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Upturn AI SWOT - About
Goldman Sachs BDC Inc (GSBD)
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Upturn Advisory Summary
03/27/2025: GSBD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -15.75% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.37B USD | Price to earnings Ratio 21.22 | 1Y Target Price 12.33 |
Price to earnings Ratio 21.22 | 1Y Target Price 12.33 | ||
Volume (30-day avg) 804994 | Beta 1.12 | 52 Weeks Range 11.26 - 14.04 | Updated Date 04/2/2025 |
52 Weeks Range 11.26 - 14.04 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 10.97% | Basic EPS (TTM) 0.55 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.47% | Operating Margin (TTM) 82.61% |
Management Effectiveness
Return on Assets (TTM) 6.52% | Return on Equity (TTM) 3.96% |
Valuation
Trailing PE 21.22 | Forward PE 10.78 | Enterprise Value 3236435456 | Price to Sales(TTM) 3.15 |
Enterprise Value 3236435456 | Price to Sales(TTM) 3.15 | ||
Enterprise Value to Revenue 41.9 | Enterprise Value to EBITDA - | Shares Outstanding 117297000 | Shares Floating - |
Shares Outstanding 117297000 | Shares Floating - | ||
Percent Insiders 0.12 | Percent Institutions 29.55 |
Analyst Ratings
Rating 2.5 | Target Price 12.67 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 3 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Goldman Sachs BDC Inc
Company Overview
History and Background
Goldman Sachs BDC, Inc. was formed in 2012 and commenced operations in March 2013. It is a specialty finance company focused on lending to middle-market companies.
Core Business Areas
- Direct Lending: Providing debt financing to middle-market companies, often in the form of senior secured loans, unitranche loans, and mezzanine debt.
- Equity Investments: Making equity investments in portfolio companies, often alongside debt investments, to enhance returns.
Leadership and Structure
The company is externally managed by Goldman Sachs Asset Management, L.P. The leadership team consists of executives from Goldman Sachs who oversee the investment strategy and operations.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: First-lien loans that are secured by the assets of the borrower. Competitors include Ares Capital, Main Street Capital. Market share data specific to Goldman Sachs BDC for senior secured loans is difficult to isolate, as it operates within a broader competitive market.
- Unitranche Loans: A hybrid loan combining senior and subordinated debt characteristics. Competitors include Owl Rock Capital Corporation, TPG Specialty Lending. Market share data specific to Goldman Sachs BDC for unitranche loans is difficult to isolate, as it operates within a broader competitive market.
- Mezzanine Debt: Subordinated debt that often includes warrants or other equity kickers. Competitors include Sixth Street Specialty Lending, HPS Investment Partners. Market share data specific to Goldman Sachs BDC for mezzanine debt is difficult to isolate, as it operates within a broader competitive market.
Market Dynamics
Industry Overview
The BDC industry is characterized by providing capital to small and medium-sized businesses that may not have access to traditional sources of financing. The industry is sensitive to economic conditions and interest rate changes.
Positioning
Goldman Sachs BDC benefits from the Goldman Sachs brand and its access to deal flow. It positions itself as a reliable lender with the backing of a large financial institution.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be in the hundreds of billions of dollars. Goldman Sachs BDC aims to capture a portion of this market by leveraging its expertise and capital.
Upturn SWOT Analysis
Strengths
- Strong brand reputation (Goldman Sachs)
- Access to deal flow through Goldman Sachs network
- Experienced management team
- Diversified investment portfolio
Weaknesses
- External management structure (potential conflicts of interest)
- Reliance on Goldman Sachs for deal sourcing
- Sensitivity to interest rate fluctuations
- Higher operating expenses due to external management fees
Opportunities
- Growing demand for private credit
- Expansion into new sectors or geographies
- Strategic acquisitions to increase scale
- Increasing investment in technology-enabled businesses
Threats
- Economic downturn impacting portfolio companies
- Increased competition in the BDC space
- Regulatory changes affecting BDCs
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- ORCC
- BXSL
- TCSL
Competitive Landscape
Goldman Sachs BDC leverages the Goldman Sachs brand but faces intense competition from other BDCs with established track records. Scale and access to capital are key competitive factors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth data unavailable for live data feed. Please consult public filings for accurate, real-time data.
Future Projections: Future projections data unavailable for live data feed. Analyst estimates vary based on market conditions.
Recent Initiatives: Recent initiatives are not publicly available. Please consult Goldman Sachs BDC public releases.
Summary
Goldman Sachs BDC benefits from its association with Goldman Sachs, providing access to deal flow and capital. However, the external management structure poses potential conflicts. The company must navigate a competitive landscape and economic uncertainties while focusing on disciplined underwriting to maintain portfolio quality and shareholder returns.
Similar Companies
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
BXSL
Blackstone Secured Lending Fund
BXSL
Blackstone Secured Lending Fund
MAIN
Main Street Capital Corporation
MAIN
Main Street Capital Corporation
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports (where publicly available)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on general industry knowledge and estimated based on public data and may not be exact. Financial data requires consulting company filings directly. I do not have access to real time financial data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Goldman Sachs BDC Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2015-03-18 | Co-President & Co-CEO Mr. David Nathan Miller | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Goldman Sachs BDC, Inc. is a business development company specializing in middle market and mezzanine investment in private companies. It seeks to make capital appreciation through direct originations of secured debt, senior secured debt, junior secured debt, including first lien, first lien/last-out unitranche and second lien debt, unsecured debt, including mezzanine debt and, to a lesser extent, investments in equities. The fund primarily invests in United States. It seeks to invest between $10 million and $75 million in companies with EBITDA between $5 million and $75 million annually.
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