Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GAIN
Strong BuyFull HouseFLAGGladstone Investment Corporation · Financial Services · United States · $635M · Avg Vol: $3M/d
Gladstone Investment clears the floors at Q53 V52 M69 but neither quality nor value reaches the all-three-above-60 path and there is no corroborating filing, so stage one fails.
COMPANY DESCRIPTION
Gladstone Investment Corporation is a publicly traded business development company (BDC) that invests in lower middle-market companies in the United States, providing debt and equity financing. Its competitive moat includes its diversified investment portfolio, experienced management team, and ability to generate attractive returns through a combination of current income and capital appreciation. GAIN operates as a specialized lender and equity investor, supporting growth and recapitalizations for privately held businesses.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 32.7M | 79.0M | 61.6M | 177.5M | 75.8% | 103.9M | 107.8M | 114.5M | -19.7% |
| EPS | 3.08 | 1.07 | 2.47 | 1.78 | 4.64 | 10.8% | 4.26 | — | — | — |
| Shares | — | 33.6M | 36.7M | 36.8M | 39.8M | +18.5% | — | — | — | — |
| Debt | — | 292.6M | 398.3M | 455.7M | 564.5M | 24.5% | 570.8M | — | — | — |
| Equity | — | 439.7M | 492.7M | 499.1M | 668.2M | 15.0% | — | — | — | — |
| Op CF | — | -4.5M | -69.9M | 16.3M | -101.6M | — | -43.4M | — | — | — |
| Inv CF | — | — | — | — | — | — | — | — | — | — |
| Fin CF | — | -6.7M | 69.9M | -4.4M | 88.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of GAIN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GAIN | Gladstone Investment Corporation(you) | $635M | 82 | Strong Buy |
| AVK | Advent Convertible and Income Fund | $544M | 79 | Buy |
| GCMG | GCM Grosvenor Inc. | $839M | 85 | Strong Buy |
| PDT | John Hancock Premium Dividend Fund | $634M | 73 | Buy |
| BBDC | Barings BDC, Inc. | $979M | 82 | Strong Buy |
| EMD | Western Asset Emerging Markets Debt Fund Inc. | $609M | 71 | Buy |
| IGR | CBRE Global Real Estate Income Fund | $693M | 72 | Buy |
| GGN | GAMCO Global Gold, Natural Resources & Income Trust | $767M | 73 | Buy |
| HTD | John Hancock Tax-Advantaged Dividend Income Fund | $897M | 75 | Buy |
| NCV | Virtus Convertible & Income Fund | $374M | 77 | Buy |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%