GBDC vs AKO-A

Comparison between Golub Capital BDC Inc (GBDC, Company) and Embotelladora Andina S.A. (AKO-A, Company).

GBDC is from the Financial Services sector, while AKO-A is from the Consumer Defensive sector.

5-Year PerformanceAKO-A has outperformed GBDC, delivering a return of +26.7% compared to +7.0%

GBDC vs AKO-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBDC(COMPANY)	AKO-A(COMPANY)
Market Cap	$3.40B	$3.40B
Max Drawdown	53.13%	75.79%
Sharpe Ratio	-0.17	0.74
5Y Beta	0.60	0.21
Industry	Asset Management	Beverages - Non-alcoholic
P/E Ratio	20.15	10.69
Forward P/E	10.30	7.52
PEG Ratio	N/A	0.43
Dividend Yield	10.90%	N/A
5Y Dividends CAGR	4.42%	5.02%
5Y EPS CAGR	N/A	15.17%
Debt to Equity	122.48%	0.00%
Free Cash Flow Yield	27.02%	0.49%
P/S Ratio	N/A	0.98
P/B Ratio	N/A	2.42

Market Cap

Winner

GBDC

$3.40B

AKO-A

$3.40B

Max Drawdown

Winner

GBDC

53.13%

AKO-A

75.79%

Sharpe Ratio

GBDC

-0.17

Winner

AKO-A

0.74

5Y Beta

GBDC

0.60

Winner

AKO-A

0.21

Industry

GBDC

Asset Management

AKO-A

Beverages - Non-alcoholic

P/E Ratio

GBDC

20.15

Winner

AKO-A

10.69

Forward P/E

GBDC

10.30

Winner

AKO-A

7.52

PEG Ratio

GBDC

N/A

AKO-A

0.43

Dividend Yield

GBDC

10.90%

AKO-A

N/A

5Y Dividends CAGR

GBDC

4.42%

Winner

AKO-A

5.02%

5Y EPS CAGR

GBDC

N/A

AKO-A

15.17%

Debt to Equity

GBDC

122.48%

Winner

AKO-A

0.00%

Free Cash Flow Yield

Winner

GBDC

27.02%

AKO-A

0.49%

P/S Ratio

GBDC

N/A

AKO-A

0.98

P/B Ratio

GBDC

N/A

AKO-A

2.42

GBDC vs AKO-A - Historical Returns

Returns include dividend reinvestment.

Period	GBDC	AKO-A
1 month	+3.72%	+5.31%
3 months	+5.02%	+9.31%
6 months	+11.85%	-0.84%
1 year	+0.27%	+31.31%
5 years(CAGR)	+7.01%	+26.73%
10 years(CAGR)	+6.25%	+9.07%
Max(CAGR)	+8.41%	+6.86%

GBDC

+3.72%

Winner

AKO-A

+5.31%

GBDC

+5.02%

Winner

AKO-A

+9.31%

Winner

GBDC

+11.85%

AKO-A

-0.84%

GBDC

+0.27%

Winner

AKO-A

+31.31%

5Y(CAGR)

GBDC

+7.01%

Winner

AKO-A

+26.73%

10Y(CAGR)

GBDC

+6.25%

Winner

AKO-A

+9.07%

Max(CAGR)

Winner

GBDC

+8.41%

AKO-A

+6.86%

GBDC vs AKO-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GBDC	AKO-A
2026	+4.10%	+17.76%
2025	-1.11%	+72.63%
2024	+13.64%	+33.61%
2023	+27.67%	+32.98%
2022	-6.92%	+23.24%
2021	+17.19%	-15.58%
2020	-14.35%	-5.50%
2019	+20.08%	-14.17%
2018	-1.64%	-25.93%
2017	+6.26%	+33.89%
2016	+18.96%	+31.76%
2015	+0.75%	+17.16%
2014	+3.12%	-31.39%
2013	+27.92%	-29.39%
2012	+12.24%	+39.54%
2011	-4.31%	-9.03%
2010	+23.10%	+44.01%
2009	N/A	+64.43%
2008	N/A	-32.45%
2007	N/A	+10.09%
2006	N/A	+23.76%
2005	N/A	+3.50%
2004	N/A	+26.70%
2003	N/A	+59.67%
2002	N/A	-21.56%
2001	N/A	-15.66%
2000	N/A	-28.45%
1999	N/A	+11.60%

GBDC vs AKO-A Drawdown Comparison

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

The maximum drawdown for AKO-A was -71.83%, occurring on Sep 24, 2002. Recovery took 1378 trading sessions.

The current GBDC drawdown is -3.55%. The current AKO-A drawdown is -8.97%.

Rank	GBDC	AKO-A
#1	-47.30% Dec 30, 2019 - Sep 29, 2021	-71.83% Feb 4, 2000 - Aug 1, 2005
#2	-19.26% Feb 10, 2022 - Aug 7, 2023	-65.84% Mar 4, 2013 - Mar 6, 2025
#3	-18.70% Dec 30, 2010 - Sep 12, 2012	-57.83% Apr 10, 2008 - Jun 15, 2010
#4	-18.14% Jul 17, 2025 - Feb 27, 2026	-27.94% May 3, 2007 - Apr 4, 2008
#5	-16.72% Mar 14, 2014 - Dec 30, 2014	-23.91% Jul 13, 2011 - Feb 16, 2012
#6	-16.54% Apr 29, 2024 - Jul 14, 2025	-22.40% Feb 3, 2026 - Jun 8, 2026
#7	-13.47% Apr 20, 2010 - Jun 24, 2010	-21.43% Sep 30, 2005 - Oct 20, 2006
#8	-11.72% Nov 9, 2018 - Feb 26, 2019	-18.20% May 28, 2025 - Oct 27, 2025
#9	-11.17% Dec 1, 2015 - Mar 7, 2016	-18.14% Nov 22, 2010 - Jul 7, 2011
#10	-9.65% Aug 30, 2016 - Jan 24, 2017	-14.87% Dec 30, 2025 - Jan 12, 2026
#11	-9.62% Oct 5, 2012 - Dec 21, 2012	-14.79% Jan 12, 2026 - Feb 3, 2026
#12	-9.41% Jul 23, 2013 - Nov 20, 2013	-13.36% Apr 2, 2025 - Apr 23, 2025
#13	-9.02% May 5, 2017 - Jul 17, 2018	-12.35% Apr 2, 2012 - Jul 17, 2012
#14	-8.74% Apr 23, 2015 - Nov 24, 2015	-9.48% Oct 29, 2025 - Dec 26, 2025
#15	-7.52% Nov 26, 2010 - Dec 30, 2010	-8.76% Feb 15, 2007 - Mar 30, 2007

Correlation

Correlation between GBDC and AKO-A is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50

-101

Dividend Comparison (1999 - 2026)

GBDC vs AKO-A dividend yield comparison.

Year	GBDC	AKO-A
2026	4.93%	2.87%
2025	11.50%	5.24%
2024	12.73%	6.95%
2023	10.00%	9.27%
2022	9.35%	17.81%
2021	7.58%	8.12%
2020	8.44%	5.74%
2019	7.70%	4.72%
2018	8.49%	4.16%
2017	7.47%	2.63%
2016	8.32%	2.34%
2015	7.70%	2.50%
2014	7.14%	3.04%
2013	6.70%	3.29%
2012	8.01%	3.48%
2011	8.26%	4.30%
2010	5.02%	3.39%
2009	0.00%	3.56%
2008	0.00%	6.21%
2007	0.00%	1.92%
2006	0.00%	4.24%
2005	0.00%	4.08%
2004	0.00%	2.63%
2003	0.00%	4.48%
2002	0.00%	7.50%
2001	0.00%	5.23%
2000	0.00%	6.14%
1999	0.00%	0.23%