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SPMCSound Point Meridian Capital Inc
$10.19$209M
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  4. Financial Ratios

Sound Point Meridian Capital Inc (SPMC) Financial Ratios

Latest Ratios: P/E Ratio -1.7x · EV/EBITDA N/A · ROE -126.9%. (2023–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

SPMC Valuation Multiples

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

MetricTTMFY 2026FY 2024FY 2023
Market Cap$209M$185M$405M—
Enterprise Value$263M$239M$400M—
P/E Ratio →-1.67—22.92—
P/S Ratio——6.28—
P/B Ratio1.060.931.38—
P/FCF31.1027.44——
P/OCF31.1027.44——

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

SPMC EV Ratios

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

MetricTTMFY 2026FY 2024FY 2023
EV / Revenue——6.20—
EV / EBITDA——6.29—
EV / EBIT——6.29—
EV / FCF—35.49——

SPMC 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 2024FY 2023
Gross Margin113.0%113.0%99.8%99.8%
Operating Margin116.9%116.9%98.6%98.6%
Net Profit Margin116.9%116.9%98.6%98.6%

Return on Capital

MetricTTMFY 2026FY 2024FY 2023
ROE-126.9%-126.9%43.2%21619.8%
ROA-67.4%-67.4%41.9%20974.8%
ROIC-73.1%-73.1%32.4%—
ROCE-68.1%-68.1%41.9%21619.8%

SPMC Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2026FY 2024FY 2023
Debt / Equity0.300.30——
Debt / EBITDA————
Net Debt / Equity—0.27-0.02-0.02
Net Debt / EBITDA——-0.08-0.00
Debt / FCF—8.05——
Interest Coverage-9.02-9.02553.95553.95

SPMC Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2026FY 2024FY 2023
Current Ratio1.461.46—0.56
Quick Ratio1.461.46—0.56
Cash Ratio1.461.46—0.55
Asset Turnover—-0.290.21212.74
Inventory Turnover————
Days Sales Outstanding————

SPMC 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 2024FY 2023
Dividend Yield27.5%———
Payout Ratio———0.0%

Total Shareholder Return Metrics

MetricTTMFY 2026FY 2024FY 2023
Earnings Yield——4.4%—
FCF Yield3.2%3.6%——
Buyback Yield0.0%—0.0%—
Total Shareholder Yield27.5%—0.0%—
Shares Outstanding—$21M$20M$20M

Key Metrics

Growth RegimeContracting
ProfitabilityNegative
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

Mark-to-market portfolio volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 8-K (2026Q4)

Distorted Multiples Mask Portfolio Risk

According to recent financial data, SPMC trades at a forward P/E of 5.15 and a P/B of 1.02, yet these metrics appear disconnected from the underlying portfolio's negative revenue trajectory and the significant mark-to-market volatility inherent in the fund's current CLO equity and mezzanine holdings.

The forward P/E multiple suggests an optimistic earnings recovery that may not materialize if credit spreads remain wide or default rates accelerate. Investors should monitor the P/B ratio closely, as a valuation near book value in this sector often ignores the potential for further NAV erosion if the underlying loan collateral continues to face pricing pressure.

Capital Efficiency Impaired by Volatility

Based on reported figures, SPMC's ROE plummeted to -43.6% in 2026Q4, a stark reversal from earlier periods, which suggests that the fund is currently failing to generate positive returns on its invested capital due to the rapid devaluation of its structured credit assets.

The negative ROIC of -24.3% indicates that the fund's investment strategy is currently destroying shareholder value rather than compounding it. This trend warrants further investigation into whether the current portfolio composition can achieve a turnaround or if the structural leverage within the CLOs is permanently impairing the fund's capital base.

Thin Liquidity Buffers Limit Flexibility

As indicated by the most recent financial disclosures, SPMC maintains a current ratio of 1.46, yet with a cash position of only $5.8M, the fund appears to have limited liquidity to navigate potential market stress or capitalize on distressed opportunities in the secondary CLO market.

The reliance on non-cash assets to support liquidity ratios suggests that the fund's ability to meet obligations is highly sensitive to the market's willingness to price these assets fairly. Investors should be cautious, as any sudden need for liquidity could force the fund to liquidate positions at deep discounts, further damaging the NAV.

Conservative Leverage Amidst Asset Contraction

According to the balance sheet data, SPMC's debt-to-equity ratio of 0.30 remains relatively low compared to broader industry peers, yet this conservative posture appears insufficient to offset the significant contraction in the fund's total asset base observed over the last several quarters.

While the low leverage profile may provide some protection against forced selling, it also limits the fund's ability to amplify returns during market recoveries. The negative interest coverage ratio of -13.96 suggests that the fund's current earnings are insufficient to cover its debt service, which warrants close monitoring of potential covenant risks.

Misapplication of Dividend Yield Metrics

The 28.5% dividend yield is frequently misapplied by retail investors as a measure of sustainable income, when in reality, it obscures the fund's underlying inability to cover distributions through net investment income, as evidenced by the significant disconnect between cash flow and accounting losses.

Investors should prioritize 'Net Investment Income' (NII) over headline dividend yield, as the latter is often supported by capital recycling or return of capital rather than recurring portfolio cash flows. Relying on yield as a proxy for performance in this business model ignores the fundamental risk that distributions may be unsustainable if the underlying CLO tranches continue to face cash flow diversions.

Download Financial Ratios Data

Includes 30+ ratios · 3 years · Updated daily

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SPMC — Frequently Asked Questions

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

What is Sound Point Meridian Capital Inc's P/E ratio?

Sound Point Meridian Capital Inc's current P/E ratio is -1.7x. The historical average is 22.9x.

What is Sound Point Meridian Capital Inc's ROE?

Sound Point Meridian Capital Inc's return on equity (ROE) is -126.9%. The historical average is -41.8%.

Is SPMC stock overvalued?

Based on historical data, Sound Point Meridian Capital Inc is trading at a P/E of -1.7x. Compare with industry peers and growth rates for a complete picture.

What is Sound Point Meridian Capital Inc's dividend yield?

Sound Point Meridian Capital Inc's current dividend yield is 27.51%.

What are Sound Point Meridian Capital Inc's profit margins?

Sound Point Meridian Capital Inc has 113.0% gross margin and 116.9% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.