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KBDC

BEARISH
$14.6 Live
Kayne Anderson BDC, Inc. · NYSE
Target $15.1 (+3.4%)
$13.06 52W Range $16.4
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026
Market cap
$969.93M
P/E
10.98
ROE
N/A
Profit margin
N/A
Debt/Equity
N/A
Dividend yield
10.96%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
KBDC exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 0/9, indicating critical deterioration in financial health. The company is currently trading at a significant premium to its growth-based intrinsic value of $9.31, while maintaining an unsustainable dividend payout ratio of 120.30%. Despite a 'Buy' analyst consensus and a high nominal yield, the combination of negative YoY EPS growth (-12%) and a bearish technical trend suggests a value trap scenario.

Key Strengths

High nominal dividend yield of 10.96%
Low P/E ratio (10.98) compared to the broader financial services sector average
Positive short-term price momentum (1-month change of +9.4%)
Consistent history of meeting or beating quarterly earnings estimates
Positive analyst sentiment with a target price of $15.10

Key Risks

Unsustainable payout ratio (120.30%) indicating dividends exceed earnings
Critical financial health failure as evidenced by a 0/9 Piotroski F-Score
Significant overvaluation relative to intrinsic value ($14.60 vs $9.31)
Negative year-over-year EPS growth of -12.0%
Sharp decline in quarterly revenue growth (-23.75%)
AI Fair Value Estimate
Based on comprehensive analysis
$9.31
-36.2% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
29
Weak
Value
30
Future
35
Past
50
Health
10
Dividend
20
AI Verdict
High Risk / Value Trap
Key drivers: Piotroski F-Score 0/9, Payout Ratio > 100%, Price > Intrinsic Value
Confidence
90%
Value
30/100

Ref P/E 10.98, Intrinsic Value $9.31

Positives
  • Low P/E ratio
Watchpoints
  • Trading 56% above intrinsic value
  • Lack of Graham Number for defensive floor
Future
35/100

Ref Growth rates: YoY EPS -12%, Q/Q Rev -23.75%

Positives
  • Recent quarterly EPS beats
Watchpoints
  • Negative YoY EPS growth
  • Negative Q/Q revenue growth
Past
50/100

Ref Historical trends

Positives
  • Positive 5Y and 3Y price change
Watchpoints
  • Stagnant 1Y return (+1.2%)
Health
10/100

Ref Piotroski F-Score

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score 0/9 indicates extreme weakness
Dividend
20/100

Ref Yield 10.96%, Payout 120.30%

Positives
  • High yield (10.96%)
Watchpoints
  • Payout ratio of 120.30% is fundamentally unsustainable

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$14.6
Analyst Target
$15.1
Upside/Downside
+3.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for KBDC and closest competitors.

Updated 2026-04-28
KBD
Kayne Anderson BDC, Inc.
Primary
5Y
+12.6%
3Y
+12.6%
1Y
+1.2%
6M
+6.3%
1M
+9.4%
1W
+2.2%
BHR
Burke & Herbert Financial Services Corp.
Peer
5Y
+55.6%
3Y
-8.1%
1Y
+30.8%
6M
+7.6%
1M
+4.5%
1W
-0.9%
BCX
Blackrock Resources & Commodities Strategy Trust
Peer
5Y
+111.1%
3Y
+48.6%
1Y
+46.8%
6M
+32.6%
1M
+13.7%
1W
+5.3%
CII
BlackRock Enhanced Large Cap Core Fund, Inc.
Peer
5Y
+88.5%
3Y
+85.0%
1Y
+55.4%
6M
+14.8%
1M
+11.6%
1W
+2.0%
ABT
American Bitcoin Corp
Peer
5Y
-100.0%
3Y
-98.8%
1Y
+7.2%
6M
-86.8%
1M
-9.6%
1W
-4.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
10.98
Forward P/E
9.22
PEG Ratio
N/A
P/B Ratio
N/A
P/S Ratio
N/A
EV/Revenue
N/A
EV/EBITDA
N/A
Market Cap
$969.93M

Profitability

Profit margins and return metrics

Profit Margin N/A
Operating Margin N/A
Gross Margin N/A
ROE N/A
ROA N/A

Growth

Revenue and earnings growth rates

Revenue Growth N/A
Earnings Growth N/A
Q/Q Revenue Growth -23.75%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$N/A

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.0B
Net Margin
87.8%
Total Assets
$2.3B
Liabilities
$1.2B
Equity
$1.1B
Debt/Equity
1.06x
Operating CF
$0.1B
Free Cash Flow
$0.1B
FCF Yield
100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-03-02
$0.44
+6.1% surprise
2025-11-10
$0.43
+8.8% surprise
2025-08-11
$0.4
-0.5% surprise
2025-05-12
$0.4
-5.6% surprise

Financial Services Sector Comparison

Comparing KBDC against 855 companies in the Financial Services sector (144 bullish, 365 neutral, 346 bearish)
P/E Ratio
10.98
This Stock
vs
35.05
Sector Avg
-68.7% (Discount)

Similar Companies

Peer comparison within the same industry

KBDC Kayne Anderson BDC, Inc.
BEARISH
Mkt Cap
$970M
P/E
11.0
ROE
-%
Price
$14.6
BHRB Burke &...
NEUTRAL
Mkt Cap
$970M
P/E
8.4
ROE
14.8%
Price
$64.5
 Compare with KBDC
BCX Blackrock...
BEARISH
Mkt Cap
$973M
P/E
23.0
ROE
-%
Price
$12.44
 Compare with KBDC
CII BlackRock...
BULLISH
Mkt Cap
$974M
P/E
4.7
ROE
22.8%
Price
$23.77
 Compare with KBDC
ABTC American Bitcoin Corp
BEARISH
Mkt Cap
$965M
P/E
-
ROE
-19.3%
Price
$1.04
 Compare with KBDC

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MARUCCI GEORGE E. JR.
Director
Buy
2026-03-06
9,000 shares · $123,660
MARUCCI GEORGE E. JR.
Director
Buy
2026-03-04
1,000 shares · $13,960
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
PROXY STATEMENT
2026-04-24

KBDC filed a definitive proxy statement on April 24, 2026, providing shareholders with necessary information to vote on corporate matters at its annual meeting.

8-K
CURRENT REPORT
2026-04-09

KBDC filed a current report on April 9, 2026, likely announcing its quarterly financial results or a dividend distribution.

8-K
FORM 8-K
2026-03-31

KBDC likely reported its first-quarter financial results or declared a dividend for the period ending March 31, 2026.

8-K
CURRENT REPORT
2026-03-02

KBDC filed a current report on March 2, 2026, likely announcing a dividend distribution or quarterly financial results.

10-K
ANNUAL REPORT
2026-03-02

KBDC filed its Annual Report (Form 10-K) on March 2, 2026, which includes sections on business operations, risk factors, and management's discussion and analysis. Specific financial highlights and risk details were not provided in the available excerpts.

8-K
CURRENT REPORT
2026-01-15

KBDC filed a current report on January 15, 2026, likely announcing year-end financial results or dividend distributions.

8-K
CURRENT REPORT
2025-11-10
10-Q
QUARTERLY REPORT
2025-11-10

KBDC filed its Form 10-Q quarterly report on November 10, 2025. While the filing includes a section dedicated to risk factors under Item 1A, the provided excerpt contains no specific financial highlights or detailed risk disclosures.

8-K
CURRENT REPORT
2025-10-10

KBDC filed a current report on October 10, 2025, likely announcing its third-quarter financial results.

8-K
CURRENT REPORT
2025-09-10
8-K
CURRENT REPORT
2025-08-26
10-Q
QUARTERLY REPORT
2025-08-11
8-K
CURRENT REPORT
2025-08-11
8-K
CURRENT REPORT
2025-07-16
8-K
CURRENT REPORT
2025-07-11
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
5 analysts
UBS
2026-04-20
Maintains
Neutral Neutral
UBS
2026-03-13
Maintains
Neutral Neutral
Wells Fargo
2026-03-04
Maintains
Overweight Overweight
Keefe, Bruyette & Woods
2026-03-04
Maintains
Outperform Outperform
RBC Capital
2025-11-19
Maintains
Outperform Outperform
Keefe, Bruyette & Woods
2025-11-13
Maintains
Outperform Outperform
Wells Fargo
2025-11-12
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning KBDC from our newsroom.

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