CGBD

Based on Carlyle Secured Lending, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

What does Carlyle Secured Lending do?

Carlyle Secured Lending is a business development company that makes direct loans — primarily senior secured and first lien — to middle-market businesses. It targets sectors like healthcare, software, aerospace, and business services, generating income that is largely passed through to shareholders as dividends.

Does CGBD pay dividends?

Yes, CGBD pays a regular dividend. As a BDC, it is required to distribute most of its taxable income to shareholders. The dividend is a central component of the total return for investors holding this stock, though the amount can vary with portfolio performance.

When does CGBD report earnings?

Carlyle Secured Lending reports on a quarterly cadence, standard for US-listed BDCs. For exact reporting dates and the most recent results, check the company's investor relations page directly.

Is CGBD a good stock to buy?

UQS Score rates CGBD as Below Average overall. While the Growth and Valuation pillars are rated Good, the Moat and Risk pillars are both Weak. Investors should weigh the income potential against the credit and competitive risks before making a decision. The full pillar breakdown is available to Pro members.

Is CGBD overvalued?

The UQS Valuation pillar for CGBD is rated Good, suggesting the stock does not appear expensive relative to its fundamentals on a qualitative basis. However, valuation alone does not determine investment suitability — the Weak Risk and Moat ratings are important context.

How does CGBD compare to its competitors?

Compared to peers like New Mountain Finance and Eagle Point Credit, CGBD offers a diversified middle-market lending approach backed by the Carlyle platform. Each competitor has a distinct strategy — from CLO-focused income to defensive sector lending — making direct comparison dependent on an investor's income and risk preferences.

What is CGBD's market cap bracket?

CGBD is classified as a small-cap stock. This places it among the smaller publicly traded BDCs, which can mean lower liquidity and higher price volatility compared to large-cap financial companies.

Who founded Carlyle Secured Lending?

Carlyle Secured Lending was established in 2017 as a BDC managed by an affiliate of The Carlyle Group, one of the world's largest alternative asset management firms. Founding details are publicly available through the company's SEC filings.

Is CGBD a long-term quality investment?

From a long-term quality standpoint, the UQS Score rates CGBD as Below Average, driven by Weak Moat and Risk pillar ratings. While the dividend income stream may appeal to income investors, the limited competitive moat and elevated risk profile are factors to monitor over a longer holding period.

What is the main competitive advantage of Carlyle Secured Lending?

CGBD's primary advantage is its affiliation with The Carlyle Group's credit platform, which provides deal sourcing scale and underwriting resources. However, the UQS Moat pillar is rated Weak, indicating this advantage may not translate into durable pricing power relative to BDC peers.

What sector does CGBD belong to?

CGBD operates in the Financial Services sector, specifically within the business development company segment. BDCs are regulated investment vehicles that provide debt and equity financing to small and mid-sized businesses, functioning similarly to closed-end funds.

Is CGBD a growth stock or value stock?

CGBD sits closer to an income and value orientation. The UQS Growth pillar is rated Good and Valuation is rated Good, but the overall Below Average UQS Score reflects that quality and risk factors temper the growth story. It is best understood as an income vehicle rather than a pure growth investment.

Carlyle Secured Lending, Inc. shows solid profitability with healthy returns on capital and reasonable margins.

Carlyle Secured Lending, Inc. demonstrates healthy growth trends across revenue and earnings.

Carlyle Secured Lending, Inc. presents elevated risk with concerns around leverage or financial stability.

Carlyle Secured Lending, Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.

Carlyle Secured Lending, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for CGBD.

The UQS (Unified Quality Score) for Carlyle Secured Lending, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Carlyle Secured Lending, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Carlyle Secured Lending, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.