Values as of: 2025-04-08
EQUITY | Asset Management | Nasdaq Global Select
Last Closing
USD 13.03Change
-0.35 (-2.62)%Market Cap
USD 1.01BVolume
3.49MVerdict
Verdict
Golub Capital BDC Inc is a closed-end, non-diversified management investment company. Its investment objective is to generate current income and capital appreciation by investing in senior secured and one stop loans of U.S. middle-market companies.
Company Website : http://www.golubcapitalbdc.com
Currency: USD
Country : USA
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USD 9.63B |
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| STEP | Stepstone Group Inc |
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| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| LEND:AU | VanEck Global Listed Priv.. | 7.41 % | 0.00 % |
+0.26 (+1.50%) |
N/A |
| LBO | WHITEWOLF Publicly Listed.. | 5.55 % | 0.00 % |
-0.40 (1.50%) |
USD 7.59M |
| PBDC | Putnam ETF Trust - Putnam.. | 5.38 % | 0.00 % |
-0.37 (1.50%) |
N/A |
| PEX | ProShares Global Listed P.. | 4.53 % | 0.00 % |
-0.15 (1.50%) |
USD 0.01B |
| BDCX | ETRACS Quarterly Pay 1.5X.. | 4.50 % | 0.00 % |
-0.29 (1.50%) |
USD 0.01B |
| FXED | Tidal ETF Trust | 2.99 % | 0.00 % |
+0.03 (+1.50%) |
N/A |
| BDCS | 0.00 % | 0.00 % |
N/A |
N/A | |
| BDCZ | UBS AG London Branch ELKS.. | 0.00 % | 0.00 % |
-0.13 (1.50%) |
USD 0.02B |
| BIZD | VanEck BDC Income ETF | 0.00 % | 0.41 % |
-0.15 (1.50%) |
USD 1.46B |
| BDCY | 0.00 % | 0.00 % |
N/A |
N/A | |
| SDEF | 0.00 % | 0.00 % |
N/A |
N/A |
| Market Performance vs. Industry/Classification (Asset Management) | Market Performance vs. Exchange (Nasdaq Global Select) | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -14.05% | 62% | D | 57% | F | ||
| Dividend Return | 2.57% | 71% | C- | 93% | A | ||
| Total Return | -11.48% | 63% | D | 61% | D- | ||
| Trailing 12 Months | |||||||
| Capital Gain | -21.51% | 35% | F | 45% | F | ||
| Dividend Return | 10.66% | 71% | C- | 96% | N/A | ||
| Total Return | -10.84% | 45% | F | 53% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 10.93% | 51% | F | 53% | F | ||
| Dividend Return | 59.68% | 50% | F | 94% | A | ||
| Total Return | 70.61% | 51% | F | 71% | C- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 5.39% | 61% | D- | 56% | F | ||
| Dividend Return | 14.41% | 70% | C- | 69% | C- | ||
| Total Return | 9.02% | 66% | D+ | 96% | N/A | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 18.29% | 77% | C+ | 79% | B- | ||
| Risk Adjusted Return | 78.76% | 90% | A- | 91% | A- | ||
| Market Capitalization | 1.01B | 85% | B | 87% | B+ | ||
| Ratio vs. Industry/Classification (Asset Management) | Ratio vs. Market (Nasdaq Global Select) | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| Market Value | |||||||
| Price / Earning Ratio | 13.80 | 60% | 70% | ||||
| Price/Book Ratio | 0.98 | 56% | 71% | ||||
| Price / Cash Flow Ratio | 10.72 | 39% | 26% | ||||
| Price/Free Cash Flow Ratio | 18.93 | 10% | 18% | ||||
| Management Effectiveness | |||||||
| Return on Equity | 9.40% | 48% | 76% | ||||
| Return on Invested Capital | 18.13% | 62% | 83% | ||||
| Return on Assets | 5.49% | 49% | 86% | ||||
| Debt to Equity Ratio | N/A | N/A | N/A | ||||
| 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.
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.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.
This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
