Carlyle Secured Lending, Inc.

Fundamentals4.0
Price Action6.0
News Sentiment4.0
AI Rating
4.0

Key Drivers

  • Leverage Pressure
  • Dividend Strain
  • Book Discount

AI
AI Summary

4.0

CGBD should now be viewed less as a high-yield income compounder and more as a discounted lender with decent first-lien credit quality but clear payout strain, so the investment case hinges on whether the new dividend level is truly covered and NAV erosion stabilizes rather than on the headline yield alone.

DividendRisk
NAVRisk
CreditQuality‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

4.0

Key Financial Insights:

  • Leverage Pressure
  • Dividend Strain
  • Book Discount

CGBD trades at a book-value discount and delivered solid full-year 2025 profitability, but high leverage, thin cash coverage, and a Q1 2026 loss driven by interest expense leave dividend sustainability and earnings quality under pressure.

valuation
risk

Price Behavior

6.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Higher lows
  • Dip support
  • Resistance test

Over the last month, CGBD has maintained an upward trend but remains choppy, with buyers defending $10.20-$10.50 while resistance is building near $10.90-$10.94, so the next test is whether it can break higher or hold support on a pullback.

Bullish
Watchlist
Support Level: $10.20-$10.50
Resistance Level: $10.90-$10.94

Fell from $10.69 to $10.19 before rebounding, showing uneven momentum

Sentiment & News

4.0

Key News Insights:

  • Deep Discount
  • Dividend Cut
  • Credit Quality

CGBD remains an attractive but pressured income stock, as a deep NAV discount and solid credit quality are offset by declining NAV, weaker earnings, and a 12.5% dividend cut.

CGBD
Income

The stock may stay under pressure as investors balance valuation upside against rising concerns about dividend sustainability and earnings trends