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Barings Corporate Investors (MCI)
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Upturn Advisory Summary
12/02/2025: MCI (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.
Analysis of Past Performance
Type Stock | Historic Profit 6.68% | 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 12/02/2025 |
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 focused on income and capital appreciation. It has a long history of investing in debt and equity securities.
Core Business Areas
- Investment Management: Manages a portfolio of debt and equity investments, aiming for high total return through income and capital gains.
Leadership and Structure
The company is managed by Barings LLC. Information regarding specific leadership team and organizational structure is not readily available in public sources.
Top Products and Market Share
Key Offerings
- Debt and Equity Investments: MCI invests in a diversified portfolio of debt and equity securities. Market share data specific to MCI's investment strategies is not publicly available. Competitors include other closed-end funds and investment managers like BlackRock, Apollo and Ares.
Market Dynamics
Industry Overview
The closed-end fund industry is competitive and subject to market fluctuations. These fluctuations can impact investment returns.
Positioning
MCI seeks to differentiate itself through its investment strategy and historical performance. It is a relatively small player compared to larger asset managers.
Total Addressable Market (TAM)
The TAM is large for debt and equity investments, spanning trillions of dollars globally. MCI focuses on a specific segment within this broader market. Specific figures for the targeted TAM segment for closed-end fund investments in general and those managed by Barings is not readily available.
Upturn SWOT Analysis
Strengths
- Experienced management team (Barings LLC)
- Diversified investment portfolio
- History of income generation
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Relatively small size compared to larger asset managers
- Dependence on Barings LLC for management
Opportunities
- Favorable interest rate environment for fixed-income investments
- Growth in demand for income-generating investments
- Strategic acquisitions of undervalued assets
Threats
- Economic downturn impacting portfolio company performance
- Increased competition in the closed-end fund market
- Rising interest rates negatively impacting fixed-income values
Competitors and Market Share
Key Competitors
- OXSQ
- ECC
- ARCC
Competitive Landscape
MCI is a small player among larger business development companies (BDCs). It faces competition based on investment performance, fees, and dividend yields.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on macroeconomic conditions and the companyu2019s performance.
Future Projections: Analyst estimates are generally not available for specific closed-end funds like MCI, future projections are dependent on market performance.
Recent Initiatives: Consult latest SEC filings or investor relations pages for recent initiatives.
Summary
Barings Corporate Investors (MCI) is a closed-end fund that is smaller relative to bigger competitors. It focuses on generating income and capital appreciation through a diversified investment portfolio. Its performance is susceptible to market downturns, and increased competition in the asset management industry, with reliance on Barings LLC for management. Investors should closely monitor financial performance, dividend payouts, and the discount/premium to NAV.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- 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 is based on available data and may not be exact.
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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