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Upturn AI SWOT - About
MAIN 
Main Street Capital Corporation (MAIN)
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Upturn Advisory Summary
08/07/2025: MAIN (4-star) is a STRONG-BUY. BUY since 52 days. Profits (15.97%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $56.25
1 Year Target Price $56.25
| 0 | Strong Buy |
| 0 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 79.5% | Avg. Invested days 89 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/07/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.71B USD | Price to earnings Ratio 10.88 | 1Y Target Price 56.25 |
Price to earnings Ratio 10.88 | 1Y Target Price 56.25 | ||
Volume (30-day avg) 4 | Beta 0.85 | 52 Weeks Range 44.76 - 66.39 | Updated Date 08/7/2025 |
52 Weeks Range 44.76 - 66.39 | Updated Date 08/7/2025 | ||
Dividends yield (FY) 4.58% | Basic EPS (TTM) 5.84 |
Earnings Date
Report Date 2025-08-07 | When - | Estimate 0.9854 | Actual - |
Profitability
Profit Margin 94.61% | Operating Margin (TTM) 88.28% |
Management Effectiveness
Return on Assets (TTM) 6.02% | Return on Equity (TTM) 19.31% |
Valuation
Trailing PE 10.88 | Forward PE 15.62 | Enterprise Value 7811366400 | Price to Sales(TTM) 10.45 |
Enterprise Value 7811366400 | Price to Sales(TTM) 10.45 | ||
Enterprise Value to Revenue 13.11 | Enterprise Value to EBITDA 15.6 | Shares Outstanding 89029400 | Shares Floating 85514482 |
Shares Outstanding 89029400 | Shares Floating 85514482 | ||
Percent Insiders 3.86 | Percent Institutions 22.97 |
Upturn AI SWOT
Main Street Capital Corporation
Company Overview
History and Background
Main Street Capital Corporation was founded in 1997. Initially focused on venture capital, it shifted towards providing debt and equity capital to lower middle market companies. It became a publicly traded company in 2007.
Core Business Areas
- Investment Management: Manages investments in publicly traded companies and other investment vehicles.
- Lower Middle Market: Invests in lower middle market companies (generally those with annual revenues between $10 million and $150 million) through direct investments, primarily in the form of debt and equity.
- Private Loan: Provides customized debt solutions to privately held companies, often supporting acquisitions, growth financings, or recapitalizations.
Leadership and Structure
The company is led by Chairman, President, and CEO Dwayne L. Hyzak. It operates as a business development company (BDC) with a hierarchical organizational structure emphasizing investment management and portfolio oversight.
Top Products and Market Share
Key Offerings
- Debt Financing: Provides senior secured debt, typically ranging from $5 million to $75 million per transaction, to lower middle market companies. Market share data is fragmented, but Main Street Capital is a significant player in the BDC space. Competitors include Ares Capital (ARCC) and Golub Capital BDC (GBDC).
- Equity Investments: Makes equity investments, often alongside debt financings, providing growth capital and strategic support to portfolio companies. Market share is difficult to quantify due to the diverse nature of private equity. Competitors include private equity firms and other BDCs.
Market Dynamics
Industry Overview
The BDC industry is highly competitive, with numerous firms providing capital to lower middle market companies. Interest rate fluctuations, economic conditions, and regulatory changes significantly impact the industry.
Positioning
Main Street Capital is a well-established BDC known for its consistent dividend payments and focus on lower middle market investments. Its competitive advantage lies in its experienced management team, disciplined investment approach, and track record of generating attractive returns.
Total Addressable Market (TAM)
The total addressable market for lower middle market financing is estimated to be in the tens of billions of dollars annually. Main Street Capital is positioned to capture a portion of this TAM through its various debt and equity investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Disciplined investment approach
- Proven track record
- Strong dividend payout history
- Internal management structure leading to lower costs
Weaknesses
- Exposure to economic downturns
- Reliance on external funding
- Limited liquidity of investments
- High dependence on key personnel
Opportunities
- Growing demand for capital in the lower middle market
- Expansion into new industries and geographies
- Strategic acquisitions of other BDCs or asset managers
- Increased regulatory clarity
Threats
- Increased competition from other BDCs and private equity firms
- Rising interest rates
- Economic recession
- Changes in regulations affecting BDCs
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- TCPC
- PSEC
Competitive Landscape
Main Street Capital competes with other BDCs and private equity firms for investment opportunities. Its advantages include its internal management structure, lower operating costs, and focus on lower middle market companies. Its disadvantages include its smaller size compared to some of its competitors.
Major Acquisitions
MSC Income Fund, Inc.
- Year: 2018
- Acquisition Price (USD millions): 306
- Strategic Rationale: Expanded Main Street's investment portfolio and increased assets under management.
Growth Trajectory and Initiatives
Historical Growth: Main Street Capital has grown its portfolio and net investment income steadily over the past decade through strategic acquisitions and organic growth.
Future Projections: Analyst estimates vary, but generally project continued growth in net investment income and dividend payouts. Actual growth is dependent on market conditions.
Recent Initiatives: Recent initiatives include strategic investments in new portfolio companies and expansion of its private loan business.
Summary
Main Street Capital Corporation is a well-managed BDC with a strong track record. Its disciplined investment approach and focus on lower middle market companies have resulted in consistent dividend payouts. Economic downturns and increasing competition remain key risks to monitor. The internal management and cost structure is a long term advantage that will help it weather uncertainty.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Analyst Reports (FactSet, S&P Capital IQ)
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary depending on the source. Financial data is subject to change. Investors should conduct their own due diligence before making any investment decisions.
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 Main Street Capital Corporation
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2007-10-05 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees 104 | Website https://www.mainstcapital.com |
Full time employees 104 | Website https://www.mainstcapital.com | ||
Main Street Capital Corporation is a business development company and a small business investment company specializing in direct and indirect investments. In direct investments, the firm specializes in private equity capital to lower middle market companies. The firm specializes in recapitalizations, loan, growth capital, mezzanine debt, corporate carveouts, family estate planning, management buyouts, refinancing, private loan, private credit solutions, senior secured term debt, unintranche term debt, subordinated debt, preferred equity, common equity, minimal or no fixed amortization, split lien term debt, industry consolidation, mature, later stage and emerging growth. The firm makes both control and non-control equity investments. The firm also provides debt capital to middle market companies for strategic acquisitions, management buyouts, growth financings, majority and minority recapitalizations, and refinancing. The firm also makes equity co-investments. The firm provides debt financing solutions for acquisitions, recapitalizations, and refinancing to middle market companies. The firm provides private debt and private equity capital to lower middle market companies and debt capital to middle market companies. The firm seeks to partner with entrepreneurs, business owners and management teams and generally provides one stop financing alternatives within its lower middle market portfolio. It prefers to invest in air freight and logistics, auto components, building products, chemicals, commercial services, computers, construction and engineering, consumer finance, consumer services, electronic equipment, energy equipment and services, financial services, health care equipment, health care providers, hotels, restaurants, and leisure, internet software and services, IT Services, machinery, oil, gas and consumable fuels, paper and forest products, professional and industrial services, manufacturing, road and rail, software, specialty retail, telecommunication, consumer discretionary, energy, materials, concrete, p
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