CGBD vs. GBDC
Compare and contrast key facts about TCG BDC, Inc. (CGBD) and Golub Capital BDC, Inc. (GBDC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGBD or GBDC.
Performance
CGBD vs. GBDC - Performance Comparison
Returns By Period
In the year-to-date period, CGBD achieves a 22.35% return, which is significantly higher than GBDC's 10.61% return.
CGBD
22.35%
-2.66%
-0.77%
26.55%
19.77%
N/A
GBDC
10.61%
-0.71%
-2.71%
13.53%
7.00%
7.76%
Fundamentals
| CGBD | GBDC | |
|---|---|---|
| Market Cap | $836.39M | $4.03B |
| EPS | $1.73 | $1.59 |
| PE Ratio | 9.50 | 9.57 |
| PEG Ratio | 3.54 | 1.51 |
| Total Revenue (TTM) | $212.67M | $429.49M |
| Gross Profit (TTM) | $172.89M | $426.80M |
| EBITDA (TTM) | $174.14M | $144.67M |
Key characteristics
| CGBD | GBDC | |
|---|---|---|
| Sharpe Ratio | 1.55 | 0.99 |
| Sortino Ratio | 2.13 | 1.46 |
| Omega Ratio | 1.28 | 1.18 |
| Calmar Ratio | 2.18 | 0.85 |
| Martin Ratio | 6.17 | 1.99 |
| Ulcer Index | 4.30% | 6.81% |
| Daily Std Dev | 17.13% | 13.65% |
| Max Drawdown | -71.09% | -47.60% |
| Current Drawdown | -5.69% | -7.71% |
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Correlation
The correlation between CGBD and GBDC is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
CGBD vs. GBDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCG BDC, Inc. (CGBD) and Golub Capital BDC, Inc. (GBDC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CGBD vs. GBDC - Dividend Comparison
CGBD's dividend yield for the trailing twelve months is around 11.04%, less than GBDC's 12.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGBD TCG BDC, Inc. | 11.04% | 11.76% | 11.46% | 10.92% | 14.33% | 13.00% | 13.55% | 6.14% | 0.00% | 0.00% | 0.00% | 0.00% |
GBDC Golub Capital BDC, Inc. | 12.03% | 10.00% | 9.35% | 7.58% | 8.37% | 5.91% | 8.49% | 7.47% | 8.32% | 7.70% | 7.14% | 6.70% |
Drawdowns
CGBD vs. GBDC - Drawdown Comparison
The maximum CGBD drawdown since its inception was -71.09%, which is greater than GBDC's maximum drawdown of -47.60%. Use the drawdown chart below to compare losses from any high point for CGBD and GBDC. For additional features, visit the drawdowns tool.
Volatility
CGBD vs. GBDC - Volatility Comparison
TCG BDC, Inc. (CGBD) has a higher volatility of 5.27% compared to Golub Capital BDC, Inc. (GBDC) at 4.75%. This indicates that CGBD's price experiences larger fluctuations and is considered to be riskier than GBDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CGBD vs. GBDC - Financials Comparison
This section allows you to compare key financial metrics between TCG BDC, Inc. and Golub Capital BDC, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities