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Upturn AI SWOT - About
MAIN 
Main Street Capital Corporation (MAIN)
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Upturn Advisory Summary
03/13/2025: MAIN (4-star) is a SELL. SELL since 5 days. Profits (20.88%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 62.27% | Avg. Invested days 80 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.11B USD | Price to earnings Ratio 9.87 | 1Y Target Price 56.5 |
Price to earnings Ratio 9.87 | 1Y Target Price 56.5 | ||
Volume (30-day avg) 587360 | Beta 1.27 | 52 Weeks Range 42.67 - 62.71 | Updated Date 04/1/2025 |
52 Weeks Range 42.67 - 62.71 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 7.43% | Basic EPS (TTM) 5.85 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 93.91% | Operating Margin (TTM) 88.56% |
Management Effectiveness
Return on Assets (TTM) 6.25% | Return on Equity (TTM) 19.26% |
Valuation
Trailing PE 9.87 | Forward PE 14.16 | Enterprise Value 7167193600 | Price to Sales(TTM) 9.45 |
Enterprise Value 7167193600 | Price to Sales(TTM) 9.45 | ||
Enterprise Value to Revenue 11.86 | Enterprise Value to EBITDA 15.6 | Shares Outstanding 88557600 | Shares Floating 85162754 |
Shares Outstanding 88557600 | Shares Floating 85162754 | ||
Percent Insiders 3.75 | Percent Institutions 22.7 |
Analyst Ratings
Rating 3.17 | Target Price 50.4 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Main Street Capital Corporation
Company Overview
History and Background
Main Street Capital Corporation was founded in 1997 and went public in 2007. It's a principal investment firm focused on providing debt and equity capital to lower middle market companies and debt capital to middle market companies.
Core Business Areas
- Lower Middle Market: Invests in smaller companies with annual revenues typically between $10 million and $150 million. Provides customized debt and equity financing.
- Middle Market: Provides debt financing to larger, established companies.
- Private Loan: Investing in privately held loan assets.
Leadership and Structure
The leadership team is headed by Dwayne L. Hyzak (CEO). The company operates as a Business Development Company (BDC), structured with a board of directors and various management teams overseeing investment decisions and operations.
Top Products and Market Share
Key Offerings
- Debt Financing: Provides senior secured debt, mezzanine debt, and other debt instruments to lower middle market and middle market companies. Market share data is difficult to pinpoint precisely, but Main Street Capital is a significant player in the BDC space. Competitors include Ares Capital, Prospect Capital, and NewtekOne.
- Equity Investments: Makes equity investments, often alongside debt investments, to support growth, acquisitions, and recapitalizations. Market share data is difficult to pinpoint precisely, but Main Street Capital is a significant player in the BDC space. Competitors include Ares Capital, Prospect Capital, and NewtekOne.
Market Dynamics
Industry Overview
The BDC industry provides capital to small and medium-sized businesses that may have difficulty accessing traditional financing. The industry is influenced by interest rates, economic conditions, and regulatory changes.
Positioning
Main Street Capital is positioned as a leading BDC with a focus on high-quality, conservatively managed investments. Their internal management structure provides a competitive advantage.
Total Addressable Market (TAM)
The TAM for lower middle market lending and investment is substantial, estimated to be in the tens of billions of dollars annually. Main Street Capital is well-positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Internal Management Structure
- Strong Track Record
- Disciplined Investment Approach
- Diversified Investment Portfolio
- High Dividend Yield
Weaknesses
- Reliance on External Capital Markets
- Exposure to Economic Downturns
- Interest Rate Sensitivity
- Regulatory Scrutiny
Opportunities
- Expansion into New Geographies
- Increased Investment in Growth Sectors
- Strategic Acquisitions
- Growing Demand for Private Credit
Threats
- Increased Competition
- Economic Recession
- Rising Interest Rates
- Changes in Regulations
Competitors and Market Share
Key Competitors
- ARCC
- PSEC
- NEWT
Competitive Landscape
Main Street Capital's internal management and focus on lower middle market companies differentiate it from competitors. Ares Capital is a larger BDC with a broader investment mandate. Prospect Capital is a more diversified BDC, and NewtekOne focuses on small business lending.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Main Street Capital has demonstrated steady growth in its investment portfolio and net investment income over the past decade.
Future Projections: Analyst estimates suggest continued growth in net investment income and dividends, driven by the company's disciplined investment approach and favorable market conditions.
Recent Initiatives: Recent initiatives include expanding its investment team, focusing on specific industry sectors, and strategically managing its balance sheet.
Summary
Main Street Capital is a well-managed BDC with a strong track record of generating income for shareholders. Its internal management structure and focus on lower middle market companies provide a competitive advantage. However, it faces risks related to economic downturns, interest rate fluctuations, and regulatory changes. Continued focus on disciplined investment and strategic capital management will be key to its long-term success.
Similar Companies
- ARCC
- PSEC
- NEWT
- TCPC
- TCRD
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Analyst Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market share data is approximate and based on available information.
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 Main Street Capital Corporation
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2007-10-05 | CEO & Director Mr. Dwayne Louis Hyzak CPA | ||
Sector Financial Services | Industry Asset Management | Full time employees 104 | Website https://www.mainstcapital.com |
Full time employees 104 | Website https://www.mainstcapital.com | ||
Main Street Capital Corporation is a business development company specializes in equity capital to lower middle market companies. The firm specializing in recapitalizations, management buyouts, refinancing, family estate planning, management buyouts, refinancing, industry consolidation, mature, later stage emerging growth. The firm also provides debt capital to middle market companies for acquisitions, management buyouts, growth financings, recapitalizations, and refinancing. The firm seeks to partner with entrepreneurs, business owners and management teams and generally provides one stop financing alternatives within its lower middle market portfolio. It prefers to invest in air freight and logistics, auto components, building products, chemicals, commercial services, computers, construction and engineering, consumer finance, consumer services, electronic equipment, energy equipment and services, financial services, health care equipment, health care providers, hotels, restaurants, and leisure, internet software and services, IT Services, machinery, oil, gas and consumable fuels, paper and forest products, professional and industrial services, road and rail, software, specialty retail, telecommunication, consumer discretionary, energy, materials, technology, and transportation. The firm typically invests in lower middle market companies ranging between $5 million and $125 million in equity investment with annual revenues between $10 million and $150 million and EBITDA in ranging between $3 million and $20 million. The firm typically prefers to invest in the range of $5 million and $150 million per transaction in debt investment value but holds the ability to lead debt financings up to $250 million and invests between $10 million and $150 million in credit solutions with EBITDA in the range of $5 million and $75 million for credit solutions. The firm's middle market debt investments are made in businesses that are generally larger in size than its lower middle market portfolio companies. It takes 5 percent minori
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