Goldman Sachs BDC Inc (GSBD)vsJPMorgan Chase & Co (JPM)
GSBD
Goldman Sachs BDC Inc
$9.83
+1.24%
FINANCIAL SERVICES · Cap: $1.09B
JPM
JPMorgan Chase & Co
$313.23
+1.29%
FINANCIAL SERVICES · Cap: $828.64B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 47377% more annual revenue ($173.56B vs $365.57M). JPM leads profitability with a 33.9% profit margin vs 32.6%. JPM appears more attractively valued with a PEG of 1.65. JPM earns a higher WallStSmart Score of 73/100 (B).
GSBD
Buy55
out of 100
Grade: C
JPM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 83.5%
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.0%
Generating 368.4B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 8.0% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GSBD
The strongest argument for GSBD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 32.6% and operating margin at 83.5%.
Bull Case : JPM
The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 43.0%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : GSBD
The primary concerns for GSBD are PEG Ratio, Market Cap, Return on Equity.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
GSBD profiles as a declining stock while JPM is a mature play — different risk/reward profiles.
JPM carries more volatility with a beta of 1.04 — expect wider price swings.
JPM is growing revenue faster at 12.7% — sustainability is the question.
JPM generates stronger free cash flow (368.4B), providing more financial flexibility.
Bottom Line
JPM scores higher overall (73/100 vs 55/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Goldman Sachs BDC Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Goldman Sachs BDC Inc. (GSBD) is a closed-end management investment company that focuses on delivering debt and equity capital to U.S. middle-market enterprises. Backed by the extensive resources and financial expertise of Goldman Sachs, GSBD aims to create shareholder value through a diversified portfolio designed to achieve strong risk-adjusted returns. The company emphasizes a robust distribution policy to provide reliable income streams while strategically pursuing growth opportunities in evolving market conditions, all underpinned by a commitment to sound risk management and cultivating strategic industry relationships.
Visit Website →JPMorgan Chase & Co
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
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