NASDAQ$SSSS

SuRo Capital Corp · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Announced financial results for the quarter ended September 30, 2022.

SuRo Capital reported its Q3 2022 financial results, with net assets totaling approximately $221.8 million, or $7.83 per share. The company repurchased 2.0 million shares of common stock for $6.60 per share via a Modified Dutch Auction Tender Offer.

  • Net assets totaled approximately $221.8 million, or $7.83 per share, at September 30, 2022.
  • The Company’s top five portfolio company investments accounted for approximately 62% of the total portfolio at fair value as of September 30, 2022.
  • Liquid assets were approximately $154.3 million as of September 30, 2022, consisting of cash, US Treasuries, and securities of publicly traded portfolio companies not subject to lock-up restrictions at quarter-end.
  • The company repurchased 2,000,000 shares at a price of $6.60 per share representing 6.6% of its outstanding shares via Tender Offer.

Headline financials

Total Revenue

-$8.95M

Previous: $524K-1808.4%
EPS (adj)

-$0.13

Previous: -$0.08-62.5%
Free Cash Flow

-$13.3M

No prior period
Net Income

-$13.3M

Previous: $426M-103.1%
Operating Income

-$13.8M

No prior period
Gross Profit

-$8.95M

No prior period
Cash & Equivalents

$154M

Previous: $181M-14.7%
Total Assets

$222M

Previous: $316M-29.8%
Stock-Based Comp

$713K

Previous: $935K-23.7%

Revenue & EPS history

SuRo Capital · Revenue · Quarterly

-$8.95M

Q3 2022-1,808.4%vs Q3 2021
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Forward guidance

SuRo Capital anticipates continued pressure from declining macroeconomic conditions and the unfavorable IPO market, which they believe will present compelling opportunities in the secondary market. The company's cash and US treasuries position of approximately $140.0 million allows them to be opportunistic in evaluating new, late stage, high-growth companies at increasingly compelling valuations.

Tailwinds

  • Considerable cash and US treasuries position allows opportunistic evaluation of new, late stage, high-growth companies.
  • Belief that declining macroeconomic conditions and unfavorable IPO market will present compelling opportunities in the secondary market.
  • Active Share Repurchase Program and recent Modified Dutch Auction Tender Offer seen as efficient and accretive deployments of capital.
  • Share Repurchase Program extended through October 31, 2023.
  • Commitment to shareholder value-enhancing initiatives.

Headwinds

  • First nine months of 2022 were the worst for equity markets in the past two decades.
  • Continued dramatic slowdown in the IPO market.
  • Expectation of continued acceleration in the repricing of private securities.
  • Continued pressure from declining macroeconomic conditions.
  • Unfavorable IPO market.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2022

Historical avgQ3 2022

+0.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+1.7%

Avg return

30 days after

52%

31 / 60 earnings

Positive

+14.1%

Q2 2021

Best reaction

-18.8%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.0%+1.1%+3.1%
Q4 2025+5.8%+7.9%+12.8%
Q3 2025+1.7%+4.1%-3.9%
Q1 2025+2.3%+7.3%+42.1%
Q4 2024+9.9%-0.9%+14.4%
Q3 2024-1.6%-2.5%+17.5%
Q2 2024-1.1%+0.5%+2.1%
Q1 2024+0.5%-0.8%+6.0%
Q4 2023-0.5%+0.0%-8.5%
Q3 2023-3.6%-3.6%+4.6%
Q2 2023-5.3%-5.3%-5.1%
Q1 2023-1.1%-0.3%-3.7%
Q4 2022+0.7%+13.0%+19.5%
Q3 2022-9.7%-0.9%-13.4%
Q2 2022-0.5%+2.3%-7.1%
Q1 2022-0.7%-5.4%-9.8%
Q4 2021-18.8%-24.7%-23.7%
Q3 2021+6.8%+7.9%-16.0%
Q2 2021+14.1%+21.9%+6.1%
Q1 2021+5.5%+2.0%-4.4%
Q4 2020+2.2%+3.4%+16.8%
Q3 2020+14.0%+8.3%+41.7%
Q2 2020+9.5%+1.7%-3.4%
Q1 2020+1.3%-2.4%+4.6%
Q4 2019-15.9%-11.8%+4.8%
Q3 2019+0.4%+0.6%+1.5%
Q2 2019+2.4%-2.8%-1.9%
Q1 2019+3.8%-3.3%-5.7%
Q4 2018+1.2%+4.0%-4.9%
Q3 2018+2.7%-0.6%-9.1%
Q2 2018+2.5%+5.1%+2.2%
Q1 2018-1.5%+0.1%-1.2%
Q4 2017-2.4%-6.5%-17.5%
Q3 2017+2.0%+7.7%+4.4%
Q2 2017+12.8%+13.0%+23.7%
Q1 2017-1.1%+0.0%+0.0%
Q4 2016-13.8%-11.9%-15.3%
Q3 2016+2.0%+9.1%+8.7%
Q2 2016-1.2%-4.0%-16.4%
Q1 2016+0.0%
Q4 2015-3.5%
Q3 2015+3.4%
Q2 2015-1.6%
Q1 2015+0.7%
Q4 2014-2.4%
Q3 2014-1.2%
Q2 2014+3.3%
Q1 2014-0.7%
Q4 2013+0.8%
Q3 2013-1.0%
Q2 2013+4.8%
Q1 2013-3.1%
Q4 2012-6.6%
Q3 2012-7.0%
Q2 2012-1.3%
Q1 2012-6.8%
Q4 2011+1.7%
Q3 2011+4.1%
Q2 2011+0.4%
Q1 2011-4.6%

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