PSEC Stock Analysis: Prospect Capital | NASDAQ

Asset Management | NASDAQ, USA | Market Cap: 1.122m USD | 12M Return: -19.3% | Charts, Fundamentals & Technical Analysis

Middle Market Lending, Mezzanine Debt, Private Equity, Real Estate Investments
Total Rating 22
Safety 51
Buy Signal -0.82
Asset Management
Industry Rotation: +0.7
Market Cap: 1.12B
Avg Turnover: 12.3M
Risk 3d forecast
Volatility34.0%
VaR 5th Pctl5.43%
VaR vs Median-2.43%
Reward TTM
Sharpe Ratio-0.58
Rel. Str. IBD11.5
Rel. Str. Peer Group20.3
Character TTM
Beta0.697
Beta Downside1.035
Hurst Exponent0.516
Drawdowns 3y
Max DD50.64%
CAGR/Max DD-0.37
CAGR/Mean DD-0.81
EPS (Earnings per Share) EPS (Earnings per Share) of PSEC over the last years for every Quarter: "2021-06": 0.19, "2021-09": 0.21, "2021-12": 0.22, "2022-03": 0.22, "2022-06": 0.21, "2022-09": 0.25, "2022-12": 0.27, "2023-03": 0.26, "2023-06": 0.28, "2023-09": 0.31, "2023-12": 0.24, "2024-03": 0.23, "2024-06": 0.25, "2024-09": 0.21, "2024-12": 0.2, "2025-03": 0.19, "2025-06": 0.17, "2025-09": 0.17, "2025-12": 0.19, "2026-03": 0.16,
EPS CAGR: -17.46%
EPS Trend: -97.1%
Last SUE: 2.59
Qual. Beats: 9
Revenue Revenue of PSEC over the last years for every Quarter: 2021-06: 284.263, 2021-09: 253.65, 2021-12: 293.851, 2022-03: 203.27, 2022-06: -10.887, 2022-09: -48.943, 2022-12: 117.154, 2023-03: -35.557, 2023-06: 54.65, 2023-09: 162.479, 2023-12: 28.912, 2024-03: 195.661, 2024-06: 80.307, 2024-09: -82.115, 2024-12: 48.032, 2025-03: -93.118, 2025-06: -149.627, 2025-09: 121.481, 2025-12: 56.97, 2026-03: 70.533,
Last SUE: -0.29
Qual. Beats: 0

Warnings

Below Avwap Earnings
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.1% 14
Feb +1.2% 11
Mar -2.5% 28
Apr -0.0% 5
May -1.6% 2
Jun -0.1% 13
Jul +0.5% 9
Aug -2.2% 41
Sep -1.1% 9
Oct -1.4% 17
Nov +3.2% 33
Dec -2.4% 21

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: PSEC Prospect Capital

Prospect Capital Corporation (PSEC) is a Business Development Company (BDC) that provides debt and equity financing to small and middle-market private companies, with particular expertise in the energy and industrial sectors. The firm specializes in mezzanine finance, senior secured loans, unitranche structures, first-lien and second-lien debt, private equity investments, and also holds a portfolio of multi-family residential real estate assets.

PSEC pursues both primary origination and secondary market purchases, targeting transactions typically ranging from $10 million to $500 million in companies with EBITDA between $5 million and $150 million. As a BDC, the company operates under the regulatory framework of the Investment Company Act of 1940, which generally requires it to distribute the bulk of its taxable income to shareholders-a structure that makes such vehicles common holdings for income-oriented investors.

The company invests across a wide range of industries, including aerospace and defense, healthcare, software, oil and gas, financial services, manufacturing, consumer products, and renewables, with a geographic focus on the United States and Canada. Its portfolio activity centers on acquisitions, leveraged buyouts, recapitalizations, growth capital, bridge loans, and debt financings for private equity sponsors, primarily in companies that are too small to access public capital markets efficiently.

Headlines to Watch Out For
  • Net investment income pressured by base rate movements
  • Energy sector non-accruals drag on portfolio credit performance
  • Dividend coverage challenged as NAV per share erodes further
Piotroski VR-10 (Strict) 1.5
Net Income: -37.8m TTM > 0 and > 6% of Revenue
FCF/TA: -0.00 > 0.02 and ΔFCF/TA 2.92 > 1.0
NWC/Revenue: 42.54% < 20% (prev -7.00%; Δ 49.55% < -1%)
CFO/TA 0.06 > 3% & CFO 412.7m > Net Income -37.8m
Current Ratio: 3.10 > 1.5 & < 3
Outstanding Shares: last quarter (472.3m) vs 12m ago 6.50% < -2%
Gross Margin: -23.29% > 18% (prev 70.93%; Δ -94.21% > 0.5%)
Asset Turnover: 1.49% > 50% (prev 6.68%; Δ -5.19% > 0%)
Interest Coverage Ratio: -0.05 > 6 (EBIT TTM -6.13m / Interest Expense TTM 119.4m)
Altman Z'' 1.97
A: 0.01 (Total Current Assets 62.4m - Total Current Liabilities 20.1m) / Total Assets 6.38b
B: -0.22 (Retained Earnings -1.38b / Total Assets 6.38b)
C: -0.00 (EBIT TTM -6.13m / Avg Total Assets 6.69b)
D: 2.51 (Book Value of Equity 4.57b / Total Liabilities 1.82b)
Altman-Z'' = 1.97 = BBB
What is the price of PSEC shares?

As of July 08, 2026, the stock is trading at USD 2.20 with a total of 5,483,010 shares traded. Over the past week, the price has changed by -5.17%, over one month by -0.25%, over three months by -10.61% and over the past year by -19.30%.

Current recommended Stop Loss: 2.10 (which is 4.5% or 1.3 ATR below the current price).

Is PSEC a buy, sell or hold?

Prospect Capital has received a consensus analysts rating of 1.00. Therefore, it is recommended to sell PSEC.

  • StrongBuy: 0
  • Buy: 0
  • Hold: 0
  • Sell: 0
  • StrongSell: 1

What are the forecasts/targets for the PSEC price?
Analysts Target Price 2 -9.1%
Prospect Capital (PSEC) - Fundamental Data Overview as of 07 July 2026
Market Cap USD = 1.12b (1.12b USD * 1.0 USD.USD)
P/E Forward = 9.3721
P/S = 1.7249
P/B = 0.3783
P/EG = 1.5483
Revenue TTM = 99.4m USD
EBIT TTM = -6.13m USD
EBITDA TTM = 6.25m USD
Long Term Debt = 1.71b USD (estimated: total debt 1.73b - short term 20.1m)
Short Term Debt = 20.1m USD (from shortTermDebt, last quarter)
Debt = 1.73b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.70b USD (calculated: Debt 1.73b - CCE 34.6m)
Enterprise Value = 2.82b USD (1.12b + Debt 1.73b - CCE 34.6m)
Interest Coverage Ratio = -0.05 (Ebit TTM -6.13m / Interest Expense TTM 119.4m)
EV/FCF = -111.1x (Enterprise Value 2.82b / FCF TTM -25.4m)
FCF Yield = -0.90% (FCF TTM -25.4m / Enterprise Value 2.82b)
FCF Margin = -25.53% (FCF TTM -25.4m / Revenue TTM 99.4m)
Net Margin = -38.00% (Net Income TTM -37.8m / Revenue TTM 99.4m)
Gross Margin = -23.29% ((Revenue TTM 99.4m - Cost of Revenue TTM 122.5m) / Revenue TTM)
Gross Margin QoQ = 50.94% (prev 50.77%)
Tobins Q-Ratio = 0.44 (Enterprise Value 2.82b / Total Assets 6.38b)
Interest Expense / Debt = 6.90% (Interest Expense 119.4m / Debt 1.73b)
Taxrate = 21.0% (US federal default 21%)
NOPAT = -4.84m (EBIT -6.13m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 1.03 (Total Current Assets 62.4m / Total Current Liabilities 60.8m)
Debt / Equity = 0.38 (Debt 1.73b / totalStockholderEquity, last quarter 4.57b)
Debt / EBITDA = 271.5 (Net Debt 1.70b / EBITDA 6.25m)
 Debt / FCF = -66.91 (negative FCF - burning cash) (Net Debt 1.70b / FCF TTM -25.4m)
 Total Stockholder Equity = 3.38b (last 4 quarters mean from totalStockholderEquity)
RoA = -0.56% (Net Income -37.8m / Total Assets 6.38b)
RoE = -1.12% (Net Income TTM -37.8m / Total Stockholder Equity 3.38b)
RoCE = -0.12% (EBIT -6.13m / Capital Employed (Equity 3.38b + L.T.Debt 1.71b))
 RoIC = -0.08% (negative operating profit) (NOPAT -4.84m / Invested Capital 6.38b)
 WACC = 6.62% (E(1.12b)/V(2.85b) * Re(8.43%) + D(1.73b)/V(2.85b) * Rd(6.90%) * (1-Tc(0.21)))
Discount Rate = 8.43% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 89.89 | Cagr: 6.38%
 [DCF] Fair Price = unknown (Cash Flow -25.4m)
 EPS Correlation: -97.10 | EPS CAGR: -17.46% | SUE: 2.59 | # QB: 9
Revenue Correlation: N/A | Revenue CAGR: N/A | SUE: -0.29 | # QB: 0
EPS current Quarter (2026-09-30): EPS=0.10 | Chg30d=-9.09% | Revisions=-25% | Analysts=1
EPS current Year (2026-06-30): EPS=0.46 | Chg30d=-2.13% | Revisions=-25% | GrowthEPS=-40.3% | GrowthRev=-11.9%
EPS next Year (2027-06-30): EPS=0.35 | Chg30d=-16.67% | Revisions=-25% | GrowthEPS=-23.9% | GrowthRev=-9.4%