Kayne Competitors
| KBDC Stock | 13.97 0.03 0.21% |
Kayne Anderson vs Stellus Capital Correlation
Very weak diversification
The correlation between Kayne Anderson BDC and SCM is 0.41 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Kayne Anderson BDC and SCM in the same portfolio, assuming nothing else is changed.
Moving against Kayne Stock
| 0.36 | PWI | Sustainable Power | PairCorr |
| 0.35 | QUE | Queste Communications | PairCorr |
| 0.31 | OLY | Olympia Financial | PairCorr |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Kayne Anderson's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Kayne Anderson Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Kayne Anderson and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Kayne and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Kayne Anderson BDC does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Kayne Stock performing well and Kayne Anderson Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Kayne Anderson's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| SOR | 0.86 | 0.07 | 0.03 | 0.17 | 1.30 | 1.83 | 5.72 | |||
| GIG | 0.15 | (0.04) | 0.00 | (0.44) | 0.00 | 0.19 | 1.03 | |||
| SAR | 0.76 | 0.10 | 0.09 | 0.22 | 0.77 | 1.60 | 4.29 | |||
| PNNT | 1.14 | (0.18) | 0.00 | (0.36) | 0.00 | 2.16 | 7.91 | |||
| DHIL | 1.48 | 0.53 | 0.58 | 0.32 | 0.00 | 1.45 | 45.03 | |||
| GLAD | 1.04 | 0.00 | 0.00 | 0.04 | 1.55 | 2.10 | 9.50 | |||
| SCM | 1.09 | (0.03) | (0.02) | 0.00 | 1.52 | 2.04 | 6.84 |
Cross Equities Net Income Analysis
Compare Kayne Anderson BDC and related stocks such as Source Capital Closed, GigCapital7 Corp Class, and Saratoga Investment Corp Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SOR | 2.2 M | (22.1 M) | 178 M | 154.8 M | 92.6 M | (29.2 M) | 27.9 M | 48.7 M | (27.8 M) | 65.7 M | 21.2 M | 41.5 M | (27.1 M) | 53.6 M | 39.2 M | 35.2 M | 33.5 M |
| GIG | (665.4 K) | (665.4 K) | (665.4 K) | (665.4 K) | (665.4 K) | (665.4 K) | (665.4 K) | (665.4 K) | (665.4 K) | (1.1 M) | 2.4 M | 2.4 M | 2.4 M | 2.4 M | 2.4 M | 2.7 M | 2.9 M |
| SAR | (130 K) | 14.6 M | 14.6 M | 8.7 M | 11 M | 11.4 M | 11.4 M | 17.7 M | 18.5 M | 14.8 M | 14.8 M | 45.7 M | 24.7 M | 28.1 M | 28.1 M | 8.9 M | 15.3 M |
| PNNT | (16.7 M) | 63.4 M | 91.8 M | 111 M | (10.2 M) | 18.7 M | 61.7 M | 47.7 M | 15.9 M | (16 M) | 166.6 M | (24.7 M) | (33.8 M) | 48.9 M | 32.7 M | 37.6 M | 33.5 M |
| DHIL | 1.8 M | 14.4 M | 16.9 M | 22.2 M | 31.6 M | 37.1 M | 46.1 M | 50 M | 47.4 M | 55 M | 38.7 M | 74.2 M | 40.4 M | 42.2 M | 43.2 M | 49.7 M | 52.1 M |
| GLAD | (92.6 K) | (8 M) | 32.2 M | 11.2 M | 8.5 M | 11.4 M | 17.2 M | 18.6 M | 19.9 M | (1.9 M) | 84.3 M | 19.9 M | 42.7 M | 94.7 M | 58.1 M | 66.8 M | 70.2 M |
| SCM | 2.2 M | 2.2 M | 2.2 M | 17.5 M | 10.2 M | 7.7 M | 23.2 M | 22.6 M | 26.2 M | 26.4 M | 20.2 M | 33.6 M | 14.5 M | 17.5 M | 45.8 M | 52.7 M | 55.4 M |
Kayne Anderson BDC and related stocks such as Source Capital Closed, GigCapital7 Corp Class, and Saratoga Investment Corp Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Kayne Anderson BDC financial statement analysis. It represents the amount of money remaining after all of Kayne Anderson BDC operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Kayne Anderson Competitive Analysis
The better you understand Kayne Anderson competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Kayne Anderson's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Kayne Anderson's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Kayne Anderson Competition Performance Charts
Five steps to successful analysis of Kayne Anderson Competition
Kayne Anderson's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Kayne Anderson BDC in relation to its competition. Kayne Anderson's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Kayne Anderson in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Kayne Anderson's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Kayne Anderson BDC, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Kayne Anderson Correlation with its peers. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
Will Asset Management & Custody Banks sector continue expanding? Could Kayne diversify its offerings? Factors like these will boost the valuation of Kayne Anderson. Expected growth trajectory for Kayne significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Kayne Anderson data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Earnings Share 1.54 |
Understanding Kayne Anderson BDC requires distinguishing between market price and book value, where the latter reflects Kayne's accounting equity. The concept of intrinsic value - what Kayne Anderson's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Kayne Anderson's price substantially above or below its fundamental value.
Understanding that Kayne Anderson's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Kayne Anderson represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, Kayne Anderson's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.