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Carlyle Secured Lending, Inc. (CGBD) Analyse boursière

Services Financiers

Carlyle Secured Lending, Inc.

$10.76

+$0.08 (+0.75%)

Dernière mise à jour : 26 mai 2026

Historique des Prix

Analyse

Présentation de l'entreprise

Carlyle Secured Lending, Inc. operates as a business development company with a specialized focus on providing capital solutions across the asset management sector, targeting the middle market with direct investments in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt, and equity positions. The firm functions within the broader Financial Services industry, where its specific mandate involves directly investing in secured lending structures that typically prioritize healthcare sectors among its target clients. The entity demonstrates a significant market presence with a market capitalization of $799.75M and reported annual revenue of $255.57M over the trailing twelve months. While specific employee headcount data is not publicly disclosed, the scale of operations indicated by the $799.75M market cap and $255.57M revenue suggests a substantial enterprise capable of managing complex credit portfolios within the competitive financial services landscape. These financial dimensions position the company as a notable player in the secured lending space, reflecting an operational capacity that supports a diversified approach to debt and equity investments in the middle market.

Santé financière

Carlyle Secured Lending, Inc. reported a trailing twelve-month revenue of $255.57M and generated a net income of $69.15M, while EBITDA figures are not disclosed in current public data. The significant difference between the revenue figure of $255.57M and the net income of $69.15M reveals a cost structure where operating expenses, including management fees and cost of funds, consume approximately 73% of total revenue before arriving at the bottom line. The company reports a free cash flow of -$27,272,376, which indicates a period of negative cash generation, likely driven by heavy investment activities or timing differences in cash collections versus debt servicing obligations, thereby limiting immediate financial flexibility for capital expenditures. Analyzing the profit margins, the company maintains a gross margin of 100.0%, an operating margin of 74.5%, and a profit margin of 27.4%; the perfect gross margin is characteristic of asset management firms where revenue is primarily fee-based, while the substantial operating and profit margins suggest efficient cost control relative to the volume of assets managed. In terms of leverage, the company holds $45.32M in cash against a total debt load of $1.53B, resulting in a debt-to-equity ratio of 131.29, which characterizes a highly leveraged balance sheet typical for business development companies that utilize debt to finance their investments. The current ratio stands at 3.62, indicating a robust short-term liquidity position where current assets significantly exceed current liabilities, providing a strong buffer for meeting immediate obligations despite the high overall debt levels. Return on equity is calculated at 6.8% and return on assets at 5.1%, metrics that reflect the efficiency of management in generating returns from the shareholders' capital and the total asset base respectively, though these returns are modest relative to the high leverage employed.

Évaluation de la valorisation

The trailing twelve-month price-to-earnings ratio is 10.86, while the forward price-to-earnings ratio is projected at 7.54, implying that the market expects earnings growth in the future to be more robust than current trailing earnings suggest, or that the current stock price is high relative to expected future earnings. The price-to-book ratio is recorded at 0.67, indicating that the stock trades at a significant discount to its book value, which often reflects the market's cautious valuation of the company's tangible assets or concerns regarding the quality of its intangible assets and future earnings potential. Alternative valuation metrics such as the price-to-sales ratio of 3.13 and an EV/EBITDA figure that is not available provide different perspectives on value; the P/S ratio suggests the market values the company at over three times its sales, a metric often used when earnings are volatile or negative. Regarding price momentum, the 52-week high is $15.15 and the 52-week low is $10.61, meaning the current trading price sits within this established range but requires precise calculation of the exact percentage deviation from these highs and lows to determine immediate relative strength or weakness. The beta value is 0.71, which indicates that the stock's price volatility is lower than the broader market, suggesting it may be less sensitive to general market fluctuations compared to the S&P 500.

Growth & Income

The company experienced a revenue growth of 18.7% year-over-year, whereas earnings growth declined by 40.5% year-over-year, revealing a divergence where top-line growth is outpacing profitability, a situation often caused by one-time charges, increased cost of funds, or non-recurring expenses impacting the bottom line. As a dividend payer, the company offers a dividend yield of 14.6%, but this comes with a payout ratio of 163.4%, which indicates that the dividends paid exceed the net income generated, rendering the payout ratio unsustainable given the current earnings performance and raising concerns about the continuity of the dividend. The high payout ratio necessitates that the company relies on retained earnings, cash reserves, or other financing sources to fund the dividend rather than paying out a portion of its current net income. Overall, the growth and income profile presents a mix of strong revenue expansion and significant earnings contraction, supported by an exceptionally high but potentially unsustainable dividend yield that investors must weigh against the deteriorating earnings trajectory.

Comparaison avec les pairs

Carlyle Secured Lending, Inc. (CGBD) opère dans le secteur Gestion d'Actifs. Voici comment il se compare à ses pairs les plus proches par capitalisation boursière :

Entreprise Ticker Cap. Boursière Ratio P/E
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

Le ratio P/E moyen du secteur Gestion d'Actifs est de 28.6x. Carlyle Secured Lending, Inc. se négocie à un P/E de 15.4.

Cette analyse est générée par IA à titre informatif uniquement et ne constitue pas un conseil financier. Les données peuvent être retardées ou inexactes. Faites toujours vos propres recherches et consultez un conseiller financier qualifié avant de prendre des décisions d'investissement.

À propos de 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.

La description de l'entreprise est affichée en anglais.

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Statistiques Clés

Capitalisation
$747.79M
Ratio P/E
15.37
Plus Haut 52 Sem.
$14.49
Plus Bas 52 Sem.
$10.61
Volume Moyen
760.30K
Bêta
0.72
Rendement Dividende
14.40%

Données fournies par Yahoo Finance via yfinance. Mis à jour quotidiennement.

Info Entreprise

Bourse
NASDAQ
Pays
United States