Free Trial

Nuveen Churchill Direct Lending (NCDL) Competitors

Nuveen Churchill Direct Lending logo
$16.11 +0.05 (+0.28%)
Closing price 08/18/2025 03:59 PM Eastern
Extended Trading
$16.12 +0.01 (+0.03%)
As of 08/18/2025 05:31 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

NCDL vs. TSLX, MSDL, GSBD, TRIN, NMFC, KBDC, BBDC, BCSF, AMAL, and FDUS

Should you be buying Nuveen Churchill Direct Lending stock or one of its competitors? The main competitors of Nuveen Churchill Direct Lending include Sixth Street Specialty Lending (TSLX), Morgan Stanley Direct Lending Fund (MSDL), Goldman Sachs BDC (GSBD), Trinity Capital (TRIN), New Mountain Finance (NMFC), Kayne Anderson BDC (KBDC), BARINGS BDC (BBDC), Bain Capital Specialty Finance (BCSF), Amalgamated Financial (AMAL), and Fidus Investment (FDUS). These companies are all part of the "fin - sbic&commrl" industry.

Nuveen Churchill Direct Lending vs. Its Competitors

Nuveen Churchill Direct Lending (NYSE:NCDL) and Sixth Street Specialty Lending (NYSE:TSLX) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, valuation, institutional ownership, earnings, analyst recommendations, risk, media sentiment and profitability.

Nuveen Churchill Direct Lending has a net margin of 43.35% compared to Sixth Street Specialty Lending's net margin of 39.56%. Sixth Street Specialty Lending's return on equity of 13.47% beat Nuveen Churchill Direct Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Nuveen Churchill Direct Lending43.35% 11.88% 5.25%
Sixth Street Specialty Lending 39.56%13.47%6.17%

In the previous week, Nuveen Churchill Direct Lending and Nuveen Churchill Direct Lending both had 2 articles in the media. Sixth Street Specialty Lending's average media sentiment score of 1.76 beat Nuveen Churchill Direct Lending's score of 0.44 indicating that Sixth Street Specialty Lending is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Nuveen Churchill Direct Lending
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Sixth Street Specialty Lending
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

70.3% of Sixth Street Specialty Lending shares are held by institutional investors. 0.6% of Nuveen Churchill Direct Lending shares are held by company insiders. Comparatively, 3.2% of Sixth Street Specialty Lending 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.

Nuveen Churchill Direct Lending has a beta of 0.48, meaning that its stock price is 52% less volatile than the S&P 500. Comparatively, Sixth Street Specialty Lending has a beta of 0.84, meaning that its stock price is 16% less volatile than the S&P 500.

Nuveen Churchill Direct Lending presently has a consensus target price of $16.63, suggesting a potential upside of 3.16%. Sixth Street Specialty Lending has a consensus target price of $23.28, suggesting a potential downside of 3.19%. Given Nuveen Churchill Direct Lending's higher probable upside, analysts clearly believe Nuveen Churchill Direct Lending is more favorable than Sixth Street Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Nuveen Churchill Direct Lending
0 Sell rating(s)
3 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.25
Sixth Street Specialty Lending
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
3.00

Nuveen Churchill Direct Lending pays an annual dividend of $1.80 per share and has a dividend yield of 11.2%. Sixth Street Specialty Lending pays an annual dividend of $1.84 per share and has a dividend yield of 7.7%. Nuveen Churchill Direct Lending pays out 98.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Sixth Street Specialty Lending pays out 91.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Sixth Street Specialty Lending has higher revenue and earnings than Nuveen Churchill Direct Lending. Nuveen Churchill Direct Lending is trading at a lower price-to-earnings ratio than Sixth Street Specialty Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen Churchill Direct Lending$98.18M8.11$116.32M$1.828.85
Sixth Street Specialty Lending$242.97M9.33$220.02M$2.0111.96

Summary

Sixth Street Specialty Lending beats Nuveen Churchill Direct Lending on 15 of the 18 factors compared between the two stocks.

Get Nuveen Churchill Direct Lending News Delivered to You Automatically

Sign up to receive the latest news and ratings for NCDL and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding NCDL and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE 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.
Skip Chart

NCDL vs. The Competition

MetricNuveen Churchill Direct LendingFIN IndustryFinance SectorNYSE Exchange
Market Cap$793.65M$1.53B$12.40B$20.94B
Dividend Yield11.14%11.32%5.56%3.59%
P/E Ratio8.8511.6519.5428.16
Price / Sales8.1140.9726.6958.18
Price / Cash7.5811.1818.7717.81
Price / Book0.900.942.254.57
Net Income$116.32M$152.42M$1.01B$993.62M
7 Day Performance-0.66%-0.66%-0.14%0.59%
1 Month Performance-5.21%-3.65%0.54%1.43%
1 Year Performance-5.84%-4.53%539.53%11.84%

Nuveen Churchill Direct Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NCDL
Nuveen Churchill Direct Lending
1.7532 of 5 stars
$16.12
+0.3%
$16.63
+3.2%
-5.2%$793.65M$98.18M8.85N/A
TSLX
Sixth Street Specialty Lending
2.3709 of 5 stars
$24.17
+1.2%
$23.28
-3.7%
+15.7%$2.28B$482.53M12.02N/APositive News
MSDL
Morgan Stanley Direct Lending Fund
2.7315 of 5 stars
$17.75
+0.3%
$20.10
+13.2%
-11.4%$1.56B$416.08M9.20N/AShort Interest ↑
GSBD
Goldman Sachs BDC
1.234 of 5 stars
$11.37
+1.1%
$10.00
-12.0%
-19.4%$1.30B$434.37M9.02N/A
TRIN
Trinity Capital
2.366 of 5 stars
$15.87
+0.8%
$15.75
-0.8%
+11.7%$1.12B$237.69M7.1240Positive News
NMFC
New Mountain Finance
2.2295 of 5 stars
$10.36
+1.3%
$10.75
+3.8%
-15.2%$1.10B$371.67M13.63N/ANews Coverage
Positive News
KBDC
Kayne Anderson BDC
2.1543 of 5 stars
$15.23
+0.4%
$16.50
+8.4%
-6.5%$1.08B$213.11M8.46N/A
BBDC
BARINGS BDC
3.0348 of 5 stars
$9.68
+0.7%
$9.67
-0.1%
-3.1%$1.02B$286.17M10.0826News Coverage
Positive News
BCSF
Bain Capital Specialty Finance
2.3744 of 5 stars
$15.16
+0.4%
$16.50
+8.9%
-7.3%$983.30M$292.65M9.131,000News Coverage
Positive News
AMAL
Amalgamated Financial
3.0709 of 5 stars
$29.26
+3.7%
$33.00
+12.8%
-3.9%$881.02M$434.51M8.76380Positive News
FDUS
Fidus Investment
1.3674 of 5 stars
$21.45
+0.8%
$21.75
+1.4%
+6.9%$744.96M$146.15M9.29N/AShort Interest ↑

Related Companies and Tools


This page (NYSE:NCDL) was last updated on 8/19/2025 by MarketBeat.com Staff
From Our Partners