WSR vs GSBD

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

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

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

WSR vs GSBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

WSR

$976M

GSBD

$975M

Max Drawdown

WSR

71.61%

Winner

GSBD

67.05%

Sharpe Ratio

Winner

WSR

1.88

GSBD

-0.77

5Y Beta

WSR

N/A

GSBD

0.58

Industry

WSR

Reit - Retail

GSBD

Asset Management

P/E Ratio

WSR

19.26

Winner

GSBD

13.45

Forward P/E

WSR

46.30

Winner

GSBD

10.78

PEG Ratio

WSR

0.32

Winner

GSBD

0.29

Dividend Yield

WSR

2.89%

Winner

GSBD

14.80%

5Y Dividends CAGR

Winner

WSR

5.61%

GSBD

1.23%

5Y EPS CAGR

WSR

48.28%

GSBD

N/A

Debt to Equity

Winner

WSR

0.00%

GSBD

138.55%

Free Cash Flow Yield

WSR

5.25%

Winner

GSBD

20.75%

P/S Ratio

WSR

N/A

GSBD

2.81

P/B Ratio

WSR

N/A

GSBD

0.72

WSR vs GSBD - Historical Returns

Returns include dividend reinvestment.

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

Winner

WSR

+0.28%

GSBD

-4.47%

Winner

WSR

+1.13%

GSBD

-5.97%

Winner

WSR

+37.95%

GSBD

-1.23%

Winner

WSR

+53.87%

GSBD

-14.83%

5Y(CAGR)

Winner

WSR

+23.94%

GSBD

-2.50%

10Y(CAGR)

Winner

WSR

+8.47%

GSBD

+2.82%

Max(CAGR)

Winner

WSR

+10.57%

GSBD

+3.68%

WSR vs GSBD - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

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

WSR vs GSBD Drawdown Comparison

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

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

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

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

Correlation

Correlation between WSR and GSBD 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)

WSR vs GSBD dividend yield comparison.

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