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PennantPark Floating Rate Capital Ltd. (PFLT) Aktienanalyse

Finanzdienstleistungen

PennantPark Floating Rate Capital Ltd.

$8.16

+$0.05 (+0.62%)

Zuletzt aktualisiert: 26. Mai 2026

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Analyse

Unternehmensübersicht

PennantPark Floating Rate Capital Ltd. operates as a business development company focused on generating secondary direct debt, equity, and loan investments. The firm specializes in floating rate loans directed toward private entities, thinly traded firms, or small-cap public companies within the middle market sector. This entity functions within the Financial Services sector, specifically under the Asset Management industry, which involves managing capital to generate returns for shareholders through active investment strategies. With a market capitalization of $766.95M and annual revenue of $264.51M, the company maintains a significant presence in the financial landscape despite having no publicly disclosed employee count. These valuation figures indicate that the firm holds a substantial asset base, reflecting its capacity to deploy capital at scale while navigating the complexities of the private and public middle market debt ecosystem.

Finanzielle Gesundheit

The company reported revenue of $264.51M over the trailing twelve months, with a net income of $34.46M, while EBITDA figures are not available in the provided data. The substantial gap between the revenue figure and the net income reveals a highly efficient cost structure where operating expenses consume a significant portion of top-line growth, yet the firm retains profitability. Free cash flow stands at $106.73M, a metric that signifies strong financial flexibility allowing the entity to service obligations or fund new investments without relying heavily on external financing. The gross margin is recorded at 100.0%, indicating that the primary costs of revenue are minimal relative to sales, while the operating margin of 77.8% demonstrates exceptional operational efficiency before interest and taxes. The profit margin sits at 13.0%, showing the final percentage of revenue that translates into net earnings after all corporate expenses are deducted. On the balance sheet, total cash resources amount to $95.27M against total debt of $1.63B, resulting in a debt-to-equity ratio of 156.86, which characterizes the firm as highly leveraged rather than conservative. The current ratio is 2.61, suggesting that the company possesses more than double the current assets needed to cover its short-term liabilities, indicating robust short-term liquidity. Return on Equity is calculated at 3.4% and Return on Assets at 5.1%, metrics that suggest management effectiveness is moderate given the high leverage environment, as returns on equity are compressed by the significant debt burden relative to shareholder equity.

Bewertungsanalyse

The trailing twelve-month P/E ratio is 23.42, whereas the forward P/E is significantly lower at 6.60, implying that the market expects earnings growth in future periods that will drastically reduce the valuation multiple. The price-to-book ratio stands at 0.74, indicating that the stock trades at a discount relative to its book value rather than a market premium. Price-to-sales is valued at 2.90, and EV/EBITDA is not available in the provided data, suggesting that traditional multiple-based comparisons favor the asset side of the balance sheet over revenue generation. The 52-week high is $11.46 and the 52-week low is $7.70, providing a trading range of approximately $3.76 within which the current share price must be evaluated to understand its relative position. The beta value is 0.77, which indicates that the stock exhibits lower volatility relative to the broader market, moving approximately 23% less than the market index during periods of fluctuation. These valuation metrics collectively present a picture of a capital-intensive financial firm trading at a discount to its book value with a high yield but elevated leverage.

Growth & Income

Revenue growth year-over-year is recorded at 4.6%, while earnings growth is not available in the provided data, making a direct comparison of earnings versus revenue growth rates impossible with the current information. The dividend yield is exceptionally high at 15.9%, supported by a payout ratio of 372.7%, which indicates that the company distributes a portion of earnings that exceeds its annual net income, a practice often seen in business development companies. Given that the payout ratio significantly exceeds 100%, the firm is effectively using cash from operations and potentially other sources to fund dividend payments rather than reinvesting all earnings into internal growth projects. This structure highlights a strategy prioritizing immediate income distribution to shareholders over capital retention for expansion, typical for this specific financial vehicle. The overall profile combines steady single-digit revenue expansion with an aggressive income generation strategy that relies on high leverage to sustain a substantial dividend yield for investors.

Vergleich mit Mitbewerbern

PennantPark Floating Rate Capital Ltd. (PFLT) ist in der Vermögensverwaltung-Branche tätig. So schneidet das Unternehmen im Vergleich zu seinen nächsten Mitbewerbern nach Marktkapitalisierung ab:

Unternehmen Ticker Marktkapitalisierung KGV
PennantPark Floating Rate Capital Ltd. PFLT $804.66M 12.9
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

Das durchschnittliche KGV der Vermögensverwaltung-Branche beträgt 28.6x. PennantPark Floating Rate Capital Ltd. wird mit einem KGV von 12.9 gehandelt.

Diese Analyse wurde von KI erstellt und dient nur zu Informationszwecken. Sie stellt keine Finanzberatung dar. Daten können verzögert oder ungenau sein. Führen Sie immer Ihre eigene Recherche durch und konsultieren Sie einen qualifizierten Finanzberater, bevor Sie Anlageentscheidungen treffen.

Über PennantPark Floating Rate Capital Ltd.

PennantPark Floating Rate Capital Ltd. is a business development company. It seeks to make secondary direct, debt, equity, and loan investments. The fund seeks to invest through floating rate loans in private or thinly traded or small market-cap, public middle market companies. It primarily invests in the United States and to a limited extent non-U.S. companies. The fund typically invests between $2 million and $20 million. The fund also invests in equity securities, such as preferred stock, common stock, warrants or options received in connection with debt investments or through direct investments. It primarily invests between $10 million and $50 million in investments in senior secured loans and mezzanine debt. It seeks to invest in companies not rated by national rating agencies. The companies if rated would be between BB and CCC under the Standard & Poor's system. The fund invests 30% is invested in non-qualifying assets like investments in public companies whose securities are not thinly traded or do not have a market capitalization of less than $250 million, securities of middle-market companies located outside of the United States, high-yield bonds, distressed debt, private equity, securities of public companies that are not thinly traded, and investment companies as defined in the 1940 Act. Under normal conditions, the fund expects atleast 80 percent of its net assets plus any borrowings for investment purposes to be invested in Floating Rate Loans and investments with similar economic characteristics, including cash equivalents invested in money market funds. It expects to represent 65 percent of its portfolio through senior secured loans. In case of floating rate loans, it holds investments for a period of three to ten years.

Die Unternehmensbeschreibung wird auf Englisch angezeigt.

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Wichtige Kennzahlen

Marktkapitalisierung
$804.66M
KGV
12.87
52-Wochen-Hoch
$10.88
52-Wochen-Tief
$7.68
Durchschn. Volumen
1.07M
Dividendenrendite
15.17%

Daten bereitgestellt von Yahoo Finance über yfinance. Täglich aktualisiert.

Unternehmensinfo

Börse
NYSE
Land
United States