Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
BBDC logo BBDC
Upturn stock ratingUpturn stock rating
BBDC logo

Barings BDC Inc (BBDC)

Upturn stock ratingUpturn stock rating
$9.85
Last Close (24-hour delay)
Profit since last BUY9.2%
upturn advisory
Consider higher Upturn Star rating
BUY since 65 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/28/2025: BBDC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

5 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $10.15

1 Year Target Price $10.15

Analysts Price Target For last 52 week
$10.15 Target price
52w Low $7.4
Current$9.85
52w High $10.17

Analysis of Past Performance

Type Stock
Historic Profit 18.4%
Avg. Invested days 51
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.03B USD
Price to earnings Ratio 10.35
1Y Target Price 10.15
Price to earnings Ratio 10.35
1Y Target Price 10.15
Volume (30-day avg) 5
Beta 0.78
52 Weeks Range 7.40 - 10.17
Updated Date 08/28/2025
52 Weeks Range 7.40 - 10.17
Updated Date 08/28/2025
Dividends yield (FY) 10.61%
Basic EPS (TTM) 0.95

Earnings Date

Report Date 2025-08-07
When -
Estimate 0.258
Actual 0.28

Profitability

Profit Margin 35.67%
Operating Margin (TTM) 70.96%

Management Effectiveness

Return on Assets (TTM) 4.77%
Return on Equity (TTM) 8.41%

Valuation

Trailing PE 10.35
Forward PE 9.07
Enterprise Value 2554382592
Price to Sales(TTM) 3.69
Enterprise Value 2554382592
Price to Sales(TTM) 3.69
Enterprise Value to Revenue 23.02
Enterprise Value to EBITDA -
Shares Outstanding 105159000
Shares Floating 95052208
Shares Outstanding 105159000
Shares Floating 95052208
Percent Insiders 0.57
Percent Institutions 44.5

ai summary icon Upturn AI SWOT

Barings BDC Inc

stock logo

Company Overview

overview logo History and Background

Barings BDC, Inc., formerly Triangle Capital Corporation, was founded in 2007 and rebranded in 2018 following its acquisition by Barings. It focuses on providing financing to middle-market companies.

business area logo Core Business Areas

  • Direct Lending: Provides first lien, second lien, unitranche, and mezzanine loans to private middle-market companies.
  • Equity Investments: Makes strategic equity co-investments alongside its debt investments.

leadership logo Leadership and Structure

Jonathan Bock serves as CEO. The company operates as a business development company (BDC) regulated under the Investment Company Act of 1940.

Top Products and Market Share

overview logo Key Offerings

  • First Lien Debt: Provides senior secured debt to middle-market companies. Market share data is not readily available at a granular product level, but Barings BDC competes with other BDCs and direct lenders in this space. Competitors include Ares Capital Corporation (ARCC), Main Street Capital (MAIN).
  • Second Lien Debt: Offers subordinated debt, which carries a higher risk and return. Market share data is not readily available. Competitors include Golub Capital BDC (GBDC), Prospect Capital Corporation (PSEC).

Market Dynamics

industry overview logo Industry Overview

The BDC industry is influenced by interest rates, economic conditions, and the availability of capital for middle-market companies. It's characterized by specialized lending to companies often underserved by traditional banks.

Positioning

Barings BDC leverages the Barings' platform to source deals and manage investments. It aims to provide attractive risk-adjusted returns to its shareholders through a diversified portfolio.

Total Addressable Market (TAM)

The middle-market lending TAM is estimated to be trillions of dollars globally. Barings BDC focuses on a portion of this market within the United States. Barings BDC's positioning depends on available capital for investments, with the total addressable market ranging from 100 billion to over 1 trillion USD.

Upturn SWOT Analysis

Strengths

  • Experienced Management Team
  • Access to Barings' Platform and Resources
  • Diversified Portfolio
  • Strong Origination Capabilities

Weaknesses

  • Sensitivity to Interest Rate Changes
  • Reliance on External Financing
  • Potential for Credit Losses
  • Dependence on Barings network to originate investments

Opportunities

  • Expanding Middle-Market Lending Demand
  • Strategic Acquisitions
  • Increased Investment in Specialty Finance
  • Growth in Private Credit Markets

Threats

  • Economic Downturn
  • Increased Competition
  • Regulatory Changes
  • Rising Interest Rates

Competitors and Market Share

competitor logo Key Competitors

  • Ares Capital Corporation (ARCC)
  • Main Street Capital (MAIN)
  • Golub Capital BDC (GBDC)
  • Prospect Capital Corporation (PSEC)

Competitive Landscape

Barings BDC benefits from the Barings platform's scale and expertise. Competition is intense among BDCs for attractive middle-market lending opportunities. Larger BDCs like ARCC have scale advantages, while smaller BDCs may focus on niche markets.

Growth Trajectory and Initiatives

Historical Growth: Data not readily available for direct extraction.

Future Projections: Data not readily available for direct extraction.

Recent Initiatives: Data not readily available for direct extraction.

Summary

Barings BDC is a BDC that invests in middle market companies. It benefits from being part of the larger Barings platform. However, BDCs are sensitive to interest rate risk, and depend on outside capital. Barings BDC has potential for future growth from strategic acquisitions but needs to mitigate risks such as a potential economic downturn and higher competition.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings
  • Analyst Reports
  • Industry Publications

Disclaimers:

This analysis is based on available information and is not financial advice. Market share estimates are approximate and may vary.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Barings BDC Inc

Exchange NYSE
Headquaters Charlotte, NC, United States
IPO Launch date 2007-02-15
Executive Chairman of the Board & CEO Mr. Eric James Lloyd
Sector Financial Services
Industry Asset Management
Full time employees -
Full time employees -

Barings BDC, Inc. is a publicly traded, externally managed investment company that has elected to be treated as a business development company under the Investment Company Act of 1940. It seeks to invest primarily in senior secured loans, first lien debt, unitranche, second lien debt, subordinated debt, equity co-investments and senior secured private debt investments in private middle-market companies that operate across a wide range of industries. It specializes in mezzanine, leveraged buyouts, management buyouts, ESOPs, change of control transactions, acquisition financings, growth financing, and recapitalizations in lower middle market, mature, and later stage companies. It invests in manufacturing and distribution; business services and technology; transportation and logistics; consumer product and services. It invests in United States. It invests in companies with EBITDA of $10 million to $75 million, typically in private equity sponsor backed.