GSBD vs. MO
Compare and contrast key facts about Goldman Sachs BDC, Inc. (GSBD) and Altria Group, Inc. (MO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSBD or MO.
Key characteristics
| GSBD | MO | |
|---|---|---|
| YTD Return | 9.56% | 10.46% |
| 1Y Return | 32.34% | 3.22% |
| 3Y Return (Ann) | 4.09% | 5.12% |
| 5Y Return (Ann) | 5.25% | 3.88% |
| Sharpe Ratio | 1.94 | 0.13 |
| Daily Std Dev | 15.31% | 17.89% |
| Max Drawdown | -62.67% | -65.96% |
| Current Drawdown | -2.42% | -8.82% |
Fundamentals
| GSBD | MO | |
|---|---|---|
| Market Cap | $1.75B | $74.87B |
| EPS | $1.81 | $4.78 |
| PE Ratio | 8.61 | 9.12 |
| PEG Ratio | 2.15 | 6.31 |
| Revenue (TTM) | $454.91M | $20.46B |
| Gross Profit (TTM) | $357.45M | $14.18B |
Correlation
The correlation between GSBD and MO is 0.18, 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
GSBD vs. MO - Performance Comparison
In the year-to-date period, GSBD achieves a 9.56% return, which is significantly lower than MO's 10.46% 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
GSBD vs. MO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs BDC, Inc. (GSBD) and Altria Group, Inc. (MO). 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
GSBD vs. MO - Dividend Comparison
GSBD's dividend yield for the trailing twelve months is around 11.55%, more than MO's 8.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBD Goldman Sachs BDC, Inc. | 11.55% | 12.29% | 13.12% | 10.16% | 9.34% | 8.39% | 9.71% | 8.05% | 7.59% | 9.40% | 0.00% | 0.00% |
MO Altria Group, Inc. | 8.90% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% | 4.79% |
Drawdowns
GSBD vs. MO - Drawdown Comparison
The maximum GSBD drawdown since its inception was -62.67%, roughly equal to the maximum MO drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for GSBD and MO. For additional features, visit the drawdowns tool.
Volatility
GSBD vs. MO - Volatility Comparison
Goldman Sachs BDC, Inc. (GSBD) and Altria Group, Inc. (MO) have volatilities of 3.75% and 3.65%, 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
GSBD vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Goldman Sachs BDC, Inc. and Altria Group, 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