Kayne Anderson BDC (KBDC) Return on Assets [ROA] (2021 - 2026)
Kayne Anderson BDC (KBDC) posted Return on Assets [ROA] of 6.53% for Q3 2026, up 4.54 percentage points from 1.99% a year earlier and up 2.56 percentage points from the prior quarter.
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Analysis
Kayne Anderson BDC (KBDC) Return on Assets [ROA] (2021 - 2026) Analysis & Trends
For FY2025, Kayne Anderson BDC's Return on Assets [ROA] came in at 1.81%, down 5.71 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a four-year change of -5.78 percentage points (FY2021 to FY2025).
- In prior years, Kayne Anderson BDC's Return on Assets [ROA] was 7.53% in FY2024 (+1.64 pp), 5.89% in FY2023 (+0.75 pp), 5.14% in FY2022 (-2.46 pp) and 7.60% in FY2021.
- The Q3 2026 figure stands as the highest quarterly Return on Assets [ROA] in data going back to Q4 2021.
- On a year-over-year basis, Return on Assets [ROA] increased in three of the last eight quarters, with an average year-over-year change of -0.35 percentage points.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q3 2026, with a gain of 4.54 percentage points; the weakest was Q3 2025, with a drop of 4.07 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was 3.97% (Q2 2026), 4.11% (Q1 2026) and 4.58% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - | 5.97% |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - | 2.15% |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn | 6.22% |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - | 0.36% |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - | 2.73% |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - | 12.51% |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn | 8.94% |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - | - |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - | 0.78% |
| 10 | Kayne Anderson BDC | 846.81 Mn | 776.51 Mn | - | 6.53% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 6.53% |
| Jun 30, 2026 | 3.97% |
| Mar 31, 2026 | 4.11% |
| Dec 31, 2025 | 4.58% |
| Sep 30, 2025 | 1.99% |
| Jun 30, 2025 | 4.69% |
| Mar 31, 2025 | 5.86% |
| Dec 31, 2024 | 6.42% |
| Sep 30, 2024 | 6.06% |
| Jun 30, 2024 | 5.09% |
| Mar 31, 2024 | 5.23% |
| Dec 31, 2023 | 5.62% |
| Sep 30, 2023 | 5.46% |
| Jun 30, 2023 | 5.57% |
| Mar 31, 2023 | 4.78% |
| Dec 31, 2022 | 4.19% |
| Sep 30, 2022 | 4.55% |
| Jun 30, 2022 | 4.23% |
| Mar 31, 2022 | 4.04% |
| Dec 31, 2021 | 5.23% |
API Access
Kayne Anderson BDC Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=KBDC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "KBDC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=KBDC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();