GAIN

NEUTRAL

$14.53 Live

Gladstone Investment Corporation · NASDAQ

Target $14.83 (+2.1%)

$12.63 52W Range $15.34

GAIN Gladstone Investment Corporation - Fundamental Analysis

NEUTRAL

Console Chart News

GAIN Stock | Fundamental Analysis & Investment Insights

NASDAQ • Financial Services • Asset Management

Current Price Live

$14.53

Analyst Target

$14.83

+2.1% Upside

52W High

$15.34

52W Low

$12.63

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 10, 2026

Market cap

$578.61M

P/E

4.6

ROE

22.2%

Profit margin

118.6%

Debt/Equity

0.96

Dividend yield

6.61%

AI Analysis

AI-powered fundamental assessment

Confidence

80%

GAIN presents a stark contrast between deep value and deteriorating fundamental health, highlighted by a weak Piotroski F-Score of 2/9. While the stock trades at a significant discount to its Graham Number ($32.61) and Intrinsic Value ($93.22), this valuation is offset by a catastrophic recent earnings trend, including a -633.3% YoY EPS growth. The company maintains a strong dividend yield and ROE, but a critical liquidity risk is evident in the 0.18 current ratio. Overall, the asset is undervalued on a book basis but exhibits high operational risk.

Key Strengths

Deep value valuation with P/E of 4.60 and P/B of 0.97

Strong Return on Equity (ROE) of 22.16%

Attractive dividend yield of 6.61% with a sustainable payout ratio (30.38%)

Trading significantly below the Graham Number ($32.61)

Positive long-term price performance (5Y Change: +89.5%)

Key Risks

Severe fundamental weakness indicated by Piotroski F-Score of 2/9

Extreme earnings volatility with a -633.3% YoY EPS growth

Critical liquidity concerns evidenced by a Current Ratio of 0.18

Consistent failure to meet analyst expectations (1/4 beats in last 4 quarters)

Bearish technical trend (0/100) and weak insider sentiment (40/100)

AI Fair Value Estimate

Based on comprehensive analysis

$23.5

+61.7% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Value Trap Warning

Key drivers: Extreme valuation discount, Poor financial health scores, Earnings collapse, Strong dividend profile

Confidence

85%

Value

90/100

Ref P/E, PEG, Graham Number

Positives

P/E 4.60
P/B 0.97
Price well below Graham Number

Watchpoints

Forward P/E (16.51) is significantly higher than trailing, suggesting expected earnings drop

Future

20/100

Ref Growth rates

Positives

YoY Revenue growth of 17.30%

Watchpoints

YoY EPS growth -633.3%
Average surprise -70.49% over last 4 quarters

Past

50/100

Ref Historical trends

Positives

Strong 5Y and 3Y price appreciation

Watchpoints

Recent quarterly earnings progression is highly erratic and trending downward

Health

15/100

Ref Altman Z-Score, Piotroski F-Score

Positives

Debt/Equity (0.96) is slightly better than sector average (1.43)

Watchpoints

Piotroski F-Score 2/9
Current Ratio 0.18

Dividend

85/100

Ref Yield, Payout

Positives

6.61% yield
Low payout ratio of 30.38%

Watchpoints

Earnings instability threatens long-term sustainability

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$14.53

Analyst Target

$14.83

Upside/Downside

+2.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for GAIN and closest competitors.

Updated 2026-04-09

Company	5Y	3Y	1Y	6M	1M	1W
GAIN Gladstone Investment Corporation Primary	+89.5%	+63.5%	+23.5%	+11.8%	+7.5%	+1.0%
BIT BlackRock Multi-Sector Income Trust Peer	+22.9%	+18.3%	-0.7%	-4.7%	+1.2%	+0.1%
GEMI Gemini Space Station, Inc. Peer	-84.8%	-84.8%	-84.8%	-80.8%	-47.5%	+13.5%
AVK Advent Convertible and Income Fund Peer	+43.6%	+52.3%	+17.8%	+9.9%	+1.6%	+0.3%
BCAL California BanCorp Peer	+32.1%	+12.0%	+24.1%	+15.2%	-3.4%	-0.9%

GAI

Gladstone Investment Corporation

Primary

+89.5%

+63.5%

+23.5%

+11.8%

+7.5%

+1.0%

BIT

BlackRock Multi-Sector Income Trust

Peer

+22.9%

+18.3%

-0.7%

-4.7%

+1.2%

+0.1%

GEM

Gemini Space Station, Inc.

Peer

-84.8%

-80.8%

-47.5%

+13.5%

AVK

Advent Convertible and Income Fund

Peer

+43.6%

+52.3%

+17.8%

+9.9%

+1.6%

+0.3%

BCA

California BanCorp

Peer

+32.1%

+12.0%

+24.1%

+15.2%

-3.4%

-0.9%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

4.6

16.51

N/A

0.97

5.7

11.33

N/A

$578.61M

Profitability

Profit margins and return metrics

Profit Margin 118.55%

Operating Margin 15.79%

Gross Margin 100.0%

ROE 22.16%

ROA 2.93%

Growth

Revenue and earnings growth rates

Revenue Growth +17.3%

Earnings Growth +58.5%

Q/Q Revenue Growth +79.92%

Q/Q Earnings Growth +71.2%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.96

Moderate

Current Ratio

0.18

Weak

Quick Ratio

0.15

Poor

Cash/Share

$0.04

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$0.1B

Net Margin

102.6%

Total Assets

$1.2B

Liabilities

$0.6B

Equity

$0.6B

Debt/Equity

1.08x

Operating CF

$-0.0B

Free Cash Flow

$-0.0B

FCF Yield

100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-12

$N/A

2026-02-03

$-0.16

-170.3% surprise

2025-11-04

$0.11

-51.8% surprise

2025-08-12

$0.25

+10.6% surprise

Financial Services Sector Comparison

Comparing GAIN against 306 companies in the Financial Services sector (53 bullish, 132 neutral, 121 bearish)

P/E Ratio

4.6

This Stock

55.13

Sector Avg

-91.7% (Discount)

Return on Equity (ROE)

22.16%

This Stock

-0.93%

Sector Avg

-2488.2% (Below Avg)

Profit Margin

118.55%

This Stock

69.73%

Sector Avg

+70.0% (Superior)

Debt to Equity

0.96

This Stock

1.41

Sector Avg

-32.1% (Less Debt)

Revenue Growth

17.3%

This Stock

32.66%

Sector Avg

-47.0% (Slower)

Current Ratio

0.18

This Stock

3.27

Sector Avg

-94.5% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
GAIN Gladstone Investment Corporation	NEUTRAL	$578.61M	4.6	22.2%	118.6%	$14.53
BIT BlackRock Multi-Sector Income Trust	BEARISH	$578.22M	9.34	-%	-%	$13.17	Compare
GEMI Gemini Space Station, Inc.	BEARISH	$584.33M	-	-416.5%	-%	$4.87	Compare
AVK Advent Convertible and Income Fund	BEARISH	$563.34M	4.73	21.1%	286.0%	$12.76	Compare
BCAL California BanCorp	NEUTRAL	$598.0M	8.72	11.9%	33.8%	$18.39	Compare

GAIN Gladstone...

NEUTRAL

Mkt Cap

$579M

P/E

4.6

ROE

22.2%

Price

$14.53

Compare with GAIN

Compare with GAIN

Compare with GAIN

BCAL California BanCorp

Compare with GAIN

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

NONE

3 analysts

Oppenheimer

2026-02-04

Maintains

Outperform Outperform

Past News Coverage

Recent headlines mentioning GAIN from our newsroom.

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GAIN

GAIN Gladstone Investment Corporation - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Financial Services Sector Comparison

Similar Companies

Wall Street Analysts

Past News Coverage

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