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Upturn AI SWOT - About
Logan Ridge Finance Corp (LRFC)
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Upturn Advisory Summary
06/30/2025: LRFC (1-star) is currently NOT-A-BUY. Pass it for now.
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 $24
1 Year Target Price $24
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.04% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 49.91M USD | Price to earnings Ratio - | 1Y Target Price 24 |
Price to earnings Ratio - | 1Y Target Price 24 | ||
Volume (30-day avg) 1 | Beta 0.76 | 52 Weeks Range 16.57 - 25.07 | Updated Date 06/30/2025 |
52 Weeks Range 16.57 - 25.07 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 7.66% | Basic EPS (TTM) -2.72 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -35.29% | Operating Margin (TTM) 59.19% |
Management Effectiveness
Return on Assets (TTM) 3.93% | Return on Equity (TTM) -8.58% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 141316736 | Price to Sales(TTM) 2.43 |
Enterprise Value 141316736 | Price to Sales(TTM) 2.43 | ||
Enterprise Value to Revenue 197.52 | Enterprise Value to EBITDA -409.11 | Shares Outstanding 2655970 | Shares Floating - |
Shares Outstanding 2655970 | Shares Floating - | ||
Percent Insiders 10.34 | Percent Institutions 30.24 |
Analyst Ratings
Rating 1 | Target Price 24 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Logan Ridge Finance Corp
Company Overview
History and Background
Logan Ridge Finance Corp. (LRFC) was formed in 2011 and is a non-diversified closed-end investment management company and a business development company. It focuses on providing debt and equity capital to lower middle-market companies.
Core Business Areas
- Direct Lending: Providing senior secured loans, junior secured loans, and unitranche loans directly to portfolio companies.
- Equity Investments: Making equity investments, primarily in connection with debt investments, to potentially enhance returns.
Leadership and Structure
The company is led by Ted Ayres, CEO. The organizational structure includes investment professionals focusing on origination, underwriting, and portfolio management.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Provides senior secured loans to lower middle-market companies. Market share data is unavailable due to the fragmented nature of the lower middle-market lending space. Competitors include other BDCs and private credit funds.
- Junior Secured Loans: Provides junior secured loans to lower middle-market companies. Market share data is unavailable due to the fragmented nature of the lower middle-market lending space. Competitors include other BDCs and private credit funds.
Market Dynamics
Industry Overview
The business development company (BDC) industry is experiencing growth, driven by demand for alternative financing solutions for lower middle-market companies. Regulatory changes and interest rate environment significantly impact BDCs.
Positioning
LRFC focuses on the lower middle-market, seeking to provide flexible financing solutions and generate attractive returns. It competes with other BDCs, private credit funds, and traditional lenders.
Total Addressable Market (TAM)
The TAM for lower middle-market lending is substantial, estimated in the hundreds of billions of dollars annually. LRFC's positioning allows it to capture a share of this market by providing tailored financing solutions.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on lower middle-market lending
- Flexible financing solutions
- Potential for high returns
Weaknesses
- Smaller asset base compared to larger BDCs
- Reliance on external management agreement
- Sensitivity to interest rate fluctuations
- High operating expenses
Opportunities
- Increasing demand for alternative financing in the lower middle-market
- Expansion into new industries and geographies
- Strategic acquisitions
- Rise in private credit demand due to increased regulatory burden on banks
Threats
- Economic downturn impacting portfolio companies
- Increased competition from other BDCs and private credit funds
- Regulatory changes affecting BDCs
- Rising interest rates increasing funding costs
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- TCS
- OBDC
Competitive Landscape
LRFC faces intense competition in the BDC space. Larger BDCs have advantages in scale and access to capital. LRFC differentiates itself through its focus on lower middle-market and specialized financing solutions. Need to focus on differentiation.
Growth Trajectory and Initiatives
Historical Growth: Historical growth analysis requires retrieving financial performance data over several years.
Future Projections: Future projections would be based on analyst reports and company guidance.
Recent Initiatives: Recent initiatives would be found in press releases and SEC filings.
Summary
Logan Ridge Finance Corp is a business development company focused on the lower middle-market. Its strengths lie in its specialized focus and experienced management, but it faces challenges due to its smaller size and the competitive landscape. The company's success depends on its ability to effectively manage risk, generate attractive returns, and navigate the evolving regulatory environment. It will need to look out for increasing competition from other BDCs and private credit funds. The company needs to build on its strategic initiatives and identify more areas for expansion.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Company Website
- Financial News Sources
- BDC Industry Reports
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It should not be considered investment advice.
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 Logan Ridge Finance Corp
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2013-09-25 | CEO, President & Chairman of the Board Mr. Edward Joseph Goldthorpe | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Logan Ridge Finance Corporation, formerly known as, Capitala Finance Corp. is a Business Development Company specializing in senior subordinated debt and unitranche debt, unitranche loan, first-lien and second-lien loans, lower middle market and middle market, equity co-investment in sponsored companies. The fund targets companies in the Aerospace, defense, business services, education, food and beverage, Industrial & Environmental Services, logistics, distribution, media, telecommunication, manufacturing, consumer goods and health-care industries. It typically considers investments in the United States. The fund invests $5 million and $50 million per transaction in companies with EBITDA between $5 million to $50 million and enterprise value less than $250 million. The fund makes minority equity co-investments, alongside management or financial sponsors.
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