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SLRC logo SLRC
Upturn stock ratingUpturn stock rating
SLRC logo

SLR Investment Corp (SLRC)

Upturn stock ratingUpturn stock rating
$16.53
Last Close (24-hour delay)
Profit since last BUY1.1%
upturn advisory
Consider higher Upturn Star rating
BUY since 71 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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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

rating

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

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $16.78

1 Year Target Price $16.78

Analysts Price Target For last 52 week
$16.78 Target price
52w Low $13.31
Current$16.53
52w High $17.08

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
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 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

ai summary icon Upturn AI SWOT

SLR Investment Corp

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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