GOLUB CAPITAL BDC INC (GBDC) Fundamental Analysis & Valuation

NASDAQ:GBDCUS38173M1027

Current stock price

12.785 USD
+0.09 (+0.67%)
Last:

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.
  • GBDC had a positive operating cash flow in the past year.
  • In the past 5 years GBDC has always been profitable.
  • The reported operating cash flow has been mixed in the past 5 years: GBDC reported negative operating cash flow in multiple 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 Return On Assets of 3.72%. This is in the better half of the industry: GBDC outperforms 61.92% of its industry peers.
  • GBDC has a Return On Equity (8.46%) which is in line with its industry peers.
  • With a Return On Invested Capital value of 3.56%, GBDC perfoms like the industry average, outperforming 50.63% 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

  • The Profit Margin of GBDC (38.57%) is better than 84.52% of its industry peers.
  • In the last couple of years the Profit Margin of GBDC has grown nicely.
  • GBDC has a Operating Margin of 46.26%. This is amongst the best in the industry. GBDC outperforms 84.52% of its industry peers.
  • In the last couple of years the Operating Margin of GBDC has remained more or less at the same level.
  • With a Gross Margin value of 48.85%, GBDC perfoms like the industry average, outperforming 56.49% of the companies in the same industry.
  • GBDC's Gross Margin has been stable in the last couple of years.
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

  • There is no outstanding debt for GBDC. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and 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

  • Based on the Altman-Z score of 0.64, we must say that GBDC is in the distress zone and has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.64, GBDC is in line with its industry, outperforming 43.51% of the companies in the same industry.
  • 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.
  • With a Debt to FCF ratio value of 10.31, GBDC perfoms like the industry average, outperforming 59.83% of the companies in the same industry.
  • GBDC has a Debt/Equity ratio of 1.25. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of GBDC (1.25) is worse than 62.76% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.25
Debt/FCF 10.31
Altman-Z 0.64
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

  • GBDC has a Current 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 Current ratio, with a value of 1.63, GBDC is in the better half of the industry, outperforming 70.29% of the companies in the same industry.
  • A Quick Ratio of 1.63 indicates that GBDC should not have too much problems paying 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 70.29% 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

  • GBDC shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by -9.42%.
  • Measured over the past 5 years, GBDC shows a small growth in Earnings Per Share. The EPS has been growing by 3.20% on average per year.
  • The Revenue has grown by 9.80% in the past year. This is quite good.
  • The Revenue has been growing by 23.84% on average over the past years. This is a very strong growth!
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

  • GBDC is expected to show a decrease in Earnings Per Share. In the coming years, the EPS will decrease by -1.76% yearly.
  • Based on estimates for the next years, GBDC will show a decrease in Revenue. The Revenue will decrease by -4.53% on average per year.
EPS Next Y-2.31%
EPS Next 2Y-2.72%
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

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • 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

6

4. GBDC Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 10.23 indicates a reasonable valuation of GBDC.
  • Based on the Price/Earnings ratio, GBDC is valued a bit cheaper than the industry average as 64.02% of the companies are valued more expensively.
  • GBDC's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.17.
  • Based on the Price/Forward Earnings ratio of 9.51, the valuation of GBDC can be described as reasonable.
  • Based on the Price/Forward Earnings ratio, GBDC is valued a bit cheaper than the industry average as 69.46% of the companies are valued more expensively.
  • The average S&P500 Price/Forward Earnings ratio is at 23.05. GBDC is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 10.23
Fwd PE 9.51
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

  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of GBDC indicates a rather cheap valuation: GBDC is cheaper than 80.75% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 7.11
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)3.2
EPS Next 2Y-2.72%
EPS Next 3Y-1.76%

5

5. GBDC Dividend Analysis

5.1 Amount

  • GBDC has a Yearly Dividend Yield of 10.77%, which is a nice return.
  • GBDC's Dividend Yield is a higher than the industry average which is at 6.90.
  • Compared to an average S&P500 Dividend Yield of 1.89, GBDC pays a better dividend.
Industry RankSector Rank
Dividend Yield 10.77%

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

  • 104.18% of the earnings are spent on dividend by GBDC. This is not a sustainable payout ratio.
  • GBDC's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP104.18%
EPS Next 2Y-2.72%
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 (4/6/2026, 10:35:05 AM)

12.785

+0.09 (+0.67%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-04
Earnings (Next)05-04
Inst Owners47.88%
Inst Owner Change-0.01%
Ins Owners1.38%
Ins Owner Change0%
Market Cap3.37B
Revenue(TTM)857.08M
Net Income(TTM)330.58M
Analysts83.33
Price Target14.69 (14.9%)
Short Float %5.58%
Short Ratio5.07
Dividend
Industry RankSector Rank
Dividend Yield 10.77%
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)-1.14%
EPS NY rev (1m)0%
EPS NY rev (3m)-6.27%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.06%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.24%
Valuation
Industry RankSector Rank
PE 10.23
Fwd PE 9.51
P/S 3.93
P/FCF 7.11
P/OCF 7.11
P/B 0.86
P/tB 0.86
EV/EBITDA N/A
EPS(TTM)1.25
EY9.78%
EPS(NY)1.34
Fwd EY10.51%
FCF(TTM)1.8
FCFY14.06%
OCF(TTM)1.8
OCFY14.06%
SpS3.26
BVpS14.85
TBVpS14.85
PEG (NY)N/A
PEG (5Y)3.2
Graham Number20.44
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 0.64
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-2.31%
EPS Next 2Y-2.72%
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 6 / 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 -2.31% 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%.