FDUS vs GBDC
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FDUS is a Buy and GBDC is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FDUS’s FA Score shows that 3 FA rating(s) are green whileGBDC’s FA Score has 2 green FA rating(s).
- FDUS’s FA Score: 3 green, 2 red.
- GBDC’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FDUS’s TA Score shows that 7 TA indicator(s) are bullish while GBDC’s TA Score has 6 bullish TA indicator(s).
- FDUS’s TA Score: 7 bullish, 2 bearish.
- GBDC’s TA Score: 6 bullish, 5 bearish.
Price Growth
FDUS (@Investment Managers) experienced а +0.80% price change this week, while GBDC (@Investment Managers) price change was +2.24% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.92%. For the same industry, the average monthly price growth was +1.13%, and the average quarterly price growth was +0.47%.
Reported Earning Dates
FDUS is expected to report earnings on Oct 31, 2024.
GBDC is expected to report earnings on Nov 25, 2024.
Industries' Descriptions
@Investment Managers (+0.92% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| FDUS | GBDC | FDUS / GBDC | |
| Capitalization | 620M | 2.84B | 22% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 9.062 | 9.179 | 99% |
| P/E Ratio | 6.69 | 9.09 | 74% |
| Revenue | 88M | 334M | 26% |
| Total Cash | N/A | 65.6M | - |
| Total Debt | 467M | 3.07B | 15% |
FDUS | GBDC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 91 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 3 Undervalued | 5 Undervalued | |
PROFIT vs RISK RATING 1..100 | 14 | 49 | |
SMR RATING 1..100 | 25 | 13 | |
PRICE GROWTH RATING 1..100 | 48 | 50 | |
P/E GROWTH RATING 1..100 | 91 | 88 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FDUS's Valuation (3) in the null industry is in the same range as GBDC (5). This means that FDUS’s stock grew similarly to GBDC’s over the last 12 months.
FDUS's Profit vs Risk Rating (14) in the null industry is somewhat better than the same rating for GBDC (49). This means that FDUS’s stock grew somewhat faster than GBDC’s over the last 12 months.
GBDC's SMR Rating (13) in the null industry is in the same range as FDUS (25). This means that GBDC’s stock grew similarly to FDUS’s over the last 12 months.
FDUS's Price Growth Rating (48) in the null industry is in the same range as GBDC (50). This means that FDUS’s stock grew similarly to GBDC’s over the last 12 months.
GBDC's P/E Growth Rating (88) in the null industry is in the same range as FDUS (91). This means that GBDC’s stock grew similarly to FDUS’s over the last 12 months.
| FDUS | GBDC | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 31% |
| Stochastic ODDS (%) | 4 days ago 69% | 4 days ago 31% |
| Momentum ODDS (%) | 4 days ago 69% | 4 days ago 47% |
| MACD ODDS (%) | 4 days ago 46% | 4 days ago 45% |
| TrendWeek ODDS (%) | 4 days ago 60% | 4 days ago 46% |
| TrendMonth ODDS (%) | 4 days ago 56% | 4 days ago 49% |
| Advances ODDS (%) | 4 days ago 63% | 4 days ago 46% |
| Declines ODDS (%) | 6 days ago 41% | 11 days ago 35% |
| BollingerBands ODDS (%) | 4 days ago 67% | 4 days ago 33% |
| Aroon ODDS (%) | 4 days ago 51% | 4 days ago 52% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDDIX | 13.16 | 0.11 | +0.84% |
| MassMutual Diversified Value I | |||
| VGQRX | 16.16 | 0.11 | +0.69% |
| Virtus KAR Global Quality Dividend R6 | |||
| AGFGX | 12.99 | 0.08 | +0.62% |
| American Century Focused Global Gr R5 | |||
| LMESX | 36.35 | 0.11 | +0.30% |
| ClearBridge Appreciation IS | |||
| AEYMX | 11.54 | 0.03 | +0.26% |
| American Century Emerging Markets Y | |||
FDUS and
Correlation & Price change
A.I.dvisor indicates that over the last year, FDUS has been loosely correlated with TSLX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if FDUS jumps, then TSLX could also see price increases.
| Ticker / NAME | Correlation To FDUS | 1D Price Change % | ||
|---|---|---|---|---|
| FDUS | 100% | +1.10% | ||
| TSLX - FDUS | 65% Loosely correlated | +0.71% | ||
| GLAD - FDUS | 63% Loosely correlated | +0.26% | ||
| ARCC - FDUS | 61% Loosely correlated | +0.84% | ||
| PFLT - FDUS | 60% Loosely correlated | +0.69% | ||
| NMFC - FDUS | 58% Loosely correlated | +0.74% | ||
More | ||||
GBDC and
Correlation & Price change
A.I.dvisor indicates that over the last year, GBDC has been loosely correlated with ARCC. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if GBDC jumps, then ARCC could also see price increases.
| Ticker / NAME | Correlation To GBDC | 1D Price Change % | ||
|---|---|---|---|---|
| GBDC | 100% | +1.48% | ||
| ARCC - GBDC | 65% Loosely correlated | +0.84% | ||
| TSLX - GBDC | 62% Loosely correlated | +0.71% | ||
| NMFC - GBDC | 58% Loosely correlated | +0.74% | ||
| FDUS - GBDC | 58% Loosely correlated | +1.10% | ||
| CSWC - GBDC | 56% Loosely correlated | +0.57% | ||
More | ||||