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KBDC$14.87+0.54%
Fair $14.87+0.0%

KBDC

Kayne Anderson BDC, Inc.

Financial Services / Asset ManagementNYSE

$14.87

+0.08 (+0.54%)

Fairly Valued+0.0%Fair Value $14.87Fund rank 22/100 · Data gapFallback financials|
SA 30/D
F-Score: 1/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 34.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

30/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · KBDCLocal privado en este navegador · Kayne Anderson BDC, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$987M

P/E

11.6x

↓

EV/EBITDA

N/A

•

ROE

8.4%

↑

Gross Margin

N/A

•

Debt/Equity

1.01

↑
52-Week Range$15
$13$16

TradingView lightweight chart

KBDC price, volumen y niveles de valoración

Último $14.87Periodo -8.8%
Fair value: $14.87

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-96.6%

FCF / Net income

-1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $102.1M · net income $93.7M · FCF $-98.7M

2021-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

91.7%— pts

FCF margin

-96.6%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$102.1M$102.1M$123.8M$82.8M$50.4M—
Net Income$93.7M$93.7M$131.9M$77.1M$45.8M$22.3M
EPS1.331.332.071.191.010.94
Net Margin91.7%91.7%106.6%93.1%90.8%—
Balance Sheet
Debt/Equity1.011.010.711.010.97—
Cash Flow
Free Cash Flow$-98.7M$-98.7M$-544.5M$-110.1M$-541.8M—
Returns
ROE8.4%8.4%11.1%11.3%7.7%7.1%
Valuation
P/E11.6211.628.10———
P/B0.940.940.90———
Growth & Yield
Revenue Growth-17.5%-17.5%49.5%64.2%——
EPS Growth-35.7%-35.7%74.6%17.5%——
Dividend Yield10.8%10.8%————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-0.3%

fácil

EPS terminal req.

$1.32

Spread vs growth

-35.5%

5Y implied EPS CAGR

3.7%

fácil

EPS terminal req.

$1.60

Spread vs growth

-39.5%

10Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$2.57

Spread vs growth

-42.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +4.2%

Total return

+4.2%

Start / end P/E

7.7x → 11.2x

EPS bridge

2.07 → 1.33

Residual

-16.2%

EPS growth-35.7%
Multiple rerating+45.4%
Dividend+10.8%
Residual / FX / buybacks / cross-term-16.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.