GOLUB CAPITAL BDC INC (GBDC) Fundamental Analysis & Valuation

NASDAQ:GBDCUS38173M1027

Current stock price

13.29 USD
+0.2 (+1.53%)
At close:
13.05 USD
-0.24 (-1.81%)
After Hours:

This GBDC fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. GBDC Profitability Analysis

1.1 Basic Checks

  • In the past year GBDC was profitable.
  • In the past year GBDC had a positive cash flow from operations.
  • Each year in the past 5 years GBDC has been profitable.
  • In multiple years GBDC reported negative operating cash flow during the last 5 years.
GBDC Yearly Net Income VS EBIT VS OCF VS FCFGBDC Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M -400M

1.2 Ratios

  • GBDC has a better Return On Assets (3.72%) than 61.25% of its industry peers.
  • With a Return On Equity value of 8.46%, GBDC perfoms like the industry average, outperforming 51.67% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 3.56%, GBDC is in line with its industry, outperforming 50.00% of the companies in the same industry.
Industry RankSector Rank
ROA 3.72%
ROE 8.46%
ROIC 3.56%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
GBDC Yearly ROA, ROE, ROICGBDC Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10

1.3 Margins

  • Looking at the Profit Margin, with a value of 38.57%, GBDC belongs to the top of the industry, outperforming 84.17% of the companies in the same industry.
  • GBDC's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 46.26%, GBDC belongs to the top of the industry, outperforming 84.58% of the companies in the same industry.
  • In the last couple of years the Operating Margin of GBDC has remained more or less at the same level.
  • The Gross Margin of GBDC (48.85%) is comparable to the rest of the industry.
  • In the last couple of years the Gross Margin of GBDC has remained more or less at the same level.
Industry RankSector Rank
OM 46.26%
PM (TTM) 38.57%
GM 48.85%
OM growth 3Y-3.11%
OM growth 5Y-0.41%
PM growth 3Y3.02%
PM growth 5Y18.69%
GM growth 3Y-3.37%
GM growth 5Y-0.96%
GBDC Yearly Profit, Operating, Gross MarginsGBDC Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60 80 100

3

2. GBDC Health Analysis

2.1 Basic Checks

  • GBDC has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
GBDC Yearly Shares OutstandingGBDC Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M 200M 250M
GBDC Yearly Total Debt VS Total AssetsGBDC Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B

2.2 Solvency

  • GBDC has an Altman-Z score of 0.65. This is a bad value and indicates that GBDC is not financially healthy and even has some risk of bankruptcy.
  • GBDC's Altman-Z score of 0.65 is in line compared to the rest of the industry. GBDC outperforms 46.25% of its industry peers.
  • GBDC has a debt to FCF ratio of 10.31. This is a negative value and a sign of low solvency as GBDC would need 10.31 years to pay back of all of its debts.
  • GBDC has a Debt to FCF ratio (10.31) which is in line with its industry peers.
  • GBDC has a Debt/Equity ratio of 1.25. This is a high value indicating a heavy dependency on external financing.
  • GBDC has a Debt to Equity ratio of 1.25. This is in the lower half of the industry: GBDC underperforms 62.50% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.25
Debt/FCF 10.31
Altman-Z 0.65
ROIC/WACCN/A
WACCN/A
GBDC Yearly LT Debt VS Equity VS FCFGBDC Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B 2B 3B 4B

2.3 Liquidity

  • A Current Ratio of 1.63 indicates that GBDC should not have too much problems paying its short term obligations.
  • GBDC has a better Current ratio (1.63) than 70.42% of its industry peers.
  • GBDC has a Quick Ratio of 1.63. This is a normal value and indicates that GBDC is financially healthy and should not expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 1.63, GBDC is in the better half of the industry, outperforming 70.42% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.63
Quick Ratio 1.63
GBDC Yearly Current Assets VS Current LiabilitesGBDC Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M 200M

3

3. GBDC Growth Analysis

3.1 Past

  • The earnings per share for GBDC have decreased by -9.42% in the last year.
  • GBDC shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 3.20% yearly.
  • The Revenue has grown by 9.80% in the past year. This is quite good.
  • GBDC shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 23.84% yearly.
EPS 1Y (TTM)-9.42%
EPS 3Y16.42%
EPS 5Y3.2%
EPS Q2Q%-40.48%
Revenue 1Y (TTM)9.8%
Revenue growth 3Y30.95%
Revenue growth 5Y23.84%
Sales Q2Q%-5.89%

3.2 Future

  • The Earnings Per Share is expected to decrease by -1.76% on average over the next years.
  • The Revenue is expected to decrease by -4.53% on average over the next years.
EPS Next Y-5.42%
EPS Next 2Y-3.24%
EPS Next 3Y-1.76%
EPS Next 5YN/A
Revenue Next Year-8.61%
Revenue Next 2Y-6.88%
Revenue Next 3Y-4.53%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
GBDC Yearly Revenue VS EstimatesGBDC Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 200M 400M 600M 800M
GBDC Yearly EPS VS EstimatesGBDC Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0.5 1 1.5 2

5

4. GBDC Valuation Analysis

4.1 Price/Earnings Ratio

  • GBDC is valuated reasonably with a Price/Earnings ratio of 10.63.
  • Based on the Price/Earnings ratio, GBDC is valued a bit cheaper than the industry average as 63.33% of the companies are valued more expensively.
  • The average S&P500 Price/Earnings ratio is at 27.42. GBDC is valued rather cheaply when compared to this.
  • With a Price/Forward Earnings ratio of 10.00, the valuation of GBDC can be described as very reasonable.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of GBDC indicates a somewhat cheap valuation: GBDC is cheaper than 69.58% of the companies listed in the same industry.
  • GBDC's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 22.24.
Industry RankSector Rank
PE 10.63
Fwd PE 10
GBDC Price Earnings VS Forward Price EarningsGBDC Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Price/Free Cash Flow ratio, GBDC is valued a bit cheaper than 80.00% of the companies in the same industry.
Industry RankSector Rank
P/FCF 7.39
EV/EBITDA N/A
GBDC Per share dataGBDC EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10

4.3 Compensation for Growth

  • GBDC has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)3.32
EPS Next 2Y-3.24%
EPS Next 3Y-1.76%

5

5. GBDC Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 9.93%, GBDC is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 6.46, GBDC pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.81, GBDC pays a better dividend.
Industry RankSector Rank
Dividend Yield 9.93%

5.2 History

  • The dividend of GBDC is nicely growing with an annual growth rate of 15.32%!
  • GBDC has paid a dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)15.32%
Div Incr Years0
Div Non Decr Years0
GBDC Yearly Dividends per shareGBDC Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • GBDC pays out 104.18% of its income as dividend. This is not a sustainable payout ratio.
  • The Dividend Rate of GBDC has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP104.18%
EPS Next 2Y-3.24%
EPS Next 3Y-1.76%
GBDC Yearly Income VS Free CF VS DividendGBDC Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M -400M
GBDC Dividend Payout.GBDC Dividend Payout, showing the Payout Ratio.GBDC Dividend Payout.PayoutRetained Earnings

GBDC Fundamentals: All Metrics, Ratios and Statistics

GOLUB CAPITAL BDC INC

NASDAQ:GBDC (4/24/2026, 8:00:01 PM)

After market: 13.05 -0.24 (-1.81%)

13.29

+0.2 (+1.53%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners47.27%
Inst Owner Change0.2%
Ins Owners1.38%
Ins Owner Change0%
Market Cap3.50B
Revenue(TTM)857.08M
Net Income(TTM)330.58M
Analysts83.33
Price Target14.69 (10.53%)
Short Float %5.58%
Short Ratio4.82
Dividend
Industry RankSector Rank
Dividend Yield 9.93%
Yearly Dividend1.56
Dividend Growth(5Y)15.32%
DP104.18%
Div Incr Years0
Div Non Decr Years0
Ex-Date03-13
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-22.03%
Min EPS beat(2)-35.02%
Max EPS beat(2)-9.04%
EPS beat(4)0
Avg EPS beat(4)-21.41%
Min EPS beat(4)-35.02%
Max EPS beat(4)-9.04%
EPS beat(8)1
Avg EPS beat(8)-24.41%
EPS beat(12)3
Avg EPS beat(12)-15.91%
EPS beat(16)4
Avg EPS beat(16)-23.73%
Revenue beat(2)0
Avg Revenue beat(2)-2.38%
Min Revenue beat(2)-3.81%
Max Revenue beat(2)-0.96%
Revenue beat(4)0
Avg Revenue beat(4)-3.11%
Min Revenue beat(4)-6.55%
Max Revenue beat(4)-0.96%
Revenue beat(8)0
Avg Revenue beat(8)-4.88%
Revenue beat(12)3
Avg Revenue beat(12)-3.67%
Revenue beat(16)6
Avg Revenue beat(16)-2.79%
PT rev (1m)0%
PT rev (3m)-4%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-0.3%
EPS NY rev (1m)-3.19%
EPS NY rev (3m)-8.72%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.28%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.24%
Valuation
Industry RankSector Rank
PE 10.63
Fwd PE 10
P/S 4.08
P/FCF 7.39
P/OCF 7.39
P/B 0.89
P/tB 0.89
EV/EBITDA N/A
EPS(TTM)1.25
EY9.41%
EPS(NY)1.33
Fwd EY10%
FCF(TTM)1.8
FCFY13.52%
OCF(TTM)1.8
OCFY13.52%
SpS3.26
BVpS14.85
TBVpS14.85
PEG (NY)N/A
PEG (5Y)3.32
Graham Number20.4371 (53.78%)
Profitability
Industry RankSector Rank
ROA 3.72%
ROE 8.46%
ROCE 4.51%
ROIC 3.56%
ROICexc 3.6%
ROICexgc 3.61%
OM 46.26%
PM (TTM) 38.57%
GM 48.85%
FCFM 55.2%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y-3.11%
OM growth 5Y-0.41%
PM growth 3Y3.02%
PM growth 5Y18.69%
GM growth 3Y-3.37%
GM growth 5Y-0.96%
F-Score5
Asset Turnover0.1
Health
Industry RankSector Rank
Debt/Equity 1.25
Debt/FCF 10.31
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 1.5
Cash Conversion N/A
Profit Quality 143.13%
Current Ratio 1.63
Quick Ratio 1.63
Altman-Z 0.65
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-9.42%
EPS 3Y16.42%
EPS 5Y3.2%
EPS Q2Q%-40.48%
EPS Next Y-5.42%
EPS Next 2Y-3.24%
EPS Next 3Y-1.76%
EPS Next 5YN/A
Revenue 1Y (TTM)9.8%
Revenue growth 3Y30.95%
Revenue growth 5Y23.84%
Sales Q2Q%-5.89%
Revenue Next Year-8.61%
Revenue Next 2Y-6.88%
Revenue Next 3Y-4.53%
Revenue Next 5YN/A
EBIT growth 1Y0.19%
EBIT growth 3Y26.87%
EBIT growth 5Y23.32%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y54.56%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y54.56%
OCF growth 3YN/A
OCF growth 5YN/A

GOLUB CAPITAL BDC INC / GBDC Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for GOLUB CAPITAL BDC INC?

ChartMill assigns a fundamental rating of 4 / 10 to GBDC.


What is the valuation status of GOLUB CAPITAL BDC INC (GBDC) stock?

ChartMill assigns a valuation rating of 5 / 10 to GOLUB CAPITAL BDC INC (GBDC). This can be considered as Fairly Valued.


How profitable is GOLUB CAPITAL BDC INC (GBDC) stock?

GOLUB CAPITAL BDC INC (GBDC) has a profitability rating of 6 / 10.


What is the earnings growth outlook for GOLUB CAPITAL BDC INC?

The Earnings per Share (EPS) of GOLUB CAPITAL BDC INC (GBDC) is expected to decline by -5.42% in the next year.


How sustainable is the dividend of GOLUB CAPITAL BDC INC (GBDC) stock?

The dividend rating of GOLUB CAPITAL BDC INC (GBDC) is 5 / 10 and the dividend payout ratio is 104.18%.