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Carlyle Secured Lending (CGBD) Competitors

Carlyle Secured Lending logo
$10.52 -0.45 (-4.06%)
As of 03:05 PM Eastern
This is a fair market value price provided by Massive. Learn more.

CGBD vs. ARCC, MFIC, NMFC, OCSL, and SLRC

Should you buy Carlyle Secured Lending stock or one of its competitors? MarketBeat compares Carlyle Secured Lending with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Carlyle Secured Lending include Ares Capital (ARCC), MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), Oaktree Specialty Lending (OCSL), and SLR Investment (SLRC). These companies are all part of the "finance" sector.

How does Carlyle Secured Lending compare to Ares Capital?

Ares Capital (NASDAQ:ARCC) and Carlyle Secured Lending (NASDAQ:CGBD) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, dividends, earnings, risk, analyst recommendations, valuation and profitability.

Ares Capital has higher revenue and earnings than Carlyle Secured Lending. Ares Capital is trading at a lower price-to-earnings ratio than Carlyle Secured Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ares Capital$3.05B4.37$1.30B$1.6311.40
Carlyle Secured Lending$255.57M2.86$69.97M$0.7114.81

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.3%. Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 15.2%. Ares Capital pays out 117.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Secured Lending pays out 225.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Ares Capital has a net margin of 37.30% compared to Carlyle Secured Lending's net margin of 19.52%. Ares Capital's return on equity of 9.85% beat Carlyle Secured Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Capital37.30% 9.85% 4.59%
Carlyle Secured Lending 19.52%8.99%4.01%

Ares Capital has a beta of 0.56, meaning that its stock price is 44% less volatile than the broader market. Comparatively, Carlyle Secured Lending has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market.

27.4% of Ares Capital shares are owned by institutional investors. Comparatively, 24.5% of Carlyle Secured Lending shares are owned by institutional investors. 0.5% of Ares Capital shares are owned by insiders. Comparatively, 0.6% of Carlyle Secured Lending shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Ares Capital currently has a consensus price target of $20.75, suggesting a potential upside of 11.65%. Carlyle Secured Lending has a consensus price target of $12.50, suggesting a potential upside of 18.88%. Given Carlyle Secured Lending's higher possible upside, analysts plainly believe Carlyle Secured Lending is more favorable than Ares Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Capital
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.82
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

In the previous week, Ares Capital had 13 more articles in the media than Carlyle Secured Lending. MarketBeat recorded 15 mentions for Ares Capital and 2 mentions for Carlyle Secured Lending. Carlyle Secured Lending's average media sentiment score of 1.62 beat Ares Capital's score of 0.62 indicating that Carlyle Secured Lending is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ares Capital
8 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Carlyle Secured Lending
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

Ares Capital beats Carlyle Secured Lending on 12 of the 18 factors compared between the two stocks.

How does Carlyle Secured Lending compare to MidCap Financial Investment?

Carlyle Secured Lending (NASDAQ:CGBD) and MidCap Financial Investment (NASDAQ:MFIC) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, valuation, analyst recommendations, earnings, risk, institutional ownership, profitability and dividends.

Carlyle Secured Lending has higher revenue and earnings than MidCap Financial Investment. Carlyle Secured Lending is trading at a lower price-to-earnings ratio than MidCap Financial Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Secured Lending$255.57M2.86$69.97M$0.7114.81
MidCap Financial Investment$22.82M37.71$63.17M$0.04261.13

In the previous week, Carlyle Secured Lending had 1 more articles in the media than MidCap Financial Investment. MarketBeat recorded 2 mentions for Carlyle Secured Lending and 1 mentions for MidCap Financial Investment. MidCap Financial Investment's average media sentiment score of 1.89 beat Carlyle Secured Lending's score of 1.62 indicating that MidCap Financial Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Carlyle Secured Lending Very Positive
MidCap Financial Investment Very Positive

24.5% of Carlyle Secured Lending shares are held by institutional investors. Comparatively, 28.5% of MidCap Financial Investment shares are held by institutional investors. 0.6% of Carlyle Secured Lending shares are held by insiders. Comparatively, 0.8% of MidCap Financial Investment shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Carlyle Secured Lending has a net margin of 19.52% compared to MidCap Financial Investment's net margin of 1.90%. MidCap Financial Investment's return on equity of 10.86% beat Carlyle Secured Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Secured Lending19.52% 8.99% 4.01%
MidCap Financial Investment 1.90%10.86%4.31%

Carlyle Secured Lending currently has a consensus target price of $12.50, indicating a potential upside of 18.88%. MidCap Financial Investment has a consensus target price of $11.54, indicating a potential upside of 10.44%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, research analysts plainly believe Carlyle Secured Lending is more favorable than MidCap Financial Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22

Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 15.2%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 11.9%. Carlyle Secured Lending pays out 225.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. MidCap Financial Investment pays out 3,100.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Secured Lending is clearly the better dividend stock, given its higher yield and lower payout ratio.

Carlyle Secured Lending has a beta of 0.62, suggesting that its share price is 38% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.59, suggesting that its share price is 41% less volatile than the broader market.

Summary

Carlyle Secured Lending beats MidCap Financial Investment on 11 of the 18 factors compared between the two stocks.

How does Carlyle Secured Lending compare to New Mountain Finance?

Carlyle Secured Lending (NASDAQ:CGBD) and New Mountain Finance (NASDAQ:NMFC) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their risk, analyst recommendations, earnings, institutional ownership, valuation, dividends, profitability and media sentiment.

Carlyle Secured Lending has a net margin of 19.52% compared to New Mountain Finance's net margin of -18.65%. New Mountain Finance's return on equity of 11.14% beat Carlyle Secured Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Secured Lending19.52% 8.99% 4.01%
New Mountain Finance -18.65%11.14%4.63%

Carlyle Secured Lending currently has a consensus target price of $12.50, suggesting a potential upside of 18.88%. New Mountain Finance has a consensus target price of $9.25, suggesting a potential upside of 18.51%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, equities analysts plainly believe Carlyle Secured Lending is more favorable than New Mountain Finance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
New Mountain Finance
2 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.71

24.5% of Carlyle Secured Lending shares are held by institutional investors. Comparatively, 32.1% of New Mountain Finance shares are held by institutional investors. 0.6% of Carlyle Secured Lending shares are held by insiders. Comparatively, 14.9% of New Mountain Finance shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Carlyle Secured Lending has higher earnings, but lower revenue than New Mountain Finance. New Mountain Finance is trading at a lower price-to-earnings ratio than Carlyle Secured Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Secured Lending$255.57M2.86$69.97M$0.7114.81
New Mountain Finance$327.08M2.25$16.49M-$0.58N/A

In the previous week, Carlyle Secured Lending and Carlyle Secured Lending both had 2 articles in the media. Carlyle Secured Lending's average media sentiment score of 1.62 beat New Mountain Finance's score of 1.23 indicating that Carlyle Secured Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Secured Lending
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
New Mountain Finance
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 15.2%. New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 16.4%. Carlyle Secured Lending pays out 225.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Carlyle Secured Lending has a beta of 0.62, indicating that its share price is 38% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.54, indicating that its share price is 46% less volatile than the broader market.

Summary

Carlyle Secured Lending beats New Mountain Finance on 10 of the 17 factors compared between the two stocks.

How does Carlyle Secured Lending compare to Oaktree Specialty Lending?

Carlyle Secured Lending (NASDAQ:CGBD) and Oaktree Specialty Lending (NASDAQ:OCSL) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, valuation, media sentiment, risk, earnings and profitability.

Carlyle Secured Lending presently has a consensus price target of $12.50, indicating a potential upside of 18.88%. Oaktree Specialty Lending has a consensus price target of $11.83, indicating a potential upside of 0.41%. Given Carlyle Secured Lending's stronger consensus rating and higher possible upside, analysts plainly believe Carlyle Secured Lending is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Carlyle Secured Lending has a beta of 0.62, meaning that its share price is 38% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market.

Carlyle Secured Lending has higher earnings, but lower revenue than Oaktree Specialty Lending. Carlyle Secured Lending is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Secured Lending$255.57M2.86$69.97M$0.7114.81
Oaktree Specialty Lending$316.80M3.28$33.92M$0.5720.68

Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 15.2%. Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.6%. Carlyle Secured Lending pays out 225.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 280.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Secured Lending is clearly the better dividend stock, given its higher yield and lower payout ratio.

Carlyle Secured Lending has a net margin of 19.52% compared to Oaktree Specialty Lending's net margin of 16.66%. Oaktree Specialty Lending's return on equity of 9.56% beat Carlyle Secured Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Secured Lending19.52% 8.99% 4.01%
Oaktree Specialty Lending 16.66%9.56%4.60%

In the previous week, Oaktree Specialty Lending had 1 more articles in the media than Carlyle Secured Lending. MarketBeat recorded 3 mentions for Oaktree Specialty Lending and 2 mentions for Carlyle Secured Lending. Carlyle Secured Lending's average media sentiment score of 1.62 beat Oaktree Specialty Lending's score of 1.22 indicating that Carlyle Secured Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Secured Lending
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Oaktree Specialty Lending
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

24.5% of Carlyle Secured Lending shares are held by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are held by institutional investors. 0.6% of Carlyle Secured Lending shares are held by company insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Carlyle Secured Lending beats Oaktree Specialty Lending on 11 of the 18 factors compared between the two stocks.

How does Carlyle Secured Lending compare to SLR Investment?

Carlyle Secured Lending (NASDAQ:CGBD) and SLR Investment (NASDAQ:SLRC) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, risk, profitability, dividends, earnings, analyst recommendations and media sentiment.

In the previous week, Carlyle Secured Lending had 1 more articles in the media than SLR Investment. MarketBeat recorded 2 mentions for Carlyle Secured Lending and 1 mentions for SLR Investment. SLR Investment's average media sentiment score of 1.87 beat Carlyle Secured Lending's score of 1.62 indicating that SLR Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Carlyle Secured Lending Very Positive
SLR Investment Very Positive

SLR Investment has lower revenue, but higher earnings than Carlyle Secured Lending. SLR Investment is trading at a lower price-to-earnings ratio than Carlyle Secured Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Secured Lending$255.57M2.86$69.97M$0.7114.81
SLR Investment$101.13M6.97$92.54M$1.647.88

SLR Investment has a net margin of 41.81% compared to Carlyle Secured Lending's net margin of 19.52%. Carlyle Secured Lending's return on equity of 8.99% beat SLR Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Secured Lending19.52% 8.99% 4.01%
SLR Investment 41.81%8.33%3.25%

24.5% of Carlyle Secured Lending shares are held by institutional investors. Comparatively, 35.3% of SLR Investment shares are held by institutional investors. 0.6% of Carlyle Secured Lending shares are held by company insiders. Comparatively, 8.8% of SLR Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 15.2%. SLR Investment pays an annual dividend of $1.24 per share and has a dividend yield of 9.6%. Carlyle Secured Lending pays out 225.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. SLR Investment pays out 75.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Carlyle Secured Lending has a beta of 0.62, meaning that its share price is 38% less volatile than the broader market. Comparatively, SLR Investment has a beta of 0.64, meaning that its share price is 36% less volatile than the broader market.

Carlyle Secured Lending currently has a consensus target price of $12.50, indicating a potential upside of 18.88%. SLR Investment has a consensus target price of $14.40, indicating a potential upside of 11.45%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, research analysts clearly believe Carlyle Secured Lending is more favorable than SLR Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
SLR Investment
3 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.86

Summary

Carlyle Secured Lending and SLR Investment tied by winning 9 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CGBD and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CGBD vs. The Competition

MetricCarlyle Secured LendingFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$731.49M$1.28B$13.42B$12.45B
Dividend Yield14.53%12.97%5.78%5.29%
P/E Ratio14.8210.8319.6924.19
Price / Sales2.8616.55138.93125.89
Price / Cash11.687.1719.9357.88
Price / Book0.650.762.176.71
Net Income$69.97M$121.13M$1.13B$337.09M
7 Day Performance-3.35%-1.70%-0.76%0.56%
1 Month Performance-12.08%-8.56%-0.53%5.10%
1 Year Performance-25.00%-21.81%11.07%34.28%

Carlyle Secured Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CGBD
Carlyle Secured Lending
4.285 of 5 stars
$10.52
-4.1%
$12.50
+18.9%
-21.1%$731.49M$255.57M14.82N/A
ARCC
Ares Capital
3.9361 of 5 stars
$18.59
flat
$20.75
+11.6%
-13.7%$13.35B$3.05B11.402,550
MFIC
MidCap Financial Investment
3.1561 of 5 stars
$10.60
flat
$11.54
+8.8%
-15.9%$873.15M$320.88M265.07N/A
NMFC
New Mountain Finance
3.8838 of 5 stars
$7.94
flat
$9.25
+16.5%
-24.3%$749.95M$327.08MN/AN/A
OCSL
Oaktree Specialty Lending
3.7872 of 5 stars
$11.77
flat
$11.83
+0.5%
-15.5%$1.04B$316.80M20.65N/A

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This page (NASDAQ:CGBD) was last updated on 6/3/2026 by MarketBeat.com Staff.
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