Event-Driven Stocks

Golub Capital BDC 3, Inc.

Other · MD · SEC filings ↗ · Compare ⊕

Signs1 good2 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY23FY22
Revenue
Operating income
Net income$123.8M$63.4M
Total assets$2.72B$2.41B
Total liabilities$1.30B$1.14B
Equity$1.42B$1.27B
EPS (diluted)$1.39$0.86
Shares out.95.2M68.4M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2023
Operating margin
Net margin
Return on equity
8.7%
Return on assets
4.5%
Return on capital (ROCE)
Liabilities / assets
47.9%
Debt / equity
0.92×
Book value / share
$14.91
Revenue growth (YoY)
Net income growth (YoY)
95.2%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2023
Accruals / assets
10.6%high accruals
Piotroski F-Score
2/6weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
73
/ 100
Profitability 100Growth 100Catalyst 67Earnings quality 0Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 severe2 warning1 good
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Negative operating cash flow
  • High accruals — earnings-quality risk
  • Conservative leverage (liabilities < 50% of assets)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

Insider transactions

SEC Form 4 · most recent
9 acquisitions3 disposals9 open-market buy(s)net 3.4M shares · last 12
InsiderDateTypeSharesPrice
Webster William M IvDirectorJun 3, 2024D125,703
Golub Lawrence EOfficer — ChairmanJun 3, 2024D1.9M
Golub DavidOfficer — President and CEOJun 3, 2024D1.9M
Golub Lawrence EOfficer — ChairmanDec 7, 2023Buy6,678.487$14.55
Golub DavidOfficer — President and CEODec 7, 2023Buy6,678.487$14.55
Webster William M IvDirectorApr 6, 2023Buy3,166.667$15.00
Webster William M IvDirectorAug 31, 2020Buy2,043.272$14.68
Golub Lawrence EOfficer — ChairmanMay 19, 2022Buy8,005.409$14.25
Golub DavidOfficer — President and CEOMay 19, 2022Buy8,005.409$14.25
Golub Lawrence EOfficer — ChairmanOct 18, 2021Buy249,152.933$15.00
Golub DavidOfficer — President and CEOOct 18, 2021Buy249,152.933$15.00
Golub DavidOfficer — President and CEOOct 5, 2021Buy69,031.533$15.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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