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Kayne Anderson BDC, Inc. (KBDC) Stock Fundamental Analysis & AI Rating 2026

KBDC NYSE DE CIK: 0001747172
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
75% Confidence
STRONG AGREEMENT
SELL
88% Conf
SELL
62% Conf

📊 KBDC Key Takeaways

Revenue: $625.4M
Net Margin: 15.0%
Free Cash Flow: $-98.7M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $1.67
AI Rating: SELL with 88% confidence
Kayne Anderson BDC, Inc. (KBDC) receives a SELL rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $625.4M, net profit margin of 15.0%, and return on equity (ROE) of 8.4%, Kayne Anderson BDC, Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete KBDC stock analysis for 2026.

Is Kayne Anderson BDC, Inc. (KBDC) a Good Investment?

Claude

Kayne Anderson BDC exhibits critical financial stress with severely inadequate liquidity ($18M cash against $1.2B liabilities representing 1.5% ratio) and persistent negative operating cash flows of $98.7M, indicating unsustainable capital deployment or distribution rates. Positive net income of $93.7M masks underlying weakness, driven primarily by portfolio gains rather than operational cash generation, while declining EPS of -17.7% YoY and negative operating margins of -18.9% reflect deteriorating fundamentals.

ChatGPT

Core earnings are weak, with a -18.9% operating margin and negative interest coverage, while diluted EPS declined 17.7% YoY. Positive net income and an 8.4% ROE appear supported by non-operating items, raising concerns about earnings quality and sustainability. Negative operating and free cash flow alongside a modest cash balance heighten liquidity risk.

Why Buy Kayne Anderson BDC, Inc. Stock? KBDC Key Strengths

Claude
  • + Positive net income of $93.7M and 15.0% net margin demonstrates ability to generate portfolio returns and investment gains
  • + Substantial asset base of $2.3B provides scale and diversification across underlying portfolio companies
  • + Positive stockholders equity of $1.1B provides nominal capital cushion
ChatGPT
  • + Positive net income with 15.0% net margin
  • + Solid equity base ($1.11B) supporting a $2.29B asset portfolio
  • + ROE of 8.4% and ROA of 4.1% indicate some underlying profitability

KBDC Stock Risks: Kayne Anderson BDC, Inc. Investment Risks

Claude
  • ! Critically inadequate cash position of $18M against $1.2B liabilities creates extreme refinancing and solvency risk
  • ! Negative operating cash flow of -$98.7M indicates unsustainable capital deployment, dividend sustainability concerns, and potential covenant breaches
  • ! Declining diluted EPS (-17.7% YoY) combined with negative operating income signals deteriorating earnings quality and portfolio stress
ChatGPT
  • ! Persistent operating loss (-18.9% margin) signaling weak core profitability
  • ! Negative interest coverage (-1.5x) suggests limited ability to service interest from operations
  • ! Negative operating/free cash flow and low cash balance elevate liquidity risk

Key Metrics to Watch

Claude
  • * Cash position and liquidity coverage ratios relative to debt obligations and near-term maturities
  • * Operating cash flow trajectory and sustainability of distributions
  • * Portfolio unrealized gains/losses and default rates among underlying investments
ChatGPT
  • * Operating margin
  • * Interest coverage

Kayne Anderson BDC, Inc. (KBDC) Financial Metrics & Key Ratios

Revenue
$625.4M
Net Income
$93.7M
EPS (Diluted)
$1.67
Free Cash Flow
$-98.7M
Total Assets
$2.3B
Cash Position
$18.0M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

KBDC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -18.9%
Net Margin 15.0%
ROE 8.4%
ROA 4.1%
FCF Margin -15.8%

KBDC vs Market Sector: How Kayne Anderson BDC, Inc. Compares

How Kayne Anderson BDC, Inc. compares to Market sector averages

Net Margin
KBDC 15.0%
vs
Sector Avg 12.0%
KBDC Sector
ROE
KBDC 8.4%
vs
Sector Avg 15.0%
KBDC Sector
Current Ratio
KBDC 0.0x
vs
Sector Avg 1.8x
KBDC Sector
Debt/Equity
KBDC 0.0x
vs
Sector Avg 0.7x
KBDC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Kayne Anderson BDC, Inc. Stock Overvalued? KBDC Valuation Analysis 2026

Based on fundamental analysis, Kayne Anderson BDC, Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
8.4%
Sector avg: 15%
Net Profit Margin
15.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Kayne Anderson BDC, Inc. Balance Sheet: KBDC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
51.5%
Interest Coverage
-1.55x
Long-term Debt
N/A

KBDC Revenue & Earnings Growth: 5-Year Financial Trend

KBDC 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Kayne Anderson BDC, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.16 reflects profitable operations.

KBDC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-15.8%
Free cash flow / Revenue

Kayne Anderson BDC, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$98.7M
Cash generated from operations
Stock Buybacks
$48.0M
Shares repurchased (TTM)
Dividends Paid
$123.3M
Returned to shareholders

KBDC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Kayne Anderson BDC, Inc. (CIK: 0001747172)

📋 Recent SEC Filings

Date Form Document Action
Apr 9, 2026 8-K ea0285703-8k_kayne.htm View →
Mar 31, 2026 8-K ea0283168-03_8k.htm View →
Mar 9, 2026 4 xslF345X05/primary_doc.xml View →
Mar 5, 2026 4 xslF345X05/primary_doc.xml View →
Mar 2, 2026 8-K ea0279239-8k_kayne.htm View →

Frequently Asked Questions about KBDC

What is the AI rating for KBDC?

Kayne Anderson BDC, Inc. (KBDC) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are KBDC's key strengths?

Claude: Positive net income of $93.7M and 15.0% net margin demonstrates ability to generate portfolio returns and investment gains. Substantial asset base of $2.3B provides scale and diversification across underlying portfolio companies. ChatGPT: Positive net income with 15.0% net margin. Solid equity base ($1.11B) supporting a $2.29B asset portfolio.

What are the risks of investing in KBDC?

Claude: Critically inadequate cash position of $18M against $1.2B liabilities creates extreme refinancing and solvency risk. Negative operating cash flow of -$98.7M indicates unsustainable capital deployment, dividend sustainability concerns, and potential covenant breaches. ChatGPT: Persistent operating loss (-18.9% margin) signaling weak core profitability. Negative interest coverage (-1.5x) suggests limited ability to service interest from operations.

What is KBDC's revenue and growth?

Kayne Anderson BDC, Inc. reported revenue of $625.4M.

Does KBDC pay dividends?

Kayne Anderson BDC, Inc. pays dividends, with $123.3M distributed to shareholders in the trailing twelve months.

Where can I find KBDC SEC filings?

Official SEC filings for Kayne Anderson BDC, Inc. (CIK: 0001747172) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is KBDC's EPS?

Kayne Anderson BDC, Inc. has a diluted EPS of $1.67.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is KBDC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Kayne Anderson BDC, Inc. has a SELL rating with 75% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is KBDC stock overvalued or undervalued?

Valuation metrics for KBDC: ROE of 8.4% (sector avg: 15%), net margin of 15.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy KBDC stock in 2026?

Our dual AI analysis gives Kayne Anderson BDC, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is KBDC's free cash flow?

Kayne Anderson BDC, Inc.'s operating cash flow is $-98.7M, with capital expenditures of N/A. FCF margin is -15.8%.

How does KBDC compare to other Market stocks?

Vs Default sector averages: Net margin 15.0% (avg: 12%), ROE 8.4% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2025-12-31 | Powered by Claude AI