Financial Survey: Carlyle Secured Lending (CGBD) vs. The Competition

Carlyle Secured Lending (NASDAQ:CGBD) is one of 1,744 publicly-traded companies in the “Capital Markets” industry, but how does it contrast to its rivals? We will compare Carlyle Secured Lending to related companies based on the strength of its valuation, analyst recommendations, institutional ownership, dividends, profitability, risk and earnings.

Earnings & Valuation

This table compares Carlyle Secured Lending and its rivals revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Carlyle Secured Lending	$255.57 million	$69.97 million	21.00
Carlyle Secured Lending Competitors	$2.54 billion	$394.83 million	17.08

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

Insider and Institutional Ownership

24.5% of Carlyle Secured Lending shares are held by institutional investors. Comparatively, 30.4% of shares of all “Capital Markets” companies are held by institutional investors. 0.3% of Carlyle Secured Lending shares are held by insiders. Comparatively, 13.0% of shares of all “Capital Markets” companies are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Risk and Volatility

Carlyle Secured Lending has a beta of 0.66, meaning that its share price is 34% less volatile than the S&P 500. Comparatively, Carlyle Secured Lending’s rivals have a beta of 0.81, meaning that their average share price is 19% less volatile than the S&P 500.

Dividends

Carlyle Secured Lending pays an annual dividend of $1.40 per share and has a dividend yield of 13.1%. Carlyle Secured Lending pays out 274.5% 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 30.1% of their earnings in the form of a dividend.

Analyst Ratings

This is a breakdown of current ratings and price targets for Carlyle Secured Lending and its rivals, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Carlyle Secured Lending	0	4	1	1	2.50
Carlyle Secured Lending Competitors	5546	20107	22439	641	2.37

Carlyle Secured Lending presently has a consensus target price of $11.25, indicating a potential upside of 5.06%. As a group, “Capital Markets” companies have a potential upside of 25.57%. Given Carlyle Secured Lending’s rivals higher possible upside, analysts plainly believe Carlyle Secured Lending has less favorable growth aspects than its rivals.

Profitability

This table compares Carlyle Secured Lending and its rivals’ 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	313.70%	79.21%	3.63%

Summary

Carlyle Secured Lending rivals beat Carlyle Secured Lending on 10 of the 15 factors compared.

About Carlyle Secured Lending

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.