Goldman Sachs BDC vs Virtus

미들마켓 기업을 위한 Goldman Sachs 운용 대출기관 vs 상장 기업. 9월 2026에 내 포트폴리오에 더 잘 맞는 종목은 무엇일까요? 아래에서 쉽게 설명합니다.

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...

비교 요약

주요 재무 지표

GSBD

지표

VRTS

$1.08B

시가총액

$976.25M

15.83%

예상 수익

-19.58%

보유

애널리스트 평가

보유

더 많은 비교 보기

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.

투자 분석

Goldman Sachs BDC

GSBD

장점

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.

고려 사항

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

장점

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.

고려 사항

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.

Goldman Sachs BDC 및 Virtus 소개

Goldman Sachs BDC (GSBD)

Goldman Sachs BDC Inc (GSBD)는 경험이 풍부한 자산운용사가 관리하는 상장 사업개발회사(BDC)입니다. 주로 선순위 담보대출, 메자닌 금융, 일부 지분 투자 형태로 미들마켓 기업에 대출하고 투자합니다. GSBD는 이자, 수수료 및 실현이익을 통해 주주에게 수익을 제공하는 것을 목표로 하지만, 주가는 변동성이 클 수 있으며 배당금은 보장되지 않습니다. 시가총액은 약 $1.13bn으로, 신용위험과 레버리지, 잠재적인 유동성 제약을 감내할 수 있는 투자자라면 수익률과 비상장 기업 신용시장에 대한 노출을 원하는 투자 대상으로 고려할 수 있습니다. 주요 고려사항으로는 대출 포트폴리오의 신용도, 운용사의 성과, 금리 환경 및 규제 요인이 있습니다. 본 요약은 교육 목적으로만 제공되며 개인 맞춤형 투자 조언이 아닙니다. 투자 결정은 자체적인 조사 또는 금융 자문가와의 상담을 거쳐 내려야 합니다.

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.

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Goldman Sachs BDC vs Virtus

비교 요약