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Upturn AI SWOT - About
CION Investment Corporation (CICB)
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Upturn Advisory Summary
04/01/2025: CICB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 0.11% | Avg. Invested days 23 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 10482 | Beta - | 52 Weeks Range 24.14 - 25.24 | Updated Date 02/26/2025 |
52 Weeks Range 24.14 - 25.24 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CION Investment Corporation
Company Overview
History and Background
CION Investment Corporation is a publicly traded business development company (BDC) that focuses on providing senior secured loans to middle-market companies. Founded to provide income to investors through debt investments.
Core Business Areas
- Direct Lending: Provides senior secured loans to middle-market companies to support buyouts, recapitalizations, and growth.
Leadership and Structure
CION Investment Corporation is led by a management team with experience in credit analysis and investment management. The organizational structure is typical of a BDC, with an investment committee overseeing investment decisions.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Primarily invests in first lien senior secured loans to U.S. middle market companies. Competitors include other BDCs, private credit funds, and banks. Market share data specific to CION for this segment is hard to determine precisely, as it varies with deal flow, but BDCs in aggregate represent a significant portion of middle-market lending.
Market Dynamics
Industry Overview
The BDC industry is characterized by companies providing capital to small and medium-sized businesses that may not have access to traditional bank financing. The industry is sensitive to interest rates and economic conditions.
Positioning
CION positions itself as a reliable provider of capital to middle-market companies, offering customized financing solutions. Its competitive advantages include its experienced management team and a disciplined investment approach.
Total Addressable Market (TAM)
The total addressable market for middle-market lending is substantial, estimated in the hundreds of billions of dollars. CION's position allows it to capture a small fraction of this large market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Disciplined investment approach
- Access to capital markets
- Diversified investment portfolio
Weaknesses
- Reliance on external financing
- Exposure to credit risk
- Sensitivity to interest rate changes
- Regulatory constraints
Opportunities
- Growing demand for private credit
- Expansion into new investment areas
- Strategic acquisitions
- Increased focus on ESG investing
Threats
- Economic downturn
- Increased competition
- Changes in regulation
- Rising interest rates
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- TNAV
Competitive Landscape
CION faces stiff competition from larger BDCs with more established reputations and lower cost of capital. However, CION differentiates itself through its investment strategy and focus on specific sectors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Discuss CION Investment Corporation's growth trends over the past years.
Future Projections: Provide projections for CION Investment Corporation's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by CION Investment Corporation.
Summary
CION Investment Corporation is a BDC that lends to middle-market companies. It has an experienced management team and a diversified portfolio. Key risks include credit risk, interest rate sensitivity and the current environment. The company's performance depends on the economic conditions and their lending abilities.
Similar Companies
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
MAIN
Main Street Capital Corporation
MAIN
Main Street Capital Corporation
NMFC
New Mountain Finance Corporation
NMFC
New Mountain Finance Corporation
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise.
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 CION Investment Corporation
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2024-10-09 | Co-Founder & Co-Chairman & Co-CEO Mr. Michael A. Reisner Esq., J.D. | ||
Sector - | Industry - | Full time employees - | Website https://www.cionbdc.com |
Full time employees - | Website https://www.cionbdc.com | ||
CION Investment Corporation is a business development company. It specializes in investments in senior secured loans, including unitranche loans, First Lien, second lien loans, long-term subordinated loans, and mezzanine loans; equity interests such as warrants or options; and corporate bonds; and other debt securities in middle-market companies. The firm invests in growth capital, acquisitions, leveraged buyouts, market/product expansion, refinancing and recapitalization. The fund also invests up to 30 percent of their assets opportunistically in other types of investments, including the securities of larger public companies and foreign securities. It also makes investments in the secondary loan market. The fund does not invest in start-up companies, turnaround situations, or companies with speculative business plans. The fund prefers to invest in high tech industries, healthcare, pharmaceuticals, business services, media, chemicals, plastic, rubber, telecommunication, consumer services, advertising, printing and publishing, consumer goods, durables, diversified financials, and other industries. It also invests in homebuilding, restaurants, beverage and tobacco bars, broadcasting, distributors, Non-durable good distribution, food beverage and tobacco, energy, oil gas and consumables fuels, insurance, aerospace and defense, industrial machinery, paper and forest product machinery, information technology, metals and mining, and real estate. It primarily seeks to invest in the United States. The fund seeks to invest between $5 million and $50 million in companies with an EBITDA between $25 million and $75 million with average targeted hold of $30 million. It also purchases minority interests in the form of common or preferred equity in the target companies, typically in conjunction with its debt investments or through a co-investment with a financial sponsor. The fund seeks to exit its investments through an initial public offering of common stock, a merger, a sale, or other recapitalization.
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