PNNT vs. GSBD
Compare and contrast key facts about PennantPark Investment Corporation (PNNT) and Goldman Sachs BDC, Inc. (GSBD).
Performance
PNNT vs. GSBD - Performance Comparison
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PNNT vs. GSBD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PNNT PennantPark Investment Corporation | -21.12% | -2.96% | 16.56% | 37.25% | -8.90% | 61.71% | -17.99% | 14.30% | 2.05% | -0.65% |
GSBD Goldman Sachs BDC, Inc. | -0.48% | -8.81% | -6.24% | 20.97% | -20.13% | 10.85% | 0.71% | 26.36% | -9.44% | 1.96% |
Fundamentals
PNNT:
$0.39
GSBD:
$1.15
PNNT:
11.38
GSBD:
7.73
PNNT:
0.06
GSBD:
0.17
PNNT:
3.64
GSBD:
3.53
PNNT:
$80.02M
GSBD:
$291.45M
PNNT:
$36.06M
GSBD:
$180.94M
PNNT:
$26.12M
GSBD:
$173.42M
Returns By Period
In the year-to-date period, PNNT achieves a -21.12% return, which is significantly lower than GSBD's -0.48% return. Over the past 10 years, PNNT has outperformed GSBD with an annualized return of 9.15%, while GSBD has yielded a comparatively lower 3.15% annualized return.
PNNT
- 1D
- 2.51%
- 1M
- -8.26%
- YTD
- -21.12%
- 6M
- -27.19%
- 1Y
- -25.49%
- 3Y*
- 8.80%
- 5Y*
- 7.27%
- 10Y*
- 9.15%
GSBD
- 1D
- 1.83%
- 1M
- 1.94%
- YTD
- -0.48%
- 6M
- -5.69%
- 1Y
- -9.32%
- 3Y*
- 0.05%
- 5Y*
- -2.95%
- 10Y*
- 3.15%
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Return for Risk
PNNT vs. GSBD — Risk / Return Rank
PNNT
GSBD
PNNT vs. GSBD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PennantPark Investment Corporation (PNNT) and Goldman Sachs BDC, Inc. (GSBD). 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.
| PNNT | GSBD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.93 | -0.43 | -0.49 |
Sortino ratioReturn per unit of downside risk | -1.19 | -0.48 | -0.71 |
Omega ratioGain probability vs. loss probability | 0.85 | 0.94 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.74 | -0.51 | -0.24 |
Martin ratioReturn relative to average drawdown | -1.87 | -0.82 | -1.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PNNT | GSBD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.93 | -0.43 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | -0.16 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.10 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.12 | +0.03 |
Correlation
The correlation between PNNT and GSBD is 0.43, 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.
Dividends
PNNT vs. GSBD - Dividend Comparison
PNNT's dividend yield for the trailing twelve months is around 21.38%, more than GSBD's 19.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNNT PennantPark Investment Corporation | 21.38% | 16.11% | 12.85% | 11.65% | 10.43% | 6.93% | 11.71% | 11.03% | 11.30% | 10.42% | 14.62% | 18.12% |
GSBD Goldman Sachs BDC, Inc. | 19.71% | 20.26% | 14.88% | 12.29% | 13.12% | 10.18% | 9.41% | 8.46% | 9.79% | 8.12% | 7.65% | 9.47% |
Drawdowns
PNNT vs. GSBD - Drawdown Comparison
The maximum PNNT drawdown since its inception was -82.16%, which is greater than GSBD's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for PNNT and GSBD.
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Drawdown Indicators
| PNNT | GSBD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.16% | -62.67% | -19.49% |
Max Drawdown (1Y)Largest decline over 1 year | -34.80% | -18.41% | -16.39% |
Max Drawdown (5Y)Largest decline over 5 years | -34.80% | -29.59% | -5.21% |
Max Drawdown (10Y)Largest decline over 10 years | -69.14% | -62.67% | -6.47% |
Current DrawdownCurrent decline from peak | -32.86% | -24.62% | -8.24% |
Average DrawdownAverage peak-to-trough decline | -15.09% | -11.55% | -3.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.78% | 11.35% | +2.43% |
Volatility
PNNT vs. GSBD - Volatility Comparison
PennantPark Investment Corporation (PNNT) has a higher volatility of 11.25% compared to Goldman Sachs BDC, Inc. (GSBD) at 6.10%. This indicates that PNNT's price experiences larger fluctuations and is considered to be riskier than GSBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PNNT | GSBD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.25% | 6.10% | +5.15% |
Volatility (6M)Calculated over the trailing 6-month period | 19.78% | 13.33% | +6.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 21.53% | +6.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.17% | 18.78% | +4.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.54% | 30.76% | +1.78% |
Financials
PNNT vs. GSBD - Financials Comparison
This section allows you to compare key financial metrics between PennantPark Investment Corporation and Goldman Sachs 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
PNNT vs. GSBD - Profitability Comparison
PNNT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, PennantPark Investment Corporation reported a gross profit of 12.87M and revenue of 27.25M. Therefore, the gross margin over that period was 47.2%.
GSBD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Goldman Sachs BDC, Inc. reported a gross profit of 27.73M and revenue of 55.81M. Therefore, the gross margin over that period was 49.7%.
PNNT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, PennantPark Investment Corporation reported an operating income of 7.65M and revenue of 27.25M, resulting in an operating margin of 28.1%.
GSBD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Goldman Sachs BDC, Inc. reported an operating income of 25.66M and revenue of 55.81M, resulting in an operating margin of 46.0%.
PNNT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, PennantPark Investment Corporation reported a net income of 8.96M and revenue of 27.25M, resulting in a net margin of 32.9%.
GSBD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Goldman Sachs BDC, Inc. reported a net income of 24.71M and revenue of 55.81M, resulting in a net margin of 44.3%.