Goldman Sachs BDC vs Virtus

Von Goldman Sachs gemanagter Kreditgeber für mittelständische Unternehmen vs Börsennotiertes Unternehmen. Welche Aktie passt im September 2026 besser zu Ihrem Portfolio? Die Antwort in einfacher Sprache finden Sie unten.

Goldman Sachs BDC lends to middle-market companies with the credibility of the Goldman brand behind its origination and underwriting teams. Virtus Investment Partners distributes third-party and proprietary investment strategies through financial advisors, growing AUM through market appreciation and net flows. Both deploy financial capital to earn management or interest income, making them sensitive to credit cycles and market valuations in different but equally important ways. The Goldman Sachs BDC vs Virtus comparison assesses their dividend coverage, portfolio quality, and what happens to their income streams when credit spreads widen or equity markets sell off.

Goldman Sachs BDC lends to middle-market companies with the credibility of the Goldman brand behind its origination and underwriting teams. Virtus Investment Partners distributes third-party and propr...

Vergleich im Überblick

Wichtige Finanzkennzahlen

GSBD

Kennzahl

VRTS

$1.08B

Marktkapitalisierung

$976.25M

19.05%

Potenzieller Gewinn

26.53%

Halten

Analystenbewertung

Halten

Weitere Vergleiche entdecken

Goldman Sachs BDC vs Capital Southwest

Goldman Sachs BDC deploys capital into middle-market borrowers with the backing of a Wall Street brand, while Capital Southwest has cultivated a lower-profile but battle-tested direct lending franchise in the Southwest. Both vehicles distribute substantial income to shareholders and carry the credit risk inherent in leveraged lending. Goldman Sachs BDC vs Capital Southwest helps investors parse how origination quality, fee structures, and NAV stability differ between a brand-name BDC and a disciplined regional operator.

Goldman Sachs BDC vs Preferred Bank

Goldman Sachs BDC lends to middle-market companies with the backing of Goldman's deal sourcing and credit infrastructure, while Preferred Bank serves the Chinese-American business community in California with a focused commercial banking model. Both institutions generate income through credit risk, and both appeal to investors hunting for yield, but the risk profiles and borrower bases couldn't be more different. The Goldman Sachs BDC vs Preferred Bank analysis unpacks how a business development company's floating-rate loan portfolio and NAV per share compare to a niche community bank's deposit franchise and credit quality metrics.

Goldman Sachs BDC vs MidCap Financial Investment

Goldman Sachs BDC targets larger middle-market borrowers with the backing of one of Wall Street's most recognized credit franchises, while MidCap Financial Investment focuses on a broader range of secured loans across similar borrower profiles. Both business development companies pay out the bulk of their income as dividends, making yield and credit quality the central comparison points. The Goldman Sachs BDC vs MidCap Financial Investment analysis exposes how origination sourcing, portfolio concentration, and manager reputation translate into different risk-adjusted returns for income-focused investors.

Anlageanalyse

Goldman Sachs BDC

GSBD

Vorteile

Goldman Sachs BDC consistently generates solid earnings per share, beating estimates with a 6.7%-12% EPS surprise in recent quarters.
The company's investment portfolio is highly secured, with 98.2% senior secured debt and a strong focus on first lien investments.
It maintains a high dividend yield, recently announcing a quarterly base dividend of $0.32 and a supplemental dividend of $0.04 per share.

Zu beachten

Net asset value per share has been declining, showing a 2.1% drop from $13.02 to $12.75 in Q3 2025, indicating some portfolio valuation pressure.
Revenue slightly missed or only modestly exceeded expectations, reflecting softer total investment income compared to projections.
The company faces a significant discount to net asset value of about 24.6%, reflecting investor concerns on earnings declines and NAV shrinkage.

Virtus

VRTS

Vorteile

Virtus Investment Partners has demonstrated strong growth in assets under management, supporting fee income expansion.
The company benefits from a diversified product suite across asset management and investment advisory.
Virtus' management has executed strategic acquisitions to expand its market presence and scale.

Zu beachten

Exposure to volatile market conditions could impact fee-related revenues and profitability.
Integration risks remain from recent acquisitions, which could affect execution and cost synergies.
Competition in asset management is intense, creating margin pressure and challenges to sustain above-average growth.

Über Goldman Sachs BDC und Virtus

Goldman Sachs BDC (GSBD)

Goldman Sachs BDC Inc (GSBD) ist eine börsennotierte Business Development Company, die von einem erfahrenen Vermögensverwalter gemanagt wird. Das Unternehmen konzentriert sich auf die Kreditvergabe an mittelständische Unternehmen und Investitionen in diese, typischerweise über vorrangig besicherte Kredite, Mezzanine-Finanzierungen und gelegentliche Eigenkapitalbeteiligungen. GSBD strebt an, den Aktionären über Zinsen, Gebühren und realisierte Gewinne Erträge zu bieten, doch der Aktienkurs kann volatil sein und Dividenden sind nicht garantiert. Mit einer Marktkapitalisierung von rund $1.13 Mrd. könnte die Aktie für Anleger interessant sein, die eine Rendite und ein Engagement im Kreditbereich privater Unternehmen suchen, sofern sie mit Kreditrisiken, Fremdfinanzierung und möglichen Liquiditätsengpässen umgehen können. Zu den wichtigsten Aspekten zählen die Kreditqualität des Kreditportfolios, die Leistung des Managers, das Zinsumfeld und regulatorische Faktoren. Diese Zusammenfassung dient ausschließlich Bildungszwecken und ist keine personalisierte Anlageberatung. Jede Entscheidung sollte auf Ihrer eigenen Recherche oder einer Beratung durch einen Finanzberater beruhen.

Virtus (VRTS)

Virtus Investment Partners, Inc. provides investment management and related services to institutions and individuals. It offers investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. It provides various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative). Its retail products include open-end funds, closed-end funds, and retail separate accounts. Its institutional products are offered to a variety of institutional clients through institutional separate accounts and commingled accounts, including sub advisory services to other investment advisers and its sponsored structured products. Its institutional products are marketed through relationships with consultants as well as directly to clients.

In welchen Aktienkörben sind sie enthalten?

Fed Independence: May Powell Probe Change Rate Policy?

A criminal probe into Fed Chair Jerome Powell is raising concerns about the central bank's independence from political influence. This could create an investment opportunity in sectors that typically thrive when interest rates are kept artificially low.

Veröffentlicht: 13. Januar 2026

Aktienkorb entdecken

Private Market Liquidity: Could Goldman's Move Signal?

Goldman Sachs' acquisition of Industry Ventures for nearly $1 billion signals a strategic push by major financial players into the growing venture capital secondary market. This development suggests a broader investment opportunity among asset managers and service providers poised to benefit from the increasing demand for liquidity in private markets.

Veröffentlicht: 14. Oktober 2025

Aktienkorb entdecken

Banks in Private Credit

This carefully selected group of stocks captures the trillion-dollar shift as traditional banks enter the private lending arena. Our professional analysts have identified key Business Development Companies (BDCs) and specialized funds that stand to benefit from this growing financial trend.

Veröffentlicht: 15. Juli 2025

Aktienkorb entdecken

In welchen Aktienkörben sind sie enthalten?

Fed Independence: May Powell Probe Change Rate Policy?

A criminal probe into Fed Chair Jerome Powell is raising concerns about the central bank's independence from political influence. This could create an investment opportunity in sectors that typically thrive when interest rates are kept artificially low.

Veröffentlicht: 13. Januar 2026

Aktienkorb entdecken

Private Market Liquidity: Could Goldman's Move Signal?

Goldman Sachs' acquisition of Industry Ventures for nearly $1 billion signals a strategic push by major financial players into the growing venture capital secondary market. This development suggests a broader investment opportunity among asset managers and service providers poised to benefit from the increasing demand for liquidity in private markets.

Veröffentlicht: 14. Oktober 2025

Aktienkorb entdecken

Banks in Private Credit

This carefully selected group of stocks captures the trillion-dollar shift as traditional banks enter the private lending arena. Our professional analysts have identified key Business Development Companies (BDCs) and specialized funds that stand to benefit from this growing financial trend.

Veröffentlicht: 15. Juli 2025

Aktienkorb entdecken

Wall Street's Private Credit Push

This carefully selected group of stocks represents companies positioned to benefit from the major shift toward private credit on Wall Street. Professional investors have identified these Business Development Companies as potential winners from JPMorgan's strategic move into alternative lending, which could drive new partnerships and increased deal flow.

Veröffentlicht: 15. Juli 2025

Aktienkorb entdecken

Goldman Sachs BDC vs Virtus

Vergleich im Überblick