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CGBDLCarlyle Secured Lending, Inc. 8.20% Notes due 2028
$25.48$1.9B
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Carlyle Secured Lending, Inc. 8.20% Notes due 2028 (CGBDL) Financial Ratios

Latest Ratios: P/E Ratio 16.1x · EV/EBITDA 17.5x · ROE N/A. (2015–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

CGBDL Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$1.9B—$1.4B$1.5B———————
Enterprise Value$2.8B—$2.3B$2.4B———————
P/E Ratio →16.13—16.1915.73———————
P/S Ratio9.56—7.446.59———————
P/B Ratio1.59—1.591.59———————
P/FCF24.46—19.0219.06———————
P/OCF24.46—19.0219.06———————

P/E links to full P/E history page with 30-year chart

CGBDL EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue——12.0910.77———————
EV / EBITDA17.46—14.8510.77———————
EV / EBIT17.46—14.8513.96———————
EV / FCF——30.9331.12———————

CGBDL Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin——74.2%76.2%75.1%75.1%61.3%70.1%74.1%73.2%72.4%
Operating Margin——81.4%77.1%60.1%99.9%41.1%64.1%38.5%72.4%87.7%
Net Profit Margin——45.8%41.9%41.1%84.3%5.5%33.5%19.1%55.1%68.9%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE——9.8%10.1%9.2%17.3%0.5%2.4%1.4%3.4%5.1%
ROA——4.6%4.6%4.2%8.1%0.3%2.9%1.9%4.8%5.4%
ROIC——6.3%6.6%4.7%7.3%1.5%2.8%2.1%3.3%4.1%
ROCE——17.4%—————39.8%60.6%124.3%

CGBDL Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity——1.061.071.171.101.090.560.000.000.00
Debt / EBITDA——6.074.455.175.497.964.980.000.000.00
Net Debt / Equity—-0.071.001.011.141.001.010.54-0.03-0.01-0.02
Net Debt / EBITDA-14.43-14.435.724.175.035.007.404.82-0.35-0.18-0.32
Debt / FCF——11.9112.0714.6513.713.8613.68-0.93-0.39-0.67
Interest Coverage———2.372.856.181.282.151.984.194.67

Net cash position: cash ($76M) exceeds total debt ($0)

CGBDL Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio——1.861.010.030.050.050.030.060.030.05
Quick Ratio——1.861.010.030.050.050.030.060.030.05
Cash Ratio——1.180.030.010.040.030.020.040.020.03
Asset Turnover—0.090.100.110.100.090.060.080.100.080.07
Inventory Turnover———————————
Days Sales Outstanding———————————

CGBDL Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield6.7%——————————
Payout Ratio——107.9%100.8%101.4%52.2%1413.8%174.6%237.1%90.0%87.7%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield6.2%—6.2%6.4%———————
FCF Yield4.1%—5.3%5.2%———————
Buyback Yield0.0%——————————
Total Shareholder Yield6.7%——————————
Shares Outstanding—$0$56M$56M$57M$54M$56M$60M$6M$16M$6M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowDeteriorating
Top Statement Risk

Leverage and liquidity mismatch

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2025Q4)

Valuation Disconnect Amid Earnings Volatility

According to current market data, CGBDL trades at a P/B ratio of 1.59, which appears elevated compared to peers like ARCC at 0.89, suggesting that investors may be pricing in an optimistic recovery that is not yet supported by the firm's recent earnings performance.

The current P/E of 16.13 reflects a premium that seems difficult to justify given the inconsistent net income trajectory observed over the last ten quarters. This valuation suggests the market is either anticipating a significant improvement in credit quality or mispricing the risks associated with the firm's external management structure.

Decaying Returns on Invested Capital

Based on reported financial figures, ROIC has trended downward from 2.0% in 2023Q4 to 1.4% by 2025Q2, indicating that the company is struggling to compound capital effectively within its current portfolio of senior secured loans.

The compression in ROIC suggests that the firm's underwriting efficiency is diminishing, likely due to increased competition for high-quality middle-market assets. Investors should monitor whether this decay is a structural consequence of the Carlyle platform's investment strategy or a temporary byproduct of the current interest rate environment.

Working Capital and Asset Turnover

As reported in quarterly filings, asset turnover remains consistently low at approximately 0.03, highlighting the capital-intensive nature of the BDC model and the firm's reliance on balance sheet expansion rather than rapid asset velocity to drive top-line growth.

The lack of meaningful improvement in asset turnover suggests that the firm's ability to recycle capital is limited by the long-term nature of its debt investments. This low turnover ratio necessitates a high degree of precision in credit selection, as the firm cannot easily pivot its portfolio in response to shifting market conditions.

Leverage Volatility and Coverage Risks

Based on the provided balance sheet data, the D/E ratio has exhibited significant instability, swinging from 1.10 in 2023Q3 to a reported zero in late 2025, which warrants further investigation into the firm's underlying financing strategy and potential reliance on short-term credit facilities.

The erratic nature of the debt-to-equity ratio implies that the firm's interest coverage, which has hovered around 2.0x, may be subject to sudden shocks if financing costs rise or if the portfolio experiences a spike in non-accruals. This volatility suggests a lack of a stable long-term capital structure, increasing the risk profile for noteholders.

Misapplication of GAAP Net Income

The market frequently misapplies GAAP Net Income as a proxy for dividend sustainability, failing to account for the significant non-cash valuation adjustments and PIK interest that distort the true cash-generating capacity of the underlying loan portfolio.

Investors should instead focus on Net Investment Income (NII) and adjusted cash flow metrics to assess the firm's ability to maintain distributions. Relying on GAAP earnings in this context obscures the reality that the firm's cash flow has deteriorated, potentially leading to an overestimation of the dividend's long-term safety.

Download Financial Ratios Data

Includes 30+ ratios · 11 years · Updated daily

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CGBDL — Frequently Asked Questions

Quick answers to the most common questions about buying CGBDL stock.

What is Carlyle Secured Lending, Inc. 8.20% Notes due 2028's P/E ratio?

Carlyle Secured Lending, Inc. 8.20% Notes due 2028's current P/E ratio is 16.1x. The historical average is 16.0x. This places it at the 50th percentile of its historical range.

What is Carlyle Secured Lending, Inc. 8.20% Notes due 2028's EV/EBITDA?

Carlyle Secured Lending, Inc. 8.20% Notes due 2028's current EV/EBITDA is 17.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 12.8x.

Is CGBDL stock overvalued?

Based on historical data, Carlyle Secured Lending, Inc. 8.20% Notes due 2028 is trading at a P/E of 16.1x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Carlyle Secured Lending, Inc. 8.20% Notes due 2028's dividend yield?

Carlyle Secured Lending, Inc. 8.20% Notes due 2028's current dividend yield is 6.67%.