GBDC vs SFNC

Comparison between Golub Capital BDC Inc (GBDC, Company) and Simmons First National Corp - Class A (SFNC, Company).

Both GBDC and SFNC are from the Financial Services sector.

5-Year PerformanceGBDC has outperformed SFNC, delivering a return of +6.7% compared to +0.5%

GBDC vs SFNC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBDC(COMPANY)	SFNC(COMPANY)
Market Cap	$3.39B	$3.37B
Max Drawdown	53.13%	57.72%
Sharpe Ratio	-0.21	0.77
5Y Beta	0.59	0.85
Industry	Asset Management	Banks - Regional
P/E Ratio	16.87	-9.51
Forward P/E	10.05	9.52
PEG Ratio	1.40	3.83
Dividend Yield	11.50%	3.67%
5Y Dividends CAGR	4.42%	4.08%
Debt to Equity	125.46%	9.67%
Free Cash Flow Yield	15.55%	12.55%
P/S Ratio	4.08	40.86
P/B Ratio	0.90	0.97

Market Cap

Winner

GBDC

$3.39B

SFNC

$3.37B

Max Drawdown

Winner

GBDC

53.13%

SFNC

57.72%

Sharpe Ratio

GBDC

-0.21

Winner

SFNC

0.77

5Y Beta

Winner

GBDC

0.59

SFNC

0.85

Industry

GBDC

Asset Management

SFNC

Banks - Regional

P/E Ratio

GBDC

16.87

Winner

SFNC

-9.51

Forward P/E

GBDC

10.05

Winner

SFNC

9.52

PEG Ratio

Winner

GBDC

1.40

SFNC

3.83

Dividend Yield

Winner

GBDC

11.50%

SFNC

3.67%

5Y Dividends CAGR

Winner

GBDC

4.42%

SFNC

4.08%

Debt to Equity

GBDC

125.46%

Winner

SFNC

9.67%

Free Cash Flow Yield

Winner

GBDC

15.55%

SFNC

12.55%

P/S Ratio

Winner

GBDC

4.08

SFNC

40.86

P/B Ratio

Winner

GBDC

0.90

SFNC

0.97

GBDC vs SFNC - Historical Returns

Returns include dividend reinvestment.

Period	GBDC	SFNC
1 month	+5.75%	+5.71%
3 months	-1.70%	+7.69%
6 months	-0.37%	+21.84%
1 year	-6.00%	+21.64%
5 years(CAGR)	+6.70%	+0.51%
10 years(CAGR)	+6.05%	+2.71%
Max(CAGR)	+8.28%	+7.34%

Winner

GBDC

+5.75%

SFNC

+5.71%

GBDC

-1.70%

Winner

SFNC

+7.69%

GBDC

-0.37%

Winner

SFNC

+21.84%

GBDC

-6.00%

Winner

SFNC

+21.64%

5Y(CAGR)

Winner

GBDC

+6.70%

SFNC

+0.51%

10Y(CAGR)

Winner

GBDC

+6.05%

SFNC

+2.71%

Max(CAGR)

Winner

GBDC

+8.28%

SFNC

+7.34%

GBDC vs SFNC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GBDC	SFNC
2026	+1.46%	+24.56%
2025	-1.11%	-9.28%
2024	+13.64%	+17.08%
2023	+27.67%	-3.96%
2022	-6.92%	-26.19%
2021	+17.19%	+39.95%
2020	-14.35%	-16.49%
2019	+20.08%	+12.35%
2018	-1.64%	-13.97%
2017	+6.26%	-7.19%
2016	+18.96%	+26.51%
2015	+0.75%	+29.12%
2014	+3.12%	+14.25%
2013	+27.92%	+46.71%
2012	+12.24%	-7.36%
2011	-4.31%	-6.34%
2010	+23.10%	+5.11%
2009	N/A	-1.20%
2008	N/A	+18.48%
2007	N/A	-12.77%
2006	N/A	+11.64%
2005	N/A	+1.04%
2004	N/A	+7.19%
2003	N/A	+55.31%
2002	N/A	+18.28%
2001	N/A	+47.85%
2000	N/A	-3.42%
1999	N/A	-15.00%

GBDC vs SFNC Drawdown Comparison

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

The maximum drawdown for SFNC was -54.23%, occurring on May 13, 2020. Recovery took 691 trading sessions.

The current GBDC drawdown is -6.00%. The current SFNC drawdown is -14.66%.

Rank	GBDC	SFNC
#1	-47.30% Dec 30, 2019 - Sep 29, 2021	-54.23% Jun 6, 2018 - Mar 5, 2021
#2	-19.26% Feb 10, 2022 - Aug 7, 2023	-53.41% Nov 11, 2021 - Oct 25, 2023
#3	-18.70% Dec 30, 2010 - Sep 12, 2012	-42.57% Sep 30, 2008 - Sep 24, 2013
#4	-18.14% Jul 17, 2025 - Feb 27, 2026	-38.04% Nov 3, 1999 - May 11, 2001
#5	-16.72% Mar 14, 2014 - Dec 30, 2014	-31.51% Dec 1, 2015 - Nov 14, 2016
#6	-16.54% Apr 29, 2024 - Jul 14, 2025	-30.74% Dec 27, 2006 - Apr 30, 2008
#7	-13.47% Apr 20, 2010 - Jun 24, 2010	-28.17% Dec 15, 2004 - Nov 10, 2005
#8	-11.72% Nov 9, 2018 - Feb 26, 2019	-23.62% Dec 9, 2016 - Jun 1, 2018
#9	-11.17% Dec 1, 2015 - Mar 7, 2016	-23.13% Jan 21, 2004 - Dec 1, 2004
#10	-9.65% Aug 30, 2016 - Jan 24, 2017	-20.40% Jun 28, 2002 - Jun 3, 2003
#11	-9.62% Oct 5, 2012 - Dec 21, 2012	-19.67% Jun 16, 2008 - Sep 18, 2008
#12	-9.41% Jul 23, 2013 - Nov 20, 2013	-18.91% Mar 12, 2021 - Nov 11, 2021
#13	-9.02% May 5, 2017 - Jul 17, 2018	-16.87% Apr 6, 2006 - Oct 6, 2006
#14	-8.74% Apr 23, 2015 - Nov 24, 2015	-16.65% Aug 16, 2001 - Jun 18, 2002
#15	-7.52% Nov 26, 2010 - Dec 30, 2010	-14.29% Jun 9, 2014 - Mar 5, 2015

Correlation

Correlation between GBDC and SFNC is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (1999 - 2026)

GBDC vs SFNC dividend yield comparison.

Year	GBDC	SFNC
2026	5.05%	1.87%
2025	11.50%	4.51%
2024	12.73%	3.79%
2023	10.00%	4.03%
2022	9.35%	3.52%
2021	7.58%	2.43%
2020	8.44%	3.15%
2019	7.70%	2.39%
2018	8.49%	2.49%
2017	7.47%	1.75%
2016	8.32%	1.54%
2015	7.70%	1.79%
2014	7.14%	2.16%
2013	6.70%	2.26%
2012	8.01%	3.15%
2011	8.26%	2.80%
2010	5.02%	2.67%
2009	0.00%	2.73%
2008	0.00%	2.58%
2007	0.00%	2.75%
2006	0.00%	2.17%
2005	0.00%	2.20%
2004	0.00%	1.97%
2003	0.00%	1.90%
2002	0.00%	2.72%
2001	0.00%	2.05%
2000	0.00%	3.55%
1999	0.00%	0.76%