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CGBD

Carlyle Secured Lending Inc
Chart
$10.64
Latest Week 2026-06-05
Financial ServicesAsset ManagementSMALL
Snapshot 2026-06-07 · 0.0w · Fresh
0.54
OS Score
81.0%
Value
21.0%
Quality
16.0%
Momentum
2/9
F-Score
0.412
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
3 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
15.1%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
14.6%
💰
High Yield
Div 14.6%
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
81.0%ile
P/E
14.6×
P/S
3.5×
P/B
0.7×
E/P
0.0685
FCF Yield
0.067
EBITDA/EV
0.151
SH Yield
0.146
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
24.00000000
/100 — 1=cheapest
VC2 (Trending Value)
16.00000000
/100
VC3 (Buyback)
16.00000000
/100
FCF yield of 6.7% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
21.0%ile
ROE
0.046
ROA
0.020
Net Margin
0.238
Op Margin
0.541
GPA
0.064
D/E
1.29
Current
1.27
F-Score
2/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.419
Earn Growth
-0.299
Stability
0.553
lower=better
Accruals
0.002
lower=better
5yr Consist
No
F-Score of 2/9 flags fundamental deterioration — multiple signals are weakening.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
16.0%ile
6M Return
-12.2%
12M Return
-13.8%
12-1 Mom
-6.6%
Risk-Adj
-0.32
Vol 252d
20.9%
Vol 60d
50.1%
↑ Expanding
Max DD 12M
-19.4%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (50%) is expanding vs long-term (21%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.54
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
50.9%
Sector Quality %ile
4.8%
P/E z-score
0.03
P/B z-score
-0.08
Sector Avg OS
86.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
BAP Credicorp Ltd 99.0% 98.0% 93.0% 84.0%
CARE Carter Bank and Trust 99.0% 96.0% 98.0% 88.0%
MCY Mercury General Corporation 99.0% 95.0% 93.0% 86.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 97.0% 90.0%
UVE Universal Insurance Holdings Inc 99.0% 96.0% 94.0% 82.0%
HG Hamilton Insurance Group, Ltd. 99.0% 97.0% 94.0% 85.0%
HAFC Hanmi Financial Corporation 98.0% 94.0% 90.0% 79.0%
DCOM Dime Community Bancshares, Inc. 98.0% 93.0% 87.0% 83.0%
Factor Interactions
Cheap for a Reason?
Looks cheap (81th value) but weak quality (21th). Classic value trap risk.
Growth at Reasonable Price
Revenue growing 42% with P/E of 15×. Growth isn't fully priced in.
Falling Knife
Weak momentum (16th) despite looking cheap (81th value). Wait for momentum to stabilise.
Strong Capital Return
Shareholder yield 14.6% backed by 6.7% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (50%) significantly exceeds 252-day (21%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
76.9% avg (7 factors)
Quality
C
48.7% avg (8 factors)
Momentum
F
20.4% avg (4 factors)
Risk
A
81.9% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.540—0—
Value %ile0.810—1—
Quality %ile0.210—1—
Momentum %ile0.160—1—
F-Score2.000—1—
Confidence0.970—1—
Volatility0.209—0—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
14.59
Earnings Yield (E/P)
0.0685
Price / Sales
3.48
Price / Book
0.68
Price / Cash Flow
16.31
FCF Yield
6.7%
EBITDA / EV
15.1%
Sales Yield (1/P·S)
0.3165
Shareholder Yield
Div + net buyback / mktcap
14.6%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
4.6%
Return on Assets
2.0%
Net Margin
23.8%
Operating Margin
54.1%
Gross Profit / Assets
Novy-Marx GPA
6.4%
Debt / Equity
1.29
Current Ratio
1.27
Accruals Ratio
(NI-OCF)/Assets — lower=better
0.002
MomentumPrice trend strength over different horizons
6M Return
-12.2%
12M Return
-13.8%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-6.6%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-0.32
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
41.9%
Earnings Growth (YoY)
-29.9%
Earnings Stability (CV)
Lower = more stable
0.553
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
2
Dividend Yield
14.6%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
24
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
16
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
16
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity