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.
Correlation
The correlation between CGBD and GBDC is 0.42, 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.
Performance
CGBD vs. GBDC - Performance Comparison
Key characteristics
CGBD:
-0.69
GBDC:
-0.43
CGBD:
-0.80
GBDC:
-0.50
CGBD:
0.89
GBDC:
0.94
CGBD:
-0.64
GBDC:
-0.48
CGBD:
-1.98
GBDC:
-1.07
CGBD:
8.09%
GBDC:
7.60%
CGBD:
23.27%
GBDC:
18.70%
CGBD:
-71.62%
GBDC:
-48.15%
CGBD:
-24.53%
GBDC:
-9.69%
Fundamentals
CGBD:
$1.05B
GBDC:
$3.80B
CGBD:
$1.58
GBDC:
$1.33
CGBD:
9.12
GBDC:
10.77
CGBD:
3.54
GBDC:
1.51
CGBD:
4.72
GBDC:
4.81
CGBD:
1.28
GBDC:
0.95
CGBD:
$151.45M
GBDC:
$725.56M
CGBD:
$117.52M
GBDC:
$725.56M
CGBD:
$115.72M
GBDC:
$556.36M
Returns By Period
In the year-to-date period, CGBD achieves a -21.87% return, which is significantly lower than GBDC's -4.08% return.
CGBD
-21.87%
-1.94%
-14.40%
-17.16%
20.57%
N/A
GBDC
-4.08%
5.98%
-2.75%
-7.78%
16.30%
7.45%
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Risk-Adjusted Performance
CGBD vs. GBDC — Risk-Adjusted Performance Rank
CGBD
GBDC
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 7.11%, less than GBDC's 9.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGBD TCG BDC, Inc. | 7.11% | 5.13% | 5.88% | 7.97% | 7.36% | 14.33% | 11.06% | 13.55% | 6.14% | 0.00% | 0.00% | 0.00% |
GBDC Golub Capital BDC, Inc. | 9.73% | 12.14% | 10.00% | 9.35% | 7.58% | 8.37% | 5.91% | 8.49% | 7.47% | 8.32% | 7.70% | 7.14% |
Drawdowns
CGBD vs. GBDC - Drawdown Comparison
The maximum CGBD drawdown since its inception was -71.62%, which is greater than GBDC's maximum drawdown of -48.15%. 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 12.72% compared to Golub Capital BDC, Inc. (GBDC) at 10.77%. 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
CGBD vs. GBDC - Profitability Comparison
CGBD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, TCG BDC, Inc. reported a gross profit of 23.63M and revenue of 44.50M. Therefore, the gross margin over that period was 53.1%.
GBDC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Golub Capital BDC, Inc. reported a gross profit of 211.10M and revenue of 211.10M. Therefore, the gross margin over that period was 100.0%.
CGBD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, TCG BDC, Inc. reported an operating income of 21.54M and revenue of 44.50M, resulting in an operating margin of 48.4%.
GBDC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Golub Capital BDC, Inc. reported an operating income of 205.74M and revenue of 211.10M, resulting in an operating margin of 97.5%.
CGBD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, TCG BDC, Inc. reported a net income of 21.36M and revenue of 44.50M, resulting in a net margin of 48.0%.
GBDC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Golub Capital BDC, Inc. reported a net income of 98.66M and revenue of 211.10M, resulting in a net margin of 46.7%.