GBDC vs. ARCC
Compare and contrast key facts about Golub Capital BDC, Inc. (GBDC) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GBDC or ARCC.
Key characteristics
| GBDC | ARCC | |
|---|---|---|
| YTD Return | 17.84% | 5.33% |
| 1Y Return | 47.94% | 28.73% |
| 3Y Return (Ann) | 13.51% | 12.94% |
| 5Y Return (Ann) | 9.00% | 13.41% |
| 10Y Return (Ann) | 9.55% | 12.23% |
| Sharpe Ratio | 3.58 | 2.01 |
| Daily Std Dev | 13.14% | 12.72% |
| Max Drawdown | -47.59% | -79.36% |
| Current Drawdown | -1.72% | -1.15% |
Fundamentals
| GBDC | ARCC | |
|---|---|---|
| Market Cap | $2.90B | $12.53B |
| EPS | $1.82 | $2.93 |
| PE Ratio | 9.28 | 7.03 |
| PEG Ratio | 1.51 | 3.95 |
| Revenue (TTM) | $630.98M | $2.70B |
| Gross Profit (TTM) | $603.09M | $2.10B |
Correlation
The correlation between GBDC and ARCC is 0.47, 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
GBDC vs. ARCC - Performance Comparison
In the year-to-date period, GBDC achieves a 17.84% return, which is significantly higher than ARCC's 5.33% return. Over the past 10 years, GBDC has underperformed ARCC with an annualized return of 9.55%, while ARCC has yielded a comparatively higher 12.23% annualized 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
GBDC vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Golub Capital BDC, Inc. (GBDC) and Ares Capital Corporation (ARCC). 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
GBDC vs. ARCC - Dividend Comparison
GBDC's dividend yield for the trailing twelve months is around 11.96%, more than ARCC's 9.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GBDC Golub Capital BDC, Inc. | 11.96% | 9.91% | 9.23% | 7.49% | 8.27% | 6.89% | 8.29% | 7.26% | 8.32% | 7.70% | 7.14% | 6.70% |
ARCC Ares Capital Corporation | 9.32% | 9.59% | 10.10% | 7.60% | 9.41% | 8.94% | 9.78% | 9.57% | 9.12% | 10.90% | 9.93% | 8.67% |
Drawdowns
GBDC vs. ARCC - Drawdown Comparison
The maximum GBDC drawdown since its inception was -47.59%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for GBDC and ARCC. For additional features, visit the drawdowns tool.
Volatility
GBDC vs. ARCC - Volatility Comparison
Golub Capital BDC, Inc. (GBDC) has a higher volatility of 4.15% compared to Ares Capital Corporation (ARCC) at 3.32%. This indicates that GBDC's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
GBDC vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Golub Capital BDC, Inc. and Ares Capital 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