KBDC Stock Analysis: Kayne Anderson BDC | NYSE

Asset Management | NYSE, USA | Market Cap: 881m USD | 12M Return: -0% | US48662X1054 | Charts, Fundamentals & Technical Analysis

Senior Secured Loans, Unitranche Lending, High-Yield Bonds, Middle-Market Financing
Total Rating 23
Safety 44
Buy Signal -1.21
Asset Management
Industry Rotation: +2.7
Market Cap: 881M
Avg Turnover: 5.35M
Risk 3d forecast
Volatility19.2%
VaR 5th Pctl3.44%
VaR vs Median8.80%
Reward TTM
Sharpe Ratio-0.10
Rel. Str. IBD17.6
Rel. Str. Peer Group21.1
Character TTM
Beta0.251
Beta Downside0.123
Hurst Exponent0.427
Drawdowns 3y
Max DD19.59%
CAGR/Max DD0.14
CAGR/Mean DD0.41
EPS (Earnings per Share) EPS (Earnings per Share) of KBDC over the last years for every Quarter: "2021-09": null, "2021-12": null, "2022-03": null, "2022-06": null, "2022-09": null, "2022-12": null, "2023-03": null, "2023-06": null, "2023-09": null, "2023-12": null, "2024-03": 0.52, "2024-06": 0.51, "2024-09": 0.52, "2024-12": 0.5, "2025-03": 0.31, "2025-06": 0.4, "2025-09": 0.43, "2025-12": 0.44, "2026-03": 0.43, "2026-06": 0.42,
Last SUE: 0.48
Qual. Beats: 0
Revenue Revenue of KBDC over the last years for every Quarter: 2021-09: 5.107, 2021-12: 8.378, 2022-03: 11.925, 2022-06: 11.04, 2022-09: 20.72, 2022-12: 27.679, 2023-03: 31.668, 2023-06: 34.747, 2023-09: 28.424, 2023-12: 37.557, 2024-03: 44.293, 2024-06: 40.88, 2024-09: 47.953, 2024-12: 48.429, 2025-03: 39.679, 2025-06: 43.953, 2025-09: 46.366, 2025-12: 61.29, 2026-03: 46.057, 2026-06: 43.482,
Rev. CAGR: 17.85%
Rev. Trend: 93.6%
Last SUE: -2.30
Qual. Beats: -2

Warnings

Fakeout
Below Avwap Earnings
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 2.2 years of data

Jan -0.0% -
Feb -3.8% -
Mar +6.4% -
Apr +9.0% -
May -0.4% 0
Jun -3.3% 33
Jul +0.3% 0
Aug -2.7% -
Sep -9.8% -
Oct +7.4% -
Nov +7.5% -
Dec -4.7% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: KBDC Kayne Anderson BDC

Kayne Anderson BDC, Inc. (KBDC) is a Business Development Company (BDC) structured as an externally managed, closed-end, non-diversified investment company that operates under the regulatory framework of the Investment Company Act of 1940. The company focuses on providing financing to privately held middle-market companies, primarily through first lien senior secured, unitranche, and split-lien term loans, which it targets to comprise 80% to 90% of its portfolio. The remaining 10% to 20% of its portfolio is allocated to higher-yielding investments such as second lien loans, subordinated debt, high-yield bonds, CLO liabilities, and select equity securities.

BDCs are a regulated investment vehicle category created by Congress in 1980 to supply debt and equity capital to small and mid-sized private U.S. companies that often have limited access to traditional bank financing. As BDCs, these entities are generally required to invest at least 70% of their assets in qualifying private or thinly traded U.S. companies, and they typically distribute the majority of their taxable income to shareholders in order to maintain their pass-through tax status.

Headlines to Watch Out For
  • Net interest income benefits from elevated SOFR and floating-rate loan exposure
  • Middle-market credit quality holds, non-accruals remain near historic lows
  • Portfolio growth driven by new originations and capital deployment pace
Piotroski VR-10 (Strict) 4.0
Net Income: 74.5m TTM > 0 and > 6% of Revenue
FCF/TA: -0.01 > 0.02 and ΔFCF/TA 4.37 > 1.0
NWC/Revenue: 19.6k% < 20% (prev 12.47%; Δ 19.6k% < -1%)
CFO/TA 0.00 > 3% & CFO 85.2m > Net Income 74.5m
Net Debt (-13.3b) to EBITDA (1.64b): -8.11 < 3
Current Ratio: 1.03k > 1.5 & < 3
Outstanding Shares: last quarter (66.3m) vs 12m ago -6.42% < -2%
Gross Margin: 77.30% > 18% (prev 64.24%; Δ 13.07% > 0.5%)
Asset Turnover: 0.02% > 50% (prev 7.98%; Δ -7.96% > 0%)
Interest Coverage Ratio: 1.72 > 6 (EBIT TTM 134.8m / Interest Expense TTM 78.3m)
Altman Z'' 0.98
A: 0.02 (Total Current Assets 38.7b - Total Current Liabilities 37.7m) / Total Assets 2342b
B: -0.00 (Retained Earnings -23.3m / Total Assets 2342b)
C: 0.00 (EBIT TTM 134.8m / Avg Total Assets 1172b)
D: 0.83 (Book Value of Equity 1060b / Total Liabilities 1282b)
Altman-Z'' = 0.98 = BB
What is the price of KBDC shares?

As of August 23, 2026, the stock is trading at USD 13.36 with a total of 394,255 shares traded. Over the past week, the price has changed by -1.04%, over one month by -1.76%, over three months by -6.12% and over the past year by -0.04%.

Current recommended Stop Loss: 12.90 (which is 3.4% or 1.5 ATR below the current price).

Is KBDC a buy, sell or hold?

Kayne Anderson BDC has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy KBDC.

  • StrongBuy: 2
  • Buy: 1
  • Hold: 2
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the KBDC price?
Analysts Target Price 14.8 10.8%
Kayne Anderson BDC (KBDC) - Fundamental Data Overview as of 20 August 2026
Market Cap USD = 880.9m (880.9m USD * 1.0 USD.USD)
P/E Trailing = 12.2385
P/E Forward = 8.1699
P/S = 10.6846
P/B = 0.8301
Revenue TTM = 197.2m USD
EBIT TTM = 134.8m USD
EBITDA TTM = 1.64b USD
 Long Term Debt = unknown (none)
 Short Term Debt = unknown (none)
 Debt = 1.22b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -13.3b USD (calculated: Debt 1.22b - CCE 14.5b)
Enterprise Value = 880.9m USD (floored to Market Cap, CCE > MCap+Debt)
Interest Coverage Ratio = 1.72 (Ebit TTM 134.8m / Interest Expense TTM 78.3m)
EV/FCF = -0.03x (Enterprise Value 880.9m / FCF TTM -29.6b)
 FCF Yield = -3.36k% (FCF TTM -29.6b / Enterprise Value 880.9m)
 FCF Margin = -15.0k% (FCF TTM -29.6b / Revenue TTM 197.2m)
 Net Margin = 37.80% (Net Income TTM 74.5m / Revenue TTM 197.2m)
Gross Margin = 77.30% ((Revenue TTM 197.2m - Cost of Revenue TTM 44.8m) / Revenue TTM)
Gross Margin QoQ = 82.85% (prev 81.49%)
Tobins Q-Ratio = 0.00 (Enterprise Value 880.9m / Total Assets 2342b)
Interest Expense / Debt = 6.41% (Interest Expense 78.3m / Debt 1.22b)
Taxrate = 1.04% (787k / 75.3m)
NOPAT = 133.4m (EBIT 134.8m * (1 - 1.04%))
 Current Ratio = 1.03k (out of range, set to none) (Total Current Assets 38.7b / Total Current Liabilities 37.7m)
 Debt / Equity = 0.00 (Debt 1.22b / totalStockholderEquity, last quarter 1060b)
Debt / EBITDA = -8.11 (Net Debt -13.3b / EBITDA 1.64b)
 Debt / FCF = 0.45 (negative FCF - burning cash) (Net Debt -13.3b / FCF TTM -29.6b)
 Total Stockholder Equity = 266b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.01% (Net Income 74.5m / Total Assets 2342b)
RoE = 0.03% (Net Income TTM 74.5m / Total Stockholder Equity 266b)
RoCE = 0.01% (EBIT 134.8m / Capital Employed (Total Assets 2342b - Current Liab 37.7m))
RoIC = 0.01% (NOPAT 133.4m / Invested Capital 2342b)
WACC = 6.56% (E(880.9m)/V(2.10b) * Re(6.87%) + D(1.22b)/V(2.10b) * Rd(6.41%) * (1-Tc(0.01)))
Discount Rate = 6.87% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -17.35 | Cagr: 0.90%
 [DCF] Fair Price = unknown (Cash Flow -29.6b)
 EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.48 | # QB: 0
Revenue Correlation: 93.64 | Revenue CAGR: 17.85% | SUE: -2.30 | # QB: -2
EPS current Quarter (2026-09-30): EPS=0.40 | Chg30d=-0.05% | Revisions=-25% | Analysts=5
EPS current Year (2026-12-31): EPS=1.63 | Chg30d=+0.02% | Revisions=+25% | GrowthEPS=-2.5% | GrowthRev=-3.3%
EPS next Year (2027-12-31): EPS=1.58 | Chg30d=-0.85% | Revisions=+25% | GrowthEPS=-3.1% | GrowthRev=+2.5%
[Analyst] Revisions Ratio: +17% (up=2, down=1)