Barings Bdc Stock Beta
| BBDC Stock | USD 9.70 0.02 0.21% |
Barings BDC fundamentals help investors to digest information that contributes to Barings BDC's financial success or failures. It also enables traders to predict the movement of Barings Stock. The fundamental analysis module provides a way to measure Barings BDC's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Barings BDC stock.
Barings | Beta |
Barings BDC Company Beta Analysis
Barings BDC's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Barings BDC Beta | 0.71 |
Most of Barings BDC's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Barings BDC is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Barings Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Barings BDC is extremely important. It helps to project a fair market value of Barings Stock properly, considering its historical fundamentals such as Beta. Since Barings BDC's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Barings BDC's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Barings BDC's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Barings BDC has a Beta of 0.707. This is 13.78% lower than that of the Capital Markets sector and 37.98% lower than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
Barings Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Barings BDC's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Barings BDC could also be used in its relative valuation, which is a method of valuing Barings BDC by comparing valuation metrics of similar companies.Barings BDC is currently under evaluation in beta category among its peers.
Barings BDC Current Valuation Drivers
We derive many important indicators used in calculating different scores of Barings BDC from analyzing Barings BDC's financial statements. These drivers represent accounts that assess Barings BDC's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Barings BDC's important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 446.9M | 719.8M | 838.7M | 918.4M | 826.6M | 415.6M |
Barings BDC ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Barings BDC's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Barings BDC's managers, analysts, and investors.Environmental | Governance | Social |
Barings BDC Institutional Holders
Institutional Holdings refers to the ownership stake in Barings BDC that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Barings BDC's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Barings BDC's value.| Shares | Two Sigma Investments Llc | 2024-09-30 | 748.2 K | Harbor Capital Advisors Inc | 2024-09-30 | 740.6 K | Nicola Wealth Management Ltd. | 2024-09-30 | 614 K | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 605.4 K | Dimension Capital Management Llc | 2024-09-30 | 605.2 K | Bank Of America Corp | 2024-09-30 | 587.2 K | Callodine Capital Management, Lp | 2024-09-30 | 553.3 K | Hennion & Walsh Asset Management Inc | 2024-09-30 | 538.1 K | Confluence Investment Management Llc | 2024-09-30 | 515.4 K | Barings Llc | 2024-09-30 | 13.6 M | Ares Management Llc | 2024-09-30 | 3.6 M |
As returns on the market increase, Barings BDC's returns are expected to increase less than the market. However, during the bear market, the loss of holding Barings BDC is expected to be smaller as well.
Barings Fundamentals
| Return On Equity | 0.0964 | ||||
| Return On Asset | 0.0526 | ||||
| Profit Margin | 0.40 % | ||||
| Operating Margin | 0.76 % | ||||
| Current Valuation | 2.33 B | ||||
| Shares Outstanding | 105.56 M | ||||
| Shares Owned By Insiders | 0.07 % | ||||
| Shares Owned By Institutions | 43.25 % | ||||
| Number Of Shares Shorted | 573.83 K | ||||
| Price To Earning | 54.76 X | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 3.52 X | ||||
| Revenue | 289.2 M | ||||
| Gross Profit | 291.39 M | ||||
| EBITDA | 214.52 M | ||||
| Net Income | 128 M | ||||
| Cash And Equivalents | 197.77 M | ||||
| Cash Per Share | 1.81 X | ||||
| Total Debt | 1.44 B | ||||
| Debt To Equity | 1.22 % | ||||
| Current Ratio | 14.84 X | ||||
| Book Value Per Share | 11.31 X | ||||
| Cash Flow From Operations | 76.94 M | ||||
| Short Ratio | 0.94 X | ||||
| Earnings Per Share | 1.10 X | ||||
| Price To Earnings To Growth | 1.71 X | ||||
| Target Price | 10.45 | ||||
| Beta | 0.71 | ||||
| Market Capitalization | 1.03 B | ||||
| Total Asset | 2.68 B | ||||
| Retained Earnings | (658 M) | ||||
| Annual Yield | 0.11 % | ||||
| Five Year Return | 8.10 % | ||||
| Net Asset | 2.68 B | ||||
| Last Dividend Paid | 1.04 |
About Barings BDC Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Barings BDC's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Barings BDC using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Barings BDC based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Check out Barings BDC Piotroski F Score and Barings BDC Altman Z Score analysis. For information on how to trade Barings Stock refer to our How to Trade Barings Stock guide.You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Barings BDC. If investors know Barings will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Barings BDC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.211 | Dividend Share 1.04 | Earnings Share 1.1 | Revenue Per Share | Return On Assets |
The market value of Barings BDC is measured differently than its book value, which is the value of Barings that is recorded on the company's balance sheet. Investors also form their own opinion of Barings BDC's value that differs from its market value or its book value, called intrinsic value, which is Barings BDC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Barings BDC's market value can be influenced by many factors that don't directly affect Barings BDC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Barings BDC's value and its price as these two are different measures arrived at by different means. Investors typically determine if Barings BDC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Barings BDC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.