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Upturn AI SWOT - About
OXLC 
Oxford Lane Capital Corp (OXLC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/30/2025: 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
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $22.5
1 Year Target Price $22.5
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.4% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.47B USD | Price to earnings Ratio 10.16 | 1Y Target Price 22.5 |
Price to earnings Ratio 10.16 | 1Y Target Price 22.5 | ||
Volume (30-day avg) 2 | Beta 0.78 | 52 Weeks Range 14.49 - 21.76 | Updated Date 10/30/2025 |
52 Weeks Range 14.49 - 21.76 | Updated Date 10/30/2025 | ||
Dividends yield (FY) 33.72% | Basic EPS (TTM) 1.5 |
Earnings Date
Report Date 2025-10-30 | When - | Estimate 0.305 | 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 10.16 | Forward PE - | Enterprise Value 1788360320 | Price to Sales(TTM) 3.42 |
Enterprise Value 1788360320 | Price to Sales(TTM) 3.42 | ||
Enterprise Value to Revenue 37.55 | Enterprise Value to EBITDA - | Shares Outstanding 96580463 | Shares Floating - |
Shares Outstanding 96580463 | Shares Floating - | ||
Percent Insiders 3.46 | Percent Institutions 6.51 |
Upturn AI SWOT
Oxford Lane Capital Corp
Company Overview
History and Background
Oxford Lane Capital Corp. was founded in 2010 and is a closed-end management investment company that focuses on investment in CLO equity and debt positions.
Core Business Areas
- CLO Equity Investments: Investments in CLO equity tranches, which are the riskiest but potentially highest-yielding parts of the CLO capital structure.
- CLO Debt Investments: Investments in CLO debt tranches, offering a more stable income stream but with lower potential returns compared to CLO equity.
Leadership and Structure
Oxford Lane Capital Corp. is led by its executive management team. The organizational structure comprises investment professionals and support staff.
Top Products and Market Share
Key Offerings
- CLO Equity: Investments in the equity tranches of Collateralized Loan Obligations (CLOs). These are high-risk, high-reward investments in pools of leveraged loans. Market share data for individual CLO equity tranches is not publicly available. Competitors include other BDCs and CLO funds specializing in similar investments.
- CLO Debt: Investments in the debt tranches of CLOs, providing a more stable, income-oriented investment compared to equity. Market share data is not typically tracked at this granular level. Competitors are those specializing in fixed-income investments focused on CLOs.
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. Demand from institutional investors drives CLO issuance and pricing.
Positioning
Oxford Lane Capital Corp. specializes in CLO investments, offering a potentially higher yield than traditional fixed-income investments, but with greater risk. Its competitive advantage lies in its expertise in selecting and managing CLO investments.
Total Addressable Market (TAM)
The CLO market is several hundred billion dollars in size. Oxford Lane Capital Corp's position is as a niche player, focused on CLO equity and debt, which represents a subset of the overall CLO market.
Upturn SWOT Analysis
Strengths
- Specialized Expertise in CLO Investments
- High Potential Yield
- Experienced Management Team
Weaknesses
- High Risk Associated with CLO Investments
- Sensitivity to Interest Rate Changes
- Reliance on Leveraged Loan Market
Opportunities
- Growth in the CLO Market
- Increased Demand for Alternative Investments
- Strategic Acquisitions
Threats
- Economic Downturn
- Increased Regulation
- Competition from Other Investment Firms
Competitors and Market Share
Key Competitors
- EIC
- ECC
- ARCC
- TPVG
Competitive Landscape
Oxford Lane Capital Corp competes with other BDCs and investment firms focused on CLOs. Its competitive advantage lies in its expertise and track record in CLO investments.
Growth Trajectory and Initiatives
Historical Growth: Oxford Lane Capital Corp's growth is tied to the expansion of the CLO market and its ability to generate income from its investments.
Future Projections: Future growth will depend on market conditions, the company's investment strategy, and its ability to manage risk effectively.
Recent Initiatives: Recent initiatives have not been accessible.
Summary
Oxford Lane Capital Corp specializes in CLO investments, offering high yield potential but with significant risk. Its expertise is a strength, but it is sensitive to market fluctuations. Future success depends on effective risk management and strategic investment decisions. The recent performance trends can be impacted with fluctuations in interest rates. Overall, OXLC is dependent upon the economy and the leverage loans that it invests in.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Data Providers
- Financial News Outlets
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a 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 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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