GBDC vs. CGBD
Compare and contrast key facts about Golub Capital BDC, Inc. (GBDC) and TCG BDC, Inc. (CGBD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GBDC or CGBD.
Key characteristics
| GBDC | CGBD | |
|---|---|---|
| YTD Return | 17.84% | 18.30% |
| 1Y Return | 47.94% | 45.89% |
| 3Y Return (Ann) | 13.51% | 21.41% |
| 5Y Return (Ann) | 9.00% | 17.06% |
| Sharpe Ratio | 3.58 | 2.38 |
| Daily Std Dev | 13.14% | 17.45% |
| Max Drawdown | -47.59% | -71.09% |
| Current Drawdown | -1.72% | -0.87% |
Fundamentals
| GBDC | CGBD | |
|---|---|---|
| Market Cap | $2.90B | $872.66M |
| EPS | $1.82 | $1.64 |
| PE Ratio | 9.28 | 10.48 |
| PEG Ratio | 1.51 | 3.54 |
| Revenue (TTM) | $630.98M | $241.63M |
| Gross Profit (TTM) | $603.09M | $207.26M |
Correlation
The correlation between GBDC and CGBD 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
GBDC vs. CGBD - Performance Comparison
The year-to-date returns for both investments are quite close, with GBDC having a 17.84% return and CGBD slightly higher at 18.30%. 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. CGBD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Golub Capital BDC, Inc. (GBDC) and TCG BDC, Inc. (CGBD). 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. CGBD - Dividend Comparison
GBDC's dividend yield for the trailing twelve months is around 11.96%, more than CGBD's 10.40% 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% |
CGBD TCG BDC, Inc. | 10.40% | 11.63% | 11.46% | 10.92% | 14.33% | 13.00% | 13.55% | 6.14% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GBDC vs. CGBD - Drawdown Comparison
The maximum GBDC drawdown since its inception was -47.59%, smaller than the maximum CGBD drawdown of -71.09%. Use the drawdown chart below to compare losses from any high point for GBDC and CGBD. For additional features, visit the drawdowns tool.
Volatility
GBDC vs. CGBD - Volatility Comparison
Golub Capital BDC, Inc. (GBDC) and TCG BDC, Inc. (CGBD) have volatilities of 4.15% and 4.20%, 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
GBDC vs. CGBD - Financials Comparison
This section allows you to compare key financial metrics between Golub Capital BDC, Inc. and TCG 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