No connection

Search Results

CBU vs GBDC

CBU
Community Financial System, Inc.
NEUTRAL
Price
$62.32
Market Cap
$3.27B
Sector
Financial Services
AI Confidence
85%
GBDC
Golub Capital BDC, Inc.
BEARISH
Price
$12.58
Market Cap
$3.31B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
CBU
15.7
GBDC
10.06
Forward P/E
CBU
11.62
GBDC
9.71
P/B Ratio
CBU
1.64
GBDC
0.85
P/S Ratio
CBU
4.11
GBDC
3.86
EV/EBITDA
CBU
--
GBDC
--

Profitability

Gross Margin
CBU
0.0%
GBDC
100.0%
Operating Margin
CBU
34.95%
GBDC
78.29%
Profit Margin
CBU
26.42%
GBDC
38.57%
ROE
CBU
11.17%
GBDC
8.34%
ROA
CBU
1.25%
GBDC
4.7%

Growth

Revenue Growth
CBU
10.7%
GBDC
-6.2%
Earnings Growth
CBU
9.7%
GBDC
-41.2%

Financial Health

Debt/Equity
CBU
--
GBDC
1.25
Current Ratio
CBU
--
GBDC
2.4
Quick Ratio
CBU
--
GBDC
1.64

Dividends

Dividend Yield
CBU
3.02%
GBDC
11.92%
Payout Ratio
CBU
46.85%
GBDC
124.8%

AI Verdict

CBU NEUTRAL

CBU presents a stable but stagnant profile, anchored by a Piotroski F-Score of 4/9, indicating mediocre financial health. While the current price of $62.32 sits slightly above the Graham Number ($58.32) but well below the growth-based intrinsic value ($85.55), valuation is tempered by a high PEG ratio of 2.62. Recent earnings performance is disappointing, with only one beat in the last four quarters and a bearish insider sentiment. The stock is currently a hold, balancing steady dividend payouts against weakening internal momentum.

Strengths
Consistent revenue growth of 10.70% YoY
Sustainable dividend payout ratio of 46.85%
Positive ROE of 11.17% and ROA of 1.25%
Risks
Bearish insider activity with four recent sales and zero buys
Poor earnings track record (only 1 of last 4 quarters beat estimates)
High PEG ratio (2.62) suggesting overvaluation relative to growth
GBDC BEARISH

GBDC presents as a classic value trap, characterized by a stable Piotroski F-Score of 4/9 but severely compromised by fundamental decay. While the stock trades at a discount to book value (P/B 0.85) and below its Graham Number ($20.43), these metrics are offset by a catastrophic earnings collapse (-41.20% YoY) and an unsustainable dividend payout ratio of 124.80%. The technical trend is completely bearish (0/100), and the company has failed to beat earnings estimates in the last four consecutive quarters, suggesting a systemic decline in portfolio performance.

Strengths
Trading at a discount to book value (P/B 0.85)
Strong operating margins (78.29%)
High current ratio (2.40) indicating short-term liquidity
Risks
Unsustainable payout ratio (124.80%) indicating dividend is not covered by earnings
Severe earnings contraction (-41.20% YoY)
Negative revenue growth (-6.20% YoY and -38.36% Q/Q)

Compare Another Pair

CBU vs GBDC: Head-to-Head Comparison

This page compares Community Financial System, Inc. (CBU) and Golub Capital BDC, Inc. (GBDC) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile