Golub Capital Bdc Stock Beta
| GBDC Stock | USD 15.30 0.15 0.99% |
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 | 0.56 |
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.
Click cells to compare fundamentals
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 0.556. This is 32.2% lower than that of the Capital Markets sector and 54.43% 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 its peers.
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 | 3.0B | 3.2B | |
| Enterprise Value | 4.0B | 5.0B | 5.1B | 5.5B | 2.7B | 1.9B |
Golub Capital ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Golub Capital's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Golub Capital's managers, analysts, and investors.Environmental | Governance | Social |
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 | Bank Of America Corp | 2024-06-30 | 2.5 M | Jpmorgan Chase & Co | 2024-06-30 | 2.4 M | Sage Mountain Advisors Llc | 2024-09-30 | 1.8 M | Hpm Partners Llc | 2024-06-30 | 1.7 M | Two Sigma Investments Llc | 2024-09-30 | 1.5 M | Legal & General Group Plc | 2024-06-30 | 1.4 M | Arnhold Llc | 2024-09-30 | 1.4 M | Partners Group Holding Ag Junk | 2024-06-30 | 1.3 M | Lsv Asset Management | 2024-09-30 | 1.2 M | Strs Ohio | 2024-09-30 | 14.5 M | Ci Private Wealth Llc | 2024-06-30 | 6.9 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 | 0.0853 | ||||
| Return On Asset | 0.0471 | ||||
| Profit Margin | 0.42 % | ||||
| Operating Margin | 0.89 % | ||||
| Current Valuation | 8.2 B | ||||
| Shares Outstanding | 264.28 M | ||||
| Shares Owned By Insiders | 1.75 % | ||||
| Shares Owned By Institutions | 39.24 % | ||||
| Number Of Shares Shorted | 2.41 M | ||||
| Price To Earning | 21.96 X | ||||
| Price To Book | 1.01 X | ||||
| Price To Sales | 6.08 X | ||||
| Revenue | 714.79 M | ||||
| Gross Profit | 603.09 M | ||||
| EBITDA | 292.77 M | ||||
| Net Income | (3.65 M) | ||||
| Cash And Equivalents | 85.2 M | ||||
| Cash Per Share | 0.50 X | ||||
| Total Debt | 4.69 B | ||||
| Debt To Equity | 1.21 % | ||||
| Current Ratio | 3.33 X | ||||
| Book Value Per Share | 15.32 X | ||||
| Cash Flow From Operations | 343.91 M | ||||
| Short Ratio | 1.96 X | ||||
| Earnings Per Share | 1.36 X | ||||
| Price To Earnings To Growth | 1.51 X | ||||
| Target Price | 16.25 | ||||
| Beta | 0.56 | ||||
| Market Capitalization | 4.04 B | ||||
| Total Asset | 8.71 B | ||||
| Retained Earnings | (152.99 M) | ||||
| Annual Yield | 0.10 % | ||||
| Five Year Return | 7.80 % | ||||
| Net Asset | 8.71 B |
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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Golub Capital BDC offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Golub Capital's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Golub Capital Bdc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Golub Capital Bdc Stock:Check out Golub Capital Piotroski F Score and Golub Capital Altman Z Score analysis. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Is Asset Management & Custody Banks space 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 (0.89) | Earnings Share 1.36 | Revenue Per Share 3.747 | Quarterly Revenue Growth 0.107 | Return On Assets 0.0471 |
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.