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SLRC 
SLR Investment Corp (SLRC)
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Upturn Advisory Summary
02/20/2026: SLRC (1-star) is currently NOT-A-BUY. Pass it for now.
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 $16.42
1 Year Target Price $16.42
| 1 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 810.68M USD | Price to earnings Ratio 8.95 | 1Y Target Price 16.42 |
Price to earnings Ratio 8.95 | 1Y Target Price 16.42 | ||
Volume (30-day avg) 9 | Beta 0.68 | 52 Weeks Range 12.65 - 16.23 | Updated Date 02/20/2026 |
52 Weeks Range 12.65 - 16.23 | Updated Date 02/20/2026 | ||
Dividends yield (FY) 11.04% | Basic EPS (TTM) 1.66 |
Earnings Date
Report Date 2026-02-24 | When - | Estimate 0.4004 | Actual - |
Profitability
Profit Margin 41% | Operating Margin (TTM) 70.73% |
Management Effectiveness
Return on Assets (TTM) 3.94% | Return on Equity (TTM) 9.07% |
Valuation
Trailing PE 8.95 | Forward PE 9.37 | Enterprise Value 1555192832 | Price to Sales(TTM) 3.69 |
Enterprise Value 1555192832 | Price to Sales(TTM) 3.69 | ||
Enterprise Value to Revenue 19.59 | Enterprise Value to EBITDA - | Shares Outstanding 54554634 | Shares Floating - |
Shares Outstanding 54554634 | Shares Floating - | ||
Percent Insiders 2.74 | Percent Institutions 40.87 |
Upturn AI SWOT
SLR Investment Corp
Company Overview
History and Background
SLR Investment Corp. (NASDAQ: SLRC) is a publicly traded business development company (BDC) focused on providing flexible, customized debt and equity capital to mid-market companies. Founded in 2014, it has grown its asset base and investment strategies to serve a diverse range of industries. The company aims to generate current income and capital appreciation for its shareholders through its investments. Significant milestones include its initial public offering and subsequent capital raises to fuel its investment activities.
Core Business Areas
- Direct Lending: SLR Investment Corp. primarily engages in direct lending to middle-market companies, offering a range of debt instruments including senior secured loans, unitranche facilities, and subordinated debt. This segment focuses on providing capital for acquisitions, recapitalizations, and growth initiatives. Competitors in this space include other BDCs, private debt funds, and traditional commercial banks.
- Structured Credit: The company also invests in structured credit products, which may include collateralized loan obligations (CLOs) and other securitized debt instruments. This strategy aims to diversify its portfolio and generate income from a different set of underlying assets. Competitors include asset managers specializing in structured finance and other BDCs with similar strategies.
- Equity Investments: While primarily a debt-focused investor, SLR Investment Corp. may also make opportunistic equity investments, often alongside its debt financings or through preferred equity instruments. This allows for potential upside participation in the growth of its portfolio companies. Competitors include private equity firms and other BDCs that allocate a portion of their capital to equity.
Leadership and Structure
SLR Investment Corp. is managed by SLR Capital Management, LLC, an investment advisor. The company's management team consists of experienced professionals in credit, finance, and investment. Key leadership roles include Chief Executive Officer, Chief Financial Officer, and Head of Investments. The organizational structure is designed to support its investment origination, underwriting, portfolio management, and investor relations functions.
Top Products and Market Share
Key Offerings
- Middle-Market Debt Financing: SLR Investment Corp. offers customized debt solutions to mid-sized companies across various industries. This includes senior secured loans, mezzanine debt, and preferred equity. The company's competitive advantage lies in its flexible approach and ability to underwrite complex transactions. Key competitors are other BDCs, private credit funds, and traditional lenders. Specific revenue figures attributed to individual debt instruments are not typically disclosed separately, but the overall debt portfolio constitutes the vast majority of its income-generating assets.
- Structured Credit Investments: Investment in CLOs and other securitized debt. This segment provides diversified income streams. Specific market share is difficult to quantify as it's part of a broader asset class, but SLR is a participant in this market. Competitors include other BDC's and dedicated structured credit funds.
Market Dynamics
Industry Overview
The middle-market lending and private credit industry is characterized by robust demand for flexible financing solutions from companies that may not qualify for traditional bank loans. The sector is influenced by macroeconomic conditions, interest rate movements, and regulatory changes. The BDC sector, in particular, aims to provide income and capital appreciation to shareholders, often by investing in a portfolio of debt and equity instruments.
Positioning
SLR Investment Corp. positions itself as a flexible and reliable capital provider for middle-market companies. Its competitive advantages include its experienced management team, proprietary deal sourcing capabilities, and ability to structure tailored financing solutions. The company differentiates itself through its focus on income generation and its strategic investments in both direct lending and structured credit.
Total Addressable Market (TAM)
The TAM for middle-market lending is substantial, estimated to be in the hundreds of billions of dollars globally, with a significant portion within the U.S. SLR Investment Corp. participates in a segment of this TAM, focusing on companies that fit its credit and size criteria. Its positioning is as a dedicated provider within this niche, aiming to capture a meaningful share through its expertise and capital.
Upturn SWOT Analysis
Strengths
- Experienced management team with a strong track record in credit and finance.
- Flexible and customized approach to providing capital solutions.
- Diversified investment strategy including direct lending and structured credit.
- Access to public markets for capital raising.
Weaknesses
- Reliance on external capital raises to fund growth.
- Sensitivity to interest rate fluctuations which can impact borrowing costs and investment yields.
- Potential for concentration risk if the portfolio is heavily weighted towards specific industries or companies.
- As a BDC, it is subject to specific regulatory requirements.
Opportunities
- Growing demand for private credit and alternative financing solutions.
- Expansion into new geographic markets or asset classes.
- Strategic partnerships and co-investment opportunities.
- Leveraging technology to enhance underwriting and portfolio management.
Threats
- Increased competition from other BDCs and private credit funds.
- Economic downturns leading to increased credit defaults.
- Changes in regulatory environment impacting BDC operations.
- Rising interest rates could increase borrowing costs for portfolio companies and impact credit quality.
Competitors and Market Share
Key Competitors
- Apollo Investment Corporation (AINV)
- Barings BDC, Inc. (BBDC)
- BlackRock Capital Investment Corporation (BKCC)
- Fifth Street Finance Corp. (now Golub Capital Partners - GBDC)
- Hercules Capital, Inc. (HTGC)
Competitive Landscape
SLR Investment Corp. operates in a highly competitive BDC and private credit market. Its advantages include its flexible underwriting, diversified investment strategies, and experienced management. However, it faces challenges from larger, more established BDCs with greater scale and capital access. Competition for attractive deals is intense, and market conditions can impact deal flow and credit quality.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for SLR Investment Corp. is often characterized by the expansion of its investment portfolio, increases in assets under management, and consistent dividend payouts. Growth can be driven by a combination of new investment originations, accretive acquisitions, and successful exits from existing investments.
Future Projections: Future projections for SLR Investment Corp. are typically based on analyst estimates which consider the company's investment pipeline, market conditions, interest rate outlook, and management's strategic initiatives. Projections often focus on expected net investment income growth and potential dividend increases.
Recent Initiatives: Recent initiatives may include the launch of new investment strategies, expansion into complementary asset classes, strategic partnerships to enhance deal flow, or efforts to optimize its capital structure. Specific initiatives would be detailed in their investor presentations and financial filings.
Summary
SLR Investment Corp. is a moderately sized BDC with a focus on middle-market debt. Its strengths lie in its flexible financing approach and experienced management. However, it faces stiff competition and is susceptible to market downturns and interest rate changes. Continued growth and profitability will depend on its ability to source attractive deals, manage credit risk effectively, and adapt to evolving market conditions.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SLR Investment Corp. Investor Relations website
- SEC Filings (10-K, 10-Q)
- Financial news and data providers (e.g., Bloomberg, Refinitiv, FactSet)
Disclaimers:
This JSON output is generated for informational purposes only and should not be considered as investment advice. The data presented is based on publicly available information and may not be exhaustive or entirely up-to-date. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions. Market share data is an estimation based on industry knowledge and may not reflect precise figures.
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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