Contrasting Carlyle Secured Lending (CGBD) and The Competition

Carlyle Secured Lending (NASDAQ:CGBD) is one of 1,743 public companies in the “Capital Markets” industry, but how does it weigh in compared to its competitors? We will compare Carlyle Secured Lending to related companies based on the strength of its valuation, institutional ownership, risk, analyst recommendations, profitability, earnings and dividends.

Profitability

This table compares Carlyle Secured Lending and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Carlyle Secured Lending	14.26%	8.85%	3.90%
Carlyle Secured Lending Competitors	318.48%	79.19%	3.72%

Dividends

Carlyle Secured Lending pays an annual dividend of $1.40 per share and has a dividend yield of 12.4%. Carlyle Secured Lending pays out 264.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Capital Markets” companies pay a dividend yield of 3.2% and pay out 29.2% of their earnings in the form of a dividend.

Earnings & Valuation

This table compares Carlyle Secured Lending and its competitors top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Carlyle Secured Lending	$255.57 million	$69.97 million	21.31
Carlyle Secured Lending Competitors	$2.39 billion	$398.52 million	17.65

Carlyle Secured Lending’s competitors have higher revenue and earnings than Carlyle Secured Lending. Carlyle Secured Lending is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Risk & Volatility

Carlyle Secured Lending has a beta of 0.66, suggesting that its stock price is 34% less volatile than the S&P 500. Comparatively, Carlyle Secured Lending’s competitors have a beta of 0.79, suggesting that their average stock price is 21% less volatile than the S&P 500.

Insider & Institutional Ownership

24.5% of Carlyle Secured Lending shares are held by institutional investors. Comparatively, 30.6% of shares of all “Capital Markets” companies are held by institutional investors. 0.3% of Carlyle Secured Lending shares are held by insiders. Comparatively, 12.9% of shares of all “Capital Markets” companies are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of current recommendations for Carlyle Secured Lending and its competitors, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Carlyle Secured Lending	0	5	2	0	2.29
Carlyle Secured Lending Competitors	5565	20158	22503	642	2.37

Carlyle Secured Lending currently has a consensus target price of $11.50, suggesting a potential upside of 1.81%. As a group, “Capital Markets” companies have a potential upside of 24.74%. Given Carlyle Secured Lending’s competitors stronger consensus rating and higher possible upside, analysts clearly believe Carlyle Secured Lending has less favorable growth aspects than its competitors.

Summary

Carlyle Secured Lending competitors beat Carlyle Secured Lending on 12 of the 15 factors compared.

Carlyle Secured Lending Company Profile

Carlyle Secured Lending, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industries, business services, software, beverage food and tobacco, hotel gamming and leisure, banking finance insurance and in real estate sector. The fund seeks to invest across United States of America, Luxembourg, Cayman Islands, Cyprus, and United Kingdom. It invests in companies with EBITDA between $25 million and $100 million.