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GBDC vs AGO

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

Both GBDC and AGO are from the Financial Services sector.

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

GBDC vs AGO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

GBDC vs AGO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GBDC
+0.99%
AGO
-0.13%
3M
Winner
GBDC
+12.58%
AGO
-7.60%
6M
Winner
GBDC
-0.75%
AGO
-14.44%
1Y
Winner
GBDC
-2.59%
AGO
-8.39%
5Y(CAGR)
GBDC
+6.81%
Winner
AGO
+12.01%
10Y(CAGR)
GBDC
+6.68%
Winner
AGO
+13.45%
Max(CAGR)
GBDC
+8.28%
Winner
AGO
+8.41%

GBDC vs AGO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

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

GBDC vs AGO Drawdown Comparison

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

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

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

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

Correlation

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

0.96
-101

Dividend Comparison (2004 - 2026)

GBDC vs AGO dividend yield comparison.

YearGBDCAGO
20262.48%0.99%
202511.50%1.51%
202412.73%1.38%
202310.00%1.50%
20229.35%1.61%
20217.58%1.75%
20208.44%2.54%
20197.70%1.47%
20188.49%1.67%
20177.47%1.68%
20168.32%1.38%
20157.70%1.82%
20147.14%1.69%
20136.70%1.70%
20128.01%2.53%
20118.26%1.37%
20105.02%1.02%
20090.00%0.83%
20080.00%1.58%
20070.00%0.60%
20060.00%0.55%
20050.00%0.47%
20040.00%0.31%

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