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Upturn AI SWOT - About
Carlyle Secured Lending Inc (CGBD)
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Upturn Advisory Summary
03/17/2025: CGBD (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.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 30.74% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.18B USD | Price to earnings Ratio 10.28 | 1Y Target Price 17 |
Price to earnings Ratio 10.28 | 1Y Target Price 17 | ||
Volume (30-day avg) 217667 | Beta 1.65 | 52 Weeks Range 14.24 - 18.15 | Updated Date 04/2/2025 |
52 Weeks Range 14.24 - 18.15 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 11.33% | Basic EPS (TTM) 1.58 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 38.26% | Operating Margin (TTM) 75.15% |
Management Effectiveness
Return on Assets (TTM) 5.7% | Return on Equity (TTM) 9.79% |
Valuation
Trailing PE 10.28 | Forward PE 10.17 | Enterprise Value 1815530112 | Price to Sales(TTM) 5.09 |
Enterprise Value 1815530112 | Price to Sales(TTM) 5.09 | ||
Enterprise Value to Revenue 22.13 | Enterprise Value to EBITDA - | Shares Outstanding 72896896 | Shares Floating - |
Shares Outstanding 72896896 | Shares Floating - | ||
Percent Insiders 0.6 | Percent Institutions 19.19 |
Analyst Ratings
Rating 3.2 | Target Price 16.6 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 3 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Carlyle Secured Lending Inc
Company Overview
History and Background
Carlyle Secured Lending, Inc., formerly known as TCG BDC, Inc., is a specialty finance company originally formed to focus primarily on lending to middle market companies. The company was founded in 2012 and has evolved to provide a range of financing solutions.
Core Business Areas
- Direct Lending: Providing senior secured loans, including first lien and unitranche loans, to middle-market companies.
- Equity Investments: Making select equity co-investments alongside its debt investments.
Leadership and Structure
The company is led by a management team with expertise in direct lending and private equity. The organizational structure includes portfolio management, investment, and operations teams.
Top Products and Market Share
Key Offerings
- First Lien Loans: Senior secured loans that have the first priority claim on the borrower's assets. Carlyle Secured Lending Inc competes with other BDCs and direct lenders. Market share data is fragmented and constantly shifting based on deal flow. Precise market share is difficult to determine.
- Unitranche Loans: A hybrid debt structure that combines features of senior and subordinated debt. Carlyle Secured Lending Inc competes with other BDCs and direct lenders. Market share data is fragmented and constantly shifting based on deal flow. Precise market share is difficult to determine.
Market Dynamics
Industry Overview
The direct lending industry is characterized by a large and fragmented market, driven by increasing private equity activity and demand for alternative financing solutions from middle-market companies.
Positioning
Carlyle Secured Lending Inc positions itself as a reliable capital provider to middle-market companies, leveraging the broader Carlyle Group's resources and expertise to source and manage investments.
Total Addressable Market (TAM)
The TAM for direct lending to middle-market companies is estimated to be in the hundreds of billions of dollars. Carlyle Secured Lending Inc is well-positioned to capture a portion of this market, but faces competition from other BDCs and direct lenders.
Upturn SWOT Analysis
Strengths
- Access to Carlyle Group's resources and expertise
- Experienced management team
- Diversified investment portfolio
- Strong relationships with private equity sponsors
Weaknesses
- Reliance on middle-market borrowers
- Exposure to credit risk
- Interest rate sensitivity
- Regulatory oversight
Opportunities
- Growing demand for direct lending
- Increasing private equity activity
- Expansion into new asset classes
- Strategic acquisitions
Threats
- Economic downturn
- Increased competition
- Rising interest rates
- Regulatory changes
Competitors and Market Share
Key Competitors
- ARCC
- OXSQ
- TPVG
Competitive Landscape
Carlyle Secured Lending Inc competes with other BDCs based on pricing, investment terms, and industry expertise. Its affiliation with the Carlyle Group provides a competitive advantage in sourcing deals and managing investments.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on financial data which needs to come from a reliable API source. Due to limitations, current financial data is not available.
Future Projections: Future projections require analyst estimates, which are not currently available. Analyst projections are not available.
Recent Initiatives: Recent initiatives include strategic investments in specific sectors and expansion of the investment team.
Summary
Carlyle Secured Lending Inc. operates in the competitive direct lending space, leveraging Carlyle's brand and resources. Its success depends on careful risk management and the ability to source attractive investment opportunities. Economic conditions and regulatory changes pose potential risks. It must maintain its competitive edge through strategic investments and efficient capital deployment. The company distributes regular dividends and is sensitive to broader market conditions.
Similar Companies
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
OXSQ
Oxford Square Capital Corp
OXSQ
Oxford Square Capital Corp
PNNT
PennantPark Investment Corporation
PNNT
PennantPark Investment Corporation
TPVG
Triplepoint Venture Growth BDC Corp
TPVG
Triplepoint Venture Growth BDC Corp
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Financial News Websites
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share data is approximate and may vary depending on the source and methodology.
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 Carlyle Secured Lending Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2017-06-14 | CEO, President & Interested Director Mr. Justin V. Plouffe CFA, J.D. | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Carlyle Secured Lending, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industries, business services, software, beverage food and tobacco, hotel gamming and leisure, banking finance insurance and in real estate sector. The fund seeks to invest across United States of America, Luxembourg, Cayman Islands, Cyprus, and United Kingdom. It invests in companies with EBITDA between $25 million and $100 million.
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