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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
08/28/2025: 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 $4.5
1 Year Target Price $4.5
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -2.64% | 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.81B USD | Price to earnings Ratio 12.5 | 1Y Target Price 4.5 |
Price to earnings Ratio 12.5 | 1Y Target Price 4.5 | ||
Volume (30-day avg) 2 | Beta 0.75 | 52 Weeks Range 3.10 - 4.58 | Updated Date 08/29/2025 |
52 Weeks Range 3.10 - 4.58 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 28.69% | 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 12.5 | Forward PE - | Enterprise Value 2106494592 | Price to Sales(TTM) 4.19 |
Enterprise Value 2106494592 | Price to Sales(TTM) 4.19 | ||
Enterprise Value to Revenue 40.01 | Enterprise Value to EBITDA - | Shares Outstanding 481600000 | Shares Floating - |
Shares Outstanding 481600000 | Shares Floating - | ||
Percent Insiders 3.58 | Percent Institutions 4.96 |
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
- CLO Investments: Investing in collateralized loan obligations (CLOs), which are structured finance products backed by a pool of loans.
Leadership and Structure
Oxford Lane Capital Corp. is managed by its executive team, focusing on identifying and managing CLO investments. Details of specific leadership are available in SEC filings and investor relation sections of their website.
Top Products and Market Share
Key Offerings
- CLO Equity: Oxford Lane's primary offering is investments in CLO equity tranches. Data on market share is difficult to obtain. Competitors include Eagle Point Credit Company (ECC) and OFS Credit Company (OCCI).
- CLO Debt: Oxford Lane also invests in CLO debt tranches, providing a more stable income stream compared to equity. Market share data for individual CLO debt investments is not publicly available. Competitors include Eagle Point Credit Company (ECC) and OFS Credit Company (OCCI).
Market Dynamics
Industry Overview
The CLO market is influenced by interest rates, credit spreads, and the overall health of the leveraged loan market. Currently, economic uncertainty impacts the market.
Positioning
Oxford Lane specializes in CLO investments, aiming to generate income and capital appreciation. Their competitive advantage lies in their expertise in CLO selection and management.
Total Addressable Market (TAM)
The total CLO market is estimated in the hundreds of billions of dollars. Oxford Lane's position within this TAM is relatively small, but it holds a significant share of publicly traded CLO funds.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLO investments
- High current yield
- Experienced management team
Weaknesses
- High expense ratio
- Complex investment structure
- Sensitivity to credit market conditions
Opportunities
- Expanding CLO market
- Increasing investor demand for yield
- Strategic acquisitions
Threats
- Economic downturn
- Increased regulation
- Rising interest rates
Competitors and Market Share
Key Competitors
- ECC
- OFS
- XAI
Competitive Landscape
Oxford Lane faces competition from other CLO investment funds. The competitive landscape is determined by access to CLOs, investment strategies and management fees.
Growth Trajectory and Initiatives
Historical Growth: Growth has been achieved through strategic investments in CLOs and leveraging market opportunities.
Future Projections: Future growth depends on the CLO market and ability to generate returns.
Recent Initiatives: Focus on optimizing portfolio and growing net asset value.
Summary
Oxford Lane Capital Corp. is a specialized investment firm focusing on CLOs. The company offers high dividend yields but carries significant risk due to market sensitivity and expense ratios. It needs to be mindful of economic conditions and optimize portfolio management to maintain competitive positioning. Its growth relies heavily on the CLO market and management efficiency.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings (10-K, 10-Q)
- Investor Presentations
- Third-party financial data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on thorough 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 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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