AGO vs GBDC

Comparison between Assured Guaranty Ltd (AGO, Company) and Golub Capital BDC Inc (GBDC, Company).

Both AGO and GBDC are from the Financial Services sector.

5-Year PerformanceAGO has outperformed GBDC, delivering a return of +12.0% compared to +6.8%

AGO vs GBDC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGO(COMPANY)	GBDC(COMPANY)
Market Cap	$3.39B	$3.38B
Max Drawdown	90.40%	53.13%
Sharpe Ratio	-0.44	-0.24
5Y Beta	0.57	0.60
Industry	Insurance - Specialty	Asset Management
P/E Ratio	8.44	16.83
Forward P/E	11.53	10.19
PEG Ratio	2.41	1.40
Dividend Yield	1.84%	11.40%
5Y Dividends CAGR	16.77%	5.28%
5Y EPS CAGR	11.26%	N/A
Debt to Equity	30.77%	125.46%
Free Cash Flow Yield	10.69%	15.58%
P/S Ratio	4.10	4.11
P/B Ratio	0.60	0.91

Market Cap

Winner

AGO

$3.39B

GBDC

$3.38B

Max Drawdown

AGO

90.40%

Winner

GBDC

53.13%

Sharpe Ratio

AGO

-0.44

Winner

GBDC

-0.24

5Y Beta

Winner

AGO

0.57

GBDC

0.60

Industry

AGO

Insurance - Specialty

GBDC

Asset Management

P/E Ratio

Winner

AGO

8.44

GBDC

16.83

Forward P/E

AGO

11.53

Winner

GBDC

10.19

PEG Ratio

AGO

2.41

Winner

GBDC

1.40

Dividend Yield

AGO

1.84%

Winner

GBDC

11.40%

5Y Dividends CAGR

Winner

AGO

16.77%

GBDC

5.28%

5Y EPS CAGR

AGO

11.26%

GBDC

N/A

Debt to Equity

Winner

AGO

30.77%

GBDC

125.46%

Free Cash Flow Yield

AGO

10.69%

Winner

GBDC

15.58%

P/S Ratio

Winner

AGO

4.10

GBDC

4.11

P/B Ratio

Winner

AGO

0.60

GBDC

0.91

AGO vs GBDC - Historical Returns

Returns include dividend reinvestment.

Period	AGO	GBDC
1 month	-0.13%	+0.99%
3 months	-7.60%	+12.58%
6 months	-14.44%	-0.75%
1 year	-8.39%	-2.59%
5 years(CAGR)	+12.01%	+6.81%
10 years(CAGR)	+13.45%	+6.68%
Max(CAGR)	+8.41%	+8.28%

AGO

-0.13%

Winner

GBDC

+0.99%

AGO

-7.60%

Winner

GBDC

+12.58%

AGO

-14.44%

Winner

GBDC

-0.75%

AGO

-8.39%

Winner

GBDC

-2.59%

5Y(CAGR)

Winner

AGO

+12.01%

GBDC

+6.81%

10Y(CAGR)

Winner

AGO

+13.45%

GBDC

+6.68%

Max(CAGR)

Winner

AGO

+8.41%

GBDC

+8.28%

AGO vs GBDC - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AGO	GBDC
2026	-13.02%	+0.64%
2025	+2.01%	-1.11%
2024	+22.33%	+13.64%
2023	+24.48%	+27.67%
2022	+25.70%	-6.92%
2021	+66.37%	+17.19%
2020	-34.02%	-14.35%
2019	+29.69%	+20.08%
2018	+14.42%	-1.64%
2017	-11.80%	+6.26%
2016	+47.38%	+18.96%
2015	+2.01%	+0.75%
2014	+13.73%	+3.12%
2013	+63.44%	+27.92%
2012	+8.69%	+12.24%
2011	-29.07%	-4.31%
2010	-20.95%	+23.10%
2009	+95.54%	N/A
2008	-55.02%	N/A
2007	-0.94%	N/A
2006	+5.74%	N/A
2005	+30.20%	N/A
2004	+9.67%	N/A

AGO vs GBDC Drawdown Comparison

The maximum drawdown for AGO was -90.17%, occurring on Mar 9, 2009. Recovery took 1971 trading sessions.

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

The current AGO drawdown is -17.85%. The current GBDC drawdown is -6.76%.

Rank	AGO	GBDC
#1	-90.17% Jun 6, 2007 - Apr 6, 2015	-47.30% Dec 30, 2019 - Sep 29, 2021
#2	-61.49% Dec 16, 2019 - Apr 27, 2021	-19.26% Feb 10, 2022 - Aug 7, 2023
#3	-30.23% Nov 30, 2022 - Nov 8, 2023	-18.70% Dec 30, 2010 - Sep 12, 2012
#4	-28.39% Apr 1, 2022 - Nov 29, 2022	-18.14% Jul 17, 2025 - Feb 27, 2026
#5	-26.74% Jul 25, 2017 - Mar 11, 2019	-16.72% Mar 14, 2014 - Dec 30, 2014
#6	-24.88% Nov 6, 2015 - Oct 17, 2016	-16.54% Apr 29, 2024 - Jul 14, 2025
#7	-21.82% Feb 28, 2024 - Nov 25, 2024	-13.47% Apr 20, 2010 - Jun 24, 2010
#8	-21.35% Jan 30, 2025 - Jun 3, 2026	-11.72% Nov 9, 2018 - Feb 26, 2019
#9	-19.63% Jun 22, 2015 - Nov 6, 2015	-11.17% Dec 1, 2015 - Mar 7, 2016
#10	-18.95% Nov 1, 2021 - Feb 8, 2022	-9.65% Aug 30, 2016 - Jan 24, 2017
#11	-16.73% Apr 23, 2004 - Nov 8, 2004	-9.62% Oct 5, 2012 - Dec 21, 2012
#12	-13.95% Apr 30, 2019 - Oct 30, 2019	-9.41% Jul 23, 2013 - Nov 20, 2013
#13	-13.86% Feb 24, 2017 - Jun 29, 2017	-9.02% May 5, 2017 - Jul 17, 2018
#14	-12.65% May 4, 2021 - Oct 14, 2021	-8.74% Apr 23, 2015 - Nov 24, 2015
#15	-11.61% Dec 31, 2004 - May 6, 2005	-7.52% Nov 26, 2010 - Dec 30, 2010

Correlation

Correlation between AGO and GBDC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2004 - 2026)

AGO vs GBDC dividend yield comparison.

Year	AGO	GBDC
2026	0.99%	2.48%
2025	1.51%	11.50%
2024	1.38%	12.73%
2023	1.50%	10.00%
2022	1.61%	9.35%
2021	1.75%	7.58%
2020	2.54%	8.44%
2019	1.47%	7.70%
2018	1.67%	8.49%
2017	1.68%	7.47%
2016	1.38%	8.32%
2015	1.82%	7.70%
2014	1.69%	7.14%
2013	1.70%	6.70%
2012	2.53%	8.01%
2011	1.37%	8.26%
2010	1.02%	5.02%
2009	0.83%	0.00%
2008	1.58%	0.00%
2007	0.60%	0.00%
2006	0.55%	0.00%
2005	0.47%	0.00%
2004	0.31%	0.00%