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Upturn AI SWOT - About
PSBD 
Palmer Square Capital BDC Inc. (PSBD)
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Upturn Advisory Summary
10/17/2025: PSBD (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
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $13.75
1 Year Target Price $13.75
| 0 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.04% | Avg. Invested days 87 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 391.61M USD | Price to earnings Ratio 22.16 | 1Y Target Price 13.75 |
Price to earnings Ratio 22.16 | 1Y Target Price 13.75 | ||
Volume (30-day avg) 6 | Beta - | 52 Weeks Range 10.81 - 14.76 | Updated Date 10/18/2025 |
52 Weeks Range 10.81 - 14.76 | Updated Date 10/18/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.55 |
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 22.16 | Forward PE 7.99 | Enterprise Value - | Price to Sales(TTM) 17.26 |
Enterprise Value - | Price to Sales(TTM) 17.26 | ||
Enterprise Value to Revenue 50.03 | Enterprise Value to EBITDA - | Shares Outstanding 32125732 | Shares Floating - |
Shares Outstanding 32125732 | Shares Floating - | ||
Percent Insiders 13.21 | Percent Institutions 69.65 |
Upturn AI SWOT
Palmer Square Capital BDC Inc.
Company Overview
History and Background
Palmer Square Capital BDC Inc. was formed in 2018. It focuses on providing customized credit solutions to middle market companies. They are managed by Palmer Square Capital Management LLC, an established credit asset manager.
Core Business Areas
- Direct Lending: Primarily focuses on direct lending to middle market companies, providing senior secured debt, mezzanine debt, and occasionally equity investments.
Leadership and Structure
The company is managed externally by Palmer Square Capital Management LLC. Christopher Long is the Chairman and Chief Executive Officer. The structure involves an investment team focused on origination, underwriting, and portfolio management.
Top Products and Market Share
Key Offerings
- Senior Secured Debt: Provides senior secured loans to middle-market companies. Market share is difficult to pinpoint precisely without access to proprietary data; however, BDCs collectively represent a significant portion of middle-market lending. Competitors include Ares Capital (ARCC), Main Street Capital (MAIN), and Golub Capital BDC (GBDC).
- Mezzanine Debt: Offers mezzanine debt, which typically carries higher interest rates and may include equity warrants. Market share data is not publicly available. Competitors are similar to senior secured debt lenders.
Market Dynamics
Industry Overview
The BDC industry is influenced by interest rates, economic growth, and the availability of capital. Regulatory changes also play a significant role. The sector provides capital to businesses that may not qualify for traditional bank loans.
Positioning
Palmer Square Capital BDC Inc. aims to differentiate itself through its focus on customized credit solutions and its affiliation with Palmer Square Capital Management. It competes with other BDCs for investment opportunities.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be in the hundreds of billions of dollars. Palmer Square Capital BDC Inc. is positioned to capture a portion of this market through its focused lending strategy.
Upturn SWOT Analysis
Strengths
- Experienced management team through Palmer Square Capital Management
- Focus on customized credit solutions
- Disciplined underwriting process
Weaknesses
- Relatively small size compared to larger BDCs
- Dependence on external management
- Limited operating history
Opportunities
- Growing demand for alternative lending solutions
- Potential for strategic acquisitions
- Expansion into new industry sectors
Threats
- Increased competition from other BDCs and private credit funds
- Economic downturn impacting portfolio companies
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- GBDC
Competitive Landscape
Palmer Square Capital BDC Inc. faces competition from larger, more established BDCs. Its ability to differentiate itself through its customized approach and management team will be critical for success.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are unavailable without specific financial data.
Future Projections: Future projections are unavailable without analyst estimates.
Recent Initiatives: Recent strategic initiatives are generally announced through press releases and company reports. Refer to official sources for detailed information.
Summary
Palmer Square Capital BDC Inc. is a relatively new BDC focused on providing credit solutions to middle-market companies. Its strengths lie in its experienced management team and customized approach, while its weaknesses include its small size and limited operating history. The company faces threats from increased competition and economic downturns, but also has opportunities to expand into new markets and sectors. Performance data unavailable.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise. Please consult with a qualified financial advisor before making any investment decisions.
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.
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