BBDC vs SNCY

Comparison between Barings BDC Inc (BBDC, Company) and Sun Country Airlines Holdings Inc (SNCY, Company).

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

5-Year PerformanceBBDC has outperformed SNCY, delivering a return of +6.3% compared to -15.6%

BBDC vs SNCY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBDC(COMPANY)	SNCY(COMPANY)
Market Cap	$874M	$876M
Max Drawdown	56.73%	80.94%
Sharpe Ratio	-0.24	0.72
5Y Beta	0.63	N/A
Industry	Asset Management	Airlines
P/E Ratio	4.66	21.54
Forward P/E	8.19	10.44
PEG Ratio	0.21	N/A
Dividend Yield	12.70%	N/A
5Y Dividends CAGR	15.54%	N/A
5Y EPS CAGR	N/A	47.43%
Debt to Equity	97.25%	46.53%
Free Cash Flow Yield	27.02%	8.23%
P/S Ratio	3.21	N/A
P/B Ratio	0.76	N/A

Market Cap

BBDC

$874M

Winner

SNCY

$876M

Max Drawdown

Winner

BBDC

56.73%

SNCY

80.94%

Sharpe Ratio

BBDC

-0.24

Winner

SNCY

0.72

5Y Beta

BBDC

0.63

SNCY

N/A

Industry

BBDC

Asset Management

SNCY

Airlines

P/E Ratio

Winner

BBDC

4.66

SNCY

21.54

Forward P/E

Winner

BBDC

8.19

SNCY

10.44

PEG Ratio

BBDC

0.21

SNCY

N/A

Dividend Yield

BBDC

12.70%

SNCY

N/A

5Y Dividends CAGR

BBDC

15.54%

SNCY

N/A

5Y EPS CAGR

BBDC

N/A

SNCY

47.43%

Debt to Equity

BBDC

97.25%

Winner

SNCY

46.53%

Free Cash Flow Yield

Winner

BBDC

27.02%

SNCY

8.23%

P/S Ratio

BBDC

3.21

SNCY

N/A

P/B Ratio

BBDC

0.76

SNCY

N/A

BBDC vs SNCY - Historical Returns

Returns include dividend reinvestment.

Period	BBDC	SNCY
1 month	+1.92%	-6.37%
3 months	-3.34%	-23.69%
6 months	-4.14%	+28.23%
1 year	-2.50%	+26.62%
5 years(CAGR)	+6.29%	-15.57%
Max(CAGR)	+6.29%	-14.55%

Winner

BBDC

+1.92%

SNCY

-6.37%

Winner

BBDC

-3.34%

SNCY

-23.69%

BBDC

-4.14%

Winner

SNCY

+28.23%

BBDC

-2.50%

Winner

SNCY

+26.62%

5Y(CAGR)

Winner

BBDC

+6.29%

SNCY

-15.57%

Max(CAGR)

Winner

BBDC

+6.29%

SNCY

-14.55%

BBDC vs SNCY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BBDC	SNCY
2026	-5.07%	+11.59%
2025	+7.85%	-0.96%
2024	+21.00%	-6.36%
2023	+17.76%	-1.26%
2022	-18.37%	-43.52%
2021	+30.10%	-25.10%
2020	-3.69%	N/A
2019	+16.88%	N/A
2018	-13.42%	N/A

BBDC vs SNCY Drawdown Comparison

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

The maximum drawdown for SNCY was -80.94%, occurring on Apr 21, 2025. This drawdown has not yet recovered.

The current BBDC drawdown is -7.94%. The current SNCY drawdown is -62.47%.

Rank	BBDC	SNCY
#1	-48.46% Jan 22, 2020 - Mar 1, 2021	-80.94% Apr 21, 2021 - Apr 21, 2025
#2	-27.42% Nov 10, 2021 - Nov 9, 2023	-14.10% Mar 17, 2021 - Apr 6, 2021
#3	-24.47% Feb 21, 2025 - May 1, 2026	-1.49% Apr 6, 2021 - Apr 8, 2021
#4	-16.14% Aug 7, 2018 - Sep 20, 2019	-0.10% Apr 8, 2021 - Apr 12, 2021
#5	-9.67% May 4, 2026 - Jun 22, 2026	-0.10% Apr 15, 2021 - Apr 19, 2021
#6	-8.93% Jul 17, 2024 - Sep 13, 2024	N/A
#7	-7.89% Dec 2, 2024 - Jan 30, 2025	N/A
#8	-6.92% Nov 9, 2023 - Jan 26, 2024	N/A
#9	-6.81% Mar 8, 2024 - May 10, 2024	N/A
#10	-5.52% Sep 19, 2024 - Nov 18, 2024	N/A
#11	-5.21% Jan 26, 2024 - Feb 23, 2024	N/A
#12	-4.12% Jun 3, 2024 - Jul 5, 2024	N/A
#13	-3.81% Jun 28, 2021 - Aug 6, 2021	N/A
#14	-3.43% Mar 15, 2021 - Apr 6, 2021	N/A
#15	-2.93% Sep 27, 2019 - Oct 31, 2019	N/A

Correlation

Correlation between BBDC and SNCY is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101