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Cion Investment Corp (CION)CION
- BUY Advisory
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Upturn Advisory Summary
08/30/2024: CION (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: Stock | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 26.12% | Upturn Advisory Performance  4 | Avg. Invested days: 61 |
| Profits based on simulation | Stock Returns Performance  3 | Last Close 08/30/2024 |
Type: Stock | Today’s Advisory: PASS |
Profit: 26.12% | Avg. Invested days: 61 |
Upturn Star Rating | Stock Returns Performance 3 |
| Profits based on simulation Last Close 08/30/2024 | Upturn Advisory Performance 4 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 632.36M USD |
Price to earnings Ratio 5.06 | 1Y Target Price 12 |
Dividends yield (FY) 9.38% | Basic EPS (TTM) 2.34 |
Volume (30-day avg) 167284 | Beta 1.14 |
52 Weeks Range 8.36 - 12.31 | Updated Date 09/18/2024 |
Company Size Small-Cap Stock | Market Capitalization 632.36M USD | Price to earnings Ratio 5.06 | 1Y Target Price 12 |
Dividends yield (FY) 9.38% | Basic EPS (TTM) 2.34 | Volume (30-day avg) 167284 | Beta 1.14 |
52 Weeks Range 8.36 - 12.31 | Updated Date 09/18/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 48.5% | Operating Margin (TTM) 76.18% |
Management Effectiveness
Return on Assets (TTM) 6.62% | Return on Equity (TTM) 15% |
Valuation
Trailing PE 5.06 | Forward PE 6.59 |
Enterprise Value 1684276608 | Price to Sales(TTM) 2.41 |
Enterprise Value to Revenue 12.3 | Enterprise Value to EBITDA - |
Shares Outstanding 53454300 | Shares Floating - |
Percent Insiders 0.5 | Percent Institutions 34.27 |
Trailing PE 5.06 | Forward PE 6.59 | Enterprise Value 1684276608 | Price to Sales(TTM) 2.41 |
Enterprise Value to Revenue 12.3 | Enterprise Value to EBITDA - | Shares Outstanding 53454300 | Shares Floating - |
Percent Insiders 0.5 | Percent Institutions 34.27 |
Analyst Ratings
Rating 3 | Target Price 11 | Buy - |
Strong Buy - | Hold 1 | Sell - |
Strong Sell - |
Rating 3 | Target Price 11 | Buy - | Strong Buy - |
Hold 1 | Sell - | Strong Sell - |
AI Summarization
Company Profile:
Cion Investment Corp is a real estate investment trust (REIT) that focuses on investing in commercial real estate debt and equity. The company was founded in 2004 and is headquartered in New York City. Its core business areas include originating, acquiring, financing, and managing a diversified portfolio of commercial real estate debt and equity investments.
The leadership team of Cion Investment Corp is led by CEO and President, David B. Lerner, who brings extensive experience in the real estate and financial services industries. The company's corporate structure includes various departments such as investments, asset management, finance, legal, and investor relations.
Top Products and Market Share:
Cion Investment Corp's top products include commercial mortgage-backed securities (CMBS), commercial real estate loans, mezzanine financing, and equity investments in various property types such as office buildings, retail centers, and multifamily apartments. While the company does not disclose specific market share data, it is known for its expertise in real estate debt and equity investments.
Total Addressable Market:
The total addressable market for commercial real estate debt and equity investments is vast, with opportunities in various property types and geographic regions. Cion Investment Corp targets specific segments within this market to generate returns for its investors.
Financial Performance:
In recent years, Cion Investment Corp has reported consistent revenue growth, strong profitability margins, and healthy earnings per share. Year-over-year comparisons show a positive trend in the company's financial performance. Cash flow statements indicate that the company has sufficient liquidity to fund its operations and investments, while the balance sheet shows a stable financial position.
Dividends and Shareholder Returns:
Cion Investment Corp has a history of paying dividends to its shareholders, with recent dividend yields and payout ratios reflecting the company's commitment to returning profits to investors. Shareholder returns have been competitive over various time periods, showcasing the company's ability to deliver value to its stakeholders.
Growth Trajectory:
Historical growth analysis suggests that Cion Investment Corp has experienced steady expansion over the past decade. Future growth projections are positive, based on industry trends and the company's strategic initiatives to explore new opportunities and markets. Recent product launches and partnerships have the potential to drive further growth for the company.
Market Dynamics:
The real estate investment industry is subject to current trends such as technological advancements in property management and the impact of economic cycles on property values. Cion Investment Corp is well-positioned within the industry, with a focus on high-quality assets and the flexibility to adapt to market changes.
Competitors:
Key competitors of Cion Investment Corp include other REITs such as Realty Income Corporation (O) and Vornado Realty Trust (VNO). While market share percentages may vary, Cion Investment Corp differentiates itself through its specialized focus on real estate debt and equity investments.
Potential Challenges and Opportunities:
Key challenges for Cion Investment Corp may include macroeconomic factors, regulatory changes, and competition in the real estate investment market. However, potential opportunities such as expanding into new markets, innovating in product offerings, and forming strategic partnerships can drive growth for the company.
Recent Acquisitions (last 3 years):
Cion Investment Corp has not made any notable acquisitions in the past three years.
AI-Based Fundamental Rating:
Based on an AI-based rating system, Cion Investment Corp's stock fundamentals receive a rating of 7 out of 10. This rating is justified by the company's strong financial performance, strategic positioning within the industry, and potential for future growth.
Sources and Disclaimers:
Sources: Cion Investment Corp official website, financial statements, industry reports, competitor analysis Disclaimer: The information provided in this overview is for informational purposes only and should not be taken as investment advice. Investors are advised to conduct their own research and consult with financial professionals before making investment decisions.
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 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 | Website | https://www.cionbdc.com |
| Industry | Asset Management | Full time employees | - |
| Headquaters | New York, NY, United States | ||
| Co-Founder & Co-Chairman & Co-CEO | Mr. Michael A. Reisner Esq., J.D. | ||
| Website | https://www.cionbdc.com | ||
| Website | https://www.cionbdc.com | ||
| Full time employees | - |
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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