GSBD vs INNV

Comparison between Goldman Sachs BDC Inc (GSBD, Company) and InnovAge Holding Corp (INNV, Company).

GSBD is from the Financial Services sector, while INNV is from the Healthcare sector.

5-Year PerformanceGSBD has outperformed INNV, delivering a return of -3.3% compared to -18.6%

GSBD vs INNV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GSBD(COMPANY)	INNV(COMPANY)
Market Cap	$1.01B	$1.01B
Max Drawdown	67.05%	89.92%
Sharpe Ratio	-0.45	1.09
5Y Beta	0.59	1.07
Industry	Asset Management	Medical Care Facilities
P/E Ratio	13.90	-86.87
Forward P/E	10.78	13.66
PEG Ratio	0.30	0.00
Dividend Yield	14.10%	N/A
5Y Dividends CAGR	3.81%	N/A
Debt to Equity	138.55%	25.31%
Free Cash Flow Yield	20.07%	4.19%
P/S Ratio	2.91	1.08
P/B Ratio	0.73	4.49

Market Cap

GSBD

$1.01B

Winner

INNV

$1.01B

Max Drawdown

Winner

GSBD

67.05%

INNV

89.92%

Sharpe Ratio

GSBD

-0.45

Winner

INNV

1.09

5Y Beta

Winner

GSBD

0.59

INNV

1.07

Industry

GSBD

Asset Management

INNV

Medical Care Facilities

P/E Ratio

GSBD

13.90

Winner

INNV

-86.87

Forward P/E

Winner

GSBD

10.78

INNV

13.66

PEG Ratio

GSBD

0.30

Winner

INNV

0.00

Dividend Yield

GSBD

14.10%

INNV

N/A

5Y Dividends CAGR

GSBD

3.81%

INNV

N/A

Debt to Equity

GSBD

138.55%

Winner

INNV

25.31%

Free Cash Flow Yield

Winner

GSBD

20.07%

INNV

4.19%

P/S Ratio

GSBD

2.91

Winner

INNV

1.08

P/B Ratio

Winner

GSBD

0.73

INNV

4.49

GSBD vs INNV - Historical Returns

Returns include dividend reinvestment.

Period	GSBD	INNV
1 month	-12.30%	-8.29%
3 months	-0.81%	-23.40%
6 months	-5.33%	+45.13%
1 year	-7.50%	+83.88%
5 years(CAGR)	-3.31%	-18.59%
10 years(CAGR)	+3.10%	N/A
Max(CAGR)	+3.65%	-20.40%

GSBD

-12.30%

Winner

INNV

-8.29%

Winner

GSBD

-0.81%

INNV

-23.40%

GSBD

-5.33%

Winner

INNV

+45.13%

GSBD

-7.50%

Winner

INNV

+83.88%

5Y(CAGR)

Winner

GSBD

-3.31%

INNV

-18.59%

10Y(CAGR)

GSBD

+3.10%

INNV

N/A

Max(CAGR)

Winner

GSBD

+3.65%

INNV

-20.40%

GSBD vs INNV - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	GSBD	INNV
2026	-0.59%	+40.66%
2025	-9.47%	+31.73%
2024	-5.82%	-36.92%
2023	+18.80%	-17.01%
2022	-20.19%	+43.31%
2021	+13.08%	-79.34%
2020	+0.49%	N/A
2019	+23.01%	N/A
2018	-11.17%	N/A
2017	+2.93%	N/A
2016	+35.05%	N/A
2015	+3.44%	N/A

GSBD vs INNV Drawdown Comparison

The maximum drawdown for GSBD was -62.67%, occurring on Mar 18, 2020. Recovery took 270 trading sessions.

The maximum drawdown for INNV was -89.92%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current GSBD drawdown is -24.63%. The current INNV drawdown is -71.97%.

Rank	GSBD	INNV
#1	-62.67% Feb 20, 2020 - Mar 17, 2021	-89.92% Mar 11, 2021 - Apr 8, 2025
#2	-29.53% Jul 8, 2024 - Apr 8, 2025	-4.34% Mar 4, 2021 - Mar 9, 2021
#3	-29.00% Apr 20, 2022 - Jul 8, 2024	N/A
#4	-27.58% Aug 14, 2015 - Nov 23, 2016	N/A
#5	-18.65% Apr 7, 2017 - Sep 25, 2018	N/A
#6	-18.62% Sep 27, 2018 - Oct 21, 2019	N/A
#7	-7.89% Apr 9, 2021 - Jun 24, 2021	N/A
#8	-7.43% Feb 2, 2022 - Apr 13, 2022	N/A
#9	-7.09% Jun 24, 2021 - Dec 30, 2021	N/A
#10	-6.95% Jul 20, 2015 - Aug 13, 2015	N/A
#11	-5.87% Jun 2, 2015 - Jun 25, 2015	N/A
#12	-5.62% Jan 17, 2017 - Jan 30, 2017	N/A
#13	-4.94% Apr 14, 2015 - May 29, 2015	N/A
#14	-4.80% Dec 13, 2019 - Feb 11, 2020	N/A
#15	-4.57% Jun 30, 2015 - Jul 10, 2015	N/A