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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
10/02/2026: SLRC (1-star) is currently NOT-A-BUY. Pass it for now.
SLR Investment Corp is a business development company focused on providing senior secured debt financing to middle-market firms. Its primary strengths lie in an experienced management team and a diversified portfolio that emphasizes asset-backed security. The investment story centers on the company's ability to capture demand from businesses underserved by traditional banking channels. Key risks involve exposure to interest rate fluctuations, competitive pressures from larger private credit players, and potential borrower defaults. The stock is a suitable consideration for dividend-oriented investors who prioritize income, though it requires monitoring of credit quality and Net Asset Value trends to manage overall investment risk effectively.
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 | The company prioritizes income generation over capital appreciation. |
| Momentum investor | Weak fit | The stock typically exhibits low volatility rather than high-momentum growth patterns. |
| Value investor | Mixed fit | The stock may offer value if trading at a significant discount to Net Asset Value. |
| Dividend investor | Strong fit | The company is structured specifically to provide consistent income distributions. |
| Low-risk investor | Mixed fit | While secured lending is safer, the BDC structure involves leverage and credit risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Market sentiment toward private credit can lead to share price fluctuations. |
| Valuation risk | Medium | Changes in the valuation of private, illiquid loans impact the reported Net Asset Value. |
| Competition risk (Private Credit) | High | Increased capital flowing into private credit compresses interest spreads. |
| Business quality | Medium | The reliance on external management fees impacts the net returns available to shareholders. |
| Dividend income | Medium | Dividend sustainability depends on the consistent performance of the loan portfolio. |
| Execution risk | Medium | Management's ability to originate quality loans while managing credit risk is paramount. |
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 -16.93% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
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 636.65M USD | Price to earnings Ratio 8.52 | 1Y Target Price 14.88 |
Price to earnings Ratio 8.52 | 1Y Target Price 14.88 | ||
Volume (30-day avg) 363.2K shares | Beta 0.66 | 52 Weeks Range 11.48 - 15.57 | Updated Date 10/02/2026 |
52 Weeks Range 11.48 - 15.57 | Updated Date 10/02/2026 | ||
Dividends yield (FY) 13.29% | Basic EPS (TTM) 1.37 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Interest Income | Interest and fees earned on senior secured and asset-based loans. | The company earns money primarily by collecting interest from the loans it provides to businesses. |
| Geography | Concentrated primarily on middle-market businesses within the United States. | Revenue is tied to the financial health of the US domestic middle-market economy. |
Valuation
Trailing PE 8.52 | Forward PE 8.99 | Enterprise Value 1.37B | Price to Sales(TTM) 3.04 |
Enterprise Value 1.37B | Price to Sales(TTM) 3.04 | ||
Enterprise Value to Revenue 21.03 | Enterprise Value to EBITDA - | Shares Outstanding 54.55M | Shares Floating - |
Shares Outstanding 54.55M | Shares Floating - | ||
Percent Insiders 2.74 | Percent Institutions 41.38 |
Upturn AI Summary
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.
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.
About SLR Investment Corp
Exchange NASDAQ | Headquarters 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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