Bain Capital Specialty Finance, Inc. (BCSF) vs Carlyle Secured Lending, Inc. (CGBD)
- Bain Capital Specialty Finance, Inc. BCSF 11.27 +0.90%
- Carlyle Secured Lending, Inc. CGBD 11.20 +2.85%
Bain Capital Specialty Finance, Inc. and Carlyle Secured Lending, Inc. are both Asset Management companies. Bain Capital Specialty Finance, Inc. and Carlyle Secured Lending, Inc. are of similar size ($749.3M and $724.6M). Bain Capital Specialty Finance, Inc. trades at the lower P/E: 11.3× against 20.7×. Carlyle Secured Lending, Inc. grew revenue faster over the last twelve months: 4.60% against −6.95%. Bain Capital Specialty Finance, Inc. has the higher net margin (24.2% vs 14.4%) and the higher return on invested capital (3.01% vs 2.73%). Both pay a dividend; Carlyle Secured Lending, Inc. yields more (13.8% vs 11.3%). Across the 20 metrics below, Bain Capital Specialty Finance, Inc. leads on 13 and Carlyle Secured Lending, Inc. on 7.
Valuation
Profitability
| Metric | BCSF | CGBD | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 100.00% | 100.00% |
| Operating margin | 75.36% | 0.00% | 27.27% |
| Net margin | 24.22% | 14.39% | 11.89% |
| Free cash flow margin | 50.60% | 65.93% | 5.96% |
| Return on equity | 5.76% | 3.26% | 4.57% |
| Return on assets | 2.37% | 1.47% | 1.40% |
| Return on invested capital | 3.01% | 2.73% | 2.12% |
Growth
Health
Dividend
Size
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