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Upturn AI Summary - About
SLR Investment Corp(SLRC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SLRC
11/02/2026: SLRC (1-star) is currently NOT-A-BUY. Pass it for now.
SLR Investment Corp is a business development company that provides senior secured and asset-based financing to middle-market companies. The stock is primarily suited for income-focused investors looking for steady dividend distributions, as the company operates under a structure that requires passing most net earnings to shareholders. A key strength is its focus on senior secured lending, which historically offers better protection than equity-based investments. However, the company faces risks from competitive pressures in private credit, potential borrower defaults, and sensitivity to interest rate fluctuations. Investors should monitor portfolio quality metrics and management's ability to maintain consistent net investment income amid broader economic shifts.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | As a BDC, the primary objective is income generation rather than aggressive capital appreciation. |
| Momentum investor | Mixed fit | Momentum may be driven by interest rate expectations, but this is conditional on a strong upturn signal. |
| Value investor | Mixed fit | Valuation is often tied to Net Asset Value (NAV), making it relevant for investors looking at discount/premium levels. |
| Dividend investor | Strong fit | The company is structured to distribute substantially all of its taxable income as dividends to shareholders. |
| Low-risk investor | Mixed fit | While senior secured loans are safer than equity, BDCs carry inherent credit and leverage risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | BDC stock prices can fluctuate based on interest rate sentiment and perceived portfolio quality. |
| Valuation risk | Medium | Trading at a significant discount or premium to NAV can impact total return expectations. |
| Competition risk (Direct lending) | High | Intense competition from private credit and banks can compress margins. |
| Business quality | Medium | The reliance on external management and credit underwriting determines long-term stability. |
| Dividend income | Medium / high | Sustainability depends entirely on the company's ability to maintain NII in various market cycles. |
| Execution risk | Medium | Effective portfolio management is crucial for minimizing non-accruals and maintaining asset value. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -22.45% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 644.29M USD | Price to earnings Ratio 8.56 | 1Y Target Price 14.69 |
Price to earnings Ratio 8.56 | 1Y Target Price 14.69 | ||
Volume (30-day avg) 391.1K shares | Beta 0.7 | 52 Weeks Range 10.96 - 15.57 | Updated Date 11/02/2026 |
52 Weeks Range 10.96 - 15.57 | Updated Date 11/02/2026 | ||
Dividends yield (FY) 13.24% | Basic EPS (TTM) 1.38 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Interest Income | Interest earned on the senior secured and asset-based loan portfolios provided to middle-market borrowers. | Most of the company's money comes from the interest payments borrowers pay on their loans. |
| Fee Income | Structuring, origination, and advisory fees collected from portfolio companies. | Additional revenue is generated from fees charged when setting up new loans or providing advisory services. |
Earnings Date
Report Date 2026-11-03 | When After Market | Estimate 0.33 | Actual - |
Profitability
Profit Margin 35.2% | Operating Margin (TTM) 70.76% |
Management Effectiveness
Return on Assets (TTM) 3.61% | Return on Equity (TTM) 7.47% |
Valuation
Trailing PE 8.56 | Forward PE 8.88 | Enterprise Value 1.38B | Price to Sales(TTM) 3.07 |
Enterprise Value 1.38B | Price to Sales(TTM) 3.07 | ||
Enterprise Value to Revenue 20.93 | Enterprise Value to EBITDA - | Shares Outstanding 54.55M | Shares Floating - |
Shares Outstanding 54.55M | Shares Floating - | ||
Percent Insiders 2.88 | Percent Institutions 43.87 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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