GSBD vs. NMFC
Compare and contrast key facts about Goldman Sachs BDC, Inc. (GSBD) and New Mountain Finance Corporation (NMFC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSBD or NMFC.
Key characteristics
| GSBD | NMFC | |
|---|---|---|
| YTD Return | 10.34% | 2.31% |
| 1Y Return | 36.35% | 22.88% |
| 3Y Return (Ann) | 3.85% | 9.66% |
| 5Y Return (Ann) | 5.52% | 8.65% |
| Sharpe Ratio | 2.19 | 2.22 |
| Daily Std Dev | 15.02% | 11.16% |
| Max Drawdown | -62.67% | -64.16% |
| Current Drawdown | -1.73% | -0.27% |
Fundamentals
| GSBD | NMFC | |
|---|---|---|
| Market Cap | $1.75B | $1.35B |
| EPS | $1.81 | $1.10 |
| PE Ratio | 8.61 | 11.55 |
| PEG Ratio | 2.15 | 0.00 |
| Revenue (TTM) | $454.91M | $373.44M |
| Gross Profit (TTM) | $357.45M | $294.63M |
Correlation
The correlation between GSBD and NMFC is 0.45, 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
GSBD vs. NMFC - Performance Comparison
In the year-to-date period, GSBD achieves a 10.34% return, which is significantly higher than NMFC's 2.31% 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. NMFC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs BDC, Inc. (GSBD) and New Mountain Finance Corporation (NMFC). 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. NMFC - Dividend Comparison
GSBD's dividend yield for the trailing twelve months is around 11.47%, less than NMFC's 11.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBD Goldman Sachs BDC, Inc. | 11.47% | 12.29% | 13.12% | 10.16% | 9.34% | 8.39% | 9.71% | 8.05% | 7.59% | 9.40% | 0.00% | 0.00% |
NMFC New Mountain Finance Corporation | 11.74% | 11.71% | 9.86% | 8.76% | 10.92% | 9.90% | 10.81% | 10.04% | 9.65% | 10.45% | 9.91% | 9.84% |
Drawdowns
GSBD vs. NMFC - Drawdown Comparison
The maximum GSBD drawdown since its inception was -62.67%, roughly equal to the maximum NMFC drawdown of -64.16%. Use the drawdown chart below to compare losses from any high point for GSBD and NMFC. For additional features, visit the drawdowns tool.
Volatility
GSBD vs. NMFC - Volatility Comparison
Goldman Sachs BDC, Inc. (GSBD) has a higher volatility of 3.77% compared to New Mountain Finance Corporation (NMFC) at 3.14%. This indicates that GSBD's price experiences larger fluctuations and is considered to be riskier than NMFC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
GSBD vs. NMFC - Financials Comparison
This section allows you to compare key financial metrics between Goldman Sachs BDC, Inc. and New Mountain Finance 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