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Upturn AI SWOT - About
SLRC 
SLR Investment Corp (SLRC)
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Upturn Advisory Summary
08/28/2025: SLRC (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
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $16.78
1 Year Target Price $16.78
| 1 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 13.7% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 906.70M USD | Price to earnings Ratio 10.2 | 1Y Target Price 16.78 |
Price to earnings Ratio 10.2 | 1Y Target Price 16.78 | ||
Volume (30-day avg) 9 | Beta 0.75 | 52 Weeks Range 13.31 - 17.08 | Updated Date 08/29/2025 |
52 Weeks Range 13.31 - 17.08 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 9.92% | Basic EPS (TTM) 1.63 |
Earnings Date
Report Date 2025-08-05 | When - | Estimate 0.4055 | Actual 0.4 |
Profitability
Profit Margin 39.93% | Operating Margin (TTM) 71.14% |
Management Effectiveness
Return on Assets (TTM) 4% | Return on Equity (TTM) 8.95% |
Valuation
Trailing PE 10.2 | Forward PE 10.17 | Enterprise Value 1707065984 | Price to Sales(TTM) 4.08 |
Enterprise Value 1707065984 | Price to Sales(TTM) 4.08 | ||
Enterprise Value to Revenue 21.2 | Enterprise Value to EBITDA - | Shares Outstanding 54554600 | Shares Floating - |
Shares Outstanding 54554600 | Shares Floating - | ||
Percent Insiders 2.72 | Percent Institutions 39.79 |
Upturn AI SWOT
SLR Investment Corp
Company Overview
History and Background
SLR Investment Corp. was founded in 2007. It primarily focuses on providing financial solutions to middle-market companies, evolving from a direct lender to a diversified credit manager.
Core Business Areas
- Direct Lending: Origination, underwriting, and investment in senior secured loans to middle-market companies.
- Asset-Based Lending: Provides financing secured by tangible assets like accounts receivable and inventory.
- Life Science Lending: Specialized financing solutions for companies in the life sciences sector.
Leadership and Structure
Michael Gross is the Chairman and CEO. The company is structured with investment teams specializing in various sectors, overseen by senior management and a board of directors.
Top Products and Market Share
Key Offerings
- Description: Directly originated, first lien senior secured loans and unitranche loans.
- Senior Secured Loans: Primarily invests in senior secured loans to middle-market companies. Market share is difficult to pinpoint exactly, but SLR competes with other BDCs in the crowded middle market lending space. Competitors include Ares Capital (ARCC), Owl Rock Capital Corporation (ORCC). Revenue generated by this is their largest segment.
- Asset-Based Lending: Loans secured by tangible assets. It is a sub-segment within direct lending with similar competition. Market share is difficult to pinpoint exactly, but SLR competes with other BDCs in the crowded middle market lending space.
- Description: Financing secured by accounts receivable, inventory, and equipment.
- Description: Loans secured by life science companies. It is a sub-segment within direct lending with similar competition. Market share is difficult to pinpoint exactly, but SLR competes with other BDCs in the crowded middle market lending space.
- Life Science Lending: Loans to life science companies that require specialized care.
Market Dynamics
Industry Overview
The BDC industry is heavily regulated, sensitive to interest rate changes, and subject to the overall health of the middle market. Competition is fierce.
Positioning
SLR Investment Corp. positions itself as a specialized lender focusing on diverse lending solutions for middle-market companies, leveraging its expertise in various sectors to manage risk and generate returns.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be in the hundreds of billions. SLR's position within this TAM is as a niche player with specific expertise in asset-based and life science lending.
Upturn SWOT Analysis
Strengths
- Diversified lending portfolio
- Experienced management team
- Focus on specialized lending sectors
- Strong relationships with middle-market companies
Weaknesses
- Reliance on external financing
- Sensitivity to interest rate changes
- Credit risk associated with middle-market borrowers
- Volatility in NAV
Opportunities
- Expansion into new lending sectors
- Increased demand for alternative financing solutions
- Strategic acquisitions of other lending platforms
- Capitalizing on market dislocations
Threats
- Economic downturn impacting middle-market borrowers
- Increased competition from other BDCs and lenders
- Changes in regulations impacting the BDC industry
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- ARCC
- ORCC
- FSK
Competitive Landscape
SLR Investment Corp. differentiates itself through its specialized lending expertise. Compared to larger peers like ARCC, it has a smaller scale but potentially higher growth in niche markets.
Major Acquisitions
North Star Leasing Company
- Year: 2020
- Acquisition Price (USD millions): 310
- Strategic Rationale: Expanded SLR's asset-based lending capabilities and diversified its portfolio.
Growth Trajectory and Initiatives
Historical Growth: SLR Investment Corp.'s growth has been driven by its ability to deploy capital effectively in its target markets and manage credit risk.
Future Projections: Analyst projections vary, but generally anticipate continued growth driven by expansion in its lending sectors. See analyst reports for updated numbers.
Recent Initiatives: Recent initiatives include expanding its asset-based lending platform and pursuing strategic partnerships in the life sciences sector.
Summary
SLR Investment Corp. is a specialized lender focused on middle-market companies. Its strengths lie in its diversified portfolio and experienced management team. However, it faces risks related to interest rate changes and the creditworthiness of its borrowers. Strategic initiatives and sector-specific expertise are key to its growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SLR Investment Corp. SEC Filings (10-K, 10-Q)
- Company Website
- Analyst Reports
Disclaimers:
This analysis is based on available public information and is not financial advice. Market conditions and company performance can change rapidly. The above market shares are approximations and should be verified independently.
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 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 - | Website https://slrinvestmentcorp.com |
Full time employees - | Website https://slrinvestmentcorp.com | ||
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
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