GSBD:NYE-Goldman Sachs BDC Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 12.84

Change

+0.13 (+1.02)%

Market Cap

USD 1.52B

Volume

1.12M

Analyst Target

USD 15.94
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Goldman Sachs BDC, Inc. is a business development company specializing in middle market and mezzanine investment in private companies. It seeks to make capital appreciation through direct originations of secured debt, senior secured debt, junior secured debt, including first lien, first lien/last-out unitranche and second lien debt, unsecured debt, including mezzanine debt and, to a lesser extent, investments in equities. The fund primarily invests in United States. It seeks to invest between $10 million and $75 million in companies with EBITDA between $5 million and $75 million annually.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

+0.90 (+0.50%)

USD 213.93B
BLK BlackRock Inc

-5.37 (-0.52%)

USD 153.51B
KKR KKR & Co LP

-1.03 (-0.67%)

USD 140.51B
APO Apollo Global Management LLC C..

+0.59 (+0.36%)

USD 92.65B
BN Brookfield Corp

-0.30 (-0.52%)

USD 87.46B
AMP Ameriprise Financial Inc

-1.42 (-0.25%)

USD 54.46B
ARES Ares Management LP

-3.05 (-1.79%)

USD 53.38B
OWL Blue Owl Capital Inc

-0.38 (-1.66%)

USD 33.81B
RJF Raymond James Financial Inc.

-1.63 (-1.00%)

USD 30.30B
BAM Brookfield Asset Management In..

-0.34 (-0.60%)

USD 24.28B

ETFs Containing GSBD

BDCZ UBS AG London Branch ELKS.. 4.48 % 0.00 %

+0.09 (+-0.36%)

USD 0.02B
LEND:AU VanEck Global Listed Priv.. 3.79 % 0.00 %

-0.07 (-0.36%)

N/A
BIZD VanEck BDC Income ETF 2.75 % 0.41 %

+0.07 (+-0.36%)

USD 1.23B
KBWD Invesco KBW High Dividend.. 0.00 % 0.35 %

+0.05 (+-0.36%)

USD 0.38B
BDCX ETRACS Quarterly Pay 1.5X.. 0.00 % 0.00 %

+0.24 (+-0.36%)

USD 0.01B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -12.35% 3% F 14% F
Dividend Return 12.29% 97% N/A 98% N/A
Total Return -0.07% 6% D- 21% F
Trailing 12 Months  
Capital Gain -14.06% 2% F 10% F
Dividend Return 15.06% 97% N/A 98% N/A
Total Return 1.00% 5% F 17% F
Trailing 5 Years  
Capital Gain -37.06% 9% A- 13% F
Dividend Return 47.06% 90% A- 95% A
Total Return 10.00% 49% F 33% F
Average Annual (5 Year Horizon)  
Capital Gain -1.58% 54% F 26% F
Dividend Return 8.95% 75% C 57% F
Total Return 10.53% 98% N/A 98% N/A
Risk Return Profile  
Volatility (Standard Deviation) 20.50% 62% D 54% F
Risk Adjusted Return 43.66% 78% C+ 61% D-
Market Capitalization 1.52B 80% B- 63% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.