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.
Correlation
The correlation between GBDC and CGBD 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
GBDC vs. CGBD - Performance Comparison
Key characteristics
GBDC:
-0.43
CGBD:
-0.69
GBDC:
-0.50
CGBD:
-0.80
GBDC:
0.94
CGBD:
0.89
GBDC:
-0.48
CGBD:
-0.64
GBDC:
-1.07
CGBD:
-1.98
GBDC:
7.60%
CGBD:
8.09%
GBDC:
18.70%
CGBD:
23.27%
GBDC:
-48.15%
CGBD:
-71.62%
GBDC:
-9.69%
CGBD:
-24.53%
Fundamentals
GBDC:
$3.80B
CGBD:
$1.05B
GBDC:
$1.33
CGBD:
$1.58
GBDC:
10.77
CGBD:
9.12
GBDC:
1.51
CGBD:
3.54
GBDC:
4.81
CGBD:
4.72
GBDC:
0.95
CGBD:
1.28
GBDC:
$725.56M
CGBD:
$151.45M
GBDC:
$725.56M
CGBD:
$117.52M
GBDC:
$556.36M
CGBD:
$115.72M
Returns By Period
In the year-to-date period, GBDC achieves a -4.08% return, which is significantly higher than CGBD's -21.87% return.
GBDC
-4.08%
5.98%
-2.75%
-7.78%
16.30%
7.45%
CGBD
-21.87%
-1.94%
-14.40%
-17.16%
20.57%
N/A
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Risk-Adjusted Performance
GBDC vs. CGBD — Risk-Adjusted Performance Rank
GBDC
CGBD
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 9.73%, more than CGBD's 7.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
GBDC vs. CGBD - Drawdown Comparison
The maximum GBDC drawdown since its inception was -48.15%, smaller than the maximum CGBD drawdown of -71.62%. 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
The current volatility for Golub Capital BDC, Inc. (GBDC) is 10.77%, while TCG BDC, Inc. (CGBD) has a volatility of 12.72%. This indicates that GBDC experiences smaller price fluctuations and is considered to be less risky than CGBD based on this measure. 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
GBDC vs. CGBD - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.