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Upturn AI SWOT - About
Oxford Lane Capital Corp. 8.75% Notes due 2030 (OXLCI)
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Upturn Advisory Summary
06/30/2025: OXLCI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.89% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 23.09 - 25.54 | Updated Date 06/29/2025 |
52 Weeks Range 23.09 - 25.54 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.70% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 76.64% | Operating Margin (TTM) 71.74% |
Management Effectiveness
Return on Assets (TTM) 8.88% | Return on Equity (TTM) 23.94% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Oxford Lane Capital Corp. 8.75% Notes due 2030
Company Overview
History and Background
Oxford Lane Capital Corp. is a closed-end management investment company. It focuses on CLO investments. The 8.75% Notes due 2030 represent a specific debt offering, not the company itself.
Core Business Areas
- CLO Investments: Invests in collateralized loan obligations (CLOs), which are securitizations of pools of loans, primarily senior secured loans.
Leadership and Structure
Oxford Lane Capital Corp. has a board of directors and an executive management team led by the CEO. It is structured as a regulated investment company (RIC).
Top Products and Market Share
Key Offerings
- CLO Equity: Investments in the equity tranches of CLOs, providing leveraged exposure to the underlying loan portfolios. Market share data is not directly applicable to a debt offering but would relate to OXLC's CLO investment market. Competitors include other BDCs focused on CLOs.
- CLO Debt: Investments in the debt tranches of CLOs, offering different risk-return profiles. Market share data is not directly applicable to a debt offering but would relate to OXLC's CLO investment market. Competitors include other BDCs focused on CLOs.
Market Dynamics
Industry Overview
The CLO market is influenced by interest rates, credit spreads, and the overall health of the loan market. CLOs package and sell debt obligations to investors.
Positioning
Oxford Lane Capital Corp. specializes in CLO investments, seeking high current income. Their competitive advantage lies in their expertise in CLO analysis and selection.
Total Addressable Market (TAM)
The TAM is the overall size of the CLO market. Oxford Lane Capital Corp. is positioned to capture a share of the income generated by these CLOs.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLO investments
- High current income potential
- Experienced management team
Weaknesses
- High leverage
- Sensitivity to interest rate changes
- Concentration in CLO market
Opportunities
- Growth in CLO market
- Expansion into new CLO strategies
- Increased demand for alternative income investments
Threats
- Economic downturn
- Increased regulation of CLOs
- Rising interest rates
Competitors and Market Share
Key Competitors
- ECC
- OCSI
- ARCC
Competitive Landscape
Oxford Lane competes with other BDCs for CLO investments. Their success depends on their ability to source and manage CLO portfolios effectively.
Growth Trajectory and Initiatives
Historical Growth: N/A - this is a debt instrument. Historical growth refers to OXLC as a whole
Future Projections: N/A - this is a debt instrument. Future projections refer to OXLC as a whole.
Recent Initiatives: N/A - this is a debt instrument. Recent initiatives refer to OXLC as a whole.
Summary
The Oxford Lane Capital Corp. 8.75% Notes due 2030 are a debt instrument, offering a fixed return. The company Oxford Lane focuses on CLO investments, a sector with both potential rewards and significant risks. Success depends on their expertise in CLO selection and management. Investors should consider interest rate sensitivity and economic downturns. Overall, the notes offer a fixed income return within a specialized investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings, Company press releases, Market analysis reports
Disclaimers:
The information provided is for informational purposes only and does not constitute 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. 8.75% Notes due 2030
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2024-07-09 | CEO & Interested Director Mr. Jonathan H. Cohen | ||
Sector - | Industry - | 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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