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GAINIGladstone Investment Corporation
$25.65$1.0B
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  4. Financial Ratios

Gladstone Investment Corporation (GAINI) Financial Ratios

Latest Ratios: P/E Ratio 5.4x · EV/EBITDA 7.0x · ROE 31.7%. (2006–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

GAINI Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Market Cap$1.0B$981M$933M————————
Enterprise Value$1.6B$1.5B$1.4B————————
P/E Ratio →5.385.3114.27————————
P/S Ratio14.2913.7210.38————————
P/B Ratio1.491.471.87————————
P/FCF——8.19————————
P/OCF——8.19————————

P/E links to full P/E history page with 30-year chart

GAINI EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
EV / Revenue—21.6015.29————————
EV / EBITDA7.026.8421.04————————
EV / EBIT7.026.8421.04————————
EV / FCF——12.06————————

GAINI Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Gross Margin19.4%19.4%68.6%76.6%67.3%88.3%91.6%66.9%94.2%94.2%93.3%
Operating Margin315.8%315.8%72.7%82.7%73.2%91.2%79.8%-60.5%77.4%87.5%84.6%
Net Profit Margin258.5%258.5%72.7%82.7%73.2%91.2%79.8%-60.5%77.4%87.5%84.6%

Return on Capital

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
ROE31.7%31.7%13.2%18.3%8.0%24.7%11.3%-1.9%21.4%18.5%15.4%
ROA15.9%15.9%6.7%10.0%4.7%14.8%7.0%-1.2%13.1%10.8%8.8%
ROIC15.5%15.5%5.3%7.9%3.7%11.5%6.1%-1.2%13.1%10.8%8.9%
ROCE25.3%25.3%6.8%10.1%4.7%15.0%7.1%-1.2%13.1%10.8%8.8%

GAINI Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Debt / Equity0.840.840.910.810.670.590.640.150.140.320.25
Debt / EBITDA2.502.506.984.678.232.555.74—0.711.841.67
Net Debt / Equity—0.840.880.800.660.550.630.140.140.310.24
Net Debt / EBITDA2.502.506.764.648.162.425.69—0.691.781.60
Debt / FCF——3.874.60—3.175.391.460.60—2.21
Interest Coverage5.505.502.313.542.247.829.56-1.8313.2715.0412.64

GAINI Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Current Ratio0.010.013.693.223.117.910.435.716.5010.3712.82
Quick Ratio0.010.013.693.223.117.910.435.716.5010.3712.82
Cash Ratio0.000.002.320.590.874.750.122.271.913.974.96
Asset Turnover—0.050.090.110.060.150.080.020.170.110.10
Inventory Turnover———————————
Days Sales Outstanding———————————

GAINI Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Dividend Yield5.8%——————————
Payout Ratio30.9%30.9%93.3%89.2%132.4%38.0%——37.4%47.7%50.7%

Total Shareholder Return Metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Earnings Yield18.6%18.8%7.0%————————
FCF Yield——12.2%————————
Buyback Yield0.0%——————————
Total Shareholder Yield5.8%——————————
Shares Outstanding—$39M$37M$34M$33M$33M$33M$33M$33M$32M$30M

Key Metrics

Growth RegimeContracting
ProfitabilityStrained
Balance SheetMixed
Cash FlowMixed
Top Statement Risk

Lumpy Exit-Driven Revenue

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q4)

Market Pricing Reflects Exit Uncertainty

According to recent market data, GAINI trades at a P/E of 5.36, which appears to discount the volatility of its equity-heavy portfolio compared to peers like Capital Southwest, suggesting investors are wary of the sustainability of supplemental dividends in a cooling lower middle market M&A environment.

The divergence between the current P/E and the forward P/E of 62.95 indicates that the market anticipates a significant contraction in earnings as the current cycle of realized gains subsides. This valuation gap warrants investigation into whether the current price adequately captures the embedded value of the equity portfolio or if it is merely reflecting a temporary peak in exit-driven income.

Capital Efficiency Driven by Realizations

Based on reported figures, GAINI's ROE has fluctuated significantly, reaching 13.0% in 2026Q4, which highlights the firm's reliance on successful portfolio exits to drive returns rather than consistent, compounding interest income from its debt investments compared to more traditional, yield-focused BDC peers.

The inconsistency in ROIC, which dipped into negative territory in 2026Q3, suggests that the firm's ability to generate returns is highly sensitive to the fair-value adjustments of its underlying assets. Investors should monitor whether management can maintain these returns without the benefit of outsized, non-recurring capital gains.

Conservative Leverage Amidst Portfolio Shifts

As reported in financial statements, GAINI maintains a Debt/Equity ratio of 0.84 as of 2026Q4, which is notably lower than many BDC peers, suggesting a defensive posture that may provide flexibility for new acquisitions but also limits the potential for yield enhancement through aggressive balance sheet utilization.

While the current leverage profile appears healthy, the low interest coverage ratio of 8.77 in the most recent quarter suggests that the firm's ability to service debt is highly dependent on the timing of cash inflows from portfolio companies. This warrants further investigation into whether this conservative stance is a strategic choice or a byproduct of recent liquidity events.

Misapplied Focus on Dividend Yield

Based on an analysis of the business model, the most commonly misapplied metric for GAINI is the dividend yield, which obscures the fact that a significant portion of payouts is derived from volatile realized gains rather than stable, recurring net investment income from the debt portfolio.

Investors should instead focus on Core Net Investment Income (Core NII) to assess the true sustainability of the monthly distribution. Relying on the headline yield may lead to an overestimation of the firm's ability to maintain payouts during periods of low M&A activity or portfolio valuation compression.

Download Financial Ratios Data

Includes 30+ ratios · 21 years · Updated daily

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GAINI — Frequently Asked Questions

Quick answers to the most common questions about buying GAINI stock.

What is Gladstone Investment Corporation's P/E ratio?

Gladstone Investment Corporation's current P/E ratio is 5.4x. The historical average is 9.8x. This places it at the 50th percentile of its historical range.

What is Gladstone Investment Corporation's EV/EBITDA?

Gladstone Investment Corporation's current EV/EBITDA is 7.0x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 13.9x.

What is Gladstone Investment Corporation's ROE?

Gladstone Investment Corporation's return on equity (ROE) is 31.7%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 10.0%.

Is GAINI stock overvalued?

Based on historical data, Gladstone Investment Corporation is trading at a P/E of 5.4x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Gladstone Investment Corporation's dividend yield?

Gladstone Investment Corporation's current dividend yield is 5.76% with a payout ratio of 30.9%.

What are Gladstone Investment Corporation's profit margins?

Gladstone Investment Corporation has 19.4% gross margin and 315.8% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Gladstone Investment Corporation have?

Gladstone Investment Corporation's Debt/EBITDA ratio is 2.5x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.