BCSF
Price
$15.25
Change
+$0.10 (+0.66%)
Updated
Jul 3 closing price
Capitalization
1B
37 days until earnings call
CGBD
Price
$13.92
Change
+$0.10 (+0.72%)
Updated
Jul 3 closing price
Capitalization
826.94M
37 days until earnings call
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BCSF vs CGBD

Header iconBCSF vs CGBD Comparison
Open Charts BCSF vs CGBDBanner chart's image
Bain Capital Specialty Finance
Price$15.25
Change+$0.10 (+0.66%)
Volume$165.38K
Capitalization1B
Carlyle Secured Lending
Price$13.92
Change+$0.10 (+0.72%)
Volume$311.18K
Capitalization826.94M
BCSF vs CGBD Comparison Chart in %
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BCSF
Daily Signalchanged days ago
Gain/Loss if bought
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CGBD
Daily Signalchanged days ago
Gain/Loss if bought
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BCSF vs. CGBD commentary
Jul 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BCSF is a Buy and CGBD is a StrongBuy.

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COMPARISON
Comparison
Jul 06, 2025
Stock price -- (BCSF: $15.25 vs. CGBD: $13.92)
Brand notoriety: BCSF and CGBD are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BCSF: 61% vs. CGBD: 73%
Market capitalization -- BCSF: $1B vs. CGBD: $826.94M
BCSF [@Investment Managers] is valued at $1B. CGBD’s [@Investment Managers] market capitalization is $826.94M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.16B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BCSF’s FA Score shows that 3 FA rating(s) are green whileCGBD’s FA Score has 3 green FA rating(s).

  • BCSF’s FA Score: 3 green, 2 red.
  • CGBD’s FA Score: 3 green, 2 red.
According to our system of comparison, BCSF is a better buy in the long-term than CGBD.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BCSF’s TA Score shows that 5 TA indicator(s) are bullish while CGBD’s TA Score has 3 bullish TA indicator(s).

  • BCSF’s TA Score: 5 bullish, 4 bearish.
  • CGBD’s TA Score: 3 bullish, 4 bearish.
According to our system of comparison, BCSF is a better buy in the short-term than CGBD.

Price Growth

BCSF (@Investment Managers) experienced а +1.87% price change this week, while CGBD (@Investment Managers) price change was +2.81% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +6.49%, and the average quarterly price growth was +10.30%.

Reported Earning Dates

BCSF is expected to report earnings on Aug 12, 2025.

CGBD is expected to report earnings on Aug 12, 2025.

Industries' Descriptions

@Investment Managers (+2.13% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BCSF($1B) has a higher market cap than CGBD($827M). CGBD has higher P/E ratio than BCSF: CGBD (9.82) vs BCSF (8.14). BCSF YTD gains are higher at: -7.856 vs. CGBD (-17.911). BCSF has more cash in the bank: 43M vs. CGBD (22.7M). CGBD has less debt than BCSF: CGBD (979M) vs BCSF (1.26B). BCSF has higher revenues than CGBD: BCSF (138M) vs CGBD (101M).
BCSFCGBDBCSF / CGBD
Capitalization1B827M121%
EBITDAN/AN/A-
Gain YTD-7.856-17.91144%
P/E Ratio8.149.8283%
Revenue138M101M137%
Total Cash43M22.7M189%
Total Debt1.26B979M128%
FUNDAMENTALS RATINGS
BCSF vs CGBD: Fundamental Ratings
BCSF
CGBD
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
6
Undervalued
4
Undervalued
PROFIT vs RISK RATING
1..100
2319
SMR RATING
1..100
2532
PRICE GROWTH RATING
1..100
5962
P/E GROWTH RATING
1..100
5062
SEASONALITY SCORE
1..100
n/an/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

CGBD's Valuation (4) in the null industry is in the same range as BCSF (6) in the Investment Trusts Or Mutual Funds industry. This means that CGBD’s stock grew similarly to BCSF’s over the last 12 months.

CGBD's Profit vs Risk Rating (19) in the null industry is in the same range as BCSF (23) in the Investment Trusts Or Mutual Funds industry. This means that CGBD’s stock grew similarly to BCSF’s over the last 12 months.

BCSF's SMR Rating (25) in the Investment Trusts Or Mutual Funds industry is in the same range as CGBD (32) in the null industry. This means that BCSF’s stock grew similarly to CGBD’s over the last 12 months.

BCSF's Price Growth Rating (59) in the Investment Trusts Or Mutual Funds industry is in the same range as CGBD (62) in the null industry. This means that BCSF’s stock grew similarly to CGBD’s over the last 12 months.

BCSF's P/E Growth Rating (50) in the Investment Trusts Or Mutual Funds industry is in the same range as CGBD (62) in the null industry. This means that BCSF’s stock grew similarly to CGBD’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BCSFCGBD
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 4 days ago
40%
Bearish Trend 4 days ago
38%
Momentum
ODDS (%)
Bullish Trend 4 days ago
47%
Bullish Trend 4 days ago
63%
MACD
ODDS (%)
Bullish Trend 4 days ago
54%
N/A
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
52%
Bullish Trend 4 days ago
63%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
51%
Bullish Trend 4 days ago
60%
Advances
ODDS (%)
Bullish Trend 4 days ago
53%
Bullish Trend 4 days ago
59%
Declines
ODDS (%)
Bearish Trend 21 days ago
42%
Bearish Trend 21 days ago
43%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
40%
Bearish Trend 4 days ago
43%
Aroon
ODDS (%)
Bullish Trend 4 days ago
57%
Bearish Trend 4 days ago
40%
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BCSF
Daily Signalchanged days ago
Gain/Loss if bought
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CGBD
Daily Signalchanged days ago
Gain/Loss if bought
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BCSF and

Correlation & Price change

A.I.dvisor indicates that over the last year, BCSF has been closely correlated with GBDC. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if BCSF jumps, then GBDC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BCSF
1D Price
Change %
BCSF100%
+0.66%
GBDC - BCSF
80%
Closely correlated
+0.68%
FSK - BCSF
80%
Closely correlated
+0.38%
FDUS - BCSF
80%
Closely correlated
+1.07%
ARCC - BCSF
80%
Closely correlated
+1.63%
TSLX - BCSF
79%
Closely correlated
+1.67%
More

CGBD and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBD has been closely correlated with BCSF. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGBD jumps, then BCSF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBD
1D Price
Change %
CGBD100%
+0.72%
BCSF - CGBD
73%
Closely correlated
+0.66%
GLAD - CGBD
73%
Closely correlated
+0.58%
FSK - CGBD
72%
Closely correlated
+0.38%
MAIN - CGBD
72%
Closely correlated
+1.61%
CSWC - CGBD
72%
Closely correlated
+1.20%
More