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SLRC logo SLRC
Upturn stock ratingUpturn stock rating
SLRC logo

SLR Investment Corp (SLRC)

Upturn stock ratingUpturn stock rating
$16.21
Last Close (24-hour delay)
Profit since last BUY-0.86%
upturn advisory
Consider higher Upturn Star rating
BUY since 22 days
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Upturn Advisory Summary

06/18/2025: SLRC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

9 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Year Target Price $16.57

Year Target Price $16.57

Analyst’s Price TargetsFor last 52 week
$16.57Target price
Low$13.03
Current$16.21
high$17.08

Analysis of Past Performance

Type Stock
Historic Profit 11.5%
Avg. Invested days 59
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/18/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 880.51M USD
Price to earnings Ratio 9.96
1Y Target Price 16.57
Price to earnings Ratio 9.96
1Y Target Price 16.57
Volume (30-day avg) 9
Beta 0.76
52 Weeks Range 13.03 - 17.08
Updated Date 06/30/2025
52 Weeks Range 13.03 - 17.08
Updated Date 06/30/2025
Dividends yield (FY) 10.21%
Basic EPS (TTM) 1.62

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 38.6%
Operating Margin (TTM) 71.36%

Management Effectiveness

Return on Assets (TTM) 4.11%
Return on Equity (TTM) 8.86%

Valuation

Trailing PE 9.96
Forward PE 10.17
Enterprise Value 1452918784
Price to Sales(TTM) 3.87
Enterprise Value 1452918784
Price to Sales(TTM) 3.87
Enterprise Value to Revenue 19.75
Enterprise Value to EBITDA -
Shares Outstanding 54554600
Shares Floating -
Shares Outstanding 54554600
Shares Floating -
Percent Insiders 2.72
Percent Institutions 39.12

Analyst Ratings

Rating 3
Target Price 16.57
Buy 2
Strong Buy 1
Buy 2
Strong Buy 1
Hold 4
Sell 1
Strong Sell 1
Strong Sell 1

ai summary icon Upturn AI SWOT

SLR Investment Corp

stock logo

Company Overview

overview logo History and Background

SLR Investment Corp., founded in 2004 and publicly traded since 2010, is a business development company (BDC) focused on providing financing solutions to middle-market companies.

business area logo Core Business Areas

  • Direct Lending: Origination and investment in senior secured loans to middle-market companies, often in partnership with private equity sponsors.
  • Life Science Finance: Specialized lending to life science companies, providing capital for research, development, and commercialization.
  • Equipment Finance: Providing financing for equipment acquisitions.

leadership logo Leadership and Structure

Michael Gross is the Chairman and CEO. The company operates with a typical BDC structure, managed by a team of investment professionals.

Top Products and Market Share

overview logo Key Offerings

  • First Lien Senior Secured Loans: These loans are typically the largest part of SLR's portfolio and offer downside protection. Market share data is not publicly available in aggregate for this specific segment. Competitors: Ares Capital Corporation (ARCC), Owl Rock Capital Corporation (ORCC).
  • Unitranche Loans: These loans combine characteristics of senior and subordinated debt. Competitors: Ares Capital Corporation (ARCC), Owl Rock Capital Corporation (ORCC).

Market Dynamics

industry overview logo Industry Overview

The BDC industry is sensitive to interest rate changes and economic cycles. Regulatory frameworks, such as the Investment Company Act of 1940, heavily influence operations. Increased competition for deals is a trend.

Positioning

SLR Investment Corp. positions itself as a specialized lender with expertise in direct lending, life science, and equipment finance, potentially providing a competitive edge in those niches.

Total Addressable Market (TAM)

The TAM for middle-market lending is estimated to be in the hundreds of billions of dollars. SLR is positioned to capture a segment of this through its specialization.

Upturn SWOT Analysis

Strengths

  • Experienced management team
  • Diversified investment portfolio
  • Specialized lending expertise
  • Strong relationships with private equity sponsors

Weaknesses

  • Reliance on external financing
  • Sensitivity to interest rate fluctuations
  • Dependence on macroeconomic conditions
  • Relatively high operating expenses compared to some peers

Opportunities

  • Expansion into new lending verticals
  • Increased demand for private credit
  • Strategic acquisitions of complementary businesses
  • Capitalizing on regulatory changes

Threats

  • Economic downturn
  • Increased competition from other BDCs and private credit funds
  • Changes in interest rates
  • Regulatory changes

Competitors and Market Share

competitor logo Key Competitors

  • ARCC
  • ORCC
  • TCPC
  • FSK
  • GSLD
  • BXSL

Competitive Landscape

SLR Investment Corp. competes with other BDCs and private credit funds. Its competitive advantage lies in its specialization and relationships with private equity sponsors.

Growth Trajectory and Initiatives

Historical Growth: Growth has been driven by increased deployment of capital into middle-market lending opportunities.

Future Projections: Analyst estimates vary but typically project moderate growth driven by increased loan origination and favorable credit conditions.

Recent Initiatives: Recent strategic initiatives often include expanding into new lending verticals or raising additional capital.

Summary

SLR Investment Corp. is a BDC focusing on middle-market lending with strengths in specialized financing. The company's performance is tied to economic conditions and interest rate fluctuations. Key strengths include an experienced management team and relationships with private equity sponsors, while weaknesses include reliance on external financing. The company needs to watch out for heightened competition and potential economic downturns.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (10-K, 10-Q)
  • Company Investor Presentations
  • Earnings Call Transcripts
  • Market Data Providers (e.g., Bloomberg, FactSet, Yahoo Finance)
  • SLR Investment Corp. Website

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Financial data is based on publicly available information and may not be exhaustive or completely accurate. Investment decisions should be made based on thorough research and consultation with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About SLR Investment Corp

Exchange NASDAQ
Headquaters New York, NY, United States
IPO Launch date 2010-02-09
Chairman, President & Co-CEO Mr. Michael Stuart Gross
Sector Financial Services
Industry Asset Management
Full time employees -
Full time employees -

SLR Investment Corp. is a business development company specializing in secured debt (first lien unitranche and second lien), subordinated (unsecured) debt, minority equity, leveraged buyouts, acquisitions, recapitalizations, general refinancing, growth capital and strategic income-oriented control equity investments in leveraged middle market companies. The fund invests in aerospace and defense; air freight & logistics; asset management; automotive; banking; beverage, food and tobacco; building products; buildings and real estate; broadcasting and entertainment; cargo transport; commercial services and supplies; communications equipment; chemicals, plastics and rubber; containers, packaging and glass; construction & engineering; diversified/conglomerate manufacturing; consumer Finance; distributors; diversified/conglomerate services; diversified financial services; diversified real estate activities; food products; Footwear; Education Services; diversified telecommunications services; electronics; farming and agriculture; finance; grocery; health care equipment and supplies; health care facilities; education and childcare; home and office furnishing, durable consumer products; hotels, motels, inns and gaming; insurance; restaurants, leisure, amusement, and entertainment; leisure equipment tolls and services, media, multiline retail, multi sector holdings; paper and forest products; personal products; professional services, research and consulting services, software; specialty retail; textiles apparel and luxury goods, thrifts and mortgage finance, trading companies and distributors, utilities, and wireless telecommunication services; industrial conglomerates; internet software and services, IT services, machinery; mining, steel, iron, and non-precious metals; oil and gas; personal, food and miscellaneous services; printing and publishing; retail stores; telecommunications; textiles and leather; and utilities. It also invests in life sciences with focus on specialty pharmaceuticals, medical devices, biotech, healt