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v0.1
CGBD$11.01+1.85%
Fair $11.01+0.0%

CGBD

Carlyle Secured Lending, Inc.

Financial Services / Asset ManagementNasdaqGS

$11.01

+0.20 (+1.85%)

Fairly Valued+0.0%Fair Value $11.01Fund rank 25/100 · Data gapFallback financials|
SA 20/D
F-Score: 1/9
Declining Revenue

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 39.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

20/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 6Warnings: 1unknown: 6
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 2 consecutive years
Thesis & Journal · CGBDLocal privado en este navegador · Carlyle Secured Lending, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$765M

P/E

15.7x

↑

EV/EBITDA

N/A

•

ROE

6.0%

↓

Gross Margin

N/A

•

Debt/Equity

1.31

↑
52-Week Range$11
$11$14

TradingView lightweight chart

CGBD price, volumen y niveles de valoración

Último $11.01Periodo -39.2%
Fair value: $11.01

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2025 · 5 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-252.6%

FCF / Net income

-2.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $81.0M · net income $70.0M · FCF $-204.6M

2020-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

86.4%— pts

FCF margin

-252.6%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$81.0M$81.0M$99.3M$101.1M$94.7M——
Net Income$70.0M$70.0M$89.0M$92.3M$85.6M$160.4M$6.8M
EPS1.011.011.581.641.492.690.08
Net Margin86.4%86.4%89.6%91.3%90.5%——
Balance Sheet
Debt/Equity1.311.311.071.071.171.10—
Current Ratio4.974.97—————
Cash Flow
Free Cash Flow$-204.6M$-204.6M$104.3M$230.6M$14.5M——
Returns
ROE6.0%6.0%9.8%10.1%9.3%16.9%0.8%
Valuation
P/E15.7315.7311.539.549.74——
P/B0.650.651.140.970.91——
Growth & Yield
Revenue Growth-18.4%-18.4%-1.8%6.8%———
EPS Growth-36.1%-36.1%-3.7%10.1%—3262.5%—
Dividend Yield14.3%14.3%—————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$0.98

Spread vs growth

-35.0%

5Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$1.18

Spread vs growth

-39.3%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$1.90

Spread vs growth

-42.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -7.3%

Total return

-7.3%

Start / end P/E

8.9x → 10.9x

EPS bridge

1.58 → 1.01

Residual

-8.1%

EPS growth-36.1%
Multiple rerating+22.6%
Dividend+14.3%
Residual / FX / buybacks / cross-term-8.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.