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Upturn AI Summary - About
Barings BDC Inc(BBDC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BBDC
09/24/2026: BBDC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Barings BDC Inc is a publicly traded business development company (BDC) that focuses on providing senior secured loans to middle-market companies. Backed by the global investment platform of Barings LLC, the firm maintains a diversified portfolio designed to generate recurring income for investors. Its primary investment story centers on leveraging institutional-grade underwriting to navigate the private credit market. While it offers a strong income proposition, key risks include exposure to interest rate fluctuations and credit market conditions that could impact asset values. The stock is best suited for income-oriented investors, and market participants should monitor its dividend coverage and credit quality trends closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | BDCs are typically structured for income rather than aggressive capital growth. |
| Momentum investor | Weak fit | This stock usually moves based on interest rate cycles and credit trends rather than pure price momentum. |
| Value investor | Strong fit | BDCs are often analyzed based on price-to-NAV, potentially offering value when trading at a discount. |
| Dividend investor | Strong fit | The company's primary objective is to generate recurring income for shareholders through dividends. |
| Low-risk investor | Weak fit | The portfolio is subject to credit and interest rate risks inherent in middle-market lending. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | BDC stock prices can fluctuate based on market sentiment regarding interest rates and credit health. |
| Valuation risk | Medium | Changes in the fair value of portfolio assets can directly impact the company's Net Asset Value. |
| Competition risk (private credit) | Medium / high | Increased competition from other lenders may compress loan yields. |
| Business quality | Medium | Success depends on the underwriting discipline and credit management of the external manager. |
| Dividend income | Medium | Dividends are dependent on portfolio earnings and can fluctuate. |
| Execution risk | Medium | The ability to originate quality loans consistently is key to performance. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -16.44% | Avg. Invested days 38 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/24/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 906.76M USD | Price to earnings Ratio 10.56 | 1Y Target Price 9.96 |
Price to earnings Ratio 10.56 | 1Y Target Price 9.96 | ||
Volume (30-day avg) 702.0K shares | Beta 0.67 | 52 Weeks Range 7.44 - 9.27 | Updated Date 09/24/2026 |
52 Weeks Range 7.44 - 9.27 | Updated Date 09/24/2026 | ||
Dividends yield (FY) 11.87% | Basic EPS (TTM) 0.82 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Direct Lending | Interest income from senior secured and unitranche loans to private middle-market companies. | The company makes money by lending to mid-sized businesses and collecting interest payments. |
| Geography | Primarily North American middle-market companies. | Most of the businesses it lends to are based in the US. |
Valuation
Trailing PE 10.56 | Forward PE 7.96 | Enterprise Value 2.25B | Price to Sales(TTM) 3.41 |
Enterprise Value 2.25B | Price to Sales(TTM) 3.41 | ||
Enterprise Value to Revenue 23.18 | Enterprise Value to EBITDA - | Shares Outstanding 104.71M | Shares Floating 95.05M |
Shares Outstanding 104.71M | Shares Floating 95.05M | ||
Percent Insiders 0.62 | Percent Institutions 51.78 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Barings BDC Inc
Exchange NYSE | Headquarters Charlotte, NC, United States | ||
IPO Launch date 2007-02-15 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Barings BDC, Inc. is a publicly traded Real Estate, 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. The firm prefers to invest in companies having maximum revenue of $200 million and having EBITDA value between $10 million and $75 million.
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