Nuveen Churchill Direct Lending (NCDL) Competitors

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

Does the media favor NCDL or TSLX?

In the previous week, Sixth Street Specialty Lending had 4 more articles in the media than Nuveen Churchill Direct Lending. MarketBeat recorded 6 mentions for Sixth Street Specialty Lending and 2 mentions for Nuveen Churchill Direct Lending. Sixth Street Specialty Lending's average media sentiment score of 1.49 beat Nuveen Churchill Direct Lending's score of 0.76 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	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Sixth Street Specialty Lending	5 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Is NCDL or TSLX more profitable?

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 Lending	43.35%	11.88%	5.25%
Sixth Street Specialty Lending	39.56%	13.47%	6.17%

Which has stronger valuation & earnings, NCDL or TSLX?

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Nuveen Churchill Direct Lending	$224.04M	3.04	$116.32M	$1.82	7.57
Sixth Street Specialty Lending	$482.53M	4.20	$220.02M	$2.01	10.71

Is NCDL or TSLX a better dividend stock?

Nuveen Churchill Direct Lending pays an annual dividend of $1.80 per share and has a dividend yield of 13.1%. Sixth Street Specialty Lending pays an annual dividend of $1.84 per share and has a dividend yield of 8.6%. 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.

Do institutionals & insiders believe in NCDL or TSLX?

70.3% of Sixth Street Specialty Lending shares are owned by institutional investors. 0.6% of Nuveen Churchill Direct Lending shares are owned by insiders. Comparatively, 3.3% of Sixth Street Specialty Lending shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Do analysts rate NCDL or TSLX?

Nuveen Churchill Direct Lending presently has a consensus target price of $16.00, indicating a potential upside of 16.11%. Sixth Street Specialty Lending has a consensus target price of $23.56, indicating a potential upside of 9.46%. Given Nuveen Churchill Direct Lending's higher probable upside, equities 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)	2 Hold rating(s)	7 Buy rating(s)	1 Strong Buy rating(s)	2.90

Which has more volatility & risk, NCDL or TSLX?

Nuveen Churchill Direct Lending has a beta of 0.36, suggesting that its stock price is 64% less volatile than the S&P 500. Comparatively, Sixth Street Specialty Lending has a beta of 0.85, suggesting that its stock price is 15% less volatile than the S&P 500.

Summary

Sixth Street Specialty Lending beats Nuveen Churchill Direct Lending on 16 of the 19 factors compared between the two stocks.