BBDC vs MATW

Comparison between Barings BDC Inc (BBDC, Company) and Matthews International Corp - Class A (MATW, Company).

BBDC is from the Financial Services sector, while MATW is from the Industrials sector.

5-Year PerformanceBBDC has outperformed MATW, delivering a return of +6.3% compared to -0.1%

BBDC vs MATW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBDC(COMPANY)	MATW(COMPANY)
Market Cap	$874M	$873M
Max Drawdown	56.73%	76.78%
Sharpe Ratio	-0.24	0.41
5Y Beta	0.63	0.98
Industry	Asset Management	Conglomerates
P/E Ratio	4.66	30.47
Forward P/E	8.19	11.15
PEG Ratio	0.21	0.07
Dividend Yield	12.70%	3.66%
5Y Dividends CAGR	15.54%	8.15%
5Y EPS CAGR	N/A	-13.00%
Debt to Equity	97.25%	113.09%
Free Cash Flow Yield	27.02%	-11.36%
P/S Ratio	3.21	0.71
P/B Ratio	0.76	1.68

Market Cap

Winner

BBDC

$874M

MATW

$873M

Max Drawdown

Winner

BBDC

56.73%

MATW

76.78%

Sharpe Ratio

BBDC

-0.24

Winner

MATW

0.41

5Y Beta

Winner

BBDC

0.63

MATW

0.98

Industry

BBDC

Asset Management

MATW

Conglomerates

P/E Ratio

Winner

BBDC

4.66

MATW

30.47

Forward P/E

Winner

BBDC

8.19

MATW

11.15

PEG Ratio

BBDC

0.21

Winner

MATW

0.07

Dividend Yield

Winner

BBDC

12.70%

MATW

3.66%

5Y Dividends CAGR

Winner

BBDC

15.54%

MATW

8.15%

5Y EPS CAGR

BBDC

N/A

MATW

-13.00%

Debt to Equity

Winner

BBDC

97.25%

MATW

113.09%

Free Cash Flow Yield

Winner

BBDC

27.02%

MATW

-11.36%

P/S Ratio

BBDC

3.21

Winner

MATW

0.71

P/B Ratio

Winner

BBDC

0.76

MATW

1.68

BBDC vs MATW - Historical Returns

Returns include dividend reinvestment.

Period	BBDC	MATW
1 month	+1.92%	+5.17%
3 months	-3.34%	-0.73%
6 months	-4.14%	+6.50%
1 year	-2.50%	+16.31%
5 years(CAGR)	+6.29%	-0.11%
10 years(CAGR)	N/A	-4.88%
Max(CAGR)	+6.29%	+4.50%

BBDC

+1.92%

Winner

MATW

+5.17%

BBDC

-3.34%

Winner

MATW

-0.73%

BBDC

-4.14%

Winner

MATW

+6.50%

BBDC

-2.50%

Winner

MATW

+16.31%

5Y(CAGR)

Winner

BBDC

+6.29%

MATW

-0.11%

10Y(CAGR)

BBDC

N/A

MATW

-4.88%

Max(CAGR)

Winner

BBDC

+6.29%

MATW

+4.50%

BBDC vs MATW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BBDC	MATW
2026	-5.07%	+8.80%
2025	+7.85%	+0.88%
2024	+21.00%	-21.44%
2023	+17.76%	+13.10%
2022	-18.37%	-14.68%
2021	+30.10%	+31.48%
2020	-3.69%	-20.76%
2019	+16.88%	-5.00%
2018	-13.42%	-23.01%
2017	N/A	-30.49%
2016	N/A	+51.33%
2015	N/A	+12.20%
2014	N/A	+18.24%
2013	N/A	+31.71%
2012	N/A	+1.30%
2011	N/A	-9.43%
2010	N/A	-1.67%
2009	N/A	-1.45%
2008	N/A	-19.84%
2007	N/A	+18.17%
2006	N/A	+4.66%
2005	N/A	-0.20%
2004	N/A	+22.03%
2003	N/A	+30.58%
2002	N/A	-6.56%
2001	N/A	+65.42%
2000	N/A	+15.65%
1999	N/A	+8.91%

BBDC vs MATW Drawdown Comparison

The maximum drawdown for BBDC was -48.46%, occurring on Mar 18, 2020. Recovery took 278 trading sessions.

The maximum drawdown for MATW was -75.23%, occurring on Jun 25, 2020. This drawdown has not yet recovered.

The current BBDC drawdown is -7.94%. The current MATW drawdown is -53.18%.

Rank	BBDC	MATW
#1	-48.46% Jan 22, 2020 - Mar 1, 2021	-75.23% Jan 4, 2017 - Jun 25, 2020
#2	-27.42% Nov 10, 2021 - Nov 9, 2023	-50.17% Sep 18, 2008 - Mar 24, 2015
#3	-24.47% Feb 21, 2025 - May 1, 2026	-27.32% Dec 28, 1999 - Jun 8, 2000
#4	-16.14% Aug 7, 2018 - Sep 20, 2019	-25.21% Apr 16, 2002 - Oct 7, 2003
#5	-9.67% May 4, 2026 - Jun 22, 2026	-22.93% Jul 11, 2005 - Nov 17, 2006
#6	-8.93% Jul 17, 2024 - Sep 13, 2024	-22.57% Nov 27, 2015 - Jul 22, 2016
#7	-7.89% Dec 2, 2024 - Jan 30, 2025	-18.57% Nov 1, 1999 - Dec 15, 1999
#8	-6.92% Nov 9, 2023 - Jan 26, 2024	-17.51% Jul 12, 2007 - Aug 9, 2007
#9	-6.81% Mar 8, 2024 - May 10, 2024	-16.63% Dec 21, 2004 - Jun 17, 2005
#10	-5.52% Sep 19, 2024 - Nov 18, 2024	-15.87% Aug 27, 2001 - Sep 27, 2001
#11	-5.21% Jan 26, 2024 - Feb 23, 2024	-14.52% Apr 24, 2008 - Jul 22, 2008
#12	-4.12% Jun 3, 2024 - Jul 5, 2024	-14.46% Aug 9, 2007 - Dec 18, 2007
#13	-3.81% Jun 28, 2021 - Aug 6, 2021	-14.14% Jan 28, 2008 - Apr 16, 2008
#14	-3.43% Mar 15, 2021 - Apr 6, 2021	-13.79% Oct 25, 2001 - Feb 5, 2002
#15	-2.93% Sep 27, 2019 - Oct 31, 2019	-13.06% Oct 5, 2004 - Nov 11, 2004

Correlation

Correlation between BBDC and MATW is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.11

-101

Dividend Comparison (2000 - 2026)

BBDC vs MATW dividend yield comparison.

Year	BBDC	MATW
2026	6.31%	1.84%
2025	12.96%	3.85%
2024	10.87%	4.37%
2023	11.89%	2.54%
2022	11.66%	2.92%
2021	7.44%	2.36%
2020	7.07%	2.87%
2019	5.25%	2.12%
2018	21.24%	1.90%
2017	0.00%	1.33%
2016	0.00%	0.81%
2015	0.00%	1.01%
2014	0.00%	0.95%
2013	0.00%	0.96%
2012	0.00%	1.15%
2011	0.00%	1.05%
2010	0.00%	0.83%
2009	0.00%	0.75%
2008	0.00%	0.67%
2007	0.00%	0.48%
2006	0.00%	0.52%
2005	0.00%	0.51%
2004	0.00%	0.45%
2003	0.00%	0.41%
2002	0.00%	0.48%
2001	0.00%	0.41%
2000	0.00%	0.61%