Nuveen Churchill Direct Lending Corp. (NCDL) — Dividend Yield, NAV & Valuation Analysis

NCDL · NYSE

$12.8 Stock Price
11.2% Dividend Yield
$0.5B Market Cap
$17.5 NAV
-26.9% Premium / Discount
Quarterly Dividend Freq.
$1.43 Div. per Share/yr

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Overview

Nuveen Churchill Direct Lending Corp. is an externally managed BDC structured as a joint venture between Nuveen and Churchill Asset Management. NCDL provides senior secured and unitranche loans to U.S. middle-market companies backed by private equity sponsors. The portfolio comprises predominantly floating-rate first lien loans sourced through Churchills direct origination network, targeting borrowers with EBITDA between $5 million and $50 million.

Key Metrics

MetricValue
1-Year Total Return9.5%
3-Year Total Return19.5%
5-Year Total Return24.5%
Expense Ratio9.5%
Leverage Ratio1.2x
Portfolio Companies75
Total Assets$0.9B

Discount / Premium to NAV

Stock Price$12.8
NAV per Share$17.5
Premium / (Discount) to NAV-26.9%
Implied per-share NAV gap$4.7

The premium / discount to NAV compares the current stock price to the per-share net asset value of Nuveen Churchill Direct Lending Corp.'s investment portfolio. A negative reading (a discount) means the market is pricing NCDL below the value of its underlying assets and is one of the most-watched valuation metrics for any BDC. A positive reading (a premium) means the market is paying a premium over the stated NAV, often reflecting confidence in future dividend coverage and portfolio credit quality. Nuveen Churchill Direct Lending Corp. currently trades at a -26.9% discount to NAV.

Investment Strategy

Nuveen Churchill Direct Lending Corp. focuses on senior secured loans, unitranche debt in the healthcare, business services, technology, manufacturing sectors. The company targets lower middle-market companies and maintains a portfolio of 75 investments totaling $0.9B in assets.

Management

CEO: Kenneth K. Kencel | Employees: 30

Suitability

NCDL is suitable for income-focused investors seeking quarterly dividend income with a 11.2% yield. The BDC's focus on senior secured loans provides portfolio characteristics. Investors should consider their risk tolerance and investment objectives before investing.