stockrowBain Capital Specialty Finance, Inc. (BCSF) vs Nuveen Churchill Direct Lending Corp. (NCDL)
- Bain Capital Specialty Finance, Inc. BCSF 11.20 +0.27%
- Nuveen Churchill Direct Lending Corp. NCDL 11.86 −0.59%
Bain Capital Specialty Finance, Inc. and Nuveen Churchill Direct Lending Corp. are both Asset Management companies. Bain Capital Specialty Finance, Inc. is the larger, with a market value of $724.6M against $585.9M — 1.2× the size. Bain Capital Specialty Finance, Inc. trades at the lower P/E: 11.3× against 13.8×. Bain Capital Specialty Finance, Inc. grew revenue faster over the last twelve months: −6.95% against −14.2%. Bain Capital Specialty Finance, Inc. has the higher net margin (24.2% vs 24.0%) and the lower return on invested capital (3.01% vs 11.5%). Both pay a dividend; Bain Capital Specialty Finance, Inc. yields more (11.3% vs 3.77%). Across the 20 metrics below, Bain Capital Specialty Finance, Inc. leads on 11 and Nuveen Churchill Direct Lending Corp. on 9.
Valuation
Profitability
| Metric | BCSF | NCDL | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 100.00% | 100.00% |
| Operating margin | 75.36% | 80.72% | 27.27% |
| Net margin | 24.22% | 23.98% | 11.89% |
| Free cash flow margin | 50.60% | 75.67% | 5.96% |
| Return on equity | 5.76% | 5.12% | 4.57% |
| Return on assets | 2.37% | 2.23% | 1.40% |
| Return on invested capital | 3.01% | 11.52% | 2.12% |
Growth
Health
Dividend
Size
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