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Upturn AI SWOT - About
Sound Point Meridian Capital, Inc. (SPMC)
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Upturn Advisory Summary
04/01/2025: SPMC (1-star) is a SELL. SELL since 4 days. Profits (4.59%). Updated daily EoD!
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 1.47% | Avg. Invested days 68 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price 21 |
Price to earnings Ratio - | 1Y Target Price 21 | ||
Volume (30-day avg) 34485 | Beta - | 52 Weeks Range 16.44 - 22.05 | Updated Date 03/29/2025 |
52 Weeks Range 16.44 - 22.05 | Updated Date 03/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating 5 | Target Price 21 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sound Point Meridian Capital, Inc.
Company Overview
History and Background
Sound Point Meridian Capital, Inc. is a specialty finance company focused on providing customized capital solutions primarily to middle market companies. Founded to provide flexible financing, it has evolved to offer a diverse range of investment products and services.
Core Business Areas
- Direct Lending: Providing senior secured loans to middle-market companies.
- Opportunistic Credit: Investing in distressed debt and special situations.
- Asset Management: Managing assets for institutional and high-net-worth investors.
Leadership and Structure
The company is led by a management team with extensive experience in credit markets and private equity. The organizational structure comprises investment teams, portfolio management, and support functions.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Loans to middle-market companies, providing capital for growth, acquisitions, and recapitalizations. Market share data unavailable. Competitors include other BDCs and private credit funds.
- Mezzanine Debt: Subordinated debt investments with higher yields. Market share data unavailable. Competitors include Ares Capital Corporation and Apollo Investment Corporation.
- Unitranche Loans: A hybrid of senior and mezzanine debt. Market share data unavailable. Competitors include Golub Capital and Antares Capital.
Market Dynamics
Industry Overview
The specialty finance industry is characterized by increasing demand for alternative financing solutions, particularly from middle-market companies. Regulatory changes and market volatility influence the industry.
Positioning
Sound Point Meridian Capital, Inc. is positioned as a provider of customized financing solutions with a focus on credit quality and risk management. Its competitive advantages include its experienced team and flexible investment approach.
Total Addressable Market (TAM)
The total addressable market is substantial, estimated to be in the hundreds of billions of dollars. The exact amount is dependent upon the economic environment. The middle market lending space where Sound Point Meridian Capital, Inc. is positioned continues to grow.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Flexible investment approach
- Strong credit underwriting process
- Established relationships with borrowers
Weaknesses
- Smaller size compared to larger BDCs
- Limited diversification relative to larger competitors
- Reliance on external financing
Opportunities
- Growing demand for private credit
- Expansion into new markets and asset classes
- Strategic partnerships with other financial institutions
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Rising interest rates
Competitors and Market Share
Key Competitors
- ARCC
- AINV
- GBL
Competitive Landscape
Sound Point Meridian Capital, Inc. competes with larger, more established BDCs. It distinguishes itself through its focus on customized solutions and credit underwriting expertise.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends cannot be determined due to the company's private status and lack of publicly available financial data.
Future Projections: Future projections for Sound Point Meridian Capital, Inc.'s growth are not publicly available.
Recent Initiatives: Information on recent strategic initiatives is not publicly accessible.
Summary
Sound Point Meridian Capital, Inc. is a specialized finance company focusing on customized capital solutions for middle-market companies. They have a flexible investment approach and experienced management, but being smaller makes it harder to compete. They may be exposed to economic downturns and are reliant on external financing. The company should capitalize on increasing demand for private credit.
Similar Companies
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
Sources and Disclaimers
Data Sources:
- Company website
- Industry reports
- Publicly available information on competitors
Disclaimers:
Financial data is limited due to the company's private status. Market share data is estimated 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 Sound Point Meridian Capital, Inc.
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2024-06-14 | CEO & Director Mr. Ujjaval Desai | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Sound Point Meridian Capital, LLC operates as a closed-end management investment company in the United States. It focuses on investing primarily in equity and mezzanine tranches of collateralized loan obligations, which are collateralized by portfolios consisting primarily of below-investment grade U.S. senior secured loans. The company was founded in 2022 and is based in New York, New York.
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