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Upturn AI SWOT - About
FSK 
FS KKR Capital Corp (FSK)
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Upturn Advisory Summary
04/01/2025: FSK (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
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 12.37% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.98B USD | Price to earnings Ratio 10.22 | 1Y Target Price 21.75 |
Price to earnings Ratio 10.22 | 1Y Target Price 21.75 | ||
Volume (30-day avg) 2237525 | Beta 1.3 | 52 Weeks Range 16.30 - 23.31 | Updated Date 04/1/2025 |
52 Weeks Range 16.30 - 23.31 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 13.37% | Basic EPS (TTM) 2.09 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 33.99% | Operating Margin (TTM) 76.17% |
Management Effectiveness
Return on Assets (TTM) 5.48% | Return on Equity (TTM) 8.69% |
Valuation
Trailing PE 10.22 | Forward PE 8.34 | Enterprise Value 12922391552 | Price to Sales(TTM) 3.48 |
Enterprise Value 12922391552 | Price to Sales(TTM) 3.48 | ||
Enterprise Value to Revenue 20.06 | Enterprise Value to EBITDA - | Shares Outstanding 280065984 | Shares Floating - |
Shares Outstanding 280065984 | Shares Floating - | ||
Percent Insiders 0.24 | Percent Institutions 30.15 |
Analyst Ratings
Rating 3.2 | Target Price 21.31 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 9 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
FS KKR Capital Corp
Company Overview
History and Background
FS KKR Capital Corp. (founded as Franklin Square Capital Partners) is a business development company (BDC) formed in 2007 and externally managed by FS/KKR Advisor, LLC. It focuses on providing financing solutions to private middle-market companies.
Core Business Areas
- Direct Lending: Providing senior secured loans, junior secured loans, and subordinated debt to private middle-market companies.
- Strategic Investments: Investing in equity and equity-related securities of portfolio companies.
Leadership and Structure
Michael J. Forman serves as Chairman and Co-Chief Executive Officer. Daniel Pietrzak is Co-Chief Executive Officer and Chief Investment Officer. The company operates under an externally managed structure with FS/KKR Advisor, LLC responsible for daily operations and investment decisions.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Loans secured by the assets of the borrower, offering a lower risk profile. FSK's investment portfolio predominantly consists of this type of loan, generating the majority of its income. Competitors include Ares Capital (ARCC) and Main Street Capital (MAIN).
- Subordinated Debt: Debt that ranks lower in priority than senior secured debt, offering higher potential returns but also higher risk. Competitors include Golub Capital BDC (GBDC) and Prospect Capital (PSEC).
Market Dynamics
Industry Overview
The BDC industry is subject to interest rate fluctuations and economic cycles. Increased regulation and competition are also influencing factors.
Positioning
FS KKR Capital Corp is a major player in the BDC sector, focusing on direct lending to middle-market companies. Its size and relationships provide a competitive advantage.
Total Addressable Market (TAM)
The TAM for private credit is substantial, estimated to be in the trillions. FSKK is positioned to capture a portion of this market through its lending activities.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified investment portfolio
- Access to KKR's global resources and expertise
- Established relationships with middle-market companies
Weaknesses
- External management structure
- Sensitivity to interest rate changes
- Potential for credit losses in economic downturns
- High operating expenses
Opportunities
- Growing demand for private credit
- Expansion into new asset classes
- Strategic acquisitions and partnerships
- Increasing its investments in new sectors
Threats
- Increased competition from other BDCs and private credit funds
- Economic recession or slowdown
- Regulatory changes
- Rising interest rates
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- GBDC
- PSEC
Competitive Landscape
FS KKR Capital Corp competes with other BDCs and private credit funds for investment opportunities. Its competitive advantages include its scale, access to KKR's resources, and established relationships.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: FS KKR Capital Corp's growth has been driven by increasing its investment portfolio and assets under management.
Future Projections: Future growth is expected to be driven by continued demand for private credit and strategic investments.
Recent Initiatives: FS KKR Capital Corp is currently focusing on managing and maintaining a high quality asset portfolio.
Summary
FS KKR Capital Corp. is a major player in the BDC sector, focusing on direct lending to middle-market companies. It benefits from its size and relationship with KKR. It needs to navigate interest rate risk and potential credit losses. Current initiatives aim to improve portfolio quality.
Similar Companies
- ARCC
- MAIN
- GBDC
- PSEC
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Investor presentations
- Analyst reports
- Market research reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data may not be exact or up-to-date.
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 FS KKR Capital Corp
Exchange NYSE | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 2014-04-16 | Chairman & CEO Mr. Michael Craig Forman J.D. | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.fskkradvisor.com |
Full time employees - | Website https://www.fskkradvisor.com | ||
FS KKR Capital Corp. is a business development company specializing in investments in debt securities. It provides customized credit solutions to private middle market U.S. companies. It invest primarily in the senior secured debt and, to a lesser extent, the subordinated debt of private middle market U.S. companies. It seeks to purchase interests in loans through secondary market transactions or directly from the target companies as primary market investments. It also seeks to invest in first lien senior secured loans, second lien secured loans and, to a lesser extent, subordinated loans, or mezzanine loans. In connection with the debt investments, the firm also receives equity interests such as warrants or options as additional consideration. It also seek to purchase minority interests in the form of common or preferred equity in our target companies, either in conjunction with one of the debt investments or through a co-investment with a financial sponsor. Additionally, on an opportunistic basis, the fund may also invest in corporate bonds and similar debt securities. The fund does not seek to invest in start-up companies, turnaround situations, or companies with speculative business plans. It seeks to invest in small and middle-market companies based in United States. The fund seeks to invest in firms with annual revenue between $10 million to $2.5 billion. It focus on providing customized one-stop credit solutions to private upper middle market companies with annual EBITDA of $50 million to $100 million at the time of investment. It seeks to exit from securities by selling them in a privately negotiated over- the- counter market. For any investments that are not able to be sold within the secondary market, the firm seeks to exit such investments through repayment, an initial public offering of equity securities, merger, sale or recapitalization.
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