Golub Capital BDC [GBDC] vs Invesco [IVZ] Detailed Stock Comparison
Golub Capital BDC
NASDAQ
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Invesco
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Golub Capital BDC wins in 9 metrics, Invesco wins in 9 metrics, with 0 ties. Both stocks appear equally matched on key metrics.
View Metrics Details
Vital Metrics Comparison
| Metric | Golub Capital BDC | Invesco | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 10.38 | 22.58 | Golub Capital BDC |
| Price-to-Book Ratio | 0.98 | 0.86 | Invesco |
| Debt-to-Equity Ratio | 128.33 | 12.59 | Invesco |
| PEG Ratio | 0.02 | -0.20 | Invesco |
| EV/EBITDA | N/A | 11.79 | N/A |
| Profit Margin (TTM) | 42.81% | 13.27% | Golub Capital BDC |
| Operating Margin (TTM) | 78.76% | 14.13% | Golub Capital BDC |
| EBITDA Margin (TTM) | 78.76% | 14.13% | Golub Capital BDC |
| Return on Equity | 9.33% | 5.25% | Golub Capital BDC |
| Return on Assets (TTM) | 4.96% | 2.37% | Golub Capital BDC |
| Free Cash Flow (TTM) | $343.91M | $1.12B | Invesco |
| Dividend Yield | 14.26% | 4.07% | Golub Capital BDC |
| 1-Year Return | -1.67% | 21.10% | Invesco |
| Price-to-Sales Ratio (TTM) | 4.48 | 1.52 | Invesco |
| Enterprise Value | $8.95B | $14.42B | Invesco |
| EV/Revenue Ratio | 10.21 | 2.34 | Invesco |
| Gross Profit Margin (TTM) | N/A | 33.28% | N/A |
| Revenue per Share (TTM) | $3 | $14 | Invesco |
| Earnings per Share (Diluted) | $1.42 | $0.93 | Golub Capital BDC |
| Beta (Stock Volatility) | 0.53 | 1.51 | Golub Capital BDC |
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends
Golub Capital BDC vs Invesco Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Golub Capital BDC | -0.14% | -0.81% | -2.64% | -2.12% | -7.41% | -3.47% |
| Invesco | -0.31% | -1.00% | 3.12% | 35.88% | 14.51% | 18.02% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Golub Capital BDC | -1.67% | 5.89% | 12.01% | -9.63% | 3.66% | 2.36% |
| Invesco | 21.10% | 20.68% | 94.13% | -39.82% | 13.45% | 58.04% |
Performance & Financial Health Analysis: Golub Capital BDC vs Invesco
| Metric | GBDC | IVZ |
|---|---|---|
| Market Information | ||
| Market Cap | $3.93B | $9.37B |
| Market Cap Category | Mid cap | Mid cap |
| 10 Day Avg. Volume | 1,014,620 | 4,792,750 |
| 90 Day Avg. Volume | 1,089,687 | 7,589,557 |
| Last Close | $14.72 | $20.76 |
| 52 Week Range | $12.68 - $16.01 | $11.60 - $21.85 |
| % from 52W High | -8.06% | -4.97% |
| All-Time High | $20.08 (May 01, 2017) | $51.10 (Oct 30, 2000) |
| % from All-Time High | -26.69% | -59.37% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.28% | 0.02% |
| Quarterly Earnings Growth | 8.73% | 0.06% |
| Financial Health | ||
| Profit Margin (TTM) | 0.43% | 0.13% |
| Operating Margin (TTM) | 0.79% | 0.14% |
| Return on Equity (TTM) | 0.09% | 0.05% |
| Debt to Equity (MRQ) | 128.33 | 12.59 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $15.00 | $24.36 |
| Cash per Share (MRQ) | $0.37 | $2.07 |
| Operating Cash Flow (TTM) | $-579,740,992 | $1.22B |
| Levered Free Cash Flow (TTM) | $543.98M | $934.81M |
| Dividends | ||
| Last 12-Month Dividend Yield | 14.26% | 4.07% |
| Last 12-Month Dividend | $2.10 | $0.60 |
Valuation & Enterprise Metrics Analysis: Golub Capital BDC vs Invesco
| Metric | GBDC | IVZ |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 10.38 | 22.58 |
| Forward P/E | 8.57 | 11.11 |
| PEG Ratio | 0.02 | -0.20 |
| Price to Sales (TTM) | 4.48 | 1.52 |
| Price to Book (MRQ) | 0.98 | 0.86 |
| Market Capitalization | ||
| Market Capitalization | $3.93B | $9.37B |
| Enterprise Value | $8.95B | $14.42B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 10.21 | 2.34 |
| Enterprise to EBITDA | N/A | 11.79 |
| Risk & Other Metrics | ||
| Beta | 0.53 | 1.51 |
| Book Value per Share (MRQ) | $15.00 | $24.36 |
Financial Statements Comparison: Golub Capital BDC vs Invesco
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | GBDC | IVZ |
|---|---|---|
| Revenue/Sales | $86.68M | $1.53B |
| Cost of Goods Sold | N/A | $973.60M |
| Gross Profit | N/A | $555.60M |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | N/A | $277.30M |
| EBITDA | N/A | $399.50M |
| Pre-Tax Income | $78.84M | $344.90M |
| Income Tax | $-146,000 | $77.60M |
| Net Income (Profit) | $78.98M | $267.30M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | GBDC | IVZ |
|---|---|---|
| Cash & Equivalents | $99.76M | $1.87B |
| Total Current Assets | N/A | $3.00B |
| Total Current Liabilities | N/A | $1.42B |
| Long-Term Debt | $5.13B | $964.80M |
| Total Shareholders Equity | $4.00B | $15.79B |
| Retained Earnings | $-207.87M | $7.07B |
| Property, Plant & Equipment | N/A | N/A |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | GBDC | IVZ |
|---|---|---|
| Operating Cash Flow | $85.03M | $285.30M |
| Capital Expenditures | N/A | $-23.40M |
| Free Cash Flow | $195.44M | $-108.00M |
| Debt Repayment | $-458.33M | $-1.13B |
| Common Stock Repurchase | N/A | $-43.10M |
Short Interest & Institutional Ownership Analysis
| Metric | GBDC | IVZ |
|---|---|---|
| Shares Short | 5.27M | 14.03M |
| Short Ratio | 4.32 | 1.71 |
| Short % of Float | 0.02% | 0.05% |
| Average Daily Volume (10 Day) | 1,014,620 | 4,792,750 |
| Average Daily Volume (90 Day) | 1,089,687 | 7,589,557 |
| Shares Outstanding | 264.28M | 448.00M |
| Float Shares | N/A | 356.47M |
| % Held by Insiders | 0.06% | 0.01% |
| % Held by Institutions | 0.43% | 0.97% |
Dividend Analysis & Yield Comparison: Golub Capital BDC vs Invesco
| Metric | GBDC | IVZ |
|---|---|---|
| Last 12-Month Dividend | $2.10 | $0.60 |
| Last 12-Month Dividend Yield | 14.26% | 4.07% |
| 3-Year Avg Annual Dividend | $1.73 | $0.72 |
| 3-Year Avg Dividend Yield | 1.78% | 1.19% |
| 3-Year Total Dividends | $5.20 | $2.17 |
| Ex-Dividend Date | Sep 15, 2025 | Feb 14, 2025 |