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NCDL$13.41+2.68%
Fair $13.41+0.0%

NCDL

Nuveen Churchill Direct Lending Corp.

Financial Services / Asset ManagementNYSE

$13.41

+0.35 (+2.68%)

Fairly Valued+0.0%Fair Value $13.41Fund rank 19/100 · Data gapFallback financials|
SA 30/D
F-Score: 3/9

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 30.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

30/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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.
Thesis & Journal · NCDLLocal privado en este navegador · Nuveen Churchill Direct Lending Corp.
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

$662M

P/E

11.3x

↓

EV/EBITDA

N/A

•

ROE

7.5%

↑

Gross Margin

N/A

•

Debt/Equity

1.27

↑
52-Week Range$13
$12$17

TradingView lightweight chart

NCDL price, volumen y niveles de valoración

Último $13.41Periodo -24.9%
Fair value: $13.41

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

253.4%

FCF / Net income

2.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $76.6M · net income $65.6M · FCF $194.2M

2021-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

85.6%— pts

FCF margin

253.4%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$76.6M$76.6M$111.4M$86.0M$23.4M—
Net Income$65.6M$65.6M$116.3M$75.9M$17.3M$27.3M
EPS1.301.302.151.390.321.58
Net Margin85.6%85.6%104.4%88.3%73.9%—
Balance Sheet
Debt/Equity1.271.271.141.261.33—
Cash Flow
Free Cash Flow$194.2M$194.2M$-297.2M$-369.5M$-427.8M—
Returns
ROE7.5%7.5%12.0%10.2%3.3%7.3%
Valuation
P/E11.2711.277.84———
P/B0.770.770.94———
Growth & Yield
Revenue Growth-31.2%-31.2%29.5%267.8%——
EPS Growth-39.5%-39.5%55.2%339.3%——
Dividend Yield10.7%10.7%————

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

-2.9%

fácil

EPS terminal req.

$1.19

Spread vs growth

-36.6%

5Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$1.44

Spread vs growth

-41.6%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$2.32

Spread vs growth

-45.5%

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 -6.7%

Total return

-6.7%

Start / end P/E

7.6x → 10.3x

EPS bridge

2.15 → 1.30

Residual

-14.4%

EPS growth-39.5%
Multiple rerating+36.5%
Dividend+10.7%
Residual / FX / buybacks / cross-term-14.4%

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.