Invesaro

Stocks LIEN Financial statements

Financial statements

Chicago Atlantic BDC, Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 4 fiscal years, taken from the XBRL data Chicago Atlantic BDC, Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2022FY2023FY2024FY2025
General and administrative0.3300.74.63
Income from continuing operations-0.567.349.6233.3
Net income84.77.349.6233.3
EPS, basic-0.641.180.931.46
EPS, diluted-0.641.180.931.46
Shares, basic (weighted)0.886.2110.322.8
Shares, diluted (weighted)0.886.2110.322.8

Balance sheet

FY2022FY2023FY2024FY2025
Cash and equivalents84.832.623.92.93
Total assets8588.6310342
Total liabilities0.483.028.438.6
Paid-in capital84.985303303
Retained earnings-0.430.45-2.340.03
Shareholders' equity84.685.6301303
Total equity84.685.6301303
Total liabilities and equity8588.6310342
Shares outstanding6.216.2122.822.8

Cash flow statement

FY2022FY2023FY2024FY2025
Net income84.77.349.6233.3
Depreciation and amortization0-0.81-1.1-2.7
Cash from operations-0.515.75-5.03-20.5
Stock issued85.309.050
Dividends paid0-8.26-12.4-23.3
Cash from financing85.3-8.26-3.64-0.52
Net change in cash84.8-2.51-8.68-21
Interest paid000.04

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $10.04 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Return on equity (ROE)10.5%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)9.2%Net income / average total assets.

Growth

MetricValueHow it is calculated
Net income growth, 1y245.8%Net income vs the same period a year earlier. Only from a positive base.
EPS growth, 1y57.0%EPS vs the same period a year earlier. Only from a positive base.
Book value growth, 1y0.7%Book value vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y10.5%Total assets vs the same period a year earlier. Only from a positive base.
Share count change, 1y120.6%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Liabilities / assets12.1%Total liabilities / total assets.
Tangible book value$302.5MShareholders' equity - goodwill - intangible assets.

Per share

MetricValueHow it is calculated
EPS, diluted$1.39Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Operating cash flow per share-$0.13Cash from operations / diluted weighted shares.
Book value per share$13.26Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$13.26Tangible book value / shares outstanding.
Cash per share$0.04(Cash + short-term investments) / shares outstanding.
Payout ratio98.0%Dividends paid / net income, when net income is positive.

Valuation

MetricValueHow it is calculated
Market cap$229.1MShare price x shares outstanding.
Enterprise value$228.2MMarket cap + total debt - cash - short-term investments.
P/E7.23xMarket cap / net income. Only when net income is positive.
P/B0.76xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book0.76xMarket cap / tangible book value, when positive.
Earnings yield13.8%Net income / market cap (the inverse of P/E).
Dividend yield13.5%Dividends paid over the period / market cap.
Shareholder yield13.5%(Dividends paid + share buybacks) / market cap.
Was Chicago Atlantic BDC, Inc. profitable in fiscal 2025?

Yes. Net income was $33.3M, a net margin of -.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

Open interactive statements, quarterly figures and charts

Back to Chicago Atlantic BDC, Inc.