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PSBD

Palmer Square Capital BDC Inc.
Chart
9.83 USD
Latest Week 2026-07-17
Financial ServicesAsset ManagementSMALL
Snapshot 2026-07-19 · 0.6w · Fresh
0.55
OS Score
81.0%
Value
27.0%
Quality
14.0%
Momentum
#70.00000000
TV Rank
5/9
F-Score
0.468
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
6 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
VC2 9
📐
EBITDA/EV
42.0%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
22.3%
💰
High Yield
Div 16.4%
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
Val 81%
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 0.80
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
81.0%ile
P/S
5.0×
P/B
0.7×
FCF Yield
0.057
EBITDA/EV
0.420
SH Yield
0.223
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
15.00000000
/100 — 1=cheapest
VC2 (Trending Value)
9.00000000
/100
VC3 (Buyback)
10.00000000
/100
VC2 score of 9.00000000/100 puts this in the cheapest decile of the universe — prime Trending Value territory.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
27.0%ile
ROE
-0.077
ROA
-0.027
Net Margin
-0.525
Op Margin
-0.406
GPA
0.018
D/E
1.82
Current
0.03
F-Score
5/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
-0.228
Stability
8.085
lower=better
Accruals
-0.077
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
14.0%ile
6M Return
-15.0%
12M Return
-22.4%
12-1 Mom
-17.6%
Risk-Adj
-0.88
Vol 252d
20.0%
Vol 60d
46.3%
↑ Expanding
Max DD 12M
-23.2%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of -18% signals a downtrend — price is moving against you. Near-term vol (46%) is expanding vs long-term (20%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.55
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
52.1%
Sector Quality %ile
7.0%
P/B z-score
-0.07
Sector Avg OS
85.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
CARE Carter Bank and Trust 99.0% 96.0% 96.0% 91.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 88.0% 89.0%
IX Orix Corp Ads 99.0% 98.0% 82.0% 90.0%
RILYL BRC Group Holdings, Inc. 99.0% 94.0% 88.0% 95.0%
BAP Credicorp Ltd 99.0% 97.0% 96.0% 91.0%
MRX Marex Group plc Ordinary Shares 98.0% 93.0% 81.0% 89.0%
HG Hamilton Insurance Group, Ltd. 98.0% 97.0% 82.0% 90.0%
MFG Mizuho Financial Group Inc. 98.0% 97.0% 70.0% 91.0%
Factor Interactions
Cheap for a Reason?
Looks cheap (81th value) but weak quality (27th). Classic value trap risk.
Falling Knife
Weak momentum (14th) despite looking cheap (81th value). Wait for momentum to stabilise.
Strong Capital Return
Shareholder yield 22.3% backed by 5.7% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (46%) significantly exceeds 252-day (20%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
84.0% avg (5 factors)
Quality
F
18.6% avg (8 factors)
Momentum
F
10.0% avg (4 factors)
Risk
A
83.4% avg (1 factors)
Deep value territory, but quality is concerning. This is either a turnaround opportunity or a value trap — the F-Score and accruals ratio will be key differentiators. Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends7 snapshots
Factor Persistence7 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.550—0—
Value %ile0.810—7—
Quality %ile0.270—2—
Momentum %ile0.140—7—
F-Score5.000—0—
Confidence0.910—7—
Volatility0.200—7—
Value Lens2021-07-20 → 2026-07-19
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
Price / Sales
5.01
Price / Book
0.74
Price / Cash Flow
5.32
FCF Yield
5.7%
EBITDA / EV
42.0%
Sales Yield (1/P·S)
0.0606
Shareholder Yield
Div + net buyback / mktcap
22.3%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
-7.7%
Return on Assets
-2.7%
Net Margin
-52.5%
Operating Margin
-40.6%
Gross Profit / Assets
Novy-Marx GPA
1.8%
Debt / Equity
1.82
Current Ratio
0.03
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.077
External Financing
Net issuance — lower=better
0.016
MomentumPrice trend strength over different horizons
6M Return
-15.0%
12M Return
-22.4%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-17.6%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-0.88
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
-22.8%
Earnings Stability (CV)
Lower = more stable
8.085
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
5
Dividend Yield
16.4%
Buyback Yield
5.9%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
15
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
9
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
10
Trending Value Rank
1=best. Top VC2 decile by 6M momentum
70
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity