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Upturn AI SWOT - About
BBDC 
Barings BDC Inc (BBDC)
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Upturn Advisory Summary
10/21/2025: BBDC (1-star) is currently NOT-A-BUY. Pass it for now.
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 $10.15
1 Year Target Price $10.15
| 3 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.74% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/21/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 906.47M USD | Price to earnings Ratio 9.07 | 1Y Target Price 10.15 |
Price to earnings Ratio 9.07 | 1Y Target Price 10.15 | ||
Volume (30-day avg) 5 | Beta 0.75 | 52 Weeks Range 7.38 - 10.40 | Updated Date 10/21/2025 |
52 Weeks Range 7.38 - 10.40 | Updated Date 10/21/2025 | ||
Dividends yield (FY) 12.11% | Basic EPS (TTM) 0.95 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 9.07 | Forward PE 8.29 | Enterprise Value 2427140352 | Price to Sales(TTM) 3.23 |
Enterprise Value 2427140352 | Price to Sales(TTM) 3.23 | ||
Enterprise Value to Revenue 22 | Enterprise Value to EBITDA - | Shares Outstanding 105158938 | Shares Floating 95052208 |
Shares Outstanding 105158938 | Shares Floating 95052208 | ||
Percent Insiders 0.57 | Percent Institutions 44.73 |
Upturn AI SWOT
Barings BDC Inc
Company Overview
History and Background
Barings BDC, Inc. (formerly Triangle Capital Corporation) was founded in 2007 and is headquartered in Charlotte, North Carolina. It focuses on providing financing solutions to middle-market companies. It rebranded as Barings BDC following its acquisition by Barings LLC.
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 across various industries, aiming to generate current income and capital appreciation.
Leadership and Structure
Eric Lloyd Miller is the Chief Executive Officer. The company operates as a BDC (Business Development Company), regulated under the Investment Company Act of 1940.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Provides first lien and unitranche loans to middle-market companies. Market share data not publicly available. Competitors include Ares Capital, Main Street Capital, and Owl Rock Capital.
- Mezzanine Debt: Offers subordinated debt financing to support growth, acquisitions, or recapitalizations. Market share data not publicly available. Competitors include Golub Capital, PennantPark Investment, and Benefit Street Partners.
Market Dynamics
Industry Overview
The BDC industry provides capital to underserved middle-market companies. The industry is sensitive to interest rate fluctuations and economic conditions.
Positioning
Barings BDC aims to leverage the Barings platform's resources and expertise to provide differentiated investment solutions. They compete on deal sourcing, credit analysis, and relationship management.
Total Addressable Market (TAM)
The middle-market lending TAM is substantial, estimated to be in the trillions of dollars. Barings BDC is positioned to capture a portion of this market by focusing on specific sectors and deal sizes.
Upturn SWOT Analysis
Strengths
- Access to Barings' global platform and resources
- Experienced management team
- Diversified investment portfolio
- Strong credit underwriting process
Weaknesses
- Reliance on external management
- Exposure to interest rate risk
- Dependence on economic conditions
- Portfolio company concentration
Opportunities
- Increased demand for private credit
- Expansion into new sectors or geographies
- Strategic acquisitions
- Growth in direct lending
Threats
- Increased competition from other BDCs and private credit funds
- Economic recession or downturn
- Rising interest rates
- Regulatory changes
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- ORCC
- TCPC
- GBDC
Competitive Landscape
Barings BDC operates in a competitive landscape with larger and smaller BDCs. Its advantage lies in its affiliation with Barings, but faces challenges in competing on scale and cost of capital.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on the company's ability to originate and manage investments. Detailed growth trends require further financial data analysis.
Future Projections: Future growth projections depend on market conditions, investment strategy, and execution. Analyst estimates can be found on financial data provider websites.
Recent Initiatives: Recent initiatives are typically announced in investor presentations and press releases. This may include new investment strategies or portfolio optimizations.
Summary
Barings BDC benefits from its affiliation with a larger asset manager, which aids in deal sourcing and management expertise. However, it faces challenges typical of BDCs, including interest rate sensitivity and dependence on economic conditions. Its growth trajectory relies on successfully deploying capital and managing credit risk. Competition in the BDC space is intense, requiring Barings BDC to differentiate itself through deal selection and value-added services. Further financial data analysis is needed for a comprehensive overview.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings, Company website, Financial data providers (Yahoo Finance, Bloomberg)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data are estimated and may not be precise.
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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