VLYPO vs GBDC

Comparison between Valley National Bancorp (VLYPO, Company) and Golub Capital BDC Inc (GBDC, Company).

Both VLYPO and GBDC are from the Financial Services sector.

5-Year PerformanceVLYPO has outperformed GBDC, delivering a return of +7.2% compared to +6.8%

VLYPO vs GBDC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLYPO(COMPANY)	GBDC(COMPANY)
Market Cap	$3.38B	$3.38B
Max Drawdown	44.28%	53.13%
Sharpe Ratio	0.58	-0.24
5Y Beta	0.18	0.60
Industry	Banks - Regional	Asset Management
P/E Ratio	22.85	16.83
Forward P/E	N/A	10.19
PEG Ratio	N/A	1.40
Dividend Yield	1.76%	11.40%
5Y Dividends CAGR	12.84%	5.28%
Debt to Equity	N/A	125.46%
Free Cash Flow Yield	N/A	15.58%
P/S Ratio	1.84	4.11
P/B Ratio	N/A	0.91

Market Cap

Winner

VLYPO

$3.38B

GBDC

$3.38B

Max Drawdown

Winner

VLYPO

44.28%

GBDC

53.13%

Sharpe Ratio

Winner

VLYPO

0.58

GBDC

-0.24

5Y Beta

Winner

VLYPO

0.18

GBDC

0.60

Industry

VLYPO

Banks - Regional

GBDC

Asset Management

P/E Ratio

VLYPO

22.85

Winner

GBDC

16.83

Forward P/E

VLYPO

N/A

GBDC

10.19

PEG Ratio

VLYPO

N/A

GBDC

1.40

Dividend Yield

VLYPO

1.76%

Winner

GBDC

11.40%

5Y Dividends CAGR

Winner

VLYPO

12.84%

GBDC

5.28%

Debt to Equity

VLYPO

N/A

GBDC

125.46%

Free Cash Flow Yield

VLYPO

N/A

GBDC

15.58%

P/S Ratio

Winner

VLYPO

1.84

GBDC

4.11

P/B Ratio

VLYPO

N/A

GBDC

0.91

VLYPO vs GBDC - Historical Returns

Returns include dividend reinvestment.

Period	VLYPO	GBDC
1 month	-0.32%	+0.99%
3 months	+1.79%	+12.58%
6 months	+2.61%	-0.75%
1 year	+7.94%	-2.59%
5 years(CAGR)	+7.18%	+6.81%
10 years(CAGR)	+6.56%	+6.68%
Max(CAGR)	+6.56%	+8.28%

VLYPO

-0.32%

Winner

GBDC

+0.99%

VLYPO

+1.79%

Winner

GBDC

+12.58%

Winner

VLYPO

+2.61%

GBDC

-0.75%

Winner

VLYPO

+7.94%

GBDC

-2.59%

5Y(CAGR)

Winner

VLYPO

+7.18%

GBDC

+6.81%

10Y(CAGR)

VLYPO

+6.56%

Winner

GBDC

+6.68%

Max(CAGR)

VLYPO

+6.56%

Winner

GBDC

+8.28%

VLYPO vs GBDC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VLYPO	GBDC
2026	+1.63%	+0.64%
2025	+10.75%	-1.11%
2024	+16.56%	+13.64%
2023	+2.67%	+27.67%
2022	+5.25%	-6.92%
2021	+3.28%	+17.19%
2020	+2.73%	-14.35%
2019	+22.90%	+20.08%
2018	-8.97%	-1.64%
2017	+4.67%	+6.26%
2016	N/A	+18.96%
2015	N/A	+0.75%
2014	N/A	+3.12%
2013	N/A	+27.92%
2012	N/A	+12.24%
2011	N/A	-4.31%
2010	N/A	+23.10%

VLYPO vs GBDC Drawdown Comparison

The maximum drawdown for VLYPO was -42.05%, occurring on Mar 18, 2020. Recovery took 225 trading sessions.

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

The current VLYPO drawdown is -0.44%. The current GBDC drawdown is -6.76%.

Rank	VLYPO	GBDC
#1	-42.05% Jan 3, 2020 - Nov 23, 2020	-47.30% Dec 30, 2019 - Sep 29, 2021
#2	-39.45% Mar 6, 2023 - Dec 11, 2023	-19.26% Feb 10, 2022 - Aug 7, 2023
#3	-15.07% Nov 5, 2021 - Nov 15, 2022	-18.70% Dec 30, 2010 - Sep 12, 2012
#4	-14.33% Jan 30, 2024 - Apr 23, 2024	-18.14% Jul 17, 2025 - Feb 27, 2026
#5	-12.60% Jul 6, 2018 - Mar 21, 2019	-16.72% Mar 14, 2014 - Dec 30, 2014
#6	-7.39% Mar 19, 2025 - May 8, 2025	-16.54% Apr 29, 2024 - Jul 14, 2025
#7	-6.01% May 13, 2024 - Jul 29, 2024	-13.47% Apr 20, 2010 - Jun 24, 2010
#8	-5.92% Oct 13, 2017 - Jul 5, 2018	-11.72% Nov 9, 2018 - Feb 26, 2019
#9	-4.43% Dec 31, 2020 - Apr 5, 2021	-11.17% Dec 1, 2015 - Mar 7, 2016
#10	-4.28% Oct 17, 2024 - Jan 16, 2025	-9.65% Aug 30, 2016 - Jan 24, 2017
#11	-4.24% Aug 2, 2021 - Nov 3, 2021	-9.62% Oct 5, 2012 - Dec 21, 2012
#12	-3.09% Jan 10, 2024 - Jan 30, 2024	-9.41% Jul 23, 2013 - Nov 20, 2013
#13	-2.76% Jun 14, 2021 - Jul 30, 2021	-9.02% May 5, 2017 - Jul 17, 2018
#14	-2.70% Nov 29, 2019 - Dec 19, 2019	-8.74% Apr 23, 2015 - Nov 24, 2015
#15	-2.69% Dec 15, 2020 - Dec 31, 2020	-7.52% Nov 26, 2010 - Dec 30, 2010

Correlation

Correlation between VLYPO and GBDC is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2010 - 2026)

VLYPO vs GBDC dividend yield comparison.

Year	VLYPO	GBDC
2026	1.88%	2.48%
2025	8.04%	11.50%
2024	9.13%	12.73%
2023	9.56%	10.00%
2022	5.94%	9.35%
2021	5.40%	7.58%
2020	5.25%	8.44%
2019	5.17%	7.70%
2018	6.06%	8.49%
2017	2.14%	7.47%
2016	0.00%	8.32%
2015	0.00%	7.70%
2014	0.00%	7.14%
2013	0.00%	6.70%
2012	0.00%	8.01%
2011	0.00%	8.26%
2010	0.00%	5.02%