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Upturn AI SWOT - About
Oxford Lane Capital Corp (OXLC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: OXLC (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
2 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $4.75
1 Year Target Price $4.75
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.99B USD | Price to earnings Ratio 13.8 | 1Y Target Price 4.75 |
Price to earnings Ratio 13.8 | 1Y Target Price 4.75 | ||
Volume (30-day avg) 2 | Beta 0.79 | 52 Weeks Range 3.91 - 5.68 | Updated Date 06/30/2025 |
52 Weeks Range 3.91 - 5.68 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 26.12% | Basic EPS (TTM) 0.3 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.26% | Operating Margin (TTM) 72.59% |
Management Effectiveness
Return on Assets (TTM) 8.49% | Return on Equity (TTM) 3.1% |
Valuation
Trailing PE 13.8 | Forward PE - | Enterprise Value 2283235840 | Price to Sales(TTM) 4.63 |
Enterprise Value 2283235840 | Price to Sales(TTM) 4.63 | ||
Enterprise Value to Revenue 43.25 | Enterprise Value to EBITDA - | Shares Outstanding 481600000 | Shares Floating - |
Shares Outstanding 481600000 | Shares Floating - | ||
Percent Insiders 3.58 | Percent Institutions 3.99 |
Analyst Ratings
Rating 2 | Target Price 4.75 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Oxford Lane Capital Corp
Company Overview
History and Background
Oxford Lane Capital Corp. was founded in 2010 and is a non-diversified closed-end management investment company that focuses on CLO investments.
Core Business Areas
- Collateralized Loan Obligations (CLOs): Oxford Lane invests primarily in CLO equity and debt tranches, which are securitizations of pools of senior secured loans.
Leadership and Structure
Oxford Lane's management team is led by Jonathan H. Cohen as CEO. It operates under a board of directors and has an investment management team focusing on CLO investments.
Top Products and Market Share
Key Offerings
- CLO Equity Investments: These investments offer high potential returns but also carry higher risk. Market share data specific to Oxford Lane's equity investments is not publicly available, but CLO equity represents a significant portion of their AUM. Competitors include other CLO equity investors like Eagle Point Credit Company.
- CLO Debt Investments: These investments offer a more stable income stream with lower risk compared to equity tranches. Again, specific market share data is unavailable, but this segment diversifies their portfolio. Competitors are similar to CLO equity investments but also include institutional investors focused on fixed income.
Market Dynamics
Industry Overview
The CLO market is influenced by factors such as interest rates, credit spreads, and the overall health of the leveraged loan market. Recent volatility has impacted CLO valuations.
Positioning
Oxford Lane is positioned as a specialist in CLO investments, focusing on generating income and capital appreciation through its investments. Their competitive advantage lies in their expertise in CLO selection and management.
Total Addressable Market (TAM)
The global CLO market is estimated to be in the trillions of dollars. Oxford Lane is a relatively small player compared to the overall TAM but has established itself as a niche specialist within it.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLO investments
- High dividend yield
- Experienced management team
Weaknesses
- High expense ratio
- Concentration risk in CLO investments
- Sensitivity to interest rate changes and credit spreads
Opportunities
- Growth in the CLO market
- Increased demand for alternative income investments
- Potential for acquisitions of smaller CLO managers
Threats
- Economic downturns and credit defaults
- Increased regulatory scrutiny of CLOs
- Rising interest rates
Competitors and Market Share
Key Competitors
- ECC
- OXSQ
Competitive Landscape
Oxford Lane competes with other CLO investment firms, hedge funds, and institutional investors in the CLO market. Their competitive advantage is their expertise and established track record.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been tied to the expansion of the CLO market and Oxford Lane's ability to raise capital.
Future Projections: Future growth is dependent on market conditions and Oxford Lane's ability to continue generating attractive returns from CLO investments.
Recent Initiatives: Recent initiatives may include raising capital through debt or equity offerings and adjusting their investment portfolio based on market conditions. Consult with current news sources to confirm.
Summary
Oxford Lane Capital Corp. is a specialized investment firm focused on CLOs, offering high dividend yields but also carrying higher risk. Its strength lies in its expertise, but weaknesses include a high expense ratio and market sensitivity. Future success depends on navigating market volatility and maintaining attractive returns. Investors must be aware of the risks associated with CLO investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q), Investor Presentations, Press Releases, Third-party financial data providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making any investment decisions. Market share data is estimated and may not be precise.
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 Oxford Lane Capital Corp
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2011-01-20 | CEO & Interested Director Mr. Jonathan H. Cohen | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Oxford Lane Capital Corp. is a close ended fund launched and managed by Oxford Lane Management LLC. It invests in fixed income securities. The fund primarily invests in securitization vehicles which in turn invest in senior secured loans made to companies whose debt is rated below investment grade or is unrated. Oxford Lane Capital Corp was formed on June 9, 2010 and is domiciled in the United States.
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