Tearsheet

TriplePoint Venture Growth BDC (TPVG)


Market Price (5/3/2026): $5.51 | Market Cap: $222.6 Mil
Sector: Financials | Industry: Asset Management & Custody Banks

TriplePoint Venture Growth BDC (TPVG)


Market Price (5/3/2026): $5.51
Market Cap: $222.6 Mil
Sector: Financials
Industry: Asset Management & Custody Banks

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 40%, Dividend Yield is 18%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 36%

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26%

Low stock price volatility
Vol 12M is 32%

Megatrend and thematic drivers
Megatrends include Digital & Alternative Assets. Themes include Venture Capital, and Private Credit.

Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -101%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 200%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -99%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -99%

Key risks
TPVG key risks include [1] deteriorating portfolio credit quality leading to high non-accrual rates and investment losses, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 40%, Dividend Yield is 18%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 36%
1 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%
2 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26%
3 Low stock price volatility
Vol 12M is 32%
4 Megatrend and thematic drivers
Megatrends include Digital & Alternative Assets. Themes include Venture Capital, and Private Credit.
5 Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -101%
6 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 200%
7 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -99%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -99%
8 Key risks
TPVG key risks include [1] deteriorating portfolio credit quality leading to high non-accrual rates and investment losses, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

TriplePoint Venture Growth BDC (TPVG) stock has remained largely at the same level since 1/31/2026 because of the following key factors:

1. Weaker-than-expected Q4 2025 financial results and unrealized losses created downward pressure.

TriplePoint Venture Growth BDC reported Q4 2025 earnings per share (EPS) of $0.25 on March 4, 2026, missing the consensus estimate of $0.26 by $0.01. Additionally, quarterly revenue came in at $3.42 million, significantly below analyst estimates of approximately $23.8 million. The company also recorded net unrealized losses of $6.6 million on investments, largely due to fair value adjustments on its warrant and equity portfolio, and its exposure to volatile venture growth and software sectors contributed to a heightened risk perception.

2. Negative analyst sentiment and downgrades limited upward movement.

Multiple equities analysts issued negative reports during the period, contributing to a "Reduce" consensus rating with an average price target of $5.63. Specifically, Weiss Ratings downgraded TPVG from "hold (c-)" to "sell (d+)" on March 12, 2026, and Zacks Research lowered its rating from "hold" to "strong sell" on April 16, 2026. Keefe, Bruyette & Woods also reduced their price target from $7.00 to $6.50 and set a "market perform" rating on March 5, 2026.

Show more
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →

Stock Movement Drivers

Fundamental Drivers

The -2.4% change in TPVG stock from 1/31/2026 to 5/2/2026 was primarily driven by a -32.6% change in the company's P/E Multiple.
(LTM values as of)13120265022026Change
Stock Price ($)5.705.56-2.4%
Change Contribution By: 
Total Revenues ($ Mil)445730.2%
Net Income Margin (%)76.9%85.8%11.5%
P/E Multiple6.84.6-32.6%
Shares Outstanding (Mil)4040-0.2%
Cumulative Contribution-2.4%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/2/2026
ReturnCorrelation
TPVG-2.4% 
Market (SPY)3.6%45.8%
Sector (XLF)-2.3%37.5%

Fundamental Drivers

The 10.5% change in TPVG stock from 10/31/2025 to 5/2/2026 was primarily driven by a 11.1% change in the company's Net Income Margin (%).
(LTM values as of)103120255022026Change
Stock Price ($)5.035.5610.5%
Change Contribution By: 
Total Revenues ($ Mil)54577.2%
Net Income Margin (%)77.2%85.8%11.1%
P/E Multiple4.94.6-6.8%
Shares Outstanding (Mil)4040-0.4%
Cumulative Contribution10.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/2/2026
ReturnCorrelation
TPVG10.5% 
Market (SPY)5.5%29.8%
Sector (XLF)-0.0%28.2%

Fundamental Drivers

The 7.8% change in TPVG stock from 4/30/2025 to 5/2/2026 was primarily driven by a 26.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)43020255022026Change
Stock Price ($)5.165.567.8%
Change Contribution By: 
Total Revenues ($ Mil)465726.0%
Net Income Margin (%)70.4%85.8%21.9%
P/E Multiple6.44.6-29.2%
Shares Outstanding (Mil)4040-0.9%
Cumulative Contribution7.8%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/2/2026
ReturnCorrelation
TPVG7.8% 
Market (SPY)30.4%30.6%
Sector (XLF)8.1%31.2%

Fundamental Drivers

The -24.7% change in TPVG stock from 4/30/2023 to 5/2/2026 was primarily driven by a -703.3% change in the company's Total Revenues ($ Mil).
(LTM values as of)43020235022026Change
Stock Price ($)7.385.56-24.7%
Change Contribution By: 
Total Revenues ($ Mil)-1057-703.3%
P/S Multiple-27.43.9-114.3%
Shares Outstanding (Mil)3540-12.6%
Cumulative Contribution-24.7%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/2/2026
ReturnCorrelation
TPVG-24.7% 
Market (SPY)78.7%36.0%
Sector (XLF)64.3%40.4%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
TPVG Return51%-35%20%-20%4%-13%-14%
Peers Return8%-13%12%2%6%-2%11%
S&P 500 Return27%-19%24%23%16%5%92%

Monthly Win Rates [3]
TPVG Win Rate83%33%58%25%50%50% 
Peers Win Rate40%23%46%35%38%30% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
TPVG Max Drawdown-2%-37%-2%-32%-20%-28% 
Peers Max Drawdown-12%-27%-6%-8%-11%-19% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: VRTS, SLRC, GEG, ALP, PS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/1/2026 (YTD)

How Low Can It Go

EventTPVGS&P 500
2024 Yen Carry Trade Unwind
  % Loss-13.7%-7.8%
  % Gain to Breakeven15.8%8.5%
  Time to Breakeven88 days18 days
2023 SVB Regional Banking Crisis
  % Loss-12.4%-6.7%
  % Gain to Breakeven14.2%7.1%
  Time to Breakeven34 days31 days
2020 COVID-19 Crash
  % Loss-78.6%-33.7%
  % Gain to Breakeven367.5%50.9%
  Time to Breakeven245 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-19.3%-19.2%
  % Gain to Breakeven23.9%23.7%
  Time to Breakeven46 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-24.5%-12.2%
  % Gain to Breakeven32.5%13.9%
  Time to Breakeven151 days62 days
2014-2016 Oil Price Collapse
  % Loss-33.2%-6.8%
  % Gain to Breakeven49.6%7.3%
  Time to Breakeven279 days15 days

Compare to VRTS, SLRC, GEG, ALP, PS

In The Past

TriplePoint Venture Growth BDC's stock fell -13.7% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 15.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventTPVGS&P 500
2020 COVID-19 Crash
  % Loss-78.6%-33.7%
  % Gain to Breakeven367.5%50.9%
  Time to Breakeven245 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-24.5%-12.2%
  % Gain to Breakeven32.5%13.9%
  Time to Breakeven151 days62 days
2014-2016 Oil Price Collapse
  % Loss-33.2%-6.8%
  % Gain to Breakeven49.6%7.3%
  Time to Breakeven279 days15 days

Compare to VRTS, SLRC, GEG, ALP, PS

In The Past

TriplePoint Venture Growth BDC's stock fell -13.7% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 15.8% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About TriplePoint Venture Growth BDC (TPVG)

TriplePoint Venture Growth BDC Corp. is a business development company specializing investments in venture capital-backed companies at the growth stage investments. It also provides debt financing to venture growth space companies which includes growth capital loans, secured and customized loans, equipment financings, revolving loans and direct equity investments. The fund seeks to invest in e-commerce, entertainment, technology and life sciences sector. Within technology the areas of focus include: Security, wireless communication equipments, network system and software, business applications software, conferencing equipments/services .big data, cloud computing, data storage, electronics, energy efficiency, hardware, information services, internet and media, networking, semiconductors, software, software as a service, and other technology related subsectors and within life sciences the areas of focus include: biotechnology, bio fuels/bio mass, diagnostic testing and bioinformatics, drug delivery, drug discovery, healthcare information systems, healthcare services, medical, surgical and therapeutic devices, pharmaceuticals and other life science related subsectors. Within growth capital loans it invests between $5 million and $50 million, for equipment financings it invests between $5 million and $25 million, for revolving loans it invests between $1 million and $25 million, and for direct equity investments it may invest between $0.1 million and $5 million (generally not exceeding 5% of the company's total equity). The debt financing products are typically structured as lines of credit and it invests through warrants and secured loans. It targeted returns between 10% and 18%. It does not take board seat in the company.

AI Analysis | Feedback

Here are 1-3 brief analogies for TriplePoint Venture Growth BDC (TPVG):

  1. A publicly-traded fund that acts as a **specialized bank for growth-stage tech and life science companies**, much like **Silicon Valley Bank** (pre-collapse) did for startups.

  2. It's like a **publicly-traded mutual fund or ETF** for investors seeking exposure to **loans made to promising, venture-backed tech and life science startups**.

  3. Imagine a **venture capital firm that primarily provides loans (venture debt)** instead of equity, to established, high-growth tech and life science startups, but you can invest in it publicly.

AI Analysis | Feedback

  • Growth Capital Loans: Debt financing provided to support the expansion and operational needs of venture capital-backed companies.
  • Secured and Customized Loans: Tailored debt solutions backed by collateral, designed to meet the specific financial requirements of growth-stage businesses.
  • Equipment Financings: Loans specifically for the purchase or leasing of essential equipment for portfolio companies.
  • Revolving Loans: Flexible lines of credit that companies can draw upon, repay, and redraw as their working capital needs evolve.
  • Direct Equity Investments: Minority equity stakes taken in portfolio companies, often acquired through warrants, for potential capital appreciation.

AI Analysis | Feedback

TriplePoint Venture Growth BDC (TPVG) Major Customers

TriplePoint Venture Growth BDC (TPVG) sells primarily to other companies. Based on the provided background information, TPVG's major customers are:

  • Venture capital-backed companies at the growth stage.
  • These companies operate across various high-growth sectors, including:
    • Technology: Subsectors include Security, wireless communication equipment, network system and software, business applications software, conferencing equipment/services, big data, cloud computing, data storage, electronics, energy efficiency, hardware, information services, internet and media, networking, semiconductors, software, software as a service, and other technology-related subsectors.
    • Life Sciences: Subsectors include biotechnology, biofuels/biomass, diagnostic testing and bioinformatics, drug delivery, drug discovery, healthcare information systems, healthcare services, medical, surgical and therapeutic devices, pharmaceuticals, and other life science-related subsectors.
    • E-commerce
    • Entertainment

The provided background description does not list the names of specific customer companies that TriplePoint Venture Growth BDC provides financing to.

AI Analysis | Feedback

null

AI Analysis | Feedback

James P. Labe, Chief Executive Officer and Chairman of the Board

James P. Labe is the Chief Executive Officer and Chairman of the Board of TriplePoint Venture Growth BDC Corp.. He is also the co-founder and co-CEO of TriplePoint Capital LLC (TPC), which is TPVG's sponsor. Mr. Labe is widely recognized as a pioneer in the venture leasing and lending segment of the commercial finance industry. He previously founded and led Comdisco Ventures, where he was responsible for over $3 billion in venture loan and lease transactions across more than 970 venture capital-backed companies. He also serves as CEO and Chairman of TriplePoint Private Venture Credit Inc. (TPVC), a non-listed BDC affiliated with TriplePoint. Mr. Labe holds an Executive MBA from the University of Chicago and a B.A. from Middlebury College.

Mike L. Wilhelms, Chief Financial Officer

Mike L. Wilhelms was appointed Chief Financial Officer of TriplePoint Venture Growth BDC Corp. effective January 6, 2025. He also serves as CFO for TriplePoint Capital LLC and other affiliated entities. Mr. Wilhelms brings over 30 years of financial leadership and private credit experience, including working with public and private companies in the business development company (BDC) and asset management sectors. Prior to joining TriplePoint, he served as CFO of Sabal Capital Holding Company, LLC, and Sabal Capital Partners, LLC, a commercial real estate lending platform that was sold to Regions Bank in December 2021. Before Sabal, he was at Crescent Capital Group LP, where he was CFO of Crescent Capital BDC, Inc. and the publicly-listed Crescent Acquisition Corp. His career also includes roles at Triad Financial Corporation and as an audit manager at KPMG. Mr. Wilhelms holds a B.A. in Business Economics from the University of California Santa Barbara and is a Certified Public Accountant (inactive).

Sajal K. Srivastava, President and Chief Investment Officer

Sajal K. Srivastava serves as the President and Chief Investment Officer of TriplePoint Venture Growth BDC Corp.. He also holds the titles of Treasurer, Secretary, and Director for the company.

AI Analysis | Feedback

Key Risks to the Business

  • Deteriorating Credit Quality of Portfolio Companies: A primary risk for TriplePoint Venture Growth BDC is the potential for deteriorating credit quality among its portfolio companies. As a lender to venture capital-backed growth-stage companies, TPVG faces inherent risks associated with these less mature businesses. The company has experienced elevated non-accrual rates, which are reported to be significantly above the broader Business Development Company (BDC) industry average, directly impacting its profitability and net asset value.
  • Sustainability of Dividend and Pressure on Net Investment Income: TPVG has faced concerns regarding the sustainability of its dividend, evidenced by past dividend cuts and a high dividend payout ratio. This risk is closely tied to fluctuations and declines in the company's net investment income and a reduction in portfolio yields, which place considerable pressure on its ability to cover dividend distributions.
  • Volatility and Valuation Risks in the Venture Capital Market: TriplePoint Venture Growth BDC's investments in venture growth-stage companies make it highly susceptible to the inherent volatility of the venture capital market. This includes broad market trends, changes in venture funding, technology valuations, and the pace of initial public offerings (IPOs) and mergers & acquisitions (M&A) activity. Declines in the valuations of its portfolio companies, particularly in concentrated positions, can significantly impact TPVG's net asset value and lead to potential write-downs. Concerns have also been raised about the timeliness and accuracy of the company's valuation practices for its underlying investments.

AI Analysis | Feedback

A clear emerging threat for TriplePoint Venture Growth BDC (TPVG) is the sustained and challenging exit environment for venture capital-backed companies. TPVG specializes in providing debt and equity financing to growth-stage companies that are typically backed by venture capital. The ability of these portfolio companies to repay loans and generate returns for TPVG often relies on future equity funding rounds or successful liquidity events such as initial public offerings (IPOs) or strategic acquisitions. A prolonged downturn or structural shift in the M&A and IPO markets for venture-backed companies severely impacts the ability of TPVG's borrowers to access follow-on capital or achieve exits, thereby increasing the risk of defaults and impairing TPVG's investment performance. This shift in the venture capital liquidity cycle represents a fundamental threat to the business model of venture debt providers like TPVG.

AI Analysis | Feedback

TriplePoint Venture Growth BDC (TPVG) operates within the addressable markets of venture debt and growth equity, providing financing to venture capital-backed companies at the growth stage. The addressable markets for TPVG's main products and services are:
  • Venture Debt and Growth Capital Loans: The global venture debt market expanded to an aggregate deal value of $83.4 billion in 2024. In the United States, venture debt deals reached $53.3 billion in investments in 2024. The European venture debt market reached €26.5 billion in 2024, which is approximately $28.5 billion.
  • Direct Equity Investments in Growth Stage Companies: Equity capital investments in late-stage private companies reached $350 billion in 2025. The equity value for companies targeted by growth credit, which includes private equity growth equity investments and venture capital late-stage investments, was $720 billion in the U.S. at the end of 2024.

AI Analysis | Feedback

TriplePoint Venture Growth BDC (TPVG) is anticipated to experience revenue growth over the next 2-3 years, driven by several strategic initiatives and market dynamics:

  1. Increased Capital Deployment and Robust Investment Pipeline: TPVG demonstrated a substantial increase in its investment activity during 2025, securing $508 million in new debt commitments and funding $287 million, which represents a significant rise from the previous year. This strong momentum, coupled with a stated quarterly funding target of $25 million to $50 million for 2026, and an active unfunded commitments pipeline of $260.4 million, indicates a continued ability to deploy capital and expand its income-generating asset base.
  2. Strategic Focus on the High-Growth Artificial Intelligence (AI) Sector: The company has strategically aligned its investment focus with the rapidly expanding AI sector. In 2025, AI represented 65% of the total U.S. venture deal value and 39% of the deal count. TPVG's commitment to backing "category-defining companies at the forefront of applied AI infrastructure and deployment," with 70% of its new software investments in 2024-2025 being AI-enabled or AI-native, positions it to capitalize on significant growth opportunities within this sector.
  3. Enhanced Capital Structure and Liquidity: TPVG has proactively strengthened its capital structure by refinancing its 2026 notes in the first quarter of 2025 and extending its revolving credit facility. This improved financial flexibility and liquidity, including maintaining operating flexibility through its credit facility and at-the-market equity program, supports its capacity to originate new loans and make direct equity investments, thereby fueling future revenue growth.
  4. Portfolio Repositioning Towards Higher Quality and Stability: Management has emphasized a strategy of active portfolio repositioning, shifting towards higher-quality, larger-scale venture growth companies. This deliberate shift is intended to stabilize the company's income stream over the long term and enhance overall credit quality, which is expected to lead to more consistent interest income and reduce the impact of non-accruals, thereby contributing to more durable revenue generation.

AI Analysis | Feedback

<h3>Share Repurchases</h3> <ul> <li>TriplePoint Capital LLC (TPC), TPVG's sponsor, purchased 1,809,827 shares of common stock in the open market under its discretionary share purchase program during 2025.</li> <li>By early 2026, TPC's total purchases under this program reached approximately 2 million shares, representing nearly 5% of TPVG's outstanding shares.</li> </ul> <h3>Share Issuance</h3> <ul> <li>In August 2022, TriplePoint Venture Growth BDC Corp. commenced an underwritten public offering of 3,750,000 shares of its common stock.</li> <li>The company intended to grant the underwriters an option to purchase up to an additional 562,500 shares in connection with this offering.</li> <li>Shares outstanding increased from 31 million at the end of 2021 to 40.491 million by December 31, 2025.</li> </ul> <h3>Outbound Investments</h3> <ul> <li>In 2025, TPVG closed $508.1 million of new debt commitments to venture growth stage companies, marking its highest amount in over two years.</li> <li>The company funded $287.1 million in debt investments to 31 portfolio companies during 2025.</li> <li>The total investment portfolio grew by $107.3 million, reaching a fair value of $783.5 million by December 31, 2025, with a strategic focus on the AI sector.</li> </ul>

Trade Ideas

Select ideas related to TPVG.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
EEFT_4302026_Dip_Buyer_ValueBuy04302026EEFTEuronet WorldwideDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
0.0%0.0%0.0%
HOMB_4242026_Insider_Buying_GTE_1Mil_EBITp+DE_V204242026HOMBHome BancSharesInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
1.5%1.5%0.0%
HBAN_3312026_Insider_Buying_45D_2Buy_200K03312026HBANHuntington BancsharesInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
7.1%7.1%0.0%
NP_3312026_Insider_Buying_45D_2Buy_200K03312026NPNeptune InsuranceInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
3.9%3.9%0.0%
JKHY_3272026_Monopoly_xInd_xCD_Getting_Cheaper03272026JKHYJack Henry & AssociatesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.3%0.3%-4.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

TPVGVRTSSLRCGEGALPPSMedian
NameTriplePo.Virtus I.SLR Inve.Great ElmAlpha Co.Pershing. 
Mkt Price5.56136.0015.852.050.2437.9910.71
Mkt Cap0.20.90.90.1--0.5
Rev LTM57848103230-57
Op Inc LTM-167--12-12--12
FCF LTM-57-74-723---65
FCF 3Y Avg675053-9--52
CFO LTM-57-67-723---62
CFO 3Y Avg675753-9--55

Growth & Margins

TPVGVRTSSLRCGEGALPPSMedian
NameTriplePo.Virtus I.SLR Inve.Great ElmAlpha Co.Pershing. 
Rev Chg LTM26.0%-6.1%-1.6%17.8%--8.1%
Rev Chg 3Y Avg36.5%-1.1%75.1%56.1%--46.3%
Rev Chg Q370.4%-11.2%13.9%-14.1%--1.4%
QoQ Delta Rev Chg LTM30.2%-3.0%3.4%-2.1%--0.6%
Op Inc Chg LTM--6.3%--56.4%35.9%--6.3%
Op Inc Chg 3Y Avg--4.9%--15.6%13.6%--4.9%
Op Mgn LTM-19.7%--53.0%---16.6%
Op Mgn 3Y Avg-19.0%--63.0%---22.0%
QoQ Delta Op Mgn LTM--0.8%--10.9%---5.8%
CFO/Rev LTM-99.4%-7.9%-69.7%12.2%---38.8%
CFO/Rev 3Y Avg-6.8%45.4%-76.7%--6.8%
FCF/Rev LTM-99.4%-8.7%-69.7%12.2%---39.2%
FCF/Rev 3Y Avg-6.0%45.4%-76.8%--6.0%

Valuation

TPVGVRTSSLRCGEGALPPSMedian
NameTriplePo.Virtus I.SLR Inve.Great ElmAlpha Co.Pershing. 
Mkt Cap0.20.90.90.1--0.5
P/S3.91.18.42.9--3.4
P/Op Inc-5.5--5.4--0.0
P/EBIT-2.6--7.2---2.3
P/E4.66.69.3-4.7--5.6
P/CFO-3.9-13.7-12.023.6---8.0
Total Yield40.3%22.1%21.0%-21.1%--21.6%
Dividend Yield18.4%7.0%10.3%0.0%--8.7%
FCF Yield 3Y Avg19.0%2.1%5.7%-16.1%--3.9%
D/E2.13.11.31.0--1.7
Net D/E2.02.60.9-0.6--1.5

Returns

TPVGVRTSSLRCGEGALPPSMedian
NameTriplePo.Virtus I.SLR Inve.Great ElmAlpha Co.Pershing. 
1M Rtn9.2%8.7%8.6%8.5%-14.3%69.2%8.6%
3M Rtn-2.4%-15.3%8.8%-4.7%-14.3%69.2%-3.5%
6M Rtn10.5%-13.8%9.7%-18.0%-14.3%69.2%-2.1%
12M Rtn7.6%-9.5%12.4%6.8%-14.3%69.2%7.2%
3Y Rtn-16.7%-10.0%52.4%6.2%-14.3%69.2%-1.9%
1M Excs Rtn3.5%-4.5%1.1%-1.5%-24.2%59.3%-0.2%
3M Excs Rtn-6.6%-19.5%4.6%-8.8%-18.5%65.0%-7.7%
6M Excs Rtn4.0%-18.6%4.5%-22.3%-19.2%64.3%-7.3%
12M Excs Rtn-22.1%-36.0%-16.6%-21.9%-44.1%39.4%-22.0%
3Y Excs Rtn-100.9%-89.8%-25.4%-75.8%-92.5%-9.0%-82.8%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment86243612479
Total86243612479


Price Behavior

Price Behavior
Market Price$5.56 
Market Cap ($ Bil)0.2 
First Trading Date03/06/2014 
Distance from 52W High-15.5% 
   50 Days200 Days
DMA Price$5.14$5.59
DMA Trenddowndown
Distance from DMA8.1%-0.5%
 3M1YR
Volatility39.7%32.2%
Downside Capture0.560.53
Upside Capture64.7778.69
Correlation (SPY)42.4%30.0%
TPVG Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta1.361.141.130.750.770.75
Up Beta1.010.961.140.480.790.59
Down Beta6.621.781.600.680.350.76
Up Capture130%104%62%81%66%38%
Bmk +ve Days15223166141428
Stock +ve Days13222966129380
Down Capture678%114%138%94%109%101%
Bmk -ve Days4183056108321
Stock -ve Days8193355111341

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TPVG
TPVG7.8%32.1%0.26-
Sector ETF (XLF)8.2%14.7%0.3231.2%
Equity (SPY)30.6%12.5%1.8830.6%
Gold (GLD)39.5%27.2%1.200.5%
Commodities (DBC)51.5%17.9%2.200.7%
Real Estate (VNQ)13.1%13.5%0.6732.1%
Bitcoin (BTCUSD)-17.1%42.2%-0.3315.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TPVG
TPVG-6.4%31.3%-0.17-
Sector ETF (XLF)9.8%18.7%0.4041.1%
Equity (SPY)12.8%17.1%0.5941.5%
Gold (GLD)20.5%17.9%0.946.8%
Commodities (DBC)14.3%19.1%0.6112.0%
Real Estate (VNQ)3.5%18.8%0.0942.9%
Bitcoin (BTCUSD)7.7%56.2%0.3516.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with TPVG
TPVG6.6%67.6%0.29-
Sector ETF (XLF)12.6%22.2%0.5229.1%
Equity (SPY)14.9%17.9%0.7126.1%
Gold (GLD)13.6%15.9%0.71-0.5%
Commodities (DBC)9.7%17.7%0.4613.6%
Real Estate (VNQ)5.7%20.7%0.2428.7%
Bitcoin (BTCUSD)67.7%66.9%1.0713.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4152026
Short Interest: Shares Quantity2.6 Mil
Short Interest: % Change Since 3312026-25.3%
Average Daily Volume0.5 Mil
Days-to-Cover Short Interest5.3 days
Basic Shares Quantity40.4 Mil
Short % of Basic Shares6.3%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/4/20261.7%4.2%1.0%
11/5/20253.4%7.4%20.6%
8/6/2025-8.3%-8.3%-1.0%
3/5/2025-5.4%-4.5%-9.2%
11/6/202410.7%16.7%21.3%
8/7/2024-7.2%-9.7%-7.0%
3/6/2024-12.3%-10.4%-11.3%
11/1/20232.3%5.3%9.1%
...
SUMMARY STATS   
# Positive121312
# Negative767
Median Positive3.5%5.3%7.4%
Median Negative-7.2%-9.0%-7.1%
Max Positive10.7%16.7%53.0%
Max Negative-12.3%-10.4%-11.3%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202503/04/202610-K
09/30/202511/05/202510-Q
06/30/202508/06/202510-Q
03/31/202505/07/202510-Q
12/31/202403/05/202510-K
09/30/202411/06/202410-Q
06/30/202408/07/202410-Q
03/31/202405/01/202410-Q
12/31/202303/06/202410-K
09/30/202311/01/202310-Q
06/30/202308/02/202310-Q
03/31/202305/03/202310-Q
12/31/202203/01/202310-K
09/30/202211/02/202210-Q
06/30/202208/03/202210-Q
03/31/202205/04/202210-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 3/4/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 Dividends 0.23 0 Same NewActual: 0.23 for Q4 2025

Prior: Q3 2025 Earnings Reported 11/5/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2025 Dividends 0.23 0 Same NewActual: 0.23 for Q3 2025
Q4 2025 Supplemental Distribution 0.02    

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Srivastava, SajalPresident and CIOTriplePoint Capital LLCBuy10720266.6134,000224,88612,639,795Form
2Labe, JamesChief Executive OfficerTriplePoint Capital LLCBuy10720266.6134,000224,88612,639,795Form
3Srivastava, SajalPresident and CIOTriplePoint Capital LLCBuy10720266.7040,000267,98812,575,203Form
4Labe, JamesChief Executive OfficerTriplePoint Capital LLCBuy10720266.7040,000267,98812,575,203Form
5Labe, JamesChief Executive OfficerTriplePoint Capital LLCBuy10520266.6027,153179,32712,131,967Form