Added to YB: 2026-04-06
Pitch date: 2026-04-01
GAIN [bullish]
Gladstone Investment Corporation
Author Info
No bio for this author
Company Info
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.
Market Cap
$565.5M
Pitch Price
N/A
Price Target
N/A
Dividend
10.56%
EV/EBITDA
N/A
P/E
4.48
EV/Sales
11.20
Sector
Capital Markets
Category
special_situation
Hidden Equity Upside in $GAIN: Schylling Position Driving Potential NAV Re-Rating
GAIN: Schylling preferred equity stake jumped from $29.3M to $56.9M in Q4 2025 on EBITDA growth (no multiple expansion), adding $0.70/share NAV. NeeDoh demand surged 8x since Dec 31 per consumer tracker; widespread stockouts. Estimates further revaluation to ~$110M ($1.33/share), implying NAV ~$16.28 vs current $14.95. Stock at 7% NAV discount. Risks: fad reversal, valuation opacity, persistent discount.
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