Golub Capital Bdc Stock Beta
GBDC Stock | USD 16.80 0.21 1.27% |
Golub Capital BDC fundamentals help investors to digest information that contributes to Golub Capital's financial success or failures. It also enables traders to predict the movement of Golub Stock. The fundamental analysis module provides a way to measure Golub Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Golub Capital stock.
Golub | Beta |
Golub Capital BDC Company Beta Analysis
Golub Capital's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Golub Capital Beta | 0.59 |
Most of Golub Capital's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Golub Capital BDC is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Golub Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Golub Capital is extremely important. It helps to project a fair market value of Golub Stock properly, considering its historical fundamentals such as Beta. Since Golub Capital's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Golub Capital's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Golub Capital's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Competition |
In accordance with the recently published financial statements, Golub Capital BDC has a Beta of 0.594. This is 27.56% lower than that of the Capital Markets sector and 51.31% lower than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
Golub Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Golub Capital's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Golub Capital could also be used in its relative valuation, which is a method of valuing Golub Capital by comparing valuation metrics of similar companies.Golub Capital is currently under evaluation in beta category among related companies.
Golub Capital Current Valuation Drivers
We derive many important indicators used in calculating different scores of Golub Capital from analyzing Golub Capital's financial statements. These drivers represent accounts that assess Golub Capital's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Golub Capital's important valuation drivers and their relationship over time.
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Market Cap | 2.0B | 2.7B | 2.1B | 2.5B | 2.2B | 2.4B | |
Enterprise Value | 4.0B | 5.0B | 5.1B | 5.5B | 5.0B | 5.2B |
Golub Capital Institutional Holders
Institutional Holdings refers to the ownership stake in Golub Capital that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Golub Capital's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Golub Capital's value.Shares | Border To Coast Pensions Partnership Limited | 2023-12-31 | 1.4 M | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 1.3 M | Legal & General Group Plc | 2023-12-31 | 1.3 M | Arnhold Llc | 2023-12-31 | 1.3 M | Lsv Asset Management | 2023-12-31 | 1.2 M | Millennium Management Llc | 2023-12-31 | 1.2 M | Partners Group Holding Ag Junk | 2023-12-31 | 1.2 M | Bank Of America Corp | 2023-12-31 | 964.2 K | Goldman Sachs Group Inc | 2023-12-31 | 917.6 K | Strs Ohio | 2023-12-31 | 9.3 M | Lindbrook Capital, Llc | 2023-12-31 | 4.7 M |
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 Fundamentals
Return On Equity | 0.12 | ||||
Return On Asset | 0.052 | ||||
Profit Margin | 0.49 % | ||||
Operating Margin | 0.76 % | ||||
Current Valuation | 5.82 B | ||||
Shares Outstanding | 171.52 M | ||||
Shares Owned By Insiders | 2.70 % | ||||
Shares Owned By Institutions | 40.32 % | ||||
Number Of Shares Shorted | 3.85 M | ||||
Price To Earning | 21.96 X | ||||
Price To Book | 1.10 X | ||||
Price To Sales | 4.47 X | ||||
Revenue | 284.43 M | ||||
Gross Profit | 603.09 M | ||||
EBITDA | 292.77 M | ||||
Net Income | 258.63 M | ||||
Cash And Equivalents | 85.2 M | ||||
Cash Per Share | 0.50 X | ||||
Total Debt | 3.12 B | ||||
Debt To Equity | 1.21 % | ||||
Current Ratio | 3.33 X | ||||
Book Value Per Share | 15.03 X | ||||
Cash Flow From Operations | 195.37 M | ||||
Short Ratio | 4.48 X | ||||
Earnings Per Share | 1.82 X | ||||
Price To Earnings To Growth | 1.51 X | ||||
Target Price | 16.7 | ||||
Beta | 0.59 | ||||
Market Capitalization | 2.85 B | ||||
Total Asset | 5.73 B | ||||
Retained Earnings | (99.2 M) | ||||
Annual Yield | 0.09 % | ||||
Five Year Return | 7.80 % | ||||
Net Asset | 5.73 B | ||||
Last Dividend Paid | 1.4 |
About Golub Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Golub Capital BDC's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Golub Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Golub Capital BDC based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Try AI Portfolio ArchitectCheck out Golub Capital Piotroski F Score and Golub Capital Altman Z Score analysis. Note that the Golub Capital BDC information on this page should be used as a complementary analysis to other Golub Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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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Is Golub Capital's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Golub Capital. If investors know Golub will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Golub Capital listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.984 | Dividend Share 1.4 | Earnings Share 1.82 | Revenue Per Share 3.711 | Quarterly Revenue Growth 0.204 |
The market value of Golub Capital BDC is measured differently than its book value, which is the value of Golub that is recorded on the company's balance sheet. Investors also form their own opinion of Golub Capital's value that differs from its market value or its book value, called intrinsic value, which is Golub Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Golub Capital's market value can be influenced by many factors that don't directly affect Golub Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Golub Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Golub Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Golub Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.