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Upturn AI SWOT - About
Barings BDC Inc (BBDC)
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Upturn Advisory Summary
06/27/2025: 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
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $10.05
Year Target Price $10.05
| 3 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.39% | Avg. Invested days 45 | 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 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 957.86M USD | Price to earnings Ratio 9.68 | 1Y Target Price 10.05 |
Price to earnings Ratio 9.68 | 1Y Target Price 10.05 | ||
Volume (30-day avg) - | Beta 0.77 | 52 Weeks Range 7.40 - 10.17 | Updated Date 06/29/2025 |
52 Weeks Range 7.40 - 10.17 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 11.43% | Basic EPS (TTM) 0.94 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 35.21% | Operating Margin (TTM) 72.92% |
Management Effectiveness
Return on Assets (TTM) 4.93% | Return on Equity (TTM) 8.24% |
Valuation
Trailing PE 9.68 | Forward PE 8.83 | Enterprise Value 2380050432 | Price to Sales(TTM) 3.41 |
Enterprise Value 2380050432 | Price to Sales(TTM) 3.41 | ||
Enterprise Value to Revenue 22.22 | Enterprise Value to EBITDA - | Shares Outstanding 105259000 | Shares Floating 95052208 |
Shares Outstanding 105259000 | Shares Floating 95052208 | ||
Percent Insiders 0.57 | Percent Institutions 44.4 |
Analyst Ratings
Rating 4.4 | Target Price 10.05 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Barings BDC Inc
Company Overview
History and Background
Barings BDC Inc. was formed in 2012 and commenced investment operations in 2013. It is a specialty finance company focused on providing debt and equity financing to middle-market companies. The company has grown through strategic investments and capital raises.
Core Business Areas
- Direct Lending: Provides senior secured loans, mezzanine debt, and equity investments to middle-market companies.
- Investment Management: Manages a portfolio of investments, aiming to generate current income and capital appreciation.
Leadership and Structure
Jonathan Bock serves as the CEO. The company operates with a board of directors and a management team overseeing investment strategies and portfolio management.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Primarily provides senior secured first lien debt. Barings BDC Inc faces competition from other BDCs, banks and private credit funds such as Ares Capital, Main Street Capital and Blackstone Private Credit Fund. No specific market share data available.
- Mezzanine Debt: Offers mezzanine debt financing, which ranks subordinate to senior debt. Competitors include other BDCs and private credit funds.
- Equity Investments: Makes selective equity investments alongside debt financing. Competitors include private equity firms and venture capital funds.
Market Dynamics
Industry Overview
The BDC industry is characterized by increasing competition and regulation. Demand is driven by middle-market companies seeking flexible financing solutions, especially with higher interest rates. There is strong demand to provide capital to private equity-backed sponsors.
Positioning
Barings BDC Inc. positions itself as a provider of customized financing solutions for middle-market companies, leveraging the Barings platform's expertise. They are able to deploy significant capital and provide more flexibility than some other options.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated to be in the hundreds of billions of dollars. Barings BDC Inc is positioned to capture a portion of this market through its investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Access to the broader Barings platform and its resources
- Diversified investment portfolio
- Strong relationships with private equity sponsors
Weaknesses
- Exposure to credit risk in middle-market lending
- Reliance on external financing
- Sensitivity to interest rate fluctuations
- Potential conflicts of interest
Opportunities
- Increased demand for private credit
- Expansion into new sectors and geographies
- Strategic acquisitions to enhance scale and capabilities
- Rising interest rate environment
Threats
- Economic downturn impacting portfolio companies
- Increased competition in the BDC space
- Changes in regulations affecting BDCs
- Geopolitical risks
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- TPVG
- BXSL
Competitive Landscape
Barings BDC Inc. competes with other BDCs, banks, and private credit funds. Its advantages include its experienced management team and access to the broader Barings platform. Disadvantages may include exposure to credit risk and reliance on external financing.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data needs to be updated regularly. Please use up-to-date public information from financial news sites or Edgar filings.
Future Projections: Future projections data needs to be updated regularly. Please use up-to-date public information from financial news sites or Edgar filings.
Recent Initiatives: Recent initiatives data needs to be updated regularly. Please use up-to-date public information from financial news sites or Edgar filings.
Summary
Barings BDC Inc. is a specialty finance company focused on providing debt and equity financing to middle-market companies, leveraging the Barings platform's expertise. Access to the Barings platform and experienced management offer a strategic advantage. However, the company remains exposed to credit risks in middle-market lending and depends on external financing. Careful risk management and proactive growth initiatives are vital for sustained success in a competitive landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (e.g., 10-K, 10-Q)
- Company Website
- Financial News Outlets (e.g., Bloomberg, Reuters)
- BDC Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market share data is approximate and based on available public information. Investment decisions should be based on thorough due diligence and consultation with a qualified financial advisor.
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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