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Upturn AI SWOT - About
Barings Corporate Investors (MCI)
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Upturn Advisory Summary
06/30/2025: MCI (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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Barings Corporate Investors
Company Overview
History and Background
Barings Corporate Investors (MCI) is a closed-end investment company founded in 1971. It primarily invests in privately-held middle-market companies. The company's focus has shifted over time, adapting to changing market conditions and investment opportunities.
Core Business Areas
- Private Credit: MCI primarily invests in private credit, providing financing solutions to middle-market companies through various debt instruments such as senior secured loans, unitranche loans, and mezzanine debt.
- Private Equity: The company also makes select investments in private equity, targeting companies with growth potential and attractive valuations.
Leadership and Structure
Barings LLC serves as the investment advisor to Barings Corporate Investors. The company is led by a board of directors and a management team at Barings who oversees the investment strategy and portfolio management.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: MCI invests in senior secured loans of middle-market companies. Market share data specific to MCI for this product is not readily available. Competitors include other private credit funds and business development companies (BDCs).
- Unitranche Loans: MCI participates in unitranche loans, which combine senior and subordinated debt into a single loan facility. Market share data is not readily available. Competitors are similar to senior secured loans.
- Mezzanine Debt: MCI also invests in mezzanine debt. Market share data is not readily available. Competitors are similar to senior secured loans.
Market Dynamics
Industry Overview
The private credit industry is characterized by increasing demand from middle-market companies seeking alternatives to traditional bank financing. The industry is competitive, with a growing number of private credit funds and BDCs.
Positioning
Barings Corporate Investors is positioned as an experienced private credit investor with a long track record and a focus on middle-market companies. Its competitive advantage lies in its access to Barings' global platform and expertise.
Total Addressable Market (TAM)
The estimated TAM for global private credit is substantial, estimated to be in the trillions of dollars. MCI is positioned to capture a segment of this TAM through its targeted investment strategy in middle-market companies. It is difficult to put an exact dollar amount on the middle-market private credit part of the TAM.
Upturn SWOT Analysis
Strengths
- Experienced investment team
- Access to Barings' global platform
- Long track record
- Focus on middle-market companies
- Diversified portfolio
Weaknesses
- Closed-end fund structure limits flexibility
- Dependence on Barings as investment advisor
- Market sentiment impacts share price
- Limited liquidity compared to public equities
- High expense ratio for some investors
Opportunities
- Growing demand for private credit
- Increased deal flow in middle market
- Expansion into new sectors and geographies
- Strategic acquisitions
- Increase fund raising efforts to create bigger funds to invest in
Threats
- Economic downturn
- Increased competition
- Rising interest rates
- Regulatory changes
- Defaults on investments
Competitors and Market Share
Key Competitors
- ARCC
- AINV
- OCSL
Competitive Landscape
MCI faces competition from other BDCs and private credit funds. Its competitive advantages include its experienced team and access to the Barings platform. Its disadvantages may include its relatively small size compared to some of its competitors. This market share is based off of total asset value and estimated.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is reflected in the appreciation of its NAV and the total return to shareholders. This information can be found in their Annual Reports.
Future Projections: Future growth projections depend on the overall economic climate, the performance of the middle-market sector, and MCI's ability to identify and execute attractive investment opportunities.
Recent Initiatives: Recent initiatives may include new investment strategies, portfolio diversification efforts, or changes in the investment team.
Summary
Barings Corporate Investors is a closed-end fund focused on private credit investments, primarily in middle-market companies. Its strengths lie in its experienced team and access to the Barings platform. However, it faces challenges from competition, economic cycles, and its limited flexibility due to its closed-end structure. Success relies on careful management of credit risk and continued access to quality investment opportunities in the private credit market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Barings Corporate Investors's SEC filings
- Company website
- Financial news articles
- Industry reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and based on available sources. Investment decisions should be based on thorough research and consultation with a 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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