Inc..
Summary
Chicago Atlantic BDC, Inc. is a specialized finance company focused on the cannabis industry. Its strengths include its expertise in cannabis lending and its focus on senior secured loans. However, it faces challenges related to regulatory uncertainty and concentration risk. It needs to be careful about risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute 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 Chicago Atlantic BDC, Inc.
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2022-02-04 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
Silver Spike Investment Corp., is a a business development company. It is a specialty finance company, focuses on investing across the cannabis ecosystem through investments in the form of direct loans to, and equity ownership of, privately held cannabis companies. It intends to partner with private equity firms, entrepreneurs, business owners, and management teams to provide credit and equity financing alternatives to support buyouts, recapitalizations, growth initiatives, refinancings, and acquisitions across cannabis companies, including cannabis-enabling technology companies, cannabis-related health and wellness companies, and hemp and CBD distribution companies. The company was founded in 2021 and is based in New York, New York.
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