Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Palmer Square Capital BDC Inc. (PSBD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/30/2025: PSBD (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
6 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $14
1 Year Target Price $14
| 0 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.61% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 450.63M USD | Price to earnings Ratio 28.41 | 1Y Target Price 14 |
Price to earnings Ratio 28.41 | 1Y Target Price 14 | ||
Volume (30-day avg) 6 | Beta - | 52 Weeks Range 11.18 - 15.27 | Updated Date 06/30/2025 |
52 Weeks Range 11.18 - 15.27 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 12.64% | Basic EPS (TTM) 0.49 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 28.41 | Forward PE 8.92 | Enterprise Value - | Price to Sales(TTM) 21.4 |
Enterprise Value - | Price to Sales(TTM) 21.4 | ||
Enterprise Value to Revenue 57.64 | Enterprise Value to EBITDA - | Shares Outstanding 32373200 | Shares Floating - |
Shares Outstanding 32373200 | Shares Floating - | ||
Percent Insiders 13.1 | Percent Institutions 69.35 |
Analyst Ratings
Rating 3 | Target Price 14 | Buy 2 | Strong Buy - |
Buy 2 | Strong Buy - | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Palmer Square Capital BDC Inc.
Company Overview
History and Background
Palmer Square Capital BDC Inc. was formed in 2018 and focuses on providing financing solutions to middle market companies. It is externally managed by Palmer Square Capital Management LLC.
Core Business Areas
- Direct Lending: Providing direct lending to middle market companies through senior secured debt, subordinated debt, and equity investments.
- Opportunistic Credit Investments: Investing in opportunistic credit investments including, but not limited to, stressed, distressed and other special situation investments.
Leadership and Structure
The company is externally managed by Palmer Square Capital Management LLC. Christopher Long is the Chairman and CEO.
Top Products and Market Share
Key Offerings
- Senior Secured Debt: Provides first lien and unitranche loans to middle market companies. Market share data is difficult to ascertain for this specific product within the broader BDC landscape. Competitors include Ares Capital, Main Street Capital and Golub Capital BDC.
- Subordinated Debt: Offers second lien and mezzanine debt to middle market companies, often with equity warrants. Market share is difficult to ascertain, and overlaps with senior secured debt competitors.
Market Dynamics
Industry Overview
The BDC industry provides capital to small and medium-sized businesses, offering alternative financing options. The industry is sensitive to interest rate changes and economic conditions.
Positioning
Palmer Square Capital BDC Inc. focuses on middle market companies, seeking to provide financing solutions and generate income for its shareholders. It competes with larger and more established BDCs.
Total Addressable Market (TAM)
The total addressable market for middle market lending is substantial, estimated in the hundreds of billions of dollars. Palmer Square Capital BDC Inc. is positioned to capture a small percentage of this TAM.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (Palmer Square Capital Management)
- Focus on Middle Market Lending
- Diversified Investment Portfolio
Weaknesses
- Relatively Small Asset Base Compared to Larger BDCs
- External Management Structure
- Dependence on Palmer Square Capital Management for Investment Decisions
Opportunities
- Growth in Middle Market Lending
- Expansion into New Investment Strategies
- Increased Demand for Alternative Financing
Threats
- Economic Downturn
- Increased Competition from Other BDCs
- Rising Interest Rates
- Regulatory Changes
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- GBDC
- TCRD
- OXSQ
Competitive Landscape
Palmer Square Capital BDC Inc. competes with larger, more established BDCs for investment opportunities. Its success depends on its ability to source attractive deals and manage credit risk effectively.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on investment performance and capital raising activities. Requires analysis of past financial statements and investment activity reports.
Future Projections: Future projections are not available without analyst estimates. Based on industry trends for middle market lending, modest growth is expected if favorable economic conditions continue.
Recent Initiatives: Review latest company reports and press releases for recent strategic initiatives.
Summary
Palmer Square Capital BDC Inc. is a relatively small BDC focused on middle market lending, and therefore has more volatile swings. It is externally managed, which presents both advantages and disadvantages. The company's success depends on its ability to generate attractive returns while managing risk in a competitive industry. Careful monitoring of economic conditions, interest rates, and credit quality is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
- Finra
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be 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 Palmer Square Capital BDC Inc.
Exchange NYSE | Headquaters Mission Woods, KS, United States | ||
IPO Launch date 2024-01-18 | Chairman, CEO & Portfolio Manager Mr. Christopher Dale Long | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.palmersquarebdc.com |
Full time employees - | Website https://www.palmersquarebdc.com | ||
Palmer Square Capital BDC Inc. is a business development company specializing in direct investment. The Fund prefers to invest in corporate debt securities, collateralized loan obligation, and structured credit. The Fund prefers to invest in the United States.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.