Golub Capital Bdc Stock Performance
| GBDC Stock | USD 15.49 0.03 0.19% |
Golub Capital has a performance score of 6 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.52, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Golub Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Golub Capital is expected to be smaller as well. Golub Capital BDC right now retains a risk of 0.81%. Please check out Golub Capital standard deviation, treynor ratio, downside variance, as well as the relationship between the total risk alpha and value at risk , to decide if Golub Capital will be following its current trending patterns.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Golub Capital BDC are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound fundamental indicators, Golub Capital is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (0.19) | Five Day Return 1.77 | Year To Date Return 2.72 | Ten Year Return (11.84) | All Time Return 5.3 |
Forward Dividend Yield 0.1005 | Payout Ratio 0.36 | Last Split Factor 1021:1000 | Forward Dividend Rate 1.56 | Dividend Date 2024-12-13 |
1 | Acquisition by David Golub of 20000 shares of Golub Capital at 14.91 subject to Rule 16b-3 | 09/05/2024 |
2 | Acquisition by David Golub of 20000 shares of Golub Capital at 14.78 subject to Rule 16b-3 | 09/06/2024 |
3 | Disposition of tradable shares by Baily John Thomas of Golub Capital at 14.68 subject to Rule 16b-3 | 09/11/2024 |
| Golub Capital dividend paid on 13th of September 2024 | 09/13/2024 |
| Golub Capital dividend paid on 27th of September 2024 | 09/27/2024 |
| Golub Capital dividend paid on 1st of October 2024 | 10/01/2024 |
5 | FNF Group Q3 Earnings Lag Estimates | 11/06/2024 |
6 | WhiteHorse Finance Q3 Earnings and Revenues Miss Estimates | 11/07/2024 |
7 | Disposition of 1250000 shares by David Golub of Golub Capital at 15.72 subject to Rule 16b-3 | 11/08/2024 |
8 | CloudBees Continues DevOps World Tour to Jersey City, Santa Clara, and London, Showcasing the Future of DevSecOps and AI-Driven Software Delivery | 11/12/2024 |
9 | Golub Capital BDC FQ4 2024 Earnings Preview | 11/18/2024 |
10 | Golub Capital BDC declares 0. dividend | 11/19/2024 |
11 | LogicMonitors massive 800M raise shows AI is driving the demand for data center monitoring | 11/20/2024 |
12 | Do Options Traders Know Something About Golub Capital BDC Stock We Dont | 11/21/2024 |
13 | Golub Capital BDC Completes 2.2 Billion Debt Securitization and Increases Credit Facility with JPMorgan Chase | 11/22/2024 |
14 | Golub Capital BDC, Inc. Prices Public Offering of 150 Million 6.000 percent Notes Due 2029 | 11/25/2024 |
15 | Veritas Looks to Reduce Exposure to Private Loan for Software Company Medallia | 11/27/2024 |
| Begin Period Cash Flow | 140.2 M |
Golub |
Golub Capital Relative Risk vs. Return Landscape
If you would invest 1,490 in Golub Capital BDC on August 31, 2024 and sell it today you would earn a total of 59.00 from holding Golub Capital BDC or generate 3.96% return on investment over 90 days. Golub Capital BDC is currently generating 0.0649% in daily expected returns and assumes 0.81% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of stocks are less volatile than Golub, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Golub Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Golub Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Golub Capital BDC, and traders can use it to determine the average amount a Golub Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0801
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| Cash | GBDC | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Golub Capital is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Golub Capital by adding it to a well-diversified portfolio.
Golub Capital Fundamentals Growth
Golub Stock prices reflect investors' perceptions of the future prospects and financial health of Golub Capital, and Golub Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Golub Stock performance.
| Return On Equity | 0.0853 | |||
| Return On Asset | 0.0471 | |||
| Profit Margin | 0.42 % | |||
| Operating Margin | 0.89 % | |||
| Current Valuation | 8.2 B | |||
| Shares Outstanding | 264.28 M | |||
| Price To Earning | 21.96 X | |||
| Price To Book | 1.02 X | |||
| Price To Sales | 6.16 X | |||
| Revenue | 714.79 M | |||
| Gross Profit | 603.09 M | |||
| EBITDA | 292.77 M | |||
| Net Income | 273.79 M | |||
| Cash And Equivalents | 85.2 M | |||
| Cash Per Share | 0.50 X | |||
| Total Debt | 4.69 B | |||
| Debt To Equity | 1.21 % | |||
| Current Ratio | 3.33 X | |||
| Book Value Per Share | 15.32 X | |||
| Cash Flow From Operations | 343.91 M | |||
| Earnings Per Share | 1.36 X | |||
| Market Capitalization | 4.09 B | |||
| Total Asset | 8.71 B | |||
| Retained Earnings | (152.99 M) | |||
About Golub Capital Performance
By analyzing Golub Capital's fundamental ratios, stakeholders can gain valuable insights into Golub Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Golub Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Golub Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 872.14 | 915.74 | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.08 | 0.08 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.10 | 0.09 |
Things to note about Golub Capital BDC performance evaluation
Checking the ongoing alerts about Golub Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Golub Capital BDC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Golub Capital BDC is unlikely to experience financial distress in the next 2 years | |
| Golub Capital BDC has a poor financial position based on the latest SEC disclosures | |
| Latest headline from bnnbloomberg.ca: Veritas Looks to Reduce Exposure to Private Loan for Software Company Medallia |
- Analyzing Golub Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Golub Capital's stock is overvalued or undervalued compared to its peers.
- Examining Golub Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Golub Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Golub Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Golub Capital's stock. These opinions can provide insight into Golub Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Golub Stock analysis
When running Golub Capital's price analysis, check to measure Golub Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Golub Capital is operating at the current time. Most of Golub Capital's value examination focuses on studying past and present price action to predict the probability of Golub Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Golub Capital's price. Additionally, you may evaluate how the addition of Golub Capital to your portfolios can decrease your overall portfolio volatility.
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