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Upturn AI SWOT - About
Oxford Lane Capital Corp (OXLC)
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Upturn Advisory Summary
02/27/2025: OXLC (3-star) is a STRONG-BUY. BUY since 24 days. Profits (-0.20%). Updated daily EoD!
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 12.38% | Avg. Invested days 47 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 02/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.10B USD | Price to earnings Ratio 5.83 | 1Y Target Price 5.38 |
Price to earnings Ratio 5.83 | 1Y Target Price 5.38 | ||
Volume (30-day avg) 5654030 | Beta 1.15 | 52 Weeks Range 4.01 - 5.03 | Updated Date 04/1/2025 |
52 Weeks Range 4.01 - 5.03 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 22.91% | Basic EPS (TTM) 0.81 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 51.99% | Operating Margin (TTM) 72.26% |
Management Effectiveness
Return on Assets (TTM) 8.8% | Return on Equity (TTM) 14.24% |
Valuation
Trailing PE 5.83 | Forward PE - | Enterprise Value 1907662720 | Price to Sales(TTM) 5.89 |
Enterprise Value 1907662720 | Price to Sales(TTM) 5.89 | ||
Enterprise Value to Revenue 12.38 | Enterprise Value to EBITDA - | Shares Outstanding 445104992 | Shares Floating - |
Shares Outstanding 445104992 | Shares Floating - | ||
Percent Insiders 3.58 | Percent Institutions 3.77 |
Analyst Ratings
Rating 5 | Target Price 6 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Oxford Lane Capital Corp
Company Overview
History and Background
Oxford Lane Capital Corp. was founded in 2010 and is a registered closed-end management investment company. It primarily invests in Collateralized Loan Obligation (CLO) equity and debt tranches.
Core Business Areas
- CLO Equity Investments: Oxford Lane Capital Corp's primary investment focus is on CLO equity tranches, which offer high potential returns but also carry higher risk.
- CLO Debt Investments: The company also invests in CLO debt tranches, which are considered less risky than equity tranches, offering more stable income streams.
Leadership and Structure
Oxford Lane Capital Corp is led by its Chief Executive Officer, Jonathan H. Cohen, and operates under a board of directors. The company's investment decisions are managed by its investment team.
Top Products and Market Share
Key Offerings
- CLO Equity: Investments in CLO equity tranches aim to generate current income and capital appreciation. Data on specific market share is unavailable as it invests in niche markets within CLOs. Competitors include other BDCs that invest in CLOs.
- CLO Debt: Investments in CLO debt tranches provide a more stable, income-oriented return. Data on specific market share is unavailable as it invests in niche markets within CLOs. Competitors include other BDCs that invest in CLOs.
Market Dynamics
Industry Overview
The CLO market is influenced by macroeconomic conditions, interest rates, and the performance of underlying corporate loans. The market has grown significantly in recent years, but is also susceptible to economic downturns.
Positioning
Oxford Lane Capital Corp. is a specialized player within the CLO market, focusing on the riskiest parts of the capital stack to maximize potential returns. Its competitive advantage lies in its expertise in CLO selection and management.
Total Addressable Market (TAM)
The overall CLO market is estimated to be in the hundreds of billions of dollars. Oxford Lane Capital Corp. is positioned within a specific niche targeting CLO equity and debt tranches, representing a smaller portion of the total market. TAM for CLO equity alone is in the tens of billions.
Upturn SWOT Analysis
Strengths
- Specialized expertise in CLO investments
- High potential for income generation
- Experienced management team
Weaknesses
- High risk associated with CLO equity investments
- Susceptibility to economic downturns
- Reliance on external management
Opportunities
- Expansion into new CLO markets
- Increase in demand for alternative income investments
- Potential for strategic acquisitions
Threats
- Increased regulation of the CLO market
- Rising interest rates
- Deterioration in credit quality of underlying loans
Competitors and Market Share
Key Competitors
- ECC
- OCSI
- XFLT
Competitive Landscape
Oxford Lane Capital Corp competes with other BDCs and investment firms that invest in CLOs. Its competitive advantage is its focus on the riskiest parts of the capital structure. Disadvantages include the inherent risk of the products.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Oxford Lane Capital Corp's growth has been driven by its ability to identify and invest in attractive CLO opportunities.
Future Projections: Future growth depends on the overall health of the CLO market, the company's ability to raise capital, and its investment performance. Analyst estimates vary depending on market conditions.
Recent Initiatives: Recent initiatives include strategic investments in new CLOs and active management of existing portfolio positions.
Summary
Oxford Lane Capital Corp. is a specialized investment firm focused on CLO equity and debt. The company carries significant risk associated with CLO equity tranches but also the potential for high returns. Macroeconomic conditions and interest rates significantly impact its performance, requiring careful management of its portfolio and strategic raising of capital. The company must carefully navigate market volatility to maintain profitability and investor confidence.
Similar Companies
ECC
Eagle Point Credit Company Inc.
ECC
Eagle Point Credit Company Inc.
PFLT
PennantPark Floating Rate Capital Ltd
PFLT
PennantPark Floating Rate Capital Ltd
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
Sources and Disclaimers
Data Sources:
- Oxford Lane Capital Corp. SEC Filings
- Company Website
- Third-party Financial Data Providers
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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 Oxford Lane Capital Corp
Exchange NASDAQ | Headquaters Greenwich, CT, United States | ||
IPO Launch date 2011-01-20 | CEO & Interested Director Mr. Jonathan H. Cohen | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Oxford Lane Capital Corp. is a close ended fund launched and managed by Oxford Lane Management LLC. It invests in fixed income securities. The fund primarily invests in securitization vehicles which in turn invest in senior secured loans made to companies whose debt is rated below investment grade or is unrated. Oxford Lane Capital Corp was formed on June 9, 2010 and is domiciled in the United States.
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