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GSBD 
Goldman Sachs BDC Inc (GSBD)
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Upturn Advisory Summary
12/04/2025: GSBD (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $10.25
1 Year Target Price $10.25
| 0 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.88% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.15B USD | Price to earnings Ratio 8.8 | 1Y Target Price 10.25 |
Price to earnings Ratio 8.8 | 1Y Target Price 10.25 | ||
Volume (30-day avg) 4 | Beta 0.68 | 52 Weeks Range 8.61 - 11.70 | Updated Date 12/5/2025 |
52 Weeks Range 8.61 - 11.70 | Updated Date 12/5/2025 | ||
Dividends yield (FY) 4.46% | Basic EPS (TTM) 1.15 |
Earnings Date
Report Date 2025-11-06 | When - | Estimate 0.3573 | Actual 0.4 |
Profitability
Profit Margin 34.72% | Operating Margin (TTM) 81.11% |
Management Effectiveness
Return on Assets (TTM) 5.61% | Return on Equity (TTM) 8.75% |
Valuation
Trailing PE 8.8 | Forward PE 10.78 | Enterprise Value 2883631616 | Price to Sales(TTM) 3.01 |
Enterprise Value 2883631616 | Price to Sales(TTM) 3.01 | ||
Enterprise Value to Revenue 20.3 | Enterprise Value to EBITDA - | Shares Outstanding 114113096 | Shares Floating - |
Shares Outstanding 114113096 | Shares Floating - | ||
Percent Insiders 0.14 | Percent Institutions 34.1 |
Upturn AI SWOT
Goldman Sachs BDC Inc
Company Overview
History and Background
Goldman Sachs BDC, Inc. was formed in 2012 and commenced investment operations in March 2013. It is a specialty finance company focused on lending to middle-market companies.
Core Business Areas
- Direct Lending: Primarily invests in first lien debt, second lien debt, and subordinated debt, as well as preferred and common equity, of private middle-market companies in the United States.
Leadership and Structure
Craig W. Broderick serves as Chairman. Alexandra Kramer is the CEO. It is structured as a business development company (BDC) regulated under the Investment Company Act of 1940.
Top Products and Market Share
Key Offerings
- First Lien Debt: Loans secured by a senior claim on the borrower's assets. Market share data unavailable. Competitors include Ares Capital, Main Street Capital.
- Number of Users:
- Revenue:
- Number of Users:
- Revenue:
- Second Lien Debt: Loans secured by a subordinate claim on the borrower's assets. Market share data unavailable. Competitors include Ares Capital, Main Street Capital.
Market Dynamics
Industry Overview
The BDC industry is characterized by high competition to deploy capital in middle-market companies. Regulatory oversight and economic cycles impact performance.
Positioning
Goldman Sachs BDC benefits from the Goldman Sachs brand and deal sourcing capabilities. Its competitive advantage lies in its access to capital and expertise.
Total Addressable Market (TAM)
The TAM for private credit to middle-market firms is estimated to be in the hundreds of billions of dollars. Goldman Sachs BDC is well-positioned due to its association with Goldman Sachs to capture a portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation (Goldman Sachs)
- Access to capital
- Experienced management team
- Established deal sourcing network
Weaknesses
- High operating expenses (compared to some peers)
- Sensitivity to economic downturns
- Potential conflicts of interest (due to affiliation with Goldman Sachs)
Opportunities
- Growing demand for private credit
- Increasing number of middle-market companies seeking financing
- Potential for acquisitions and strategic partnerships
Threats
- Increased competition from other BDCs and private credit funds
- Rising interest rates
- Economic recession
- Regulatory changes
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- TCPC
Competitive Landscape
Goldman Sachs BDC competes with other BDCs and private credit funds for investment opportunities. Its brand and access to capital provide a competitive advantage.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by deploying capital into new investments and managing the existing portfolio.
Future Projections: Analyst projections vary, but generally anticipate continued growth in assets under management and net investment income.
Recent Initiatives: Focus on expanding its portfolio of first lien debt and diversifying its investments across different sectors.
Summary
Goldman Sachs BDC benefits from a strong brand and access to capital, enabling it to invest in middle-market companies. Its performance is tied to the overall economy and interest rates. Competition within the BDC sector remains a key challenge. The company needs to continue to focus on managing its portfolio risk and maintaining its dividend payout.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Company website
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on thorough research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Goldman Sachs BDC Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2015-03-18 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Goldman Sachs BDC, Inc. is a business development company specializing in middle market and mezzanine investment in private companies. It seeks to make capital appreciation through direct originations of secured debt, senior secured debt, junior secured debt, including first lien, first lien/last-out unitranche and second lien debt, unsecured debt, including mezzanine debt and, to a lesser extent, investments in equities. The fund primarily invests in United States. It seeks to invest between $10 million and $75 million in companies with EBITDA between $5 million and $75 million annually.
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