Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI Summary - About
Trinity Capital Inc.(TRIN)
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 TRIN
11/13/2026: TRIN (4-star) is a STRONG-BUY. BUY for 5 days. Simulated Profits (-0.62%). Updated daily EoD!
Trinity Capital Inc. is a publicly traded Business Development Company (BDC) that specializes in providing debt and equity financing to venture-backed, high-growth companies. The firm’s main strength lies in its specialized focus on the technology and life sciences sectors, allowing it to offer customized financial solutions that support startup growth. Its primary investment story centers on capturing long-term value through recurring interest income and potential equity upside in portfolio startups. However, the company faces inherent risks including portfolio concentration, sensitivity to the venture capital funding cycle, and overall credit risk. Trinity may suit income-focused investors who understand the risks of venture-backed lending, provided they monitor credit performance and NAV trends.
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 | Mixed fit | The company offers exposure to the growth-stage startup ecosystem, though growth is moderated by the BDC dividend-focused business model. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunity during periods of rising NAV and favorable credit market sentiment. |
| Value investor | Strong fit | Value investors often look at BDCs when trading at or below Net Asset Value (NAV) with attractive yields. |
| Dividend investor | Strong fit | The BDC structure mandates significant income distribution, making it naturally suited for income-oriented portfolios. |
| Low-risk investor | Weak fit | The inherent risk of lending to venture-backed startups and the use of leverage make this a higher-risk instrument. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | BDC stock prices often track broader credit market sentiment and interest rate expectations. |
| Valuation risk | Medium | Trading at a significant premium to NAV can present risks to total return profiles. |
| Competition risk (VC-focused lending) | Medium / high | High competition for high-quality venture debt deals can compress interest margins. |
| Business quality | Medium | Performance relies heavily on the success of private companies which have limited public transparency. |
| Dividend income | Medium | Dividends are dependent on consistent portfolio income and NAV preservation. |
| Execution risk | Medium | Successful management of credit risk across a volatile startup portfolio is essential for long-term viability. |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.77B USD | Price to earnings Ratio 9.56 | 1Y Target Price 19 |
Price to earnings Ratio 9.56 | 1Y Target Price 19 | ||
Volume (30-day avg) 979.9K shares | Beta 0.72 | 52 Weeks Range 12.29 - 18.35 | Updated Date 11/13/2026 |
52 Weeks Range 12.29 - 18.35 | Updated Date 11/13/2026 | ||
Dividends yield (FY) 11.31% | Basic EPS (TTM) 1.87 |
Sector & Industry Intelligence
Sector
Financial Services
Constructive- Sentiment
- Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 50.4%
- Active BUY / eligible
- 61 / 121
- 30-Day BUY Count Change
- +45
- Market state
- Bullish
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Asset Management
- BUY participation
- 52.9%
- Active BUY / eligible
- 9 / 17
- 30-Day BUY Count Change
- +3
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 37.65% | Avg. Invested days 56 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Interest Income | Interest collected from senior and subordinated loans provided to portfolio companies. | The primary way the company earns steady cash flow to pay dividends. |
| Equity/Warrant Gains | Realized gains from selling equity stakes or exercising warrants in portfolio companies. | Provides potential upside and supplemental returns beyond regular interest. |
Earnings Date
Report Date 2026-11-04 | When Before Market | Estimate 0.52 | Actual 0.52 |
Profitability
Profit Margin 49.21% | Operating Margin (TTM) 75.63% |
Management Effectiveness
Return on Assets (TTM) 5.96% | Return on Equity (TTM) 13.82% |
Valuation
Trailing PE 9.56 | Forward PE 8.48 | Enterprise Value 3.31B | Price to Sales(TTM) 5.41 |
Enterprise Value 3.31B | Price to Sales(TTM) 5.41 | ||
Enterprise Value to Revenue 14 | Enterprise Value to EBITDA - | Shares Outstanding 98.82M | Shares Floating 95.09M |
Shares Outstanding 98.82M | Shares Floating 95.09M | ||
Percent Insiders 3.78 | Percent Institutions 26.51 |
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.