Sound Point Meridian Capital, Inc. SPMC FINANCIAL
Company Overview
Sound Point Meridian Capital, LLC operates as a closed-end management investment company in the United States. It focuses on investing primarily in equity and mezzanine tranches of collateralized loan obligations, which are collateralized by portfolios consisting primarily of below-investment grade U.S. senior secured loans. The company was founded in 2022 and is based in New York, New York.
Why Investors Should Care
Operating margin of 68.5% supports profitability.
Carries low leverage with a debt-to-equity ratio of 0.29.
Offers a dividend yield of 17.75%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Mar 2026 Revenue of $-121.96M (-289.4% YoY); net profit $-126.23M.
- Trailing 12 Months Year-on-year growth — revenue -35.3%, earnings +75.8%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | -35.30% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | 75.80% |
Stock Price Performance
| 1 Year: | -33.90% |
| 6 Months: | +7.37% |
| 3 Months: | -11.96% |
| 1 Month: | -7.16% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)51.08 · Neutral
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
- Attractive dividend yield of 17.75%.
- Generates positive free cash flow.
CONS
- Trading 34.1% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* 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 | SPMC Sound Point Meridian Capital, Inc. FINANCIAL | 9.73 | -1.58 | $199.83M | 17.75% | - | -63.53% | - | - |
| 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
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2023 | Mar 2026 |
|---|---|---|
| Revenue | 64.39M | -121.96M |
| Cost of Revenue | - | - |
| Gross Profit | - | - |
| Operating Expenses | 792.40K | 4.27M |
| Operating Income | - | - |
| EBITDA | - | - |
| Interest Expense | 114.81K | 13.99M |
| Pretax Income | 63.60M | -126.23M |
| Tax Provision | - | - |
| Net Income | 63.60M | -126.23M |
| Diluted EPS | 3.18 | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2023 | Mar 2026 |
|---|---|---|
| Total Assets | 303.21M | 374.53M |
| Current Assets | - | - |
| Cash & Equivalents | 4.99M | 5.81M |
| Inventory | - | - |
| Receivables | 96.82K | 69.27K |
| Total Liabilities | 9.05M | 175.83M |
| Current Liabilities | - | - |
| Long Term Debt | - | - |
| Total Debt | - | 60.00M |
| Total Equity | 294.17M | 198.70M |
| Shares Outstanding | 20.02M | 20.63M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2023 | Mar 2026 |
|---|---|---|
| Operating Cash Flow | -106.38M | 6.73M |
| Investing Cash Flow | - | - |
| Financing Cash Flow | 85.46M | -10.87M |
| Capital Expenditure | - | - |
| Free Cash Flow | -106.38M | 6.73M |
| Net Change in Cash | -20.92M | -4.14M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2023 | Mar 2026 |
|---|---|---|
| Gross Margin % | - | - |
| Operating Margin % | - | - |
| Net Margin % | 98.8% | 103.5% |
| ROE % | 21.6% | -63.5% |
| ROCE % | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Kim, LLC | 52.65% | 10.79M | $96.69M |
| 2 | Bank of America Corporation | 2.44% | 500.00K | $4.48M |
| 3 | Goldman Sachs Group Inc | 2.31% | 474.33K | $4.25M |
| 4 | Everest Private Wealth | 0.49% | 100.44K | $899.91K |
| 5 | Allied Private Wealth LLC | 0.46% | 94.98K | $851.04K |
| 6 | Virtus Investment Advisers, LLC | 0.26% | 52.54K | $470.73K |
| 7 | Advisory Solutions Group, LLC | 0.16% | 31.93K | $286.14K |
| 8 | Oppenheimer & Co Inc | 0.11% | 21.70K | $194.43K |
| 9 | Cerity Partners LLC | 0.07% | 15.24K | $136.58K |
| 10 | Raymond James Financial, Inc. | 0.06% | 12.48K | $111.86K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SPMC
Behavioral Patterns of SPMC and Institutional Flows - Stock Traders Daily
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Sound Point Meridian Capital (NYSE:SPMC) Stock Rating Lowered by Zacks Research - marketbeat.com
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Sound Point Meridian Capital, Inc. (SPMC) Lags Q1 Earnings and Revenue Estimates - finance.yahoo.com
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Sound Point Meridian Capital Preferreds: Inadequate Compensation For Embedded Credit Risk - Seeking Alpha
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Sound Point Meridian Capital Stock (SPMC) Opinions on Insider Buying - Quiver Quantitative
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Sound Point Meridian Capital, Inc. (NYSE:SPMC) Short Interest Update - marketbeat.com
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SPMC — Frequently Asked Questions
What is the current share price of Sound Point Meridian Capital, Inc. (SPMC)?
As of 2026-09-19 21:16 PDT, Sound Point Meridian Capital, Inc. (SPMC) trades at $9.73 on NYSE. Its 52-week range is $7.70 to $14.78.
What is the market capitalisation of SPMC?
Sound Point Meridian Capital, Inc. (SPMC) has a market capitalisation of $199.83M on NYSE.
What is the P/E ratio of SPMC?
SPMC trades at a trailing price-to-earnings (P/E) ratio of -1.58. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 0.91.
Does SPMC pay a dividend?
Sound Point Meridian Capital, Inc. (SPMC) currently offers a dividend yield of 17.75%.
What is the return on equity (ROE) of SPMC?
SPMC has a return on equity (ROE) of -63.53%.
Is SPMC a good stock to buy?
This page provides a data-driven analysis of Sound Point Meridian Capital, Inc. (SPMC), 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.