COMP <GO>
GSBD vs VRTS // PIOTROSKI F-SCORE QUALITY
Goldman Sachs BDC Inc. (NYSE) VS. Virtus Investment Partners Inc. (NYSE) • 15-METRIC TALLY: GSBD 3
— VRTS 3
▲ PIOTROSKI F-SCORE QUALITY LEADER: GSBD
LAST: $9.06 (+2.26%) • MKT CAP: $1.02B
piotroski-score
5/9
LAST: $124.97 (+1.54%) • MKT CAP: $827.6M
piotroski-score
1/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GSBD VS. VRTS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GSBD | VRTS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.40% | 14.30% | -5.90 | VRTS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 4.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -8.95% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 19.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 15.90% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | -6.00% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 7.81% | -7.81 | VRTS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 5/9 | 1/9 | +4.00 | GSBD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.3 | 35.3 | +13.96 | GSBD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.0x | 5.7x | +2.30 | VRTS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.02B | $827.6M | $192.2M | GSBD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GSBD REV | VRTS REV | GSBD GROSS % | VRTS GROSS % | GSBD FCF | VRTS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $852.9M | — | — | $325.7M | -$74.1M |
| FY 2024 | $0 | $906.9M | — | — | $2.5M | -$3.8M |
| FY 2023 | $0 | $845.3M | — | — | $300.7M | $237.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GSBD // BETA —
VRTS // BETA —