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Upturn AI SWOT - About
Palmer Square Capital BDC Inc. (PSBD)
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Upturn Advisory Summary
08/14/2025: 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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $14.25
1 Year Target Price $14.25
| 0 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.17% | Avg. Invested days 81 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 446.55M USD | Price to earnings Ratio 25.27 | 1Y Target Price 14.25 |
Price to earnings Ratio 25.27 | 1Y Target Price 14.25 | ||
Volume (30-day avg) 6 | Beta - | 52 Weeks Range 11.18 - 15.27 | Updated Date 08/15/2025 |
52 Weeks Range 11.18 - 15.27 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.55 |
Earnings Date
Report Date 2025-08-06 | When - | Estimate 0.41 | Actual 0.43 |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 25.27 | Forward PE 8.91 | Enterprise Value - | Price to Sales(TTM) 19.63 |
Enterprise Value - | Price to Sales(TTM) 19.63 | ||
Enterprise Value to Revenue 52.37 | Enterprise Value to EBITDA - | Shares Outstanding 32125700 | Shares Floating - |
Shares Outstanding 32125700 | Shares Floating - | ||
Percent Insiders 13.21 | Percent Institutions 68.54 |
Upturn AI SWOT
Palmer Square Capital BDC Inc.
Company Overview
History and Background
Palmer Square Capital BDC Inc. (PSBD) was formed in 2018, is externally managed by Palmer Square Capital Management LLC, and focuses on investments in credit assets. It primarily targets middle-market companies.
Core Business Areas
- Direct Lending: Providing direct loans to middle-market companies, often secured or senior debt.
- Credit Investments: Investing in a diversified portfolio of credit instruments, including syndicated loans, high yield bonds, and other debt securities.
Leadership and Structure
PSBD is externally managed by Palmer Square Capital Management LLC. Christopher D. Long is the Chairman and CEO. The organizational structure involves a board of directors overseeing the management team provided by Palmer Square Capital Management LLC.
Top Products and Market Share
Key Offerings
- Direct Lending to Middle-Market Companies: PSBD provides financing solutions to middle-market companies that typically lack access to traditional capital markets. While specific market share data is not readily available, the BDC market is competitive with numerous players. Competitors include Ares Capital Corporation (ARCC), Main Street Capital Corporation (MAIN), and Prospect Capital Corporation (PSEC). Revenue attributed to this product cannot be determined.
- Investment in Syndicated Loans and Credit Securities: PSBD diversifies its investment portfolio by investing in various credit securities. While exact market share is not available, it allows the company to gain exposure to a broader range of assets. Competitors are similar to direct lending, mainly ARCC, MAIN, and PSEC. Revenue attributed to this product cannot be determined.
Market Dynamics
Industry Overview
The BDC industry provides capital to small and medium-sized businesses, filling a gap in the lending market. The industry is influenced by interest rates, economic growth, and regulatory changes.
Positioning
PSBD positions itself as a provider of flexible financing solutions to middle-market companies, leveraging the expertise of Palmer Square Capital Management. Its competitive advantage includes its focus on credit investing and relationships with middle-market businesses.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be several hundred billion dollars. PSBD's positioning allows it to capture a portion of this market by providing tailored financing solutions. Exact positioning within the TAM is difficult to quantify.
Upturn SWOT Analysis
Strengths
- Experienced management team (Palmer Square Capital Management)
- Focus on middle-market lending
- Diversified investment portfolio
- Access to capital markets
Weaknesses
- External management structure (potential conflicts of interest)
- Reliance on Palmer Square Capital Management
- Small relative size compared to larger BDCs
- Sensitivity to economic cycles
Opportunities
- Increased demand for middle-market financing
- Expansion of investment strategies
- Strategic acquisitions
- Rising interest rates could increase net interest income
Threats
- Economic downturn impacting portfolio companies
- Increased competition from other BDCs and lenders
- Rising interest rates increasing borrowing costs
- Regulatory changes impacting BDCs
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- PSEC
- TCRD
- GSBD
Competitive Landscape
PSBD competes with larger, more established BDCs. Its advantages include its experienced management team and focus on credit investments. Disadvantages include its smaller size and external management structure.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on PSBD's ability to deploy capital effectively and manage its investment portfolio. Please refer to the company's financial reports.
Future Projections: Future growth projections depend on market conditions and management's ability to execute its strategy. Analyst estimates vary.
Recent Initiatives: Recent initiatives may include new investment strategies, fundraising activities, or portfolio optimization.
Summary
Palmer Square Capital BDC Inc. is a small BDC focused on middle-market lending. The company is externally managed, which can pose potential conflicts of interest. PSBD's strengths lie in its experienced management team and diversified investment portfolio. It faces challenges from larger, more established BDCs and the overall economic environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Financial News Outlets
Disclaimers:
This analysis is based on available information and is not financial advice. Market share estimates are approximations.
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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