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Upturn AI SWOT - About
Barings Corporate Investors (MCI)
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Upturn Advisory Summary
08/28/2025: 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 12.1% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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 investment company. It was founded to provide investors with a diversified portfolio of private and public debt and equity investments.
Core Business Areas
- Direct Lending: Provides senior secured loans, mezzanine debt, and unitranche loans to private middle-market companies.
- Private Equity: Invests in equity securities of private companies, often alongside private equity sponsors.
- Public Securities: Invests in publicly traded debt and equity securities, complementing the private investment portfolio.
Leadership and Structure
The fund is managed by Barings LLC, a global financial services firm. The organizational structure involves a board of directors overseeing Barings LLC's management of the fund.
Top Products and Market Share
Key Offerings
- Private Credit: Direct lending to middle-market companies. Market share data is not readily available due to the fragmented nature of the private credit market. Competitors include Ares Capital, Main Street Capital.
- Mezzanine Debt: Subordinated debt financing for leveraged buyouts and recapitalizations. Market share data is limited. Competitors include Golub Capital, Benefit Street Partners.
Market Dynamics
Industry Overview
The private credit market is experiencing growth due to increased demand for alternative financing options and banks reducing lending to middle-market companies.
Positioning
MCI positions itself as a provider of flexible capital solutions to middle-market companies, leveraging Barings' global investment platform.
Total Addressable Market (TAM)
The global private credit market is estimated to be in the trillions of dollars. MCI is positioned to capture a small percentage of this TAM through its middle-market focus.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Investment Portfolio
- Access to Barings' Global Platform
- Strong Track Record of Investment Performance
Weaknesses
- High Management Fees
- Illiquidity of Private Investments
- Sensitivity to Economic Downturns
- Concentration Risk in Certain Investments
Opportunities
- Growth in Private Credit Market
- Increased Demand for Alternative Financing
- Expansion into New Investment Strategies
- Strategic Acquisitions
Threats
- Increased Competition
- Rising Interest Rates
- Economic Recession
- Regulatory Changes
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- BXSL
- TCPC
Competitive Landscape
MCI faces competition from larger BDCs with more scale and lower costs of capital. MCI differentiates itself through its access to Barings' global platform and specialized investment expertise.
Growth Trajectory and Initiatives
Historical Growth: Discussing Barings Corporate Investors's growth trends over the past years. Financial data is not included because it is variable and needs to be current from a datafeed. This is impossible to do in a static response.
Future Projections: Providing projections for Barings Corporate Investors's future growth based on analyst estimates. Financial data is not included because it is variable and needs to be current from a datafeed. This is impossible to do in a static response.
Recent Initiatives: Highlighting recent strategic initiatives undertaken by Barings Corporate Investors. More investment into ESG and impact focused investment opportunities.
Summary
Barings Corporate Investors (MCI) is a small BDC in a competitive market. Its strengths lie in its access to the Barings platform and diversified portfolio. Weaknesses include higher fees and potential illiquidity. The company must continue to leverage its expertise to differentiate itself and navigate economic headwinds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Consult with a qualified financial advisor before making any investment decisions.
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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