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Upturn AI SWOT - About
Barings BDC Inc (BBDC)
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Upturn Advisory Summary
08/12/2025: BBDC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $10.25
1 Year Target Price $10.25
| 3 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 16.24% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.01B USD | Price to earnings Ratio 10.22 | 1Y Target Price 10.25 |
Price to earnings Ratio 10.22 | 1Y Target Price 10.25 | ||
Volume (30-day avg) 5 | Beta 0.78 | 52 Weeks Range 7.40 - 10.17 | Updated Date 08/12/2025 |
52 Weeks Range 7.40 - 10.17 | Updated Date 08/12/2025 | ||
Dividends yield (FY) 11.87% | Basic EPS (TTM) 0.94 |
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 10.22 | Forward PE 9.32 | Enterprise Value 2528636928 | Price to Sales(TTM) 3.61 |
Enterprise Value 2528636928 | Price to Sales(TTM) 3.61 | ||
Enterprise Value to Revenue 22.69 | Enterprise Value to EBITDA - | Shares Outstanding 105259000 | Shares Floating 95052208 |
Shares Outstanding 105259000 | Shares Floating 95052208 | ||
Percent Insiders 0.57 | Percent Institutions 44.63 |
Upturn AI SWOT
Barings BDC Inc
Company Overview
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.
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 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
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
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
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