Kayne Anderson BDCKBDC +0.52%11 ROE % is 6.30% as of Mar. 2026, which is 38% below its 10-year median of 10.12. GuruFocus rates KBDC with a GF Score™ of 11/100. The stock has 5 warning signs investors should review. Among 1,615 Asset Management companies, Kayne Anderson BDC ranks better than 56.04% on this metric.
The historical rank and industry rank for Kayne Anderson BDC's ROE % or its related term are showing as below:
KBDC'
s ROE % Range Over the Past 10 Years
Min: 7.14 Med: 10.12 Max: 14.12
Current: 7.83
During the past 5 years, Kayne Anderson BDC's highest ROE % was 14.12%. The lowest was 7.14%. And the median was 10.12%.
KBDC's ROE % is ranked better than 56.04% of 1615
companies
in the Asset Management industry
Industry Median: 6.35
vs KBDC: 7.83
Kayne Anderson BDC (NYSE:KBDC) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Kayne Anderson BDC ROE % Related Terms
Kayne Anderson BDC ROE % Historical Data
* Premium members only.
The historical data trend for Kayne Anderson BDC's ROE % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Kayne Anderson BDC's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Kayne Anderson BDC ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Kayne Anderson BDC's ROE % distribution charts can be found below:
* The bar in red indicates where Kayne Anderson BDC's ROE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Kayne Anderson BDC (KBDC) has a ROE % of 6.30% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Kayne Anderson BDC and its competitors. This is 38% below median its historical median of 10.12. Over the past decade, Kayne Anderson BDC's ROE % has ranged from 7.14 to 14.12. According to the industry distribution chart, Kayne Anderson BDC ranks #710 out of 1615 companies in the Asset Management industry, placing it in the top 44%.
Is Kayne Anderson BDC's ROE % too high?
Kayne Anderson BDC's current ROE % of 6.30% is 38% below median its 10-year median of 10.12. Over the past 10 years, this metric has ranged from a low of 7.14 to a high of 14.12. The Asset Management industry median ROE % is 6.35. Kayne Anderson BDC's value of 6.30% is 0.8% below this industry median. Based on the distribution chart, Kayne Anderson BDC ranks #710 out of 1615 companies in the Asset Management industry, which is above the industry midpoint. Overall, Kayne Anderson BDC has a GF Score™ of 11/100, reflecting its overall financial health beyond just this single metric.
How does Kayne Anderson BDC's ROE % compare to STK and OXLC?
According to the Asset Management industry distribution chart, Kayne Anderson BDC ranks #710 out of 1615 companies for ROE %. This puts Kayne Anderson BDC in the upper half of its industry. The industry median ROE % is 6.35. Kayne Anderson BDC's value of 6.30% is 0.8% below this benchmark. Historically, Kayne Anderson BDC's own ROE % has ranged from 7.14 to 14.12 over the past decade. While the company's 10-year median is 10.12 vs. the industry median of 6.35, Kayne Anderson BDC has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.35, based on 1,615 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Kayne Anderson BDC's current ROE % of 6.30% is 0.8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Kayne Anderson BDC and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Kayne Anderson BDC's current ROE % is 6.30%, which is 38% below median its own 10-year median of 10.12. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Kayne Anderson BDC stock overvalued right now?
Kayne Anderson BDC (KBDC) has a current ROE % of 6.30%. The current ROE % is 6.30%, which is 38% below median its 10-year median of 10.12 and 0.8% below the Asset Management industry median of 6.35. Kayne Anderson BDC's overall GF Score™ is 11/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Kayne Anderson BDC (KBDC), the current ROE % is 6.30% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Kayne Anderson BDC Inc is an externally managed, closed-end, non-diversified management investment company that has elected to be regulated as a business development company, investing mainly in first-lien senior secured loans, with a secondary focus on unitranche and split-lien loans to middle-market companies. Its investment objective is to generate current income and, to a lesser extent, capital appreciation mainly through debt investments in middle-market companies.
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