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Cion Investment Corp (CION)
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Upturn Advisory Summary
12/31/2024: CION (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 18.74% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/31/2024 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 607.46M USD | Price to earnings Ratio 7.81 | 1Y Target Price 12 |
Price to earnings Ratio 7.81 | 1Y Target Price 12 | ||
Volume (30-day avg) 307313 | Beta 1.14 | 52 Weeks Range 9.34 - 11.95 | Updated Date 01/1/2025 |
52 Weeks Range 9.34 - 11.95 | Updated Date 01/1/2025 | ||
Dividends yield (FY) 9.91% | Basic EPS (TTM) 1.46 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 31.21% | Operating Margin (TTM) 75.72% |
Management Effectiveness
Return on Assets (TTM) 6.38% | Return on Equity (TTM) 9.35% |
Valuation
Trailing PE 7.81 | Forward PE 8.45 | Enterprise Value 1632613760 | Price to Sales(TTM) 2.39 |
Enterprise Value 1632613760 | Price to Sales(TTM) 2.39 | ||
Enterprise Value to Revenue 18.28 | Enterprise Value to EBITDA - | Shares Outstanding 53285900 | Shares Floating - |
Shares Outstanding 53285900 | Shares Floating - | ||
Percent Insiders 0.5 | Percent Institutions 34.7 |
AI Summary
Cion Investment Corp. - Comprehensive Overview
Company Profile
History and Background
Cion Investment Corp. (NYSE:CION) is a publicly traded special purpose acquisition company (SPAC) formed in May 2021. The SPAC was created by GIC, Singapore's sovereign wealth fund, and TSG, a global healthcare-focused private equity firm, with the goal of acquiring a profitable, high-growth healthcare business.
Core Business Areas
Cion Investment Corp. focuses on identifying and acquiring a leading healthcare company in the areas of pharmaceuticals, medical devices, diagnostics, or healthcare services. The company looks for businesses with strong market positions, attractive growth prospects, and experienced management teams.
Leadership Team and Corporate Structure
Leadership Team:
- Executive Chairman: Christopher Kivela, Managing Director at GIC
- CEO: Brad Loncar, Founder and CEO of Loncar Investments
- CFO: Andrew O'Byrne, Partner at TSG
Corporate Structure:
Cion Investment Corp. is led by a Board of Directors composed of experienced executives from GIC and TSG. The company has a dual-class share structure, with Class A shares held by public investors and Class B shares held by the sponsor group.
Top Products and Market Share
Being a SPAC, Cion Investment Corp. does not have any products or services of its own. Its primary activity is identifying and acquiring an existing healthcare company. Therefore, it is not possible to provide details on market share or product performance.
Total Addressable Market
The global healthcare market is vast and growing, with a 2021 value estimated at $11.8 trillion. This market is further segmented into various sub-sectors, including pharmaceuticals, medical devices, healthcare services, and diagnostics. Cion Investment Corp. is focusing on the high-growth segments within these sub-sectors.
Financial Performance
As a pre-acquisition company, Cion Investment Corp. has limited financial data available. Its financial filings primarily reflect the operational costs associated with maintaining the SPAC structure. Its cash reserves from the IPO will be used to fund the acquisition of a target company.
Dividends and Shareholder Returns
Cion Investment Corp. is a pre-acquisition company and does not currently pay dividends. Shareholder returns will depend on the performance of the acquired company and the subsequent IPO or merger.
Growth Trajectory
Cion Investment Corp. has a limited operating history and is currently focused on identifying and acquiring a target company. As such, it is not possible to provide specific growth projections. However, the company's focus on high-growth healthcare segments suggests potential for future expansion.
Market Dynamics
The healthcare industry is constantly evolving, with growing demand for innovative therapies, advancements in technology, and rising healthcare costs. Cion Investment Corp. is seeking to invest in a company that can capitalize on these trends and contribute positively to the evolving healthcare landscape.
Competitors
Cion Investment Corp. faces competition from other SPACs and private equity firms seeking to acquire healthcare companies.
Potential Challenges and Opportunities
Challenges:
- Identifying and acquiring a suitable target company within their defined timeframe.
- Successfully integrating the acquired company and achieving the desired growth objectives.
- Navigating the evolving regulatory landscape for healthcare companies.
Opportunities:
- Capitalize on the growing demand for healthcare services and innovative treatments.
- Partner with leading healthcare companies to develop new technologies and therapies.
- Benefit from the expertise and resources of GIC and TSG.
Recent Acquisitions
Cion Investment Corp. has not yet completed any acquisitions.
AI-Based Fundamental Rating
Predictive models offer a limited evaluation of Cion Investment Corp.'s stock fundamentals due to the company's pre-acquisition stage. Currently, the AI-based model assigns a rating of 5 out of 10. This rating reflects the company's strong financial backing, experienced leadership team, and focus on a high-growth industry. However, the uncertainty surrounding the acquisition and future performance of the target company limits the potential for a higher rating.
Sources and Disclaimers
Information for this overview was gathered from publicly available sources, including Cion Investment Corp.'s SEC filings, press releases, and company website. This information is current as of November 1, 2023.
The information provided in this overview is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and due diligence before making any investment decisions.
About NVIDIA Corporation
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-10-05 | Co-Founder & Co-Chairman & Co-CEO Mr. Michael A. Reisner Esq., J.D. | ||
Sector Financial Services | Industry Asset Management | 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 investments. 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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