Voltar à classificação

Golub Capital BDC, Inc. (GBDC)

NEUTRAL
Financial ServicesAsset ManagementUnited States

Fundamental

63

Preço

$13.09

Capitalização de Mercado

$3.44B

Parte 1 · Quanto vale a empresa

Visão Geral

Golub Capital BDC, Inc. (GBDC) is a Private Debt, business development company and operates as an externally managed closed-end non-diversified management investment company. It invests in debt and minority equity investments in middle-market companies that are, in most cases, sponsored by private equity investors. It typically invests in diversified consumer services, automobiles, healthcare technology, insurance, health care equipment and supplies, hotels, restaurants and leisure, healthcare providers and services, IT services and specialty retails. It seeks to invest in the United States. It primarily invests in first lien traditional senior debt, first lien one stop, junior debt and equity, senior secured, one stop, unitranche, second lien, subordinated and mezzanine loans of middle-market companies, and warrants.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Balanço & Liquidez

Receita

$798M

Exercício encerrado em 30/09/2025

Resultado Líquido

$377M

Exercício encerrado em 30/09/2025

Fluxo de Caixa Livre

-

Capital Próprio Total

$3.98B

Passivo Total

$5.00B

Rácio de Liquidez

2.20

Cobertura de Juros

-

Dívida/EBITDA

-

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

General caseSubvalorizada

Valor Justo

$21.12

Preço Atual

$13.09

Margem de Segurança

+38.0%

Intervalo de Valor Justo

$13.73 - $28.51

Métodos de Estimativa

Analyst price target:$13.63
Discounted cash flow (DCF):$43.09
Earnings multiple (P/E):$7.26
Graham growth formula:$33.98
Earnings power value (EPV):$13.93
Justified P/B:$8.42
Dividend discount (Gordon):$19.75
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:Not enough data to compute it
Consenso dos Analistas:Compra Forte (11B / 2H / 0S)
Última Surpresa de Resultados:-34.97%

Métricas de Avaliação

Rácio P/E

20.37

ROE

9.5%

Rácio P/B

0.93

P/FCF

-

Margem Bruta

-

ROIC

-

Radar de Rentabilidade

Value Creation (Economic Moat)

ROIC

-

WACC

3.5%

ROIC − WACC

-

Critérios de Análise Fundamental

Aprovado (10)

  • EPS shows upward trend
  • EPS CAGR 30.86%
  • P/B Ratio 0.93
  • Debt/Equity ratio
  • Low reliance on intangibles
  • Price below Graham Number
  • Revenue Growth 5Y 23.8%
  • Analyst Consensus 85% Buy
  • PEG Ratio 0.65
  • Earnings Quality (OCF/NI) 5.35

Reprovado (7)

  • Price CAGR -3.06%
  • Return on Tangible Assets
  • DCF valuation (Unknown)
  • ROE 4.5%
  • Earnings Surprise avg -56.9%
  • Share Dilution 31.8%
  • Piotroski F-Score 2/9

Indisponível (11)

  • ROIC NaN%
  • Gross Margin NaN%
  • P/FCF NaN
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Net Margin Trend (invalid data)

Piotroski F-Score

2/9

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

5.35

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

31.8%

A emitir novas ações, diluindo a participação

Governação

Equipa Executiva

NomeCargoIdade
Mr. David B. Golub Ph.D.CEO & Chairman63
Mr. Christopher Compton Ericson CPACFO & Treasurer45
Mr. Timothy J. TopiczCOO & Director of Golub Capital40
Ms. Wu-Kwan KitChief Compliance Officer & Secretary44
Mr. Andrew H. SteuermanSenior Managing Director of Golub Capital57
Mr. Gregory W. CashmanSenior Managing Director of Golub Capital60
Mr. Brian J. CarrollSenior Vice President-
Mr. Stefano F. RobertsonManaging Director-
Mr. Craig J. PetrushaPrincipal-
Mr. Matthew B. FulkPrincipal-

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Latest News

Recent headlines for GBDC, sourced from Markets Gazette.

No recent news for GBDC.