Crescent Capital BDC Inc. (CCAP)

Crescent Capital BDC, Inc. (NASDAQ:CCAP ) Q2 2025 Earnings Conference Call August 14, 2025 12:00 PM ET Company Participants Daniel McMahon - Senior VP & Head of Public Investor Relations Gerhard Piete...

Crescent Capital BDC (CCAP) came out with quarterly earnings of $0.46 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.59 per share a year ago.

I believe BDC investors face higher odds of unfavorable returns over the next 1-3 years due to macro and sector-specific headwinds. Key risks include a negatively sloped interest rate curve, tight spr...

Crescent Capital BDC trades at a 26% discount to NAV, which I believe is exaggerated and presents a re-rating opportunity. Despite a rising non-accrual ratio and higher payout, the dividend appears sa...

Since the announcement of tariffs in early April, the BDC market has become a less interesting place for capital deployment (as we can imply from higher discounts). Yet, as it is usually the case, hig...

Currently, an average BDC trades at an 8% discount to NAV. However, those with high dividend cut probabilities have 20%+ discounts. Many of these heavily punished BDCs are busts.

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BDCs have entered a challenging period. This is why the market has assigned notable discounts across the board. Some BDCs have become very deeply discounted.

I am increasingly cautious on BDCs due to rising non-accruals, weaker earnings, and looser underwriting amid intense competition for private credit deals. Elevated interest rates are suppressing BDC v...

Crescent Capital BDC offers a compelling 10.9% dividend yield and trades at a 22% discount to NAV, providing a strong margin of safety. Recent headwinds, including lower NII and some non-accruals, are...