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AB vs GBDC

Comparison between AllianceBernstein Holding Lp (AB, Company) and Golub Capital BDC Inc (GBDC, Company).

Both AB and GBDC are from the Financial Services sector.

5-Year PerformanceGBDC has outperformed AB, delivering a return of +6.2% compared to +4.6%

AB vs GBDC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AB
$3.42B
GBDC
$3.42B
Max Drawdown
AB
89.05%
Winner
GBDC
53.13%
Sharpe Ratio
Winner
AB
0.01
GBDC
-0.26
5Y Beta
AB
0.70
Winner
GBDC
0.60
Industry
AB
Asset Management
GBDC
Asset Management
P/E Ratio
Winner
AB
11.39
GBDC
17.02
Forward P/E
AB
10.28
Winner
GBDC
10.27
PEG Ratio
Winner
AB
0.63
GBDC
1.40
Dividend Yield
AB
9.17%
Winner
GBDC
11.40%
5Y Dividends CAGR
AB
-1.73%
Winner
GBDC
5.28%
5Y EPS CAGR
AB
1.38%
GBDC
N/A
Debt to Equity
Winner
AB
0.00%
GBDC
125.46%
Free Cash Flow Yield
AB
9.52%
Winner
GBDC
15.41%
P/S Ratio
AB
10.62
Winner
GBDC
4.10
P/B Ratio
AB
2.79
Winner
GBDC
0.91

AB vs GBDC - Historical Returns

Returns include dividend reinvestment.

1M
AB
-5.71%
Winner
GBDC
-2.69%
3M
AB
-1.31%
Winner
GBDC
+8.15%
6M
AB
-8.98%
Winner
GBDC
-3.44%
1Y
Winner
AB
+2.49%
GBDC
-3.34%
5Y(CAGR)
AB
+4.62%
Winner
GBDC
+6.17%
10Y(CAGR)
Winner
AB
+14.11%
GBDC
+6.44%
Max(CAGR)
Winner
AB
+8.51%
GBDC
+8.16%

AB vs GBDC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearABGBDC
2026+0.82%-1.26%
2025+13.42%-1.11%
2024+31.75%+13.64%
2023-5.02%+27.67%
2022-23.28%-6.92%
2021+58.72%+17.19%
2020+23.09%-14.35%
2019+20.05%+20.08%
2018+20.22%-1.64%
2017+13.90%+6.26%
2016+7.79%+18.96%
2015-2.10%+0.75%
2014+30.64%+3.12%
2013+27.10%+27.92%
2012+38.36%+12.24%
2011-40.73%-4.31%
2010-13.22%+23.10%
2009+41.04%N/A
2008-70.02%N/A
2007-2.23%N/A
2006+49.80%N/A
2005+42.88%N/A
2004+25.86%N/A
2003+9.84%N/A
2002-31.73%N/A
2001+6.89%N/A
2000+81.85%N/A
1999+4.14%N/A

AB vs GBDC Drawdown Comparison

The maximum drawdown for AB was -87.65%, occurring on Mar 9, 2009. Recovery took 3314 trading sessions.

The maximum drawdown for GBDC was -47.30%, occurring on Apr 2, 2020. Recovery took 441 trading sessions.

The current AB drawdown is -8.98%. The current GBDC drawdown is -8.52%.

RankABGBDC
#1-87.65%
Oct 5, 2007 - Dec 3, 2020
-47.30%
Dec 30, 2019 - Sep 29, 2021
#2-54.64%
Feb 1, 2001 - Feb 11, 2005
-19.26%
Feb 10, 2022 - Aug 7, 2023
#3-45.81%
Nov 5, 2021 - Jul 22, 2025
-18.70%
Dec 30, 2010 - Sep 12, 2012
#4-19.61%
Apr 20, 2006 - Sep 15, 2006
-18.14%
Jul 17, 2025 - Feb 27, 2026
#5-18.49%
Sep 14, 2000 - Dec 11, 2000
-16.72%
Mar 14, 2014 - Dec 30, 2014
#6-16.03%
Apr 20, 2007 - Oct 5, 2007
-16.54%
Apr 29, 2024 - Jul 14, 2025
#7-14.67%
Dec 5, 2025 - Mar 27, 2026
-13.47%
Apr 20, 2010 - Jun 24, 2010
#8-13.78%
Feb 20, 2007 - Apr 12, 2007
-11.72%
Nov 9, 2018 - Feb 26, 2019
#9-12.91%
Dec 11, 2000 - Jan 18, 2001
-11.17%
Dec 1, 2015 - Mar 7, 2016
#10-11.47%
Jul 25, 2025 - Nov 28, 2025
-9.65%
Aug 30, 2016 - Jan 24, 2017
#11-10.26%
Nov 16, 1999 - Jan 13, 2000
-9.62%
Oct 5, 2012 - Dec 21, 2012
#12-10.16%
Feb 17, 2005 - Jul 22, 2005
-9.41%
Jul 23, 2013 - Nov 20, 2013
#13-10.01%
Feb 4, 2000 - Mar 17, 2000
-9.02%
May 5, 2017 - Jul 17, 2018
#14-8.28%
May 6, 2021 - Jun 8, 2021
-8.74%
Apr 23, 2015 - Nov 24, 2015
#15-8.10%
Mar 19, 2021 - Apr 26, 2021
-7.52%
Nov 26, 2010 - Dec 30, 2010

Correlation

Correlation between AB and GBDC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2000 - 2026)

AB vs GBDC dividend yield comparison.

YearABGBDC
20264.81%2.53%
20259.02%11.50%
20248.03%12.73%
20238.44%10.00%
202210.30%9.35%
20217.33%7.58%
20208.26%8.44%
20197.67%7.70%
201810.54%8.49%
20178.50%7.47%
20167.46%8.32%
20158.09%7.70%
20147.32%7.14%
20137.45%6.70%
20125.45%8.01%
201111.01%8.26%
20106.47%5.02%
20095.12%0.00%
200816.59%0.00%
20076.31%0.00%
20064.43%0.00%
20054.96%0.00%
20042.83%0.00%
20035.84%0.00%
20027.42%0.00%
20015.88%0.00%
20005.69%0.00%

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