GBDC vs ATGE

Comparison between Golub Capital BDC Inc (GBDC, Company) and Adtalem Global Education Inc (ATGE, Company).

GBDC is from the Financial Services sector, while ATGE is from the Consumer Defensive sector.

5-Year PerformanceATGE has outperformed GBDC, delivering a return of +19.4% compared to +6.1%

GBDC vs ATGE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBDC(COMPANY)	ATGE(COMPANY)
Market Cap	$3.36B	$3.35B
Max Drawdown	53.13%	78.67%
Sharpe Ratio	-0.49	0.07
5Y Beta	0.60	0.88
Industry	Asset Management	Education & Training Services
P/E Ratio	16.72	14.85
Forward P/E	10.12	19.34
PEG Ratio	1.40	2.30
Dividend Yield	11.50%	N/A
5Y Dividends CAGR	4.42%	17.61%
Debt to Equity	125.46%	36.62%
Free Cash Flow Yield	15.69%	10.03%
P/S Ratio	4.03	N/A
P/B Ratio	0.90	N/A

Market Cap

Winner

GBDC

$3.36B

ATGE

$3.35B

Max Drawdown

Winner

GBDC

53.13%

ATGE

78.67%

Sharpe Ratio

GBDC

-0.49

Winner

ATGE

0.07

5Y Beta

Winner

GBDC

0.60

ATGE

0.88

Industry

GBDC

Asset Management

ATGE

Education & Training Services

P/E Ratio

GBDC

16.72

Winner

ATGE

14.85

Forward P/E

Winner

GBDC

10.12

ATGE

19.34

PEG Ratio

Winner

GBDC

1.40

ATGE

2.30

Dividend Yield

GBDC

11.50%

ATGE

N/A

5Y Dividends CAGR

GBDC

4.42%

Winner

ATGE

17.61%

Debt to Equity

GBDC

125.46%

Winner

ATGE

36.62%

Free Cash Flow Yield

Winner

GBDC

15.69%

ATGE

10.03%

P/S Ratio

GBDC

4.03

ATGE

N/A

P/B Ratio

GBDC

0.90

ATGE

N/A

GBDC vs ATGE - Historical Returns

Returns include dividend reinvestment.

Period	GBDC	ATGE
1 month	+3.48%	-18.75%
3 months	-1.34%	+10.27%
6 months	-1.51%	-26.94%
1 year	-7.30%	+0.60%
5 years(CAGR)	+6.08%	+19.39%
10 years(CAGR)	+5.68%	+18.83%
Max(CAGR)	+8.13%	+6.26%

Winner

GBDC

+3.48%

ATGE

-18.75%

GBDC

-1.34%

Winner

ATGE

+10.27%

Winner

GBDC

-1.51%

ATGE

-26.94%

GBDC

-7.30%

Winner

ATGE

+0.60%

5Y(CAGR)

GBDC

+6.08%

Winner

ATGE

+19.39%

10Y(CAGR)

GBDC

+5.68%

Winner

ATGE

+18.83%

Max(CAGR)

Winner

GBDC

+8.13%

ATGE

+6.26%

GBDC vs ATGE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GBDC	ATGE
2026	-0.71%	-5.68%
2025	-1.11%	+11.55%
2024	+13.64%	+54.48%
2023	+27.67%	+65.54%
2022	-6.92%	+15.82%
2021	+17.19%	-7.71%
2020	-14.35%	-2.13%
2019	+20.08%	-26.18%
2018	-1.64%	+9.41%
2017	+6.26%	+34.13%
2016	+18.96%	+27.41%
2015	+0.75%	-42.09%
2014	+3.12%	+36.76%
2013	+27.92%	+50.61%
2012	+12.24%	-38.05%
2011	-4.31%	-20.20%
2010	+23.10%	-14.26%
2009	N/A	+0.17%
2008	N/A	+13.74%
2007	N/A	+80.55%
2006	N/A	+44.22%
2005	N/A	+16.35%
2004	N/A	-30.62%
2003	N/A	+47.05%
2002	N/A	-41.49%
2001	N/A	-20.29%
2000	N/A	+100.69%
1999	N/A	-13.27%

GBDC vs ATGE Drawdown Comparison

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

The maximum drawdown for ATGE was -77.26%, occurring on May 5, 2016. Recovery took 3578 trading sessions.

The current GBDC drawdown is -8.02%. The current ATGE drawdown is -36.20%.

Rank	GBDC	ATGE
#1	-47.30% Dec 30, 2019 - Sep 29, 2021	-77.26% Apr 22, 2010 - Jul 11, 2024
#2	-19.26% Feb 10, 2022 - Aug 7, 2023	-67.13% Nov 27, 2000 - Oct 26, 2007
#3	-18.70% Dec 30, 2010 - Sep 12, 2012	-42.14% Sep 30, 2025 - Nov 24, 2025
#4	-18.14% Jul 17, 2025 - Feb 27, 2026	-37.68% Jan 22, 2009 - Jan 27, 2010
#5	-16.72% Mar 14, 2014 - Dec 30, 2014	-33.18% Dec 13, 2007 - Jun 16, 2008
#6	-16.54% Apr 29, 2024 - Jul 14, 2025	-32.97% Nov 5, 1999 - Mar 17, 2000
#7	-13.47% Apr 20, 2010 - Jun 24, 2010	-31.17% Jun 27, 2008 - Jan 22, 2009
#8	-11.72% Nov 9, 2018 - Feb 26, 2019	-24.59% Mar 31, 2000 - Jul 18, 2000
#9	-11.17% Dec 1, 2015 - Mar 7, 2016	-18.37% Feb 5, 2025 - May 2, 2025
#10	-9.65% Aug 30, 2016 - Jan 24, 2017	-18.23% Sep 20, 2000 - Nov 6, 2000
#11	-9.62% Oct 5, 2012 - Dec 21, 2012	-16.46% May 9, 2025 - Sep 8, 2025
#12	-9.41% Jul 23, 2013 - Nov 20, 2013	-13.96% Jul 23, 2024 - Oct 30, 2024
#13	-9.02% May 5, 2017 - Jul 17, 2018	-12.39% Nov 8, 2007 - Dec 10, 2007
#14	-8.74% Apr 23, 2015 - Nov 24, 2015	-12.25% Aug 1, 2000 - Aug 29, 2000
#15	-7.52% Nov 26, 2010 - Dec 30, 2010	-7.36% Nov 7, 2000 - Nov 21, 2000

Correlation

Correlation between GBDC and ATGE is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2006 - 2026)

GBDC vs ATGE dividend yield comparison.

Year	GBDC	ATGE
2026	5.16%	0.00%
2025	11.50%	0.00%
2024	12.73%	0.00%
2023	10.00%	0.00%
2022	9.35%	0.00%
2021	7.58%	0.00%
2020	8.44%	0.00%
2019	7.70%	0.00%
2018	8.49%	0.00%
2017	7.47%	0.00%
2016	8.32%	1.15%
2015	7.70%	1.42%
2014	7.14%	0.74%
2013	6.70%	0.96%
2012	8.01%	1.35%
2011	8.26%	0.70%
2010	5.02%	0.46%
2009	0.00%	0.32%
2008	0.00%	0.24%
2007	0.00%	0.21%
2006	0.00%	0.18%