GBDC vs. KMI
Compare and contrast key facts about Golub Capital BDC, Inc. (GBDC) and Kinder Morgan, Inc. (KMI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GBDC or KMI.
Key characteristics
| GBDC | KMI | |
|---|---|---|
| YTD Return | 17.84% | 8.69% |
| 1Y Return | 47.94% | 19.13% |
| 3Y Return (Ann) | 13.51% | 9.34% |
| 5Y Return (Ann) | 9.00% | 5.48% |
| 10Y Return (Ann) | 9.55% | -0.49% |
| Sharpe Ratio | 3.58 | 1.18 |
| Daily Std Dev | 13.14% | 16.75% |
| Max Drawdown | -47.59% | -72.70% |
| Current Drawdown | -1.72% | -32.74% |
Fundamentals
| GBDC | KMI | |
|---|---|---|
| Market Cap | $2.90B | $41.21B |
| EPS | $1.82 | $1.09 |
| PE Ratio | 9.28 | 17.04 |
| PEG Ratio | 1.51 | 1.71 |
| Revenue (TTM) | $630.98M | $15.29B |
| Gross Profit (TTM) | $603.09M | $7.29B |
| EBITDA (TTM) | $226.60M | $6.46B |
Correlation
The correlation between GBDC and KMI is 0.26, 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
GBDC vs. KMI - Performance Comparison
In the year-to-date period, GBDC achieves a 17.84% return, which is significantly higher than KMI's 8.69% return. Over the past 10 years, GBDC has outperformed KMI with an annualized return of 9.55%, while KMI has yielded a comparatively lower -0.49% 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. KMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Golub Capital BDC, Inc. (GBDC) and Kinder Morgan, Inc. (KMI). 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. KMI - Dividend Comparison
GBDC's dividend yield for the trailing twelve months is around 11.96%, more than KMI's 6.11% 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% |
KMI Kinder Morgan, Inc. | 6.11% | 6.38% | 6.10% | 6.76% | 7.59% | 4.49% | 4.71% | 2.77% | 2.41% | 12.94% | 4.02% | 4.33% |
Drawdowns
GBDC vs. KMI - Drawdown Comparison
The maximum GBDC drawdown since its inception was -47.59%, smaller than the maximum KMI drawdown of -72.70%. Use the drawdown chart below to compare losses from any high point for GBDC and KMI. For additional features, visit the drawdowns tool.
Volatility
GBDC vs. KMI - Volatility Comparison
The current volatility for Golub Capital BDC, Inc. (GBDC) is 4.15%, while Kinder Morgan, Inc. (KMI) has a volatility of 5.76%. This indicates that GBDC experiences smaller price fluctuations and is considered to be less risky than KMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
GBDC vs. KMI - Financials Comparison
This section allows you to compare key financial metrics between Golub Capital BDC, Inc. and Kinder Morgan, 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