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Upturn AI SWOT - About
SLRC 
SLR Investment Corp (SLRC)
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Upturn Advisory Summary
10/31/2025: 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 $16.69
1 Year Target Price $16.69
| 1 | Strong Buy |
| 2 | Buy |
| 4 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.07% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 833.05M USD | Price to earnings Ratio 9.37 | 1Y Target Price 16.69 |
Price to earnings Ratio 9.37 | 1Y Target Price 16.69 | ||
Volume (30-day avg) 9 | Beta 0.72 | 52 Weeks Range 12.98 - 16.66 | Updated Date 11/1/2025 |
52 Weeks Range 12.98 - 16.66 | Updated Date 11/1/2025 | ||
Dividends yield (FY) 10.77% | Basic EPS (TTM) 1.63 |
Earnings Date
Report Date 2025-11-05 | When - | Estimate 0.4138 | Actual - |
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 9.37 | Forward PE 9.23 | Enterprise Value 1633417216 | Price to Sales(TTM) 3.75 |
Enterprise Value 1633417216 | Price to Sales(TTM) 3.75 | ||
Enterprise Value to Revenue 20.44 | Enterprise Value to EBITDA - | Shares Outstanding 54554634 | Shares Floating - |
Shares Outstanding 54554634 | Shares Floating - | ||
Percent Insiders 2.74 | Percent Institutions 40.38 |
Upturn AI SWOT
SLR Investment Corp
Company Overview
History and Background
SLR Investment Corp. was founded in 2006 and is a publicly traded business development company (BDC). Initially focused on various debt financing solutions, it has evolved to specialize in lending to middle-market companies.
Core Business Areas
- Direct Lending: Provides senior secured loans to U.S. middle market companies, focusing on established businesses with predictable cash flows and strong enterprise values. Direct lending includes senior secured loans, unitranche loans and second lien loans
- Equipment Finance: Offers equipment financing solutions, including leases and loans, to businesses across various sectors. Specializes in financing essential-use assets.
- Life Science Lending: Loans to healthcare companies.
Leadership and Structure
Michael Gross is the Chairman and CEO. The company operates as a closed-end management investment company with a board of directors overseeing its operations.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Senior secured loans to U.S. middle market companies. Market share information is not readily available. Competitors include other BDCs such as Ares Capital Corporation (ARCC), Main Street Capital (MAIN).
- Equipment Leases and Loans: Provides equipment financing solutions, including leases and loans. Market share information is not readily available. Competitors include DLL Group, and TCF Capital Solutions.
- Life Science Loans: Provides life science lending to healthcare companies. Market share information is not readily available. Competitors include Oxford Finance, Silicon Valley Bank.
Market Dynamics
Industry Overview
The BDC industry is driven by the demand for financing by middle-market companies, regulatory environment (e.g., interest rates, leverage limits) and overall economic conditions. Equipment Finance sector is driven by need for companies to acquire or replace equipment.
Positioning
SLR Investment Corp. positions itself as a provider of customized financing solutions to middle-market companies. Its competitive advantage lies in its sector-specific expertise and focus on senior secured debt.
Total Addressable Market (TAM)
The total addressable market for middle-market lending is estimated to be in the hundreds of billions of dollars. The total addressable market for Equipment Finance is estimated to be in the hundreds of billions of dollars. SLR is relatively small compared to the overall TAM.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Investment Portfolio
- Focus on Senior Secured Debt
- Disciplined Underwriting Process
Weaknesses
- Reliance on External Financing
- Exposure to Credit Risk
- Sensitivity to Interest Rate Changes
- Small Market Capitalization
Opportunities
- Growing Middle-Market Lending Demand
- Expansion into New Sectors
- Increased Investment in Equipment Finance
- Potential Acquisitions
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Rising Interest Rates
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- TCPC
Competitive Landscape
SLR Investment Corp. faces competition from other BDCs and direct lenders. Its ability to differentiate itself through sector expertise and disciplined underwriting is crucial for its success.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends have been influenced by the company's investment strategies and market conditions.
Future Projections: Future growth projections depend on the company's ability to deploy capital effectively and manage credit risk.
Recent Initiatives: Recent initiatives include expanding its investment portfolio and diversifying its funding sources.
Summary
SLR Investment Corp. is a BDC focused on lending to middle-market companies, operating in a competitive landscape. Its strengths lie in its experienced management and diversified portfolio, but it faces risks related to credit quality and economic conditions. The company's future growth depends on its ability to capitalize on market opportunities and manage risks effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Presentations
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise.
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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