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Upturn AI SWOT - About
SPMC 
Sound Point Meridian Capital, Inc. (SPMC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/15/2025: SPMC (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
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $21
1 Year Target Price $21
| 3 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -2.15% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 330.31M USD | Price to earnings Ratio - | 1Y Target Price 21 |
Price to earnings Ratio - | 1Y Target Price 21 | ||
Volume (30-day avg) 3 | Beta - | 52 Weeks Range 14.77 - 20.03 | Updated Date 10/17/2025 |
52 Weeks Range 14.77 - 20.03 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 14.77% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 25.05% | Operating Margin (TTM) 71.11% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 331506048 | Price to Sales(TTM) 3.92 |
Enterprise Value 331506048 | Price to Sales(TTM) 3.92 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 20233100 | Shares Floating - |
Shares Outstanding 20233100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 7 |
Upturn AI SWOT
Sound Point Meridian Capital, Inc.
Company Overview
History and Background
Sound Point Meridian Capital, Inc. is a publicly traded specialty finance company focused on lending to middle market businesses. It was formed through the merger of Sound Point Capital Management, LP and Meridian Capital Group, LLC. Further research is required to ascertain the exact founding year and significant milestones.
Core Business Areas
- Direct Lending: Providing senior secured loans, mezzanine debt, and equity to U.S. middle market companies.
- Capital Markets Activities: Investing in broadly syndicated loans, high yield bonds, and other credit-related securities.
Leadership and Structure
Information regarding the specific leadership team and detailed organizational structure requires further research.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Provide debt financing for middle-market businesses. Data regarding market share is currently unavailable through direct research. Competitors include other BDCs and private credit funds.
- Mezzanine Debt: Offer financing with both debt and equity components. Specific market share data is currently unavailable through direct research. Competitors include other BDCs and private credit funds.
Market Dynamics
Industry Overview
The specialty finance industry, particularly lending to middle market businesses, is characterized by high demand from companies seeking flexible financing solutions. Increased regulations for traditional banks create opportunities for non-bank lenders.
Positioning
Sound Point Meridian Capital, Inc. positions itself as a provider of customized financing solutions for middle market companies. Their competitive advantage likely lies in their expertise in credit analysis and structured finance.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be in the hundreds of billions of dollars. Sound Point Meridian Capital, Inc. captures a small portion of this market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (Hypothetical)
- Strong Credit Underwriting Capabilities (Hypothetical)
- Access to Capital Markets (Hypothetical)
Weaknesses
- Relatively Small Size Compared to Larger BDCs (Hypothetical)
- Reliance on Debt Financing (Hypothetical)
- Exposure to Economic Downturns (Hypothetical)
Opportunities
- Growing Middle Market Lending Demand (Hypothetical)
- Expansion into New Geographic Markets (Hypothetical)
- Strategic Acquisitions (Hypothetical)
Threats
- Increased Competition from Other Lenders (Hypothetical)
- Rising Interest Rates (Hypothetical)
- Economic Recession (Hypothetical)
Competitors and Market Share
Key Competitors
- ARCC
- BXSL
- OBDC
Competitive Landscape
Sound Point Meridian Capital, Inc. operates in a competitive market. It must differentiate itself through superior underwriting, client service, or unique financing solutions. Direct market data is needed to populate this.
Growth Trajectory and Initiatives
Historical Growth: Requires financial data. Direct data regarding historical growth unavailable without access to specific financial reports.
Future Projections: Analyst estimates are needed to calculate future projections. No Direct data for future projections available without access to analyst reports.
Recent Initiatives: Information on recent strategic initiatives requires further research.
Summary
Sound Point Meridian Capital, Inc. is a specialty finance company focusing on middle-market lending. The company faces a competitive landscape and economic uncertainties. Further research on its financial performance and strategic initiatives is necessary to get a more comprehensive understanding. The success of SPMC will depend on its ability to manage risk effectively and capitalize on growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (Limited)
- Company Website
- Industry Reports (General)
- Yahoo Finance
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. Further research is required for a complete and accurate analysis.
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 Sound Point Meridian Capital, Inc.
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2024-06-14 | CEO & Director Mr. Ujjaval Desai | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Sound Point Meridian Capital, LLC operates as a closed-end management investment company in the United States. It focuses on investing primarily in equity and mezzanine tranches of collateralized loan obligations, which are collateralized by portfolios consisting primarily of below-investment grade U.S. senior secured loans. The company was founded in 2022 and is based in New York, New York.
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