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Chicago Atlantic BDC, Inc. · Financial Services · United States · $233M · Avg Vol: $559K/d

78
StockRank
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Q
67
V
61
M
46
P/E (TTM)
7.4x
ROE
10.5%
D/E
0.1x
Dividend %
13.2%
AI CONVICTION THESIS

Chicago Atlantic BDC has quality Q68 and value V63, but momentum at M48 is below the calibrated floor, so stage one fails.

COMPANY DESCRIPTION

Chicago Atlantic BDC, Inc. is a business development company (BDC) specializing in originating and managing senior secured loans to middle-market companies, predominantly within the cannabis industry. Its niche focus on this underserved, high-growth sector allows it to command attractive risk-adjusted returns due to limited traditional financing options. Chicago Atlantic is a leading BDC benefiting from deep industry expertise in the specialized cannabis market.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue10.1K10.0M18.0M40.5M1490.5%60.0M45.7M50.4M11.5%
EPS-0.170.320.931.46113.5%1.391.511.656.3%
Shares22.9M22.9M22.8M22.8M-0.3%22.8M
Debt25.0M27.0M
Equity84.6M85.6M301.2M303.4M53.1%
Op CF-0.5M5.7M-5.0M-20.5M-3.0M
Inv CF
Fin CF85.3M-8.3M-3.6M-0.5M
Loading 1Y...
PRICE (1Y)+9.1%
9.249.519.7910.0710.34Jul 29Aug 19Sep 9
SMA 50SMA 200

Close
$10.20
RSI (14)
78.2
52W High
$10.41
From 52W High
1.0%

SCORE BREAKDOWN

Quality
67
ROIC (ROA)
6.9%*80.0
ROE
10.5%52.7
GP/Assets
17.5%84.6
Op. Margin
61.9%80.1
FCF/Assets
n/mN/A
Piotroski
455.4
Int. Cover
N/A
D/E Ratio
0.09x72.8
Current Ratio
0.71x21.7
Value
61
P/E (TTM)
7.4x81.4
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
0.8x81.1
P/S
3.9x45.7
Div Yield
13.2%95.5
Momentum
46
52W High %
98%91.7
RS 6M
-4%46.5
SMA 50/200
1.02x46.5
EPS Rev 4W
-2.4%9.1
EPS Rev 12W
-2.4%20.0
EPS Improve
+18%47.1
Q Growth
-29%11.6

FUNDAMENTALS

Market Cap
$233M
P/E (Forward)
6.3x
Gross Margin
100.0%

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
LIENChicago Atlantic BDC, Inc.(you)$233M78Buy
NCZVirtus Convertible & Income Fund II$295M76Buy
WHGWestwood Holdings Group, Inc.$189M72Buy
NCVVirtus Convertible & Income Fund$374M77Buy
BANXArrowMark Financial Corp.$200M70Buy
ERCAllspring Multi-Sector Income Fund$260M65Buy
HIOWestern Asset High Income Opportunity Fund Inc.$335M70Buy
IGAVoya Global Advantage and Premium Opportunity Fund$154M70Buy
TPVGTriplePoint Venture Growth BDC Corp.$221M63Hold
WHFWhiteHorse Finance, Inc.$152M70Buy

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Chicago Atlantic BDC, Inc. (LIEN): Stock Score Summary

Chicago Atlantic BDC, Inc. (LIEN) has a MoatMap StockRank of 78/100 based on Quality (67/100), Value (61/100), and Momentum (46/100) factor scores. The current signal is BUY. Chicago Atlantic BDC has quality Q68 and value V63, but momentum at M48 is below the calibrated floor, so stage one fails.

Chicago Atlantic BDC, Inc. is a business development company (BDC) specializing in originating and managing senior secured loans to middle-market companies, predominantly within the cannabis industry. Its niche focus on this underserved, high-growth sector allows it to command attractive risk-adjusted returns due to limited traditional financing options. Chicago Atlantic is a leading BDC benefiting from deep industry expertise in the specialized cannabis market.

Key Financial Metrics

Price$10.20
Market Cap$233M
P/E (TTM)7.42
P/E (Forward)6.29
Price/Book0.78
Return on Equity10.5%
Debt/Equity0.09x
Gross Margin100.0%
Operating Margin61.9%
Revenue Growth6.8%
Dividend Yield13.2%
Free Cash Flow$13M

Chicago Atlantic BDC, Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Chicago Atlantic BDC, Inc.’s (LIEN) StockRank?
MoatMap’s StockRank for Chicago Atlantic BDC, Inc. (LIEN) is 78/100, with a Buy signal. It is a composite of Quality (67), Value (61), and Momentum (46) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Chicago Atlantic BDC, Inc. have an economic moat?
Chicago Atlantic BDC, Inc. (LIEN) has a Quality factor score of 67/100. 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 Chicago Atlantic BDC, Inc. a buy, hold, or sell?
MoatMap’s current signal for Chicago Atlantic BDC, Inc. (LIEN) is Buy, based on a StockRank of 78/100. 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 Chicago Atlantic BDC, Inc. in?
Chicago Atlantic BDC, Inc. (LIEN) operates in the Financial Services sector, specifically the Asset Management industry (United States).