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Upturn AI SWOT - About
SuRo Capital Corp (SSSS)
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Upturn Advisory Summary
03/27/2025: SSSS (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -29.09% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 117.76M USD | Price to earnings Ratio - | 1Y Target Price 7.92 |
Price to earnings Ratio - | 1Y Target Price 7.92 | ||
Volume (30-day avg) 256052 | Beta 1.35 | 52 Weeks Range 3.52 - 6.83 | Updated Date 04/1/2025 |
52 Weeks Range 3.52 - 6.83 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.6 |
Earnings Date
Report Date 2025-03-11 | When Before Market | Estimate -0.21 | Actual -0.1597 |
Profitability
Profit Margin - | Operating Margin (TTM) -209.03% |
Management Effectiveness
Return on Assets (TTM) -2.21% | Return on Equity (TTM) -21.13% |
Valuation
Trailing PE - | Forward PE 0.59 | Enterprise Value 171420256 | Price to Sales(TTM) 25.2 |
Enterprise Value 171420256 | Price to Sales(TTM) 25.2 | ||
Enterprise Value to Revenue 5.44 | Enterprise Value to EBITDA - | Shares Outstanding 23551900 | Shares Floating 21976240 |
Shares Outstanding 23551900 | Shares Floating 21976240 | ||
Percent Insiders 6.88 | Percent Institutions 25.56 |
Analyst Ratings
Rating 4.5 | Target Price 7.05 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
SuRo Capital Corp
Company Overview
History and Background
SuRo Capital Corp, formerly known as Sutter Rock Capital Corp, is a publicly traded investment fund focused on venture capital and growth equity. Founded in 1958 as Sutter Funds, it became a business development company (BDC) in 2011 and focuses on investing in high-growth technology-enabled companies.
Core Business Areas
- Venture Capital Investments: SuRo Capital Corp invests in privately held, high-growth technology and technology-related companies across various sectors, providing capital for growth and expansion.
- Portfolio Management: Actively manages its portfolio companies, providing strategic advice, operational support, and access to its network to help them achieve their growth objectives.
Leadership and Structure
The company is led by a board of directors and an executive management team. Mark Klein is the Chairman and CEO. The organizational structure is typical of a BDC, with investment professionals, portfolio managers, and administrative staff.
Top Products and Market Share
Key Offerings
- Capital for Growth-Stage Companies: Provides venture capital and growth equity financing to privately held companies in the technology sector. Market share is difficult to ascertain directly as it invests in private companies and its impact is reflected in the success of these companies. Key competitors are other BDCs and venture capital funds like Hercules Capital (HTGC) and Main Street Capital (MAIN).
Market Dynamics
Industry Overview
The venture capital and growth equity industry is highly competitive, with many firms seeking to invest in promising early-stage and growth-stage companies. The industry is sensitive to economic conditions, interest rates, and technological trends.
Positioning
SuRo Capital Corp positions itself as a provider of capital and strategic support to high-growth technology companies. It seeks to identify and invest in companies with strong growth potential and differentiated business models.
Total Addressable Market (TAM)
The TAM for venture capital is vast, estimated in the hundreds of billions globally. SuRo Capital Corp targets a specific niche within this market, focusing on technology-enabled companies. Their positioning depends on their ability to source and add value to these specific portfolio companies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on high-growth technology companies
- Access to a network of industry contacts
- Publicly traded structure provides liquidity
Weaknesses
- High expense ratio relative to some competitors
- Reliance on the performance of privately held companies
- Sensitivity to market volatility
- Small market capitalization limits access to capital
Opportunities
- Growing demand for venture capital in the technology sector
- Potential for follow-on investments in successful portfolio companies
- Expansion into new technology sectors
- Strategic acquisitions of complementary businesses
Threats
- Increased competition from other venture capital firms
- Economic downturn could negatively impact portfolio companies
- Changes in government regulations
- Technological disruptions
Competitors and Market Share
Key Competitors
- Hercules Capital (HTGC)
- Main Street Capital (MAIN)
- Ares Capital Corporation (ARCC)
Competitive Landscape
SuRo Capital Corp competes with other BDCs and venture capital firms for investment opportunities. Its advantages include its focus on technology companies and its publicly traded structure. Its disadvantages include its smaller size and higher expense ratio.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on investment outcomes and market cycles. Check financial reports for past growth metrics.
Future Projections: Future projections are based on analyst estimates and the company's strategic plans. These projections are subject to change and are not guaranteed.
Recent Initiatives: Recent initiatives may include new investment strategies, portfolio company exits, or strategic acquisitions. Financial releases and press releases report these details.
Summary
SuRo Capital Corp is a BDC focused on high-growth technology companies. Its success depends on identifying and investing in promising companies. The company faces competition from larger BDCs and venture capital firms and economic downturns represent significant risks. Financial performance is dependent on investment outcomes and market cycles. As of current public filings, SuRo's fundamentals are mixed.
Similar Companies
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
HTGC
Hercules Capital Inc
HTGC
Hercules Capital Inc
MAIN
Main Street Capital Corporation
MAIN
Main Street Capital Corporation
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Company website
- Analyst reports
- Financial news sources
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own due diligence and consultation with a qualified 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 SuRo Capital Corp
Exchange NASDAQ | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2011-04-28 | Chairman, President & CEO Mr. Mark David Klein | ||
Sector Financial Services | Industry Asset Management | Full time employees 10 | Website https://www.surocap.com |
Full time employees 10 | Website https://www.surocap.com | ||
SuRo Capital Corp. is a venture capital, mezzanine, secondary(direct) and business development company specializing in growth capital, emerging growth, late stage and venture capital-backed private companies. It prefers to invest in energy and utilities, consumer, technology, media and communication sectors. The firm prefers to invest in United States of America and Canada. The firm only seeks minority stakes. SuRo Capital Corp. was founded in 2010 and is based in San Francisco, California.
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