GSBD vs WSR

Comparison between Goldman Sachs BDC Inc (GSBD, Company) and Whitestone REIT (WSR, Company).

GSBD is from the Financial Services sector, while WSR is from the Real Estate sector.

5-Year PerformanceWSR has outperformed GSBD, delivering a return of +23.9% compared to -2.5%

GSBD vs WSR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GSBD(COMPANY)	WSR(COMPANY)
Market Cap	$975M	$976M
Max Drawdown	67.05%	71.61%
Sharpe Ratio	-0.77	1.88
5Y Beta	0.58	N/A
Industry	Asset Management	Reit - Retail
P/E Ratio	13.45	19.26
Forward P/E	10.78	46.30
PEG Ratio	0.29	0.32
Dividend Yield	14.80%	2.89%
5Y Dividends CAGR	1.23%	5.61%
5Y EPS CAGR	N/A	48.28%
Debt to Equity	138.55%	0.00%
Free Cash Flow Yield	20.75%	5.25%
P/S Ratio	2.81	N/A
P/B Ratio	0.72	N/A

Market Cap

GSBD

$975M

Winner

WSR

$976M

Max Drawdown

Winner

GSBD

67.05%

WSR

71.61%

Sharpe Ratio

GSBD

-0.77

Winner

WSR

1.88

5Y Beta

GSBD

0.58

WSR

N/A

Industry

GSBD

Asset Management

WSR

Reit - Retail

P/E Ratio

Winner

GSBD

13.45

WSR

19.26

Forward P/E

Winner

GSBD

10.78

WSR

46.30

PEG Ratio

Winner

GSBD

0.29

WSR

0.32

Dividend Yield

Winner

GSBD

14.80%

WSR

2.89%

5Y Dividends CAGR

GSBD

1.23%

Winner

WSR

5.61%

5Y EPS CAGR

GSBD

N/A

WSR

48.28%

Debt to Equity

GSBD

138.55%

Winner

WSR

0.00%

Free Cash Flow Yield

Winner

GSBD

20.75%

WSR

5.25%

P/S Ratio

GSBD

2.81

WSR

N/A

P/B Ratio

GSBD

0.72

WSR

N/A

GSBD vs WSR - Historical Returns

Returns include dividend reinvestment.

Period	GSBD	WSR
1 month	-4.47%	+0.28%
3 months	-5.97%	+1.13%
6 months	-1.23%	+37.95%
1 year	-14.83%	+53.87%
5 years(CAGR)	-2.50%	+23.94%
10 years(CAGR)	+2.82%	+8.47%
Max(CAGR)	+3.68%	+10.57%

GSBD

-4.47%

Winner

WSR

+0.28%

GSBD

-5.97%

Winner

WSR

+1.13%

GSBD

-1.23%

Winner

WSR

+37.95%

GSBD

-14.83%

Winner

WSR

+53.87%

5Y(CAGR)

GSBD

-2.50%

Winner

WSR

+23.94%

10Y(CAGR)

GSBD

+2.82%

Winner

WSR

+8.47%

Max(CAGR)

GSBD

+3.68%

Winner

WSR

+10.57%

GSBD vs WSR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	GSBD	WSR
2026	+0.16%	+39.74%
2025	-9.47%	+2.89%
2024	-5.82%	+20.84%
2023	+18.80%	+33.15%
2022	-20.19%	-1.11%
2021	+13.08%	+39.15%
2020	+0.49%	-35.78%
2019	+23.01%	+22.53%
2018	-11.17%	-6.58%
2017	+2.93%	+9.55%
2016	+35.05%	+33.37%
2015	+3.44%	-14.66%
2014	N/A	+21.45%
2013	N/A	+0.11%
2012	N/A	+23.40%
2011	N/A	-11.44%
2010	N/A	+33.47%

GSBD vs WSR Drawdown Comparison

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

The maximum drawdown for WSR was -63.61%, occurring on Apr 6, 2020. Recovery took 589 trading sessions.

The current GSBD drawdown is -24.06%. The current WSR drawdown is -0.05%.

Rank	GSBD	WSR
#1	-62.67% Feb 20, 2020 - Mar 17, 2021	-63.61% Oct 30, 2019 - Mar 3, 2022
#2	-29.53% Jul 8, 2024 - Apr 8, 2025	-37.73% Apr 20, 2022 - Dec 28, 2023
#3	-29.00% Apr 20, 2022 - Jul 8, 2024	-34.70% Mar 20, 2015 - Jun 10, 2016
#4	-27.58% Aug 14, 2015 - Nov 23, 2016	-30.40% Dec 18, 2017 - Sep 28, 2018
#5	-18.65% Apr 7, 2017 - Sep 25, 2018	-26.55% Jul 29, 2016 - Nov 14, 2017
#6	-18.62% Sep 27, 2018 - Oct 21, 2019	-24.86% Mar 3, 2011 - Mar 28, 2012
#7	-7.89% Apr 9, 2021 - Jun 24, 2021	-24.22% May 20, 2013 - Jan 16, 2015
#8	-7.43% Feb 2, 2022 - Apr 13, 2022	-22.04% Dec 17, 2024 - Feb 4, 2026
#9	-7.09% Jun 24, 2021 - Dec 30, 2021	-19.60% Feb 19, 2019 - Sep 12, 2019
#10	-6.95% Jul 20, 2015 - Aug 13, 2015	-17.18% Dec 6, 2018 - Feb 11, 2019
#11	-5.87% Jun 2, 2015 - Jun 25, 2015	-16.80% Feb 1, 2024 - May 28, 2024
#12	-5.62% Jan 17, 2017 - Jan 30, 2017	-11.63% Jul 27, 2012 - Nov 23, 2012
#13	-4.94% Apr 14, 2015 - May 29, 2015	-10.00% Jul 23, 2024 - Oct 9, 2024
#14	-4.80% Dec 13, 2019 - Feb 11, 2020	-9.17% Apr 27, 2012 - Jun 29, 2012
#15	-4.57% Jun 30, 2015 - Jul 10, 2015	-7.43% Sep 28, 2018 - Oct 30, 2018

Correlation

Correlation between GSBD and WSR is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2010 - 2026)

GSBD vs WSR dividend yield comparison.

Year	GSBD	WSR
2026	7.75%	1.50%
2025	20.26%	3.89%
2024	14.88%	3.47%
2023	12.29%	3.91%
2022	13.12%	4.85%
2021	10.18%	4.22%
2020	9.41%	7.53%
2019	8.46%	7.67%
2018	9.79%	9.30%
2017	8.12%	7.91%
2016	7.65%	8.59%
2015	9.47%	9.49%
2014	0.00%	7.54%
2013	0.00%	7.82%
2012	0.00%	7.44%
2011	0.00%	9.58%
2010	0.00%	3.22%