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Upturn AI SWOT - About
Great Elm Capital Corp (GECC)
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Upturn Advisory Summary
04/01/2025: GECC (1-star) is currently NOT-A-BUY. Pass it for now.
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 23.96% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 120.06M USD | Price to earnings Ratio 28.31 | 1Y Target Price 11 |
Price to earnings Ratio 28.31 | 1Y Target Price 11 | ||
Volume (30-day avg) 23935 | Beta 1.53 | 52 Weeks Range 8.56 - 11.00 | Updated Date 04/1/2025 |
52 Weeks Range 8.56 - 11.00 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 14.52% | Basic EPS (TTM) 0.36 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.04% | Operating Margin (TTM) 74.55% |
Management Effectiveness
Return on Assets (TTM) 5.88% | Return on Equity (TTM) 3.03% |
Valuation
Trailing PE 28.31 | Forward PE 7.28 | Enterprise Value 339699328 | Price to Sales(TTM) 3.05 |
Enterprise Value 339699328 | Price to Sales(TTM) 3.05 | ||
Enterprise Value to Revenue 36.14 | Enterprise Value to EBITDA - | Shares Outstanding 11544400 | Shares Floating - |
Shares Outstanding 11544400 | Shares Floating - | ||
Percent Insiders 48.62 | Percent Institutions 13.29 |
Analyst Ratings
Rating 3 | Target Price 10.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Great Elm Capital Corp
Company Overview
History and Background
Great Elm Capital Corp. (GECC) was founded in 2016. It is an externally managed business development company (BDC) focused on investing in specialty finance assets.
Core Business Areas
- Specialty Finance: Investments in debt and equity securities of middle-market companies.
Leadership and Structure
The company is externally managed by Great Elm Capital Management, Inc. Jonathan Cohen serves as CEO. It operates as a BDC, adhering to related regulatory frameworks.
Top Products and Market Share
Key Offerings
- Direct Lending: Provides first lien and second lien term loans to middle market companies. Market share data is not readily available but competes with other BDCs and direct lending funds.
- Equity Investments: Invests in the equity of its portfolio companies, often alongside debt investments. Market share data is not readily available but competes with other BDCs and private equity firms.
Market Dynamics
Industry Overview
The BDC industry provides capital to middle-market companies that may not have access to traditional financing. The sector is affected by interest rate changes and economic conditions.
Positioning
Great Elm Capital Corp focuses on specialty finance assets, seeking attractive risk-adjusted returns. They position themselves by catering to niche investments that may be overlooked by bigger players. There is not clear Total Addressable Market data currently published for GECC.
Total Addressable Market (TAM)
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Investment Portfolio
- Access to Capital Markets
- Focus on Speciality Finance
Weaknesses
- Small Market Capitalization
- External Management Structure
- Volatility in Earnings
- Dependence on Key Personnel
Opportunities
- Growing Demand for Private Credit
- Distressed Debt Investing
- Strategic Acquisitions
- Expansion into new Asset Classes
Threats
- Economic Downturn
- Rising Interest Rates
- Increased Competition
- Regulatory Changes
Competitors and Market Share
Key Competitors
- ARCC
- BXSL
- TUSK
Competitive Landscape
Great Elm Capital Corp is smaller than some of its larger competitors, which means that its advantage may be the possibility of more specialized investments.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth data unavailable without current year. Please consult updated data for historical growth.
Future Projections: Future projections data unavailable without current year. Please consult updated data for future growth estimates based on analyst insights.
Recent Initiatives: Recent initiatives data unavailable without current year. Please consult updated data for their recent initiatives.
Summary
Great Elm Capital Corp. is a relatively small BDC focusing on specialty finance. Its external management structure and small size present both opportunities and challenges. It needs to carefully navigate the competitive BDC landscape. The company's success depends on its ability to source and manage investments effectively.
Similar Companies
- ARCC
- BXSL
- OCSL
- CSWC
- TUSK
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Third-Party Financial Data Providers
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is based on publicly available information and may not be entirely accurate or up-to-date. Market share estimates are approximate.
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 Great Elm Capital Corp
Exchange NASDAQ | Headquaters Palm Beach Gardens, FL, United States | ||
IPO Launch date 2016-11-04 | CEO & President Mr. Matthew Dov Kaplan C.F.A. | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.greatelmcc.com |
Full time employees - | Website https://www.greatelmcc.com | ||
Great Elm Capital Corp. is a business development company which specializes in loan and mezzanine, middle market investments. It invests in the debt instruments of middle market companies. The fund prefers to invest in media, commercial services and supplies, healthcare, telecommunication services, communications equipment. It typically makes equity investments between $3 million and $10 million in companies with revenues between $3 million and $75 million.
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