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NCDLNuveen Churchill Direct Lending Corp.
$12.74$629M
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  4. Financial Ratios

Nuveen Churchill Direct Lending Corp. (NCDL) Financial Ratios

Latest Ratios: P/E Ratio 9.8x · EV/EBITDA 12.1x · ROE 7.1%. (2018–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

NCDL Valuation Multiples

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

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Market Cap$629M$671M$908M——————
Enterprise Value$1.7B$1.8B$2.0B——————
P/E Ratio →9.8010.267.80——————
P/S Ratio3.123.324.88——————
P/B Ratio0.730.770.94——————
P/FCF3.243.466.66——————
P/OCF3.243.466.66——————

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

NCDL EV Ratios

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

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
EV / Revenue—8.8110.61——————
EV / EBITDA12.0812.3716.94——————
EV / EBIT12.0812.3716.94——————
EV / FCF—9.1514.46——————

NCDL Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

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

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Gross Margin84.9%84.9%59.9%59.7%50.0%75.0%48.5%87.7%89.0%
Operating Margin71.2%71.2%62.6%53.3%37.0%69.5%24.6%108.6%67.3%
Net Profit Margin32.5%32.5%62.5%52.7%36.9%69.5%24.6%45.9%31.3%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
ROE7.1%7.1%13.5%11.9%3.8%10.3%1.9%4.6%0.6%
ROA3.1%3.1%6.0%5.1%1.7%4.6%0.8%5.3%1.7%
ROIC5.3%5.3%4.6%3.9%1.3%3.6%0.6%6.0%0.9%
ROCE6.8%6.8%6.2%5.3%1.7%5.0%0.8%12.5%—

NCDL Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Debt / Equity1.271.271.141.261.331.091.191.79—
Debt / EBITDA7.767.769.5112.3040.4314.9087.776.19—
Net Debt / Equity—1.261.101.171.260.991.111.74-0.01
Net Debt / EBITDA7.707.709.1411.4238.1613.6181.906.02-0.56
Debt / FCF—5.707.8112.0026.278.9823.36—-0.27
Interest Coverage1.841.841.461.250.672.770.48——

NCDL Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Current Ratio——1.022.522.081.32——0.93
Quick Ratio——1.022.522.081.32——0.93
Cash Ratio——0.711.911.520.97——0.01
Asset Turnover—0.100.090.080.040.050.020.080.05
Inventory Turnover—————————
Days Sales Outstanding—————————

NCDL 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 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Dividend Yield16.0%————————
Payout Ratio155.8%155.8%—83.2%————61.5%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018
Earnings Yield10.2%9.7%12.8%——————
FCF Yield30.9%28.9%15.0%——————
Buyback Yield10.4%————————
Total Shareholder Yield26.4%————————
Shares Outstanding—$50M$54M$33M$23M$13M$5M$4M$4M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

Middle-market credit quality deterioration

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Pricing Reflects Heightened Uncertainty

Based on current market data, NCDL trades at a P/B of 0.73, which, according to recent financial disclosures, suggests the market is pricing in significant potential for future portfolio write-downs relative to its peers like Ares Capital or Blue Owl.

The forward P/E of 8.06 implies that investors are skeptical of the company's ability to maintain current earnings levels, likely due to the observed volatility in net margins. This valuation discount relative to the broader BDC sector warrants further investigation into whether the market is correctly identifying structural risks or if the stock is currently mispriced.

Capital Efficiency Shows Concerning Decay

As reported in quarterly filings, NCDL's ROE has trended downward from 4.1% in 2023Q4 to a mere 1.0% in 2026Q1, indicating that the firm is struggling to generate meaningful returns on its invested capital base.

The consistent decline in ROIC suggests that the company's underwriting discipline or portfolio yield may be failing to keep pace with its cost of capital. Investors should monitor whether this decay is a temporary byproduct of the recent IPO transition or a structural issue inherent to the current portfolio composition.

Working Capital Volatility Impairs Operations

According to the provided financial data, NCDL's asset turnover remains stagnant at 0.02, which, when combined with fluctuating DSO figures, suggests that the company is facing significant friction in its ability to efficiently recycle capital through its lending cycle.

The lack of improvement in asset turnover implies that the firm is not effectively leveraging its balance sheet to drive incremental revenue. This inefficiency appears to be a drag on overall profitability and suggests that the company's operational model may be less scalable than initially anticipated.

Rising Leverage Masks Equity Erosion

Based on reported figures, NCDL's debt-to-equity ratio has increased from 0.82 in 2024Q1 to 1.32 in 2026Q1, signaling that the firm is increasingly reliant on debt to sustain its operations as its equity base continues to contract.

The rising leverage profile, coupled with an interest coverage ratio that has compressed to 1.50, suggests that the company's ability to service its debt is becoming less comfortable. This trend warrants close monitoring, as any further deterioration in interest coverage could limit the firm's financial flexibility.

Misapplied Focus on Dividend Yield

Investors frequently prioritize NCDL's 16.0% dividend yield, yet as reported in financial statements, this metric obscures the reality that distributions are often not supported by recurring operational cash flow, which is a critical oversight for this business model.

The dividend yield is a misleading indicator of health for a BDC that is currently experiencing margin compression and negative retained earnings. Analysts should instead focus on the Net Investment Income (NII) coverage ratio and the trend in non-accrual loans to assess the true sustainability of shareholder payouts.

Download Financial Ratios Data

Includes 30+ ratios · 8 years · Updated daily

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NCDL — Frequently Asked Questions

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

What is Nuveen Churchill Direct Lending Corp.'s P/E ratio?

Nuveen Churchill Direct Lending Corp.'s current P/E ratio is 9.8x. The historical average is 9.0x. This places it at the 50th percentile of its historical range.

What is Nuveen Churchill Direct Lending Corp.'s EV/EBITDA?

Nuveen Churchill Direct Lending Corp.'s current EV/EBITDA is 12.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 14.7x.

What is Nuveen Churchill Direct Lending Corp.'s ROE?

Nuveen Churchill Direct Lending Corp.'s return on equity (ROE) is 7.1%. The historical average is 6.7%.

Is NCDL stock overvalued?

Based on historical data, Nuveen Churchill Direct Lending Corp. is trading at a P/E of 9.8x. 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 Nuveen Churchill Direct Lending Corp.'s dividend yield?

Nuveen Churchill Direct Lending Corp.'s current dividend yield is 15.96% with a payout ratio of 155.8%.

What are Nuveen Churchill Direct Lending Corp.'s profit margins?

Nuveen Churchill Direct Lending Corp. has 84.9% gross margin and 71.2% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Nuveen Churchill Direct Lending Corp. have?

Nuveen Churchill Direct Lending Corp.'s Debt/EBITDA ratio is 7.8x, indicating high leverage. A ratio above 4x may signal elevated financial risk.