COMP <GO>
GBDC vs ASST // RETURN ON INVESTED CAPITAL (ROIC)
Golub Capital BDC Inc. (NASDAQ) VS. Strive Inc. (NASDAQ) • 15-METRIC TALLY: GBDC 4
— ASST 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: ASST
LAST: $12.72 (-0.47%) • MKT CAP: $3.32B
roic
9.60%
LAST: $22.20 (-10.90%) • MKT CAP: $3.17B
roic
18.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GBDC VS. ASST)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GBDC | ASST | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.60% | 18.80% | -9.20 | ASST | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 19.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -3.42% | 2.21% | -5.63 | ASST | /fcf-yield <GO> |
| Operating Margin | — | 13.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 10.90% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 180.00% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.10% | 0.00% | +11.10 | GBDC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 9/9 | -7.00 | ASST | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.5 | 45.4 | +18.10 | GBDC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.89 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.2x | 27.6x | -19.40 | GBDC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.32B | $3.17B | $146.6M | GBDC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GBDC REV | ASST REV | GBDC GROSS % | ASST GROSS % | GBDC FCF | ASST FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | -$113.6M | $0 |
| FY 2024 | $0 | $3.6M | — | — | $343.9M | -$21.6M |
| FY 2023 | $0 | $277.0K | — | — | $195.4M | -$3.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GBDC // BETA —
ASST // BETA 0.89