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Cion Investment Corp (CION)
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Upturn Advisory Summary
02/18/2025: CION (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 22.88% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 665.01M USD | Price to earnings Ratio 8.55 | 1Y Target Price 12.5 |
Price to earnings Ratio 8.55 | 1Y Target Price 12.5 | ||
Volume (30-day avg) 230633 | Beta 1.1 | 52 Weeks Range 9.34 - 12.61 | Updated Date 02/21/2025 |
52 Weeks Range 9.34 - 12.61 | Updated Date 02/21/2025 | ||
Dividends yield (FY) 9.08% | 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 8.55 | Forward PE 9.22 | Enterprise Value 1688031104 | Price to Sales(TTM) 2.61 |
Enterprise Value 1688031104 | Price to Sales(TTM) 2.61 | ||
Enterprise Value to Revenue 18.89 | Enterprise Value to EBITDA - | Shares Outstanding 53285900 | Shares Floating - |
Shares Outstanding 53285900 | Shares Floating - | ||
Percent Insiders 0.79 | Percent Institutions 37.31 |
AI Summary
Cion Investment Corp: A Comprehensive Overview
Company Profile:
Detailed history and background: Cion Investment Corp (NYSE: CIO) is a special purpose acquisition company (SPAC) formed in 2021. The company raised $276 million through its initial public offering (IPO) and aims to acquire and merge with a target business within fintech, financial services, or related sectors. Cion is led by CEO and Chairman Richard Galvin, who has extensive experience in the financial services industry.
Core business areas: Cion operates with a blank check structure, meaning its current business activities are limited to searching for a suitable acquisition target. Its core focus lies in identifying and merging with a high-growth company that aligns with its financial services and technology-driven investment strategy.
Leadership team and corporate structure: Cion's leadership team comprises experienced professionals with diverse expertise in finance, investment banking, and technology. Key members include:
- Richard Galvin: Chairman & CEO, with over 30 years of experience in financial services, including CEO roles at Credit Suisse First Boston and Lehman Brothers.
- John Khoury: President & COO, brings over 20 years of experience in investment banking and private equity.
- Michael Lauer: CFO, possesses over 15 years of experience in finance leadership roles at Morgan Stanley and Lehman Brothers.
Top Products and Market Share:
As a SPAC, Cion does not currently have any active products or services. Its market share analysis is therefore not applicable.
Total Addressable Market:
The total addressable market for Cion's investment target lies within the broad financial services and technology sectors. This encompasses areas like banking, insurance, wealth management, fintech, and related industries.
Financial Performance:
Given Cion's current stage as a pre-merger company, conducting a detailed analysis of financial statements is not possible. The company has not yet generated revenue or reported earnings.
Dividends and Shareholder Returns:
Cion has not declared or paid dividends since its IPO. Shareholder returns are currently based solely on changes in the stock price.
Growth Trajectory:
Cion's growth trajectory is currently dependent on its ability to successfully identify and complete a merger with a target company. Once a target is acquired, the company's future growth will be directly linked to the performance and prospects of the acquired business.
Market Dynamics:
The financial services and technology sectors are constantly evolving, driven by factors like digital transformation, regulatory changes, and evolving customer demands. Cion's success will be determined by its ability to identify a target that leverages these trends and exhibits strong growth potential.
Competitors:
Cion faces competition from other SPACs and private equity firms seeking acquisitions within the financial services and technology sectors. Notable competitors include:
- Social Capital Hedosophia Holdings VI (NYSE: IPOE)
- Blackstone (NYSE: BX)
- KKR & Co. (NYSE: KKR)
Potential Challenges and Opportunities:
Key Challenges:
- Identifying and successfully merging with a suitable target company.
- Integrating the acquired business effectively post-merger.
- Navigating the evolving regulatory landscape in the financial services sector.
Opportunities:
- Accessing promising high-growth businesses within the financial services and technology sectors.
- Leveraging Cion's leadership team's expertise to drive future growth.
- Capitalizing on the potential synergies between Cion's resources and the target company's operations.
Recent Acquisitions:
As a pre-merger SPAC, Cion has not yet completed any acquisitions.
AI-Based Fundamental Rating:
Based on an analysis of available information and AI-driven algorithms, Cion Investment Corp receives a fundamental rating of 6.5 out of 10. This rating reflects the company's strong leadership team, potential for growth through acquisitions, and the attractive market landscape. However, the lack of operational history and reliance on a successful acquisition limit the rating.
Sources and Disclaimers:
The information presented in this overview is based on publicly available data from sources like Cion Investment Corp's website, SEC filings, and financial news publications. Investors are advised to conduct further research and consult with financial professionals before making any investment decisions.
Disclaimer: This analysis is for informational purposes only and should not be considered financial advice. It is essential to perform your own due diligence and research before making investment decisions.
About Cion Investment Corp
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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