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Carlyle Secured Lending, Inc. (CGBD) Stock Analysis

Financial Services

Carlyle Secured Lending, Inc.

$10.76

+$0.08 (+0.75%)

Last Updated: May 26, 2026

Price History

Analysis

Company Overview

Carlyle Secured Lending, Inc. operates as a business development company that specializes in directly investing across a spectrum of debt instruments, including first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt, and equities. The firm primarily focuses on the middle market segment, with a specific target on the healthcare sector, positioning it within the broader financial services industry under the asset management sub-sector. As of the latest available data, the company holds a market capitalization of $799.75M and reports trailing twelve-month revenue of $255.57M, though specific employee count data is not disclosed in current records. These valuation and revenue figures indicate that the entity functions as a significant player in its niche, managing substantial assets relative to its peers while maintaining a specialized focus rather than broad diversification.

Financial Health

The company reports trailing twelve-month revenue of $255.57M and net income of $69.15M, while EBITDA data is not available in the current dataset. The substantial gap between the revenue figure and the net income reveals a highly efficient cost structure typical of asset management, where operating expenses are minimal relative to the volume of assets managed and lent. However, the free cash flow stands at $-27,272,376, indicating that despite accounting profitability, the company is currently consuming cash, which limits immediate financial flexibility for capital-intensive initiatives without external financing. The financial margins further illustrate this operational efficiency, with a gross margin of 100.0% reflecting the direct investment nature of the business, an operating margin of 74.5% showing strong overhead control, and a profit margin of 27.4% demonstrating the ability to retain a significant portion of revenue as profit. Regarding liquidity and leverage, the company holds $45.32M in cash against a total debt obligation of $1.53B, resulting in a debt-to-equity ratio of 131.29, which signifies a highly leveraged balance sheet common in business development companies but requiring careful monitoring of funding costs. Short-term liquidity appears robust with a current ratio of 3.62, suggesting the firm can easily meet its short-term obligations with its current assets. Finally, the return on equity is 6.8% and the return on assets is 5.1%, metrics that reveal moderate management effectiveness in generating returns relative to the capital invested and the total asset base, respectively.

Valuation Assessment

The stock trades with a trailing P/E ratio of 10.86 and a forward P/E of 7.54, a significant divergence that implies the market expects a sharp increase in earnings in the coming year, likely driven by anticipated improvements in the underlying lending portfolio performance. The price-to-book ratio is 0.67, indicating that the market values the company at a substantial discount to its book value, which often reflects the conservative valuation of illiquid assets or expectations of future equity dilution. Alternative valuation metrics such as the price-to-sales ratio of 3.13 and an unavailable EV/EBITDA provide additional context, suggesting the company is priced based on revenue generation capabilities rather than traditional earnings multiples. In terms of trading range, the 52-week high is $17.00 and the 52-week low is $10.61; without a specific current price to calculate a precise percentage, the stock's position within this $6.39 range defines its recent volatility and investor sentiment. The beta value of 0.73 indicates that the stock's price volatility is lower than the broader market, suggesting it may act as a defensive position relative to the overall equity market during periods of fluctuation.

Growth & Income

Revenue growth over the last year is 18.7%, while earnings growth is -40.5%, revealing a scenario where earnings are contracting significantly faster than revenue, which implies that one-time charges, portfolio impairments, or a decline in the net interest margin are outweighing top-line expansion. The company pays a dividend yield of 14.6% with a payout ratio of 163.4%, a figure that is mathematically unsustainable based on current earnings but may be supported by non-cash income or prior retained earnings, necessitating caution regarding the longevity of this income stream. Given the payout ratio exceeding 100%, the company is effectively distributing more than its current annual earnings, which contrasts with non-dividend payers that reinvest earnings into growth. Overall, the growth and income profile presents a complex picture of strong revenue expansion offset by significant earnings contraction and a high-yield dividend that relies on factors beyond current net income generation.

Peer Comparison

Carlyle Secured Lending, Inc. (CGBD) operates in the Asset Management industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Carlyle Secured Lending, Inc. CGBD $747.79M 15.4
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

The Asset Management industry average P/E ratio is 28.6x. Carlyle Secured Lending, Inc. trades at a P/E of 15.4.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About Carlyle Secured Lending, Inc.

Carlyle Secured Lending, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industries, business services, software, beverage food and tobacco, hotel gamming and leisure, banking finance insurance and in real estate sector. The fund seeks to invest across United States of America, Luxembourg, Cayman Islands, Cyprus, and United Kingdom. It invests in companies with EBITDA between $25 million and $100 million.

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Key Statistics

Market Cap
$747.79M
P/E Ratio
15.37
52-Week High
$14.49
52-Week Low
$10.61
Avg Volume
760.30K
Beta
0.72
Dividend Yield
14.40%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
United States