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Upturn AI SWOT - About
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
06/30/2025: 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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $21.33
1 Year Target Price $21.33
| 3 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 1.42% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 363.18M USD | Price to earnings Ratio - | 1Y Target Price 21.33 |
Price to earnings Ratio - | 1Y Target Price 21.33 | ||
Volume (30-day avg) 3 | Beta - | 52 Weeks Range 15.61 - 21.17 | Updated Date 06/30/2025 |
52 Weeks Range 15.61 - 21.17 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 14.43% | 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 364524288 | Price to Sales(TTM) 4.31 |
Enterprise Value 364524288 | Price to Sales(TTM) 4.31 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 20233100 | Shares Floating - |
Shares Outstanding 20233100 | Shares Floating - | ||
Percent Insiders 49.04 | Percent Institutions 7.69 |
Analyst Ratings
Rating 2 | Target Price 21.33 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sound Point Meridian Capital, Inc.
Company Overview
History and Background
Sound Point Meridian Capital, Inc. (SPNT) is a specialty finance company that primarily invests in the debt of small and medium-sized businesses. It was formed in 2020 through the merger of Sound Point and Meridian Capital.
Core Business Areas
- Direct Lending: Providing senior secured loans, mezzanine debt, and equity to private middle market companies.
- Investment Management: Managing investment portfolios focused on credit and alternative investments.
Leadership and Structure
SPNT is led by a management team with experience in credit investing and private equity. The organizational structure involves investment professionals, portfolio managers, and operational support staff.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Directly originated senior secured loans to middle market companies. Market share data is not readily available. Competitors include Ares Capital (ARCC), Golub Capital (GBDC), and Main Street Capital (MAIN).
- Mezzanine Debt: Providing mezzanine debt financing, which typically carries a higher interest rate than senior debt but also has a lower repayment priority. Market share data is not readily available. Competitors include Ares Capital (ARCC), Golub Capital (GBDC), and Main Street Capital (MAIN).
Market Dynamics
Industry Overview
The specialty finance industry is characterized by increasing demand for alternative financing solutions, especially from middle market companies. The market is competitive, with numerous firms offering diverse debt products.
Positioning
SPNT positions itself as a provider of flexible capital solutions to middle market businesses. Its competitive advantages include its direct lending capabilities and experienced investment team.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be in the hundreds of billions of dollars. SPNT is positioned to capture a share of this TAM by targeting specific industry segments and offering customized financing solutions.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Direct lending capabilities
- Flexible capital solutions
- Access to capital markets
Weaknesses
- Smaller scale compared to larger competitors
- Reliance on key personnel
- Potential credit losses in economic downturns
Opportunities
- Growing demand for alternative financing
- Expansion into new industry sectors
- Increased market share
- Strategic acquisitions
Threats
- Economic recession
- Increased competition
- Rising interest rates
- Regulatory changes
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- MAIN
Competitive Landscape
SPNT faces competition from larger, more established BDCs. It differentiates itself through its focus on specific industry sectors and flexible financing solutions.
Growth Trajectory and Initiatives
Historical Growth: N/A - Historical growth trends not available in this format.
Future Projections: N/A - Future projections not available in this format.
Recent Initiatives: SPNT continues to originate new loans and manage its existing portfolio.
Summary
Sound Point Meridian Capital, Inc. is a specialty finance company focusing on direct lending to middle-market companies. The company possesses an experienced management team and offers flexible capital solutions. However, SPNT is smaller compared to key competitors and could be vulnerable during economic downturns. Growth opportunities exist in expanding into new sectors and increasing market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, and analyst estimates.
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice.
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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