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Upturn AI SWOT - About
SWK Holdings Corp (SWKH)
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Upturn Advisory Summary
04/01/2025: SWKH (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 -17.74% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 212.22M USD | Price to earnings Ratio 16.04 | 1Y Target Price 21 |
Price to earnings Ratio 16.04 | 1Y Target Price 21 | ||
Volume (30-day avg) 8013 | Beta 0.4 | 52 Weeks Range 15.14 - 18.09 | Updated Date 04/1/2025 |
52 Weeks Range 15.14 - 18.09 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.08 |
Earnings Date
Report Date 2025-03-18 | When After Market | Estimate 0.94 | Actual 0.536 |
Profitability
Profit Margin 48.97% | Operating Margin (TTM) 60% |
Management Effectiveness
Return on Assets (TTM) 4.05% | Return on Equity (TTM) 4.74% |
Valuation
Trailing PE 16.04 | Forward PE - | Enterprise Value 249450540 | Price to Sales(TTM) 7.7 |
Enterprise Value 249450540 | Price to Sales(TTM) 7.7 | ||
Enterprise Value to Revenue 5.54 | Enterprise Value to EBITDA 10.03 | Shares Outstanding 12252800 | Shares Floating 2309901 |
Shares Outstanding 12252800 | Shares Floating 2309901 | ||
Percent Insiders 6.34 | Percent Institutions 88.02 |
Analyst Ratings
Rating 4 | Target Price 22 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
SWK Holdings Corp
Company Overview
History and Background
SWK Holdings Corporation, established in 2010, is a specialized finance company focusing on the healthcare sector. It provides flexible financing solutions to companies across various stages of development, from early-stage to mature businesses.
Core Business Areas
- Healthcare Finance: Provides financing solutions to companies in the healthcare sector, including medical devices, diagnostics, and pharmaceuticals.
Leadership and Structure
The company is led by Winston L. Black, the Chief Executive Officer. The structure involves a board of directors and various management teams overseeing different aspects of the business, including investment, finance, and operations.
Top Products and Market Share
Key Offerings
- Term Loans: Provides senior secured term loans to healthcare companies. Market share data not readily available; competes with other specialized lenders and banks.
- Royalty Monetizations: Offers financing solutions that monetize royalties on healthcare products. Market share data not readily available; competes with other specialized lenders and royalty financing firms.
Market Dynamics
Industry Overview
The healthcare finance industry is growing, driven by innovation, aging populations, and increasing healthcare spending. It is competitive, with specialized lenders, banks, and private equity firms.
Positioning
SWK Holdings Corp positions itself as a specialized finance partner for healthcare companies, providing tailored financing solutions. Its competitive advantage lies in its deep understanding of the healthcare industry and its ability to offer flexible financing options.
Total Addressable Market (TAM)
The TAM for healthcare finance is significant and estimated to be in the billions of dollars. SWK Holdings Corp is positioned to capture a portion of this market through its specialized lending and royalty monetization strategies.
Upturn SWOT Analysis
Strengths
- Specialized focus on healthcare
- Experienced management team
- Flexible financing solutions
- Strong relationships with healthcare companies
Weaknesses
- Small size relative to larger financial institutions
- Concentration risk in the healthcare sector
- Dependence on a limited number of key investments
Opportunities
- Growing demand for healthcare financing
- Expansion into new healthcare sub-sectors
- Strategic partnerships with healthcare companies
- Increasing complexity of healthcare financing needs
Threats
- Economic downturns impacting healthcare spending
- Increased competition from larger financial institutions
- Changes in healthcare regulations
- Technological disruptions in the healthcare industry
Competitors and Market Share
Key Competitors
- ORCC
- PSEC
- ABDC
Competitive Landscape
SWK Holdings Corp competes with larger BDCs and financial institutions. Its advantage lies in its specialization and flexibility, while its disadvantage is its smaller size and limited capital.
Major Acquisitions
Enteris BioPharma, Inc.
- Year: 2019
- Acquisition Price (USD millions): 48
- Strategic Rationale: Acquisition of Enteris BioPharma, Inc.'s royalty and other rights regarding oral dosage forms of gonadotropin-releasing hormone analogs and synthetic human parathyroid hormone (1-34) (hPTH).
Growth Trajectory and Initiatives
Historical Growth: Requires real-time data fetch, can not provide
Future Projections: Requires real-time data fetch, can not provide
Recent Initiatives: Requires real-time data fetch, can not provide
Summary
SWK Holdings is a specialized finance company targeting the healthcare industry. It boasts a focused strategy and experienced management but faces competition and sector concentration risks. Growth opportunities stem from increasing healthcare financing demand. Overall, SWK exhibits potential within its niche yet requires careful management of risks to sustain its trajectory.
Similar Companies
PSEC
Prospect Capital Corporation
PSEC
Prospect Capital Corporation
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Company Website
- Market Research Reports
- Public Financial Databases
Disclaimers:
The data provided is based on publicly available information and should not be considered financial advice. Market share data is estimated and may not be precise. Real-time financial data may vary.
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 SWK Holdings Corp
Exchange NASDAQ | Headquaters Dallas, TX, United States | ||
IPO Launch date 1999-09-22 | CEO & President Mr. Jody. D Staggs | ||
Sector Financial Services | Industry Asset Management | Full time employees 24 | Website https://www.swkhold.com |
Full time employees 24 | Website https://www.swkhold.com | ||
SWK Holdings Corporation, offers specialty finance and asset management services in the United States. It operates in two segments, Finance Receivables and Pharmaceutical Development. The Finance Receivables segment provides customized financing solutions to a range of life science companies, including companies in the biotechnology, medical device, medical diagnostics and related tools, animal health, and pharmaceutical industries, as well as institutions and inventors. This segment also offers non-discretionary investment advisory services to institutional clients in separately managed accounts to invest in life science finance. The Pharmaceutical Development segment provides customers pharmaceutical development, formulation, and manufacturing services, as well as formulation solutions built around its proprietary oral drug delivery technologies, the Peptelligence platform. It also offers intellectual property licensing business. The company was formerly known as Kana Software, Inc. and changed its name to SWK Holdings Corporation in December 2009. SWK Holdings Corporation was incorporated in 1996 and is headquartered in Dallas, Texas.
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