Gladstone Investment Corporation GAIN FINANCIAL
Company Overview
Gladstone Investment Corporation is business development company, specializes in lower middle market, mature stage, buyouts; refinancing existing debt; senior debt securities such as senior loans, senior term loans, lines of credit, and senior notes; senior subordinated debt securities such as senior subordinated loans and senior subordinated notes; junior subordinated debt securities such as subordinated notes and mezzanine loans; limited liability company interests, and warrants or options. The fund does not invest in start-ups. The fund seeks to invest in manufacturing, consumer products and business/consumer services sector. It seeks to invest in small and mid-sized companies based in the United States. The fund prefers to make debt investments between $5 million and $30 million and equity investments between $10 million and $40 million in companies. The fund invests in companies with EBITDA from $4 million to $15 million. It seeks minority equity ownership and prefers to hold a board seat in its portfolio companies. It also prefers to take majority stake in its portfolio companies. The fund typically holds the investments for seven years and exits via sale or recapitalization, initial public offering, or sale to third party.
Why Investors Should Care
Generates a return on equity of 29.2%, reflecting efficient use of shareholder capital.
Net profit has compounded at 34.2% per year over the last five years.
Trades at a P/E of 3.8, below the sector median of 12.9.
Operating margin of 94.4% supports profitability.
Offers a dividend yield of 5.97%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue +20.4%, earnings +326.5%.
- 5-Year Trend Long-term compounding — profit CAGR 34.2%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | 20.40% |
Compounded Profit Growth
| 5 Years: | 34.19% |
| 1 Year: | 326.50% |
Stock Price Performance
| 1 Year: | +19.43% |
| 6 Months: | +24.26% |
| 3 Months: | +8.64% |
| 1 Month: | -1.63% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)47.08 · Neutral
P/E of 3.81 is below the sector median of 12.89 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 29.2%.
- Profit CAGR of 34.2% over 5 years.
- Attractive dividend yield of 5.97%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GAIN Gladstone Investment Corporation FINANCIAL | 16.24 | 3.81 | $646.71M | 5.97% | - | 29.17% | - | 34.19% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2021 | Dec 2021 | Jun 2022 | Sep 2022 | Dec 2022 | Jun 2023 | Sep 2023 | Dec 2023 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | 16.76M | 6.19M | 26.48M | 64.20M | 80.65M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | -1.11M | -1.59M | -2.23M | -1.70M | -1.73M |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | 8.98M | 8.50M | 9.63M | 9.49M | 9.52M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | 17.87M | 7.77M | 28.71M | 65.90M | 82.37M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Income | 28.14M | 10.35M | 12.04M | 3.08M | 15.78M | 8.79M | 47.36M | 6.58M | -6.53M | 15.48M | - | 17.87M | 7.77M | 28.71M | 65.90M | 82.37M |
| Diluted EPS | 0.07 | 0.25 | 0.22 | 0.34 | 0.26 | 0.25 | -0.05 | 0.28 | 0.34 | 0.20 | 1.05 | - | 0.21 | 0.75 | 1.66 | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Net Income | 42.45M | 102.32M | 35.55M | 85.31M | 65.32M | 184.75M |
| Diluted EPS | 0.54 | 0.45 | 1.11 | 0.63 | 0.76 | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 740.41M | 765.64M | 938.08M | 1.01B | 1.32B |
| Total Equity | 369.03M | 382.36M | 445.83M | 439.74M | 492.71M | 499.08M | 668.23M |
| Cash & Equivalents | - | - | 14.19M | 2.68M | 2.46M | 14.30M | - |
| Long Term Debt | - | - | 261.35M | 292.61M | 398.35M | 455.71M | 564.47M |
| Total Liabilities | - | - | 294.58M | 325.90M | 445.37M | 507.32M | 654.62M |
Cash Flows (Annual)
Figures in USD.
| Metric | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | -29.73M | - | -4.50M | -69.94M | 16.31M | -101.61M |
| Investing Cash Flow | - | - | - | - | - | - |
| Financing Cash Flow | 28.07M | - | -6.74M | 69.91M | -4.37M | 88.84M |
| Capital Expenditure | - | - | - | - | - | - |
| Free Cash Flow | - | - | -4.50M | -69.94M | 16.31M | -101.61M |
| Net Change in Cash | - | - | -11.25M | -28.00K | 11.93M | -12.77M |
Ratios (Annual)
Figures in %.
| Metric | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - |
| Net Margin % | - | - | - | - | - | - |
| ROE % | 11.1% | 22.9% | 8.1% | 17.3% | 13.1% | 27.6% |
| ROCE % | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Van Eck Associates Corporation | 2.02% | 804.10K | $12.75M |
| 2 | Melia Wealth LLC | 1.65% | 656.31K | $10.41M |
| 3 | UBS Group AG | 1.55% | 618.15K | $9.80M |
| 4 | Two Sigma Investments, LP | 1.47% | 584.11K | $9.26M |
| 5 | Cooper Creek Partners Management LLC | 1.45% | 576.29K | $9.14M |
| 6 | Morgan Stanley | 0.88% | 349.85K | $5.55M |
| 7 | Legal & General Group PLC | 0.85% | 337.07K | $5.35M |
| 8 | PFG Advisors | 0.59% | 236.63K | $3.75M |
| 9 | Blackrock Inc. | 0.55% | 220.76K | $3.50M |
| 10 | Outfitters Financial LLC | 0.51% | 203.37K | $3.23M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for GAIN
This data center stock is up over 1000% in the last five years. Trader Mike Khouw sees more gains - CNBC
<a href="https://news.google.com/rss/articles/CBMi1gFBVV95cUxPT1lBWFV6MzN3NHRSN0R4T1p4VURnWHg4SVpyRFF6RVBfTzN4ak1jYW5yMDNrZF8zNG93RnJ1aURybTRudlo0blNDSDhVM1hwa1VKamhLbXJpQ0xtQTRzX3BzemVDaThVWUk1cUYzeUxMWEJuaXpDdXY1TDJZdXBSUkxNd3R2ZkxPSVpDM0…
Intel Stock Jumps 9% on Chip Price Hike Report, US Stake Gains $36 Billion - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMikwFBVV95cUxNQmZTcnI3MTI1NXZaUmR6V2pEUEV2Z21XSjIwckRCeW43dVhDRG5kSFRZNFhuempIOEZtSXg4SEZWSjdnOWN3Rm12R29lSWVTLWdLRUFzdGxWZWJrYXJMQi1WMEZLVEVOSjBucU9hMFhMUjFsemwtNmJBSk5Vb2NqSEtDZy1vUmNuMVV1Mm…
SpaceX Stock Can Gain Nearly 50%, New Bull Says - Barron's
<a href="https://news.google.com/rss/articles/CBMie0FVX3lxTFB5RkQzYl9pQ0JZeDRZRVdfNzRRbTJSQWs4TEJfbkM3bTl6X2pjYmdEaVpBRFBPbkxRUGtSQjM4ZGs1anhwXzMwMmNlZzNibHYwQjFBSXFTR0EtNmZ4ZXdJRUw1dHZULWZiSDhEM1RGNTVtVUl4SWxYR0ktMA?oc=5" target="_blank">S…
How Software Sale Gain Will Impact UL Solutions Stock (ULS) Investors - simplywall.st
<a href="https://news.google.com/rss/articles/CBMi1gFBVV95cUxQOXNkcXl1T29YSExrVDlfRV9OcUppU09iZjJRNHFXNWhyRkZDTHY2WUMyT0I2cTdaSDRZR1R0UThuUHdueHJxcFBEQWhnT2J2d0ZHRmFaY2xrR2ZQZnpBUHRjRnVhOHJuSXJRcXhsM1ctLWtaaFdUNEJWRWN4dUhWN3JMQVNLN1M2RWJIQ0…
Why is CH Robinson Worldwide stock gaining today? - Investing.com
<a href="https://news.google.com/rss/articles/CBMirwFBVV95cUxQQ3BHNFhMYVBYQXlRZ29CT1h3NXcydTExXzk0d1VtMDYwUzlDRjJDZ1ZJaS13ZnBSS3huRnhmeGY5UER5UThKb1JHSHY0VS1PZmV3dEZpbjNRWi1VUHNzOWMwUzNoM0xqdzZFVXRQRkg0eGZFN2toclFBV01uQUFqdDFKM3RseDR3WmF2M3…
I've Covered Many IPOs for The Motley Fool. Here's What Most Investors Get Wrong. - The Motley Fool
<a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxNOXh6NDB0U0dOdWFCbDNXMU8yaXJHNlFSUEhBMlNGWlBELU9wLWJQdk1MY01YMXFWQmRLREcydHY3TWtUakFwX0pmOFFseDN2QXhvRTdwRU5pOTQyNGQ5aW1LZlhNa0t5Uy1ieW1UVXdqQ0xDeVFWak5oODJ5Y2U3SEdteFY5Zy1zUFVGWT…
GAIN — Frequently Asked Questions
What is the current share price of Gladstone Investment Corporation (GAIN)?
As of 2026-09-19 21:16 PDT, Gladstone Investment Corporation (GAIN) trades at $16.24 on NasdaqGS. Its 52-week range is $12.43 to $16.78.
What is the market capitalisation of GAIN?
Gladstone Investment Corporation (GAIN) has a market capitalisation of $646.71M on NasdaqGS.
What is the P/E ratio of GAIN?
GAIN trades at a trailing price-to-earnings (P/E) ratio of 3.81. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 0.98.
Does GAIN pay a dividend?
Gladstone Investment Corporation (GAIN) currently offers a dividend yield of 5.97%.
What is the return on equity (ROE) of GAIN?
GAIN has a return on equity (ROE) of 29.17%.
Is GAIN a good stock to buy?
This page provides a data-driven analysis of Gladstone Investment Corporation (GAIN), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.