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Nuveen Churchill Direct Lending Corp. (NCDL) Stock Analysis

Financial Services

Nuveen Churchill Direct Lending Corp.

$12.90

+$0.02 (+0.16%)

Last Updated: May 26, 2026

Price History

Analysis

Company Overview

Nuveen Churchill Direct Lending Corp. operates as a business development company that was originally established as a limited liability company under Delaware law on March 13, 2018, and subsequently converted into a Maryland corporation on June 18, 2019, prior to the commencement of its operations. The firm functions within the Financial Services sector and the Asset Management industry, positioning it as an entity focused on managing investment portfolios and providing lending services rather than manufacturing goods or retailing services. The company currently maintains a total market capitalization of $628.20M, which serves as a primary indicator of its size relative to other public entities in the asset management space. While the specific annual revenue and employee count figures are not disclosed in the available data, the market capitalization suggests a mid-sized operation within the broader financial services landscape.

Financial Health

The available financial data lists revenue, net income, and EBITDA as N/A for the trailing twelve months, indicating that these specific line items are either not reported or are not materialized in a way that generates standard GAAP figures for this particular reporting period. Consequently, the gap between revenue and net income cannot be quantified in this instance, as neither the top-line figure nor the bottom-line profit is available for structural cost analysis. Similarly, free cash flow is listed as N/A, meaning there is no disclosed data to assess the company's current financial flexibility or its ability to fund capital expenditures and acquisitions without external financing. All three margin metrics—gross margin, operating margin, and profit margin—are reported at 0.0%, a figure that typically characterizes investment vehicles where operating expenses are often netted against investment income directly in the calculation of net income rather than being separated into distinct gross or operating margins. Total cash, total debt, and the debt-to-equity ratio are also listed as N/A, preventing a direct comparison of liquidity assets against liabilities to determine if the balance sheet is conservative or leveraged based on traditional leverage ratios. The current ratio is N/A, offering no insight into the company's short-term liquidity position relative to its current obligations. Furthermore, return on equity, return on assets, and other return metrics are listed as N/A, which precludes an assessment of management effectiveness in generating returns from shareholders' equity or total assets during the reported period.

Valuation Assessment

The trailing twelve-month P/E ratio stands at 9.78, while the forward P/E is calculated at 8.09, suggesting a market expectation for future earnings per share to grow faster than current earnings or a shift in valuation multiple expectations. The price-to-book ratio and EV/EBITDA are both listed as N/A, so no market premium over book value or enterprise value relative to earnings can be derived from these specific alternative valuation metrics in the current dataset. The 52-week high is recorded at $17.59 and the 52-week low at $12.54, establishing a trading range within which the current share price resides. Without the specific current share price provided in the facts to calculate the exact percentage deviation, the company's valuation relative to this historical range remains undefined by the available numbers. The beta value is listed as N/A, meaning there is no data available to quantify the stock's price volatility relative to the broader market movements.

Growth & Income

Revenue growth year-over-year and earnings growth year-over-year are both listed as N/A, so it is impossible to determine whether earnings are growing faster or slower than revenue based on the provided historical data. For dividend payers, the company reports a dividend yield of 12.6% and a payout ratio of 138.5%, indicating that the dividends paid to shareholders currently exceed the net income available for distribution as calculated by the financial statements. A payout ratio above 100% suggests that the company is distributing more in dividends than it reports as net income for the period, a scenario often seen in REITs or BDCs where non-cash items or specific accounting treatments affect the bottom line. Summarizing the overall profile, the company offers a high dividend yield supported by a payout ratio that exceeds traditional earnings thresholds, while growth and liquidity metrics remain unquantified due to the N/A status of the underlying financial data.

Peer Comparison

Nuveen Churchill Direct Lending Corp. (NCDL) 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
Nuveen Churchill Direct Lending Corp. NCDL $636.11M 10.8
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. Nuveen Churchill Direct Lending Corp. trades at a P/E of 10.8.

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 Nuveen Churchill Direct Lending Corp.

Nuveen Churchill Direct Lending Corp. (the “Company”) is business development company and was formed on March 13, 2018, as a limited liability company under the laws of the State of Delaware and was converted into a Maryland corporation on June 18, 2019 prior to the commencement of operations. The Company is a closed-end, externally managed, non-diversified management investment company that has elected to be regulated as a business development company (“BDC”) under the Investment Company Act of 1940, as amended (the “1940 Act”). The Company's investment objective is to generate attractive risk-adjusted returns primarily through current income by investing primarily in senior secured loans to private equity-owned U.S. middle market companies, which the Company defines as companies with approximately $10.0 million to $100.0 million of earnings before interest, taxes, depreciation and amortization (“EBITDA”). The Company will focus on privately originated debt to performing U.S. middle market companies, with a portfolio expected to comprise primarily of first-lien senior secured debt and unitranche loans (other than last-out positions in unitranche loans) (collectively “Senior Loans”). The Company will also opportunistically invest in junior capital opportunities (second-lien loans, subordinated debt, last-out positions in unitranche loans and equity-related securities) (collectively “Junior Capital Investments”).

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Key Statistics

Market Cap
$636.11M
P/E Ratio
10.82
52-Week High
$17.27
52-Week Low
$12.43
Avg Volume
230.97K
Dividend Yield
11.18%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NYSE
Country
United States