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GAIN

BUYFLAG

Gladstone Investment Corporation · Financial Services · United States · $635M · Avg Vol: $3M/d

77
StockRank
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Q
53
V
52
M
65
P/E (TTM)
3.5x
ROE
31.7%
D/E
0.8x
Dividend %
5.8%
AI CONVICTION THESIS

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)

Year20222023202420252026CAGRTTM
Revenue32.7M79.0M61.6M177.5M75.8%99.1M
EPS3.081.072.471.784.6410.8%4.73
Shares33.6M36.7M36.8M39.8M+18.5%39.8M
Debt292.6M398.3M455.7M564.5M24.5%564.5M
Equity439.7M492.7M499.1M668.2M15.0%
Op CF-4.5M-69.9M16.3M-101.6M-101.6M
Inv CF
Fin CF-6.7M69.9M-4.4M88.8M
Loading 1Y...
PRICE (1Y)+4.1%
14.7315.2615.7816.3116.84Jun 11Jul 6Jul 24
SMA 50SMA 200
Close
$15.95
RSI (14)
59.0
52W High
$16.88
From 52W High
0.9%

SCORE BREAKDOWN

Quality
53
ROIC (ROA)
2.0%*56.1
ROE
31.7%94.3
GP/Assets
7.5%67.8
Op. Margin
-0.0%7.1
FCF/Assets
3.0%65.9
Piotroski
444.0
Int. Cover
N/A
D/E Ratio
0.84x31.2
Current Ratio
0.13x7.9
Value
52
P/E (TTM)
3.5x97.0
EV/EBITDA
N/A
P/FCF
16.1x34.9
P/B
1.0x62.8
P/S
6.6x27.5
Div Yield
5.8%69.7
Momentum
65
52W High %
95%56.4
RS 6M
11%80.2
SMA 50/200
1.10x75.3
EPS Rev 4W
0.0%69.8
EPS Rev 12W
+5.4%89.0
EPS Improve
-80%2.7
Q Growth
361%93.3

FUNDAMENTALS

Market Cap
$635M
P/E (Forward)
17.7x
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of GAIN are excluded.

TickerCompanyMkt CapStockRankSignal
GAINGladstone Investment Corporation(you)$635M77BUY
PDTJohn Hancock Premium Dividend Fund$634M81STRONG BUY
EMDWestern Asset Emerging Markets Debt Fund Inc.$609M81STRONG BUY
IGDVoya Global Equity Dividend and Premium Opportunity Fund$503M79BUY
WIWWestern Asset Inflation-Linked Opportunities & Income Fund$507M81STRONG BUY
GCMGGCM Grosvenor Inc.$737M83STRONG BUY
BOEBlackRock Enhanced Global Dividend Trust$662M67BUY
CCDCalamos Dynamic Convertible and Income Fund$714M67BUY
CIIBlackRock Enhanced Large Cap Core Fund, Inc.$1.0B73BUY
FDUSFidus Investment Corporation$737M67BUY

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

Gladstone Investment Corporation (GAIN) — Stock Score Summary

Gladstone Investment Corporation (GAIN) has a MoatMap StockRank of 77/100 based on Quality (53/100), Value (52/100), and Momentum (65/100) factor scores. The current signal is BUY. 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.

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.

Key Financial Metrics

Price$15.95
Market Cap$635M
P/E (TTM)3.47
P/E (Forward)17.69
Price/Book0.98
Return on Equity31.7%
Debt/Equity0.84x
Gross Margin100.0%
Operating Margin-0.0%
Revenue Growth-8.6%
Dividend Yield5.8%
Free Cash Flow$40M

Gladstone Investment Corporation operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Gladstone Investment Corporation’s (GAIN) StockRank?
MoatMap’s StockRank for Gladstone Investment Corporation (GAIN) is 77/100, with a Buy signal. It is a composite of Quality (53), Value (52), and Momentum (65) factor ranks across MoatMap’s 20,000+ stock universe.
Does Gladstone Investment Corporation have an economic moat?
Gladstone Investment Corporation (GAIN) has a Quality factor score of 53/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Gladstone Investment Corporation a buy, hold, or sell?
MoatMap’s current signal for Gladstone Investment Corporation (GAIN) is Buy, based on a StockRank of 77/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Gladstone Investment Corporation in?
Gladstone Investment Corporation (GAIN) operates in the Financial Services sector, specifically the Asset Management industry (United States).