Is Golub Capital Stock a Good Investment?
Golub Capital Investment Advice | GBDC |
- Examine Golub Capital's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Golub Capital's leadership team and their track record. Good management can help Golub Capital navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Golub Capital's business and its evolving consumer preferences.
- Compare Golub Capital's performance and market position to its competitors. Analyze how Golub Capital is positioned in terms of product offerings, innovation, and market share.
- Check if Golub Capital pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Golub Capital's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Golub Capital BDC stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Golub Capital BDC is a good investment.
Sell | Buy |
Sell
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Golub Capital Stock
Researching Golub Capital's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 39.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.99. Some equities with similar Price to Book (P/B) outperform the market in the long run. Golub Capital BDC has Price/Earnings To Growth (PEG) ratio of 1.51. The entity last dividend was issued on the 29th of November 2024. The firm had 1021:1000 split on the 13th of April 2020.
To determine if Golub Capital is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Golub Capital's research are outlined below:
| Golub Capital BDC has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 714.79 M. Net Loss for the year was (3.65 M) with profit before overhead, payroll, taxes, and interest of 603.09 M. | |
| Golub Capital BDC has a frail financial position based on the latest SEC disclosures | |
| On 1st of October 2024 Golub Capital paid $ 0.3666 per share dividend to its current shareholders | |
| Latest headline from techcrunch.com: Data center monitoring firm LogicMonitor raises 800M at a 2.4B valuation |
Golub Capital Quarterly Liabilities And Stockholders Equity |
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Golub Capital uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Golub Capital BDC. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Golub Capital's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 5th of February 2024 Upcoming Quarterly Report | View | |
| 13th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 18th of November 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Golub Capital's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Golub Capital's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2013-02-07 | 2012-12-31 | 0.3 | 0.33 | 0.03 | 10 | ||
2012-08-06 | 2012-06-30 | 0.29 | 0.25 | -0.04 | 13 | ||
2023-05-08 | 2023-03-31 | 0.4 | 0.34 | -0.06 | 15 | ||
2010-12-13 | 2010-09-30 | 0.28 | 0.34 | 0.06 | 21 | ||
2022-02-09 | 2021-12-31 | 0.3 | 0.37 | 0.07 | 23 | ||
2022-05-10 | 2022-03-31 | 0.31 | 0.39 | 0.08 | 25 | ||
2021-11-29 | 2021-09-30 | 0.3 | 0.42 | 0.12 | 40 | ||
2023-11-20 | 2023-09-30 | 0.47 | 0.6 | 0.13 | 27 |
Know Golub Capital's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Golub Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Golub Capital BDC backward and forwards among themselves. Golub Capital's institutional investor refers to the entity that pools money to purchase Golub Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Ares Management Llc | 2024-06-30 | 2.3 M | Northeast Financial Consultants, Inc | 2024-06-30 | 2.1 M | Sage Mountain Advisors Llc | 2024-09-30 | 1.8 M | Hpm Partners Llc | 2024-06-30 | 1.7 M | Two Sigma Investments Llc | 2024-06-30 | 1.6 M | Legal & General Group Plc | 2024-06-30 | 1.4 M | Border To Coast Pensions Partnership Limited | 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 | Strs Ohio | 2024-09-30 | 14.5 M | Ci Private Wealth Llc | 2024-06-30 | 6.9 M |
Golub Capital's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 4.03 B.Market Cap |
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Golub Capital's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.08 | 0.08 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.10 | 0.09 |
Determining Golub Capital's profitability involves analyzing its financial statements and using various financial metrics to determine if Golub Capital is a good buy. For example, gross profit margin measures Golub Capital's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Golub Capital's profitability and make more informed investment decisions.
Please note, the presentation of Golub Capital's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Golub Capital's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Golub Capital's management manipulating its earnings.
Evaluate Golub Capital's management efficiency
Golub Capital BDC has return on total asset (ROA) of 0.0471 % which means that it generated a profit of $0.0471 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0853 %, meaning that it created $0.0853 on every $100 dollars invested by stockholders. Golub Capital's management efficiency ratios could be used to measure how well Golub Capital manages its routine affairs as well as how well it operates its assets and liabilities. At present, Golub Capital's Return On Assets are projected to slightly decrease based on the last few years of reporting. At present, Golub Capital's Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 80.6 M, whereas Non Currrent Assets Other are projected to grow to (4.7 B).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 19.95 | 13.02 | |
| Tangible Book Value Per Share | 19.95 | 13.02 | |
| Enterprise Value Over EBITDA | 32.66 | 34.29 | |
| Price Book Value Ratio | 0.76 | 1.21 | |
| Enterprise Value Multiple | 32.66 | 34.29 | |
| Price Fair Value | 0.76 | 1.21 | |
| Enterprise Value | 2.7 B | 1.9 B |
Management at Golub Capital BDC focuses on leveraging technology and optimizing operations. We evaluate the impact of these focuses on the company's financial health and stock performance.
Dividend Yield 0.1005 | Forward Dividend Yield 0.1005 | Forward Dividend Rate 1.56 | Beta 0.556 |
Basic technical analysis of Golub Stock
As of the 22nd of November, Golub Capital retains the Risk Adjusted Performance of 0.0851, market risk adjusted performance of 0.1754, and Downside Deviation of 0.8215. Golub Capital technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.Golub Capital's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Golub Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Golub Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Golub Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Golub Capital's Outstanding Corporate Bonds
Golub Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Golub Capital BDC uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Golub bonds can be classified according to their maturity, which is the date when Golub Capital BDC has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| GBDC 25 24 AUG 26 Corp BondUS38173MAB81 | View | |
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Understand Golub Capital's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Golub Capital's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0851 | |||
| Market Risk Adjusted Performance | 0.1754 | |||
| Mean Deviation | 0.6124 | |||
| Semi Deviation | 0.6415 | |||
| Downside Deviation | 0.8215 | |||
| Coefficient Of Variation | 894.8 | |||
| Standard Deviation | 0.8286 | |||
| Variance | 0.6865 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | 0.0399 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.1654 | |||
| Maximum Drawdown | 3.41 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.48 | |||
| Downside Variance | 0.6749 | |||
| Semi Variance | 0.4115 | |||
| Expected Short fall | (0.70) | |||
| Skewness | 0.1177 | |||
| Kurtosis | 0.8429 |
| Risk Adjusted Performance | 0.0851 | |||
| Market Risk Adjusted Performance | 0.1754 | |||
| Mean Deviation | 0.6124 | |||
| Semi Deviation | 0.6415 | |||
| Downside Deviation | 0.8215 | |||
| Coefficient Of Variation | 894.8 | |||
| Standard Deviation | 0.8286 | |||
| Variance | 0.6865 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | 0.0399 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.1654 | |||
| Maximum Drawdown | 3.41 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.48 | |||
| Downside Variance | 0.6749 | |||
| Semi Variance | 0.4115 | |||
| Expected Short fall | (0.70) | |||
| Skewness | 0.1177 | |||
| Kurtosis | 0.8429 |
Consider Golub Capital's intraday indicators
Golub Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Golub Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 21294.13 | |||
| Daily Balance Of Power | (0.39) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 15.18 | |||
| Day Typical Price | 15.17 | |||
| Price Action Indicator | (0.07) | |||
| Period Momentum Indicator | (0.07) | |||
| Relative Strength Index | 56.58 |
Golub Capital Corporate Filings
8K | 19th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 13th of September 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 28th of August 2024 Other Reports | ViewVerify | |
| 10th of May 2024 Other Reports | ViewVerify |
Golub Stock media impact
Far too much social signal, news, headlines, and media speculation about Golub Capital that are available to investors today. That information is available publicly through Golub media outlets and privately through word of mouth or via Golub internal channels. However, regardless of the origin, that massive amount of Golub data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Golub Capital news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Golub Capital relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Golub Capital's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Golub Capital alpha.
Golub Capital Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Golub Capital can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Golub Capital Corporate Management
| Gregory Cashman | Managing Capital | Profile | |
| Matthew Benton | Chief Officer | Profile | |
| Stefano Robertson | Managing Director | Profile | |
| Craig Petrusha | Principal | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Golub Capital BDC. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
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) | Dividend Share 1.52 | Earnings Share 1.59 | Revenue Per Share 3.747 | Quarterly Revenue Growth 0.107 |
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.
In summary, please note that there is a difference between Golub Capital's value and its price, as these two are different measures arrived at by various 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.