COMP <GO>
PNNT vs LIEN // ENTERPRISE SCALE & MARKET CAP
PennantPark Investment Corporation (NYSE) VS. Chicago Atlantic BDC Inc. (NASDAQ) • 15-METRIC TALLY: PNNT 3
— LIEN 3
▲ ENTERPRISE SCALE & MARKET CAP LEADER: LIEN
LAST: $3.10 (+2.65%) • MKT CAP: $197.2M
market-cap
$197.2M
LAST: $9.11 (-0.11%) • MKT CAP: $208.1M
market-cap
$208.1M
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PNNT VS. LIEN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PNNT | LIEN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.20% | 11.00% | -3.80 | LIEN | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -9.81% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 11.15% | -11.15 | LIEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | PNNT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.2 | 38.6 | +4.60 | PNNT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.6x | 5.9x | -0.30 | PNNT | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $197.2M | $208.1M | -$10.9M | LIEN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PNNT REV | LIEN REV | PNNT GROSS % | LIEN GROSS % | PNNT FCF | LIEN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $543.3M | $143.6M | — | — | $104.8M | -$20.5M |
| FY 2024 | $593.1M | $130.0M | — | — | -$172.4M | -$5.0M |
| FY 2023 | $847.2M | $37.5M | — | — | $222.9M | $5.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PNNT // BETA —
LIEN // BETA —