CWD
Price
$5.31
Change
-$0.35 (-6.18%)
Updated
Sep 26 closing price
Capitalization
23.98M
39 days until earnings call
KBDC
Price
$13.83
Change
+$0.04 (+0.29%)
Updated
Sep 26 closing price
Capitalization
976.08M
45 days until earnings call
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CWD vs KBDC

Header iconCWD vs KBDC Comparison
Open Charts CWD vs KBDCBanner chart's image
CaliberCos
Price$5.31
Change-$0.35 (-6.18%)
Volume$373.36K
Capitalization23.98M
Kayne Anderson BDC
Price$13.83
Change+$0.04 (+0.29%)
Volume$342.38K
Capitalization976.08M
CWD vs KBDC Comparison Chart in %
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CWD
Daily Signalchanged days ago
Gain/Loss if bought
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KBDC
Daily Signalchanged days ago
Gain/Loss if bought
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CWD vs. KBDC commentary
Sep 29, 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 CWD is a Hold and KBDC is a Buy.

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COMPARISON
Comparison
Sep 29, 2025
Stock price -- (CWD: $5.31 vs. KBDC: $13.83)
Brand notoriety: CWD and KBDC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CWD: 4% vs. KBDC: 153%
Market capitalization -- CWD: $23.98M vs. KBDC: $976.08M
CWD [@Investment Managers] is valued at $23.98M. KBDC’s [@Investment Managers] market capitalization is $976.08M. The market cap for tickers in the [@Investment Managers] industry ranges from $179.08B to $0. The average market capitalization across the [@Investment Managers] industry is $7.43B.

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).

CWD’s FA Score shows that 1 FA rating(s) are green whileKBDC’s FA Score has 1 green FA rating(s).

  • CWD’s FA Score: 1 green, 4 red.
  • KBDC’s FA Score: 1 green, 4 red.
According to our system of comparison, both CWD and KBDC are a bad buy in the long-term.

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.

CWD’s TA Score shows that 5 TA indicator(s) are bullish while KBDC’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

CWD (@Investment Managers) experienced а -22.03% price change this week, while KBDC (@Investment Managers) price change was -3.08% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.95%. For the same industry, the average monthly price growth was +2.07%, and the average quarterly price growth was +39.07%.

Reported Earning Dates

CWD is expected to report earnings on Nov 06, 2025.

KBDC is expected to report earnings on Nov 12, 2025.

Industries' Descriptions

@Investment Managers (-1.95% 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
KBDC($976M) has a higher market cap than CWD($24M). KBDC YTD gains are higher at: -10.998 vs. CWD (-62.017). CWD has less debt than KBDC: CWD (64.4M) vs KBDC (1.04B). KBDC has higher revenues than CWD: KBDC (116M) vs CWD (32.3M).
CWDKBDCCWD / KBDC
Capitalization24M976M2%
EBITDA-11MN/A-
Gain YTD-62.017-10.998564%
P/E RatioN/A8.23-
Revenue32.3M116M28%
Total Cash683KN/A-
Total Debt64.4M1.04B6%
TECHNICAL ANALYSIS
Technical Analysis
CWDKBDC
RSI
ODDS (%)
Bearish Trend 3 days ago
90%
Bullish Trend 3 days ago
33%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
85%
Bullish Trend 3 days ago
31%
Momentum
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 3 days ago
17%
MACD
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 3 days ago
11%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 3 days ago
30%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
70%
Bearish Trend 3 days ago
37%
Advances
ODDS (%)
Bullish Trend 20 days ago
71%
Bullish Trend 11 days ago
21%
Declines
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 4 days ago
32%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
90%
Bullish Trend 3 days ago
14%
Aroon
ODDS (%)
Bullish Trend 3 days ago
83%
N/A
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CWD
Daily Signalchanged days ago
Gain/Loss if bought
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KBDC
Daily Signalchanged days ago
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CWD and

Correlation & Price change

A.I.dvisor tells us that CWD and BRSGF have been poorly correlated (+31% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that CWD and BRSGF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CWD
1D Price
Change %
CWD100%
-6.18%
BRSGF - CWD
31%
Poorly correlated
N/A
BENF - CWD
17%
Poorly correlated
+4.11%
SFES - CWD
12%
Poorly correlated
+3.90%
KBDC - CWD
10%
Poorly correlated
+0.29%
PSBD - CWD
5%
Poorly correlated
-1.30%
More

KBDC and

Correlation & Price change

A.I.dvisor indicates that over the last year, KBDC has been loosely correlated with NCDL. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if KBDC jumps, then NCDL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KBDC
1D Price
Change %
KBDC100%
+0.29%
NCDL - KBDC
65%
Loosely correlated
-0.21%
NMFC - KBDC
64%
Loosely correlated
-0.72%
OBDC - KBDC
64%
Loosely correlated
-0.97%
BXSL - KBDC
64%
Loosely correlated
-1.17%
BCSF - KBDC
64%
Loosely correlated
-0.42%
More