Is Barings BDC Stock a Good Investment?
Barings BDC Investment Advice | BBDC |
- Examine Barings BDC's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Barings BDC's leadership team and their track record. Good management can help Barings BDC navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Barings BDC's business and its evolving consumer preferences.
- Compare Barings BDC's performance and market position to its competitors. Analyze how Barings BDC is positioned in terms of product offerings, innovation, and market share.
- Check if Barings BDC pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Barings BDC's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Barings BDC stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Barings BDC is a good investment.
Sell | Buy |
Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Barings BDC Stock
Researching Barings BDC's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 43.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.9. Some equities with similar Price to Book (P/B) outperform the market in the long run. Barings BDC has Price/Earnings To Growth (PEG) ratio of 1.71. The entity last dividend was issued on the 4th of December 2024.
To determine if Barings BDC is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Barings BDC's research are outlined below:
| Barings BDC has a frail financial position based on the latest SEC disclosures | |
| Latest headline from news.google.com: Sumitomo Mitsui Trust Group Inc. Has 2.48 Million Stake in Barings BDC, Inc. - MarketBeat |
Barings BDC Quarterly Liabilities And Stockholders Equity |
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Barings BDC uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Barings BDC. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Barings BDC's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 22nd of February 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 22nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Barings BDC's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Barings BDC's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2021-03-23 | 2020-12-31 | 0.17 | 0.19 | 0.02 | 11 | ||
2020-11-09 | 2020-09-30 | 0.15 | 0.17 | 0.02 | 13 | ||
2019-02-27 | 2018-12-31 | 0.14 | 0.16 | 0.02 | 14 | ||
2007-05-09 | 2007-03-31 | 0.19 | 0.16 | -0.03 | 15 | ||
2023-05-04 | 2023-03-31 | 0.29 | 0.25 | -0.04 | 13 | ||
2018-02-28 | 2017-12-31 | 0.33 | 0.37 | 0.04 | 12 | ||
2011-03-09 | 2010-12-31 | 0.38 | 0.42 | 0.04 | 10 | ||
2010-05-05 | 2010-03-31 | 0.36 | 0.32 | -0.04 | 11 |
Know Barings BDC's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Barings BDC is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Barings BDC backward and forwards among themselves. Barings BDC's institutional investor refers to the entity that pools money to purchase Barings BDC's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Legal & General Group Plc | 2024-06-30 | 857.1 K | Two Sigma Investments Llc | 2024-09-30 | 748.2 K | Bank Of America Corp | 2024-06-30 | 653 K | Nicola Wealth Management Ltd. | 2024-09-30 | 614 K | Dimension Capital Management Llc | 2024-09-30 | 605.2 K | Hennion & Walsh Asset Management Inc | 2024-09-30 | 538.1 K | Confluence Investment Management Llc | 2024-09-30 | 515.4 K | T. Rowe Price Associates, Inc. | 2024-06-30 | 466 K | Blackrock Inc | 2024-06-30 | 462.6 K | Barings Llc | 2024-09-30 | 13.6 M | Ares Management Llc | 2024-09-30 | 3.6 M |
Barings BDC's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.08 B.Market Cap |
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Barings BDC's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.04 | |
| Return On Capital Employed | 0.08 | 0.05 | |
| Return On Assets | 0.05 | 0.04 | |
| Return On Equity | 0.11 | 0.06 |
Determining Barings BDC's profitability involves analyzing its financial statements and using various financial metrics to determine if Barings BDC is a good buy. For example, gross profit margin measures Barings BDC's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Barings BDC's profitability and make more informed investment decisions.
Please note, the presentation of Barings BDC's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Barings BDC's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Barings BDC's management manipulating its earnings.
Evaluate Barings BDC's management efficiency
Barings BDC has return on total asset (ROA) of 0.0526 % which means that it generated a profit of $0.0526 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0964 %, meaning that it created $0.0964 on every $100 dollars invested by stockholders. Barings BDC's management efficiency ratios could be used to measure how well Barings BDC manages its routine affairs as well as how well it operates its assets and liabilities. As of November 25, 2024, Return On Tangible Assets is expected to decline to 0.04. In addition to that, Return On Capital Employed is expected to decline to 0.05. At present, Barings BDC's Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 3.7 M, whereas Total Current Assets are forecasted to decline to about 108 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 11.18 | 10.69 | |
| Tangible Book Value Per Share | 11.18 | 10.69 | |
| Enterprise Value Over EBITDA | 8.85 | 9.30 | |
| Price Book Value Ratio | 0.77 | 0.73 | |
| Enterprise Value Multiple | 8.85 | 9.30 | |
| Price Fair Value | 0.77 | 0.73 | |
| Enterprise Value | 2.3 B | 2.4 B |
Management at Barings BDC focuses on leveraging technology and optimizing operations. We evaluate the impact of these focuses on the company's financial health and stock performance.
Dividend Yield 0.102 | Forward Dividend Yield 0.102 | Forward Dividend Rate 1.04 | Beta 0.707 |
Basic technical analysis of Barings Stock
As of the 25th of November, Barings BDC shows the Downside Deviation of 0.8329, risk adjusted performance of 0.067, and Mean Deviation of 0.6982. Barings BDC technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Barings BDC's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Barings BDC insiders, such as employees or executives, is commonly permitted as long as it does not rely on Barings BDC's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Barings BDC insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
David Mihalick over two months ago Insider Trading | ||
Itzbell Branca over two months ago Insider Trading | ||
Mcdonnell Thomas over three months ago Acquisition by Mcdonnell Thomas of 5000 shares of Barings BDC at 10.8498 subject to Rule 16b-3 | ||
Crandall Roger W over three months ago Acquisition by Crandall Roger W of 450 shares of Barings BDC at 6.775 subject to Rule 16b-3 | ||
Cary Christopher over three months ago Acquisition by Cary Christopher of 300 shares of Barings BDC at 7.9962 subject to Rule 16b-3 | ||
David Mihalick over six months ago Acquisition by David Mihalick of 5000 shares of Barings BDC at 10.7994 subject to Rule 16b-3 | ||
Robert Knapp over six months ago Disposition of tradable shares by Robert Knapp of Barings BDC subject to Rule 16b-3 | ||
Freund Matthew over six months ago Disposition of tradable shares by Freund Matthew of Barings BDC subject to Rule 16b-3 |
Barings BDC's Outstanding Corporate Bonds
Barings BDC issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Barings BDC uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Barings bonds can be classified according to their maturity, which is the date when Barings BDC has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View |
Understand Barings BDC's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Barings BDC's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.067 | |||
| Market Risk Adjusted Performance | 0.1225 | |||
| Mean Deviation | 0.6982 | |||
| Semi Deviation | 0.7546 | |||
| Downside Deviation | 0.8329 | |||
| Coefficient Of Variation | 1171.19 | |||
| Standard Deviation | 0.9025 | |||
| Variance | 0.8144 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.1125 | |||
| Maximum Drawdown | 3.87 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.34 | |||
| Downside Variance | 0.6937 | |||
| Semi Variance | 0.5694 | |||
| Expected Short fall | (0.75) | |||
| Skewness | 0.5545 | |||
| Kurtosis | 1.2 |
| Risk Adjusted Performance | 0.067 | |||
| Market Risk Adjusted Performance | 0.1225 | |||
| Mean Deviation | 0.6982 | |||
| Semi Deviation | 0.7546 | |||
| Downside Deviation | 0.8329 | |||
| Coefficient Of Variation | 1171.19 | |||
| Standard Deviation | 0.9025 | |||
| Variance | 0.8144 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.1125 | |||
| Maximum Drawdown | 3.87 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.34 | |||
| Downside Variance | 0.6937 | |||
| Semi Variance | 0.5694 | |||
| Expected Short fall | (0.75) | |||
| Skewness | 0.5545 | |||
| Kurtosis | 1.2 |
Consider Barings BDC's intraday indicators
Barings BDC intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Barings BDC stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Barings BDC Corporate Filings
F4 | 15th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 26th of September 2024 Other Reports | ViewVerify | |
8K | 25th of September 2024 An amendment to a previously filed Form 8-K | ViewVerify |
Barings Stock media impact
Far too much social signal, news, headlines, and media speculation about Barings BDC that are available to investors today. That information is available publicly through Barings media outlets and privately through word of mouth or via Barings internal channels. However, regardless of the origin, that massive amount of Barings data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Barings BDC news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Barings BDC relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Barings BDC's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Barings BDC alpha.
Barings BDC Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Barings BDC can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Barings BDC Corporate Directors
| Thomas Okel | Lead Independent Director | Profile | |
| Jill Olmstead | Independent Director | Profile | |
| Robert Knapp | Independent Director | Profile | |
| John Switzer | Independent Director | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Barings BDC. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment. For information on how to trade Barings Stock refer to our How to Trade Barings Stock guide.You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
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 2.749 | Return On Assets 0.0526 |
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.
In summary, please note that there is a difference between Barings BDC's value and its price, as these two are different measures arrived at by various 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.