KBDC vs UTL

Comparison between Kayne Anderson BDC Inc (KBDC, Company) and Unitil Corp (UTL, Company).

KBDC is from the Financial Services sector, while UTL is from the Utilities sector.

KBDC vs UTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KBDC(COMPANY)	UTL(COMPANY)
Market Cap	$919M	$917M
Max Drawdown	26.67%	51.54%
Sharpe Ratio	-0.13	0.03
5Y Beta	N/A	0.12
Industry	Asset Management	Utilities - Diversified
P/E Ratio	10.73	16.26
Forward P/E	8.45	19.88
Dividend Yield	N/A	3.55%
5Y Dividends CAGR	N/A	4.06%
5Y EPS CAGR	N/A	9.34%
Debt to Equity	0.00%	105.24%
Free Cash Flow Yield	-15.10%	-6.06%

Market Cap

Winner

KBDC

$919M

UTL

$917M

Max Drawdown

Winner

KBDC

26.67%

UTL

51.54%

Sharpe Ratio

KBDC

-0.13

Winner

UTL

0.03

5Y Beta

KBDC

N/A

UTL

0.12

Industry

KBDC

Asset Management

UTL

Utilities - Diversified

P/E Ratio

Winner

KBDC

10.73

UTL

16.26

Forward P/E

Winner

KBDC

8.45

UTL

19.88

Dividend Yield

KBDC

N/A

UTL

3.55%

5Y Dividends CAGR

KBDC

N/A

UTL

4.06%

5Y EPS CAGR

KBDC

N/A

UTL

9.34%

Debt to Equity

Winner

KBDC

0.00%

UTL

105.24%

Free Cash Flow Yield

KBDC

-15.10%

Winner

UTL

-6.06%

KBDC vs UTL - Historical Returns

Returns include dividend reinvestment.

Period	KBDC	UTL
1 month	-5.54%	+0.39%
3 months	+1.74%	-0.82%
6 months	-6.04%	+3.11%
1 year	-0.94%	+1.78%
5 years(CAGR)	N/A	+2.14%
10 years(CAGR)	N/A	+5.35%
Max(CAGR)	+3.04%	+7.12%

KBDC

-5.54%

Winner

UTL

+0.39%

Winner

KBDC

+1.74%

UTL

-0.82%

KBDC

-6.04%

Winner

UTL

+3.11%

KBDC

-0.94%

Winner

UTL

+1.78%

5Y(CAGR)

KBDC

N/A

UTL

+2.14%

10Y(CAGR)

KBDC

N/A

UTL

+5.35%

Max(CAGR)

KBDC

+3.04%

Winner

UTL

+7.12%

KBDC vs UTL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KBDC	UTL
2026	-0.54%	+5.97%
2025	-3.30%	-6.58%
2024	+9.80%	+4.84%
2023	N/A	+7.16%
2022	N/A	+15.87%
2021	N/A	+9.45%
2020	N/A	-24.72%
2019	N/A	+31.07%
2018	N/A	+16.45%
2017	N/A	+2.83%
2016	N/A	+33.32%
2015	N/A	+2.31%
2014	N/A	+27.21%
2013	N/A	+19.67%
2012	N/A	-5.37%
2011	N/A	+31.25%
2010	N/A	+5.79%
2009	N/A	+18.34%
2008	N/A	-21.45%
2007	N/A	+17.63%
2006	N/A	+6.17%
2005	N/A	-4.71%
2004	N/A	+15.39%
2003	N/A	+11.14%
2002	N/A	+13.16%
2001	N/A	-6.29%
2000	N/A	-19.35%
1999	N/A	+32.41%

KBDC vs UTL Drawdown Comparison

The maximum drawdown for KBDC was -19.61%, occurring on Oct 1, 2025. This drawdown has not yet recovered.

The maximum drawdown for UTL was -48.36%, occurring on Nov 6, 2020. Recovery took 599 trading sessions.

The current KBDC drawdown is -10.55%. The current UTL drawdown is -13.34%.

Rank	KBDC	UTL
#1	-19.61% Feb 18, 2025 - Oct 1, 2025	-48.36% Feb 14, 2020 - Jul 1, 2022
#2	-4.27% Jul 3, 2024 - Sep 30, 2024	-38.74% Sep 6, 2007 - May 31, 2011
#3	-3.35% Dec 13, 2024 - Jan 2, 2025	-32.03% Dec 29, 1999 - Oct 7, 2004
#4	-3.18% Nov 13, 2024 - Nov 29, 2024	-28.26% Apr 6, 2023 - Jul 17, 2024
#5	-2.22% Sep 30, 2024 - Oct 24, 2024	-25.86% Sep 17, 2024 - Sep 8, 2025
#6	-1.96% May 22, 2024 - Jun 12, 2024	-25.08% Jul 1, 2022 - Apr 6, 2023
#7	-1.89% Oct 24, 2024 - Nov 6, 2024	-19.53% Nov 30, 2017 - Jun 20, 2018
#8	-1.65% Jun 12, 2024 - Jun 18, 2024	-15.45% Jul 21, 2016 - Nov 22, 2016
#9	-1.59% Dec 2, 2024 - Dec 5, 2024	-14.50% Mar 29, 2016 - Jun 30, 2016
#10	-1.43% Jan 3, 2025 - Jan 24, 2025	-13.97% Aug 16, 2005 - Feb 27, 2007
#11	-1.34% Jan 27, 2025 - Jan 31, 2025	-13.50% Jan 29, 2015 - Oct 5, 2015
#12	-1.24% Dec 5, 2024 - Dec 12, 2024	-11.19% Sep 17, 2018 - Jan 31, 2019
#13	-1.21% Jun 20, 2024 - Jul 2, 2024	-11.01% Jul 17, 2012 - Feb 12, 2013
#14	-1.15% Feb 4, 2025 - Feb 13, 2025	-10.95% Jul 19, 2013 - Oct 23, 2013
#15	-0.90% Nov 6, 2024 - Nov 13, 2024	-10.84% Dec 29, 2004 - Jun 16, 2005

Correlation

Correlation between KBDC and UTL is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09

-101

Dividend Comparison (2000 - 2026)

KBDC vs UTL dividend yield comparison.

Year	KBDC	UTL
2026	2.89%	1.86%
2025	12.57%	3.72%
2024	7.86%	3.14%
2023	0.00%	3.08%
2022	0.00%	3.04%
2021	0.00%	3.31%
2020	0.00%	3.39%
2019	0.00%	2.39%
2018	0.00%	2.88%
2017	0.00%	3.16%
2016	0.00%	3.13%
2015	0.00%	3.90%
2014	0.00%	3.76%
2013	0.00%	4.53%
2012	0.00%	3.99%
2011	0.00%	4.88%
2010	0.00%	6.07%
2009	0.00%	6.01%
2008	0.00%	6.68%
2007	0.00%	4.84%
2006	0.00%	5.46%
2005	0.00%	5.48%
2004	0.00%	4.88%
2003	0.00%	6.71%
2002	0.00%	6.98%
2001	0.00%	7.39%
2000	0.00%	5.26%