CGBD vs. PNNT
Compare and contrast key facts about TCG BDC, Inc. (CGBD) and PennantPark Investment Corporation (PNNT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGBD or PNNT.
Key characteristics
CGBD | PNNT | |
---|---|---|
YTD Return | 17.68% | 6.75% |
1Y Return | 40.88% | 68.12% |
3Y Return (Ann) | 20.87% | 14.46% |
5Y Return (Ann) | 16.95% | 12.43% |
Sharpe Ratio | 2.43 | 3.73 |
Daily Std Dev | 17.47% | 17.82% |
Max Drawdown | -71.09% | -82.16% |
Current Drawdown | -1.38% | -2.07% |
Fundamentals
CGBD | PNNT | |
---|---|---|
Market Cap | $868.08M | $465.05M |
EPS | $1.64 | $0.74 |
PE Ratio | 10.42 | 9.64 |
PEG Ratio | 3.54 | 0.28 |
Revenue (TTM) | $241.63M | $149.74M |
Gross Profit (TTM) | $207.26M | $145.37M |
Correlation
The correlation between CGBD and PNNT 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.
Performance
CGBD vs. PNNT - Performance Comparison
In the year-to-date period, CGBD achieves a 17.68% return, which is significantly higher than PNNT's 6.75% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CGBD vs. PNNT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCG BDC, Inc. (CGBD) and PennantPark Investment Corporation (PNNT). 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. PNNT - Dividend Comparison
CGBD's dividend yield for the trailing twelve months is around 10.46%, less than PNNT's 12.71% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TCG BDC, Inc. | 10.46% | 11.63% | 11.46% | 10.92% | 14.33% | 13.00% | 13.55% | 6.14% | 0.00% | 0.00% | 0.00% | 0.00% |
PennantPark Investment Corporation | 12.71% | 11.65% | 10.43% | 6.93% | 11.71% | 11.03% | 11.30% | 10.42% | 14.62% | 18.12% | 11.75% | 9.66% |
Drawdowns
CGBD vs. PNNT - Drawdown Comparison
The maximum CGBD drawdown since its inception was -71.09%, smaller than the maximum PNNT drawdown of -82.16%. Use the drawdown chart below to compare losses from any high point for CGBD and PNNT. For additional features, visit the drawdowns tool.
Volatility
CGBD vs. PNNT - Volatility Comparison
TCG BDC, Inc. (CGBD) and PennantPark Investment Corporation (PNNT) have volatilities of 4.32% and 4.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CGBD vs. PNNT - Financials Comparison
This section allows you to compare key financial metrics between TCG BDC, Inc. and PennantPark Investment Corporation. 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