CPA vs. GBDC
Compare and contrast key facts about Copa Holdings, S.A. (CPA) and Golub Capital BDC, Inc. (GBDC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPA or GBDC.
Correlation
The correlation between CPA and GBDC is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CPA vs. GBDC - Performance Comparison
Key characteristics
CPA:
0.07
GBDC:
-0.21
CPA:
0.43
GBDC:
-0.33
CPA:
1.06
GBDC:
0.96
CPA:
0.14
GBDC:
-0.35
CPA:
0.38
GBDC:
-0.95
CPA:
12.84%
GBDC:
6.24%
CPA:
31.51%
GBDC:
18.65%
CPA:
-78.99%
GBDC:
-48.15%
CPA:
-15.67%
GBDC:
-7.90%
Fundamentals
CPA:
$4.05B
GBDC:
$3.80B
CPA:
$14.55
GBDC:
$1.33
CPA:
6.76
GBDC:
10.77
CPA:
0.16
GBDC:
1.51
CPA:
1.18
GBDC:
4.81
CPA:
1.68
GBDC:
0.95
CPA:
$2.55B
GBDC:
$725.56M
CPA:
$911.28M
GBDC:
$725.56M
CPA:
$718.64M
GBDC:
$556.36M
Returns By Period
In the year-to-date period, CPA achieves a 13.90% return, which is significantly higher than GBDC's -2.18% return. Over the past 10 years, CPA has underperformed GBDC with an annualized return of 3.60%, while GBDC has yielded a comparatively higher 7.72% annualized return.
CPA
13.90%
10.19%
4.16%
2.33%
20.62%
3.60%
GBDC
-2.18%
2.77%
-0.77%
-3.84%
16.73%
7.72%
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Risk-Adjusted Performance
CPA vs. GBDC — Risk-Adjusted Performance Rank
CPA
GBDC
CPA vs. GBDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Copa Holdings, S.A. (CPA) 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
CPA vs. GBDC - Dividend Comparison
CPA's dividend yield for the trailing twelve months is around 6.55%, less than GBDC's 9.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPA Copa Holdings, S.A. | 6.55% | 7.33% | 3.09% | 0.00% | 0.00% | 1.04% | 2.41% | 4.42% | 1.88% | 2.25% | 6.96% | 3.71% |
GBDC Golub Capital BDC, Inc. | 9.54% | 12.14% | 10.00% | 9.35% | 7.58% | 8.37% | 5.91% | 8.49% | 7.47% | 8.32% | 7.70% | 7.14% |
Drawdowns
CPA vs. GBDC - Drawdown Comparison
The maximum CPA drawdown since its inception was -78.99%, which is greater than GBDC's maximum drawdown of -48.15%. Use the drawdown chart below to compare losses from any high point for CPA and GBDC. For additional features, visit the drawdowns tool.
Volatility
CPA vs. GBDC - Volatility Comparison
Copa Holdings, S.A. (CPA) has a higher volatility of 9.33% compared to Golub Capital BDC, Inc. (GBDC) at 7.09%. This indicates that CPA'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
CPA vs. GBDC - Financials Comparison
This section allows you to compare key financial metrics between Copa Holdings, S.A. 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
CPA vs. GBDC - Profitability Comparison
CPA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Copa Holdings, S.A. reported a gross profit of 376.17M and revenue of 878.62M. Therefore, the gross margin over that period was 42.8%.
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%.
CPA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Copa Holdings, S.A. reported an operating income of 204.19M and revenue of 878.62M, resulting in an operating margin of 23.2%.
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%.
CPA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Copa Holdings, S.A. reported a net income of 166.18M and revenue of 878.62M, resulting in a net margin of 18.9%.
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%.