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Upturn AI SWOT - About
SLRC 
SLR Investment Corp (SLRC)
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Upturn Advisory Summary
07/02/2025: 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 $16.57
1 Year Target Price $16.57
| 1 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 10.74% | Avg. Invested days 61 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 878.33M USD | Price to earnings Ratio 9.94 | 1Y Target Price 16.57 |
Price to earnings Ratio 9.94 | 1Y Target Price 16.57 | ||
Volume (30-day avg) 9 | Beta 0.76 | 52 Weeks Range 13.03 - 17.08 | Updated Date 07/2/2025 |
52 Weeks Range 13.03 - 17.08 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 10.15% | 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 9.94 | Forward PE 10.25 | Enterprise Value 1452918784 | Price to Sales(TTM) 3.86 |
Enterprise Value 1452918784 | Price to Sales(TTM) 3.86 | ||
Enterprise Value to Revenue 19.82 | Enterprise Value to EBITDA - | Shares Outstanding 54554600 | Shares Floating - |
Shares Outstanding 54554600 | Shares Floating - | ||
Percent Insiders 2.72 | Percent Institutions 39.05 |
Upturn AI SWOT
SLR Investment Corp
Company Overview
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.
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 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
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
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
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.
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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