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Barings Corporate Investors (MCI)



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Upturn Advisory Summary
09/16/2025: MCI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type Stock | Historic Profit 20.11% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 431.35M USD | Price to earnings Ratio 12.14 | 1Y Target Price - |
Price to earnings Ratio 12.14 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 16.91 - 25.24 | Updated Date 06/29/2025 |
52 Weeks Range 16.91 - 25.24 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 7.53% | Basic EPS (TTM) 1.75 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 82.2% | Operating Margin (TTM) 87.39% |
Management Effectiveness
Return on Assets (TTM) 5.87% | Return on Equity (TTM) 10.41% |
Valuation
Trailing PE 12.14 | Forward PE - | Enterprise Value 462237664 | Price to Sales(TTM) 9.96 |
Enterprise Value 462237664 | Price to Sales(TTM) 9.96 | ||
Enterprise Value to Revenue 12.58 | Enterprise Value to EBITDA - | Shares Outstanding 20298600 | Shares Floating - |
Shares Outstanding 20298600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 17.89 |
Upturn AI SWOT
Barings Corporate Investors
Company Overview
History and Background
Barings Corporate Investors (MCI) is a closed-end management investment company. It has a long history, with its origins dating back to the early 20th century. It has evolved over time, adapting to changing market conditions and investment strategies.
Core Business Areas
- Investment Management: MCI invests primarily in privately held or thinly traded public companies. They seek to generate both current income and capital appreciation through investments in debt and equity securities.
Leadership and Structure
Details of specific leadership individuals are best obtained from their official website. Barings Corporate Investors is managed by Barings LLC. The company is structured as a closed-end investment company.
Top Products and Market Share
Key Offerings
- Debt and Equity Investments in Private Companies: MCI invests in debt (senior secured loans, mezzanine debt) and equity (common stock, preferred stock) securities of privately held companies. Market share data is not directly applicable as it invests in individual company securities and not in a particular product within a larger market. Key competitors include other private credit and private equity firms. Returns are based on the individual investments it makes over time, not aggregate market share. Competitors include Ares Capital Corporation (ARCC), Golub Capital BDC (GBDC), and Blackstone Private Credit Fund (BCRED).
Market Dynamics
Industry Overview
The private credit market is growing as companies increasingly seek alternative sources of financing outside of traditional banks. Private equity has been volatile due to interest rate rises in the past year.
Positioning
Barings Corporate Investors is a player in the middle market segment of the private credit and private equity space, seeking to provide capital to companies that may not have access to public markets. MCI's advantages lie in its experience, its network of relationships, and the resources of Barings LLC.
Total Addressable Market (TAM)
The global private credit market is estimated to be worth trillions of dollars. Barings Corporate Investors is positioned to capture a portion of this TAM by focusing on its specific investment strategy and target market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Established Investment Process
- Access to Barings LLC's Resources
- Diversified Investment Portfolio
Weaknesses
- Limited Liquidity (as a closed-end fund)
- Dependence on Barings LLC
- Potential for Valuation Uncertainty (of private investments)
Opportunities
- Growth in the Private Credit Market
- Increased Demand for Alternative Investments
- Distressed Investment Opportunities (during economic downturns)
Threats
- Economic Downturn
- Increased Competition
- Changes in Regulatory Environment
- Interest Rate Risk
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- BCRED
Competitive Landscape
Barings Corporate Investors competes with other BDCs and private credit funds for investment opportunities. Success depends on the fund's ability to source and select high-quality investments and manage risk effectively. Note: Market share data not applicable as the key point is about competitive alternatives. Each individual company is a market unto itself.
Growth Trajectory and Initiatives
Historical Growth: Analyze the growth in net asset value and investment portfolio size over the past years.
Future Projections: Future growth depends on its ability to identify and invest in attractive private companies and the overall performance of the private credit market. Analyst estimates specific to MCI are generally not available.
Recent Initiatives: Details about specific initiatives are best obtained from their official reports and press releases.
Summary
Barings Corporate Investors (MCI) is a closed-end fund investing in private companies' debt and equity. It leverages the Barings LLC platform. As a closed-end fund, its liquidity is limited. Its performance depends on the success of the invested companies and the broader private credit market. It is exposed to economic and interest rate risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Barings Corporate Investors Official Website
- SEC Filings
- Company Reports
- Market Research Reports on Private Credit
Disclaimers:
This analysis is based on publicly available information and general market knowledge. It is not financial advice. 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 Corporate Investors
Exchange NYSE | Headquaters Charlotte, NC, United States | ||
IPO Launch date 1985-07-01 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - |
Babson Capital Corporate Investors trust is a closed ended fixed income mutual fund launched and managed by Barings LLC. It invests in fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in a portfolio of privately placed, below-investment grade, long term corporate debt obligations. The fund also invests in marketable investment grade debt securities, other marketable debt securities, and marketable common stocks. It was formerly known as Babson Capital Corporate Investors. Babson Capital Corporate Investors trust was formed in 1971 and is domiciled in the United States.

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