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MCI
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Barings Corporate Investors (MCI)

Upturn stock ratingUpturn stock rating
$22.87
Last Close (24-hour delay)
Profit since last BUY7.07%
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Consider higher Upturn Star rating
BUY since 13 days
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Upturn Advisory Summary

09/16/2025: MCI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 20.11%
Avg. Invested days 52
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/16/2025

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

ai summary icon Upturn AI SWOT

Barings Corporate Investors

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.