(BBDC) Barings BDC - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US06759L1035
BBDC: Loans, Debt, Equity, Investments
Barings BDC, Inc. (NYSE: BBDC) is a publicly traded business development company (BDC) that operates under the Investment Company Act of 1940. Managed externally by Barings, a global asset management firm, BBDC focuses on investing in debt and equity securities of private middle-market companies. Its portfolio primarily consists of senior secured loans, first lien debt, unitranche, second lien debt, subordinated debt, and equity co-investments. The company targets companies with EBITDA between $10 million and $75 million, often in partnership with private equity sponsors.
BBDCs investment strategy centers on supporting leveraged buyouts, management buyouts, ESOPs, change of control transactions, acquisition financings, growth financing, and recapitalizations. It operates across various industries, including manufacturing and distribution, business services and technology, transportation and logistics, and consumer products and services. The companys investments are concentrated in the United States, with a focus on lower middle-market, mature, and later-stage companies. This approach allows BBDC to provide capital to businesses that may not have access to traditional capital markets.
From a financial perspective, BBDC has a market capitalization of approximately $1.087 billion, with a price-to-earnings (P/E) ratio of 9.39 and a forward P/E of 9.45. Its price-to-book (P/B) ratio is 0.91, and the price-to-sales (P/S) ratio is 3.73. These metrics provide insight into the companys valuation and potential appeal to investors seeking exposure to the private debt markets. BBDCs structure as a BDC allows it to pass through income to shareholders, making it an attractive option for income-focused investors.
For fund managers and investors, BBDC offers a diversified portfolio of private debt investments, leveraging Barings expertise in credit selection and portfolio management. The companys focus on senior secured loans and other debt instruments provides a level of security, while its equity co-investments offer potential for upside in select transactions. BB
Additional Sources for BBDC Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BBDC Stock Overview
Market Cap in USD | 1,087m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 2007-02-15 |
BBDC Stock Ratings
Growth 5y | 62.8% |
Fundamental | 44.8% |
Dividend | 97.6% |
Rel. Strength Industry | -5.91 |
Analysts | 4.25/5 |
Fair Price Momentum | 11.45 USD |
Fair Price DCF | 51.20 USD |
BBDC Dividends
Dividend Yield 12m | 10.05% |
Yield on Cost 5y | 16.22% |
Annual Growth 5y | 9.86% |
Payout Consistency | 93.3% |
BBDC Growth Ratios
Growth Correlation 3m | 40.7% |
Growth Correlation 12m | 84.6% |
Growth Correlation 5y | 77.8% |
CAGR 5y | 10.07% |
CAGR/Mean DD 5y | 1.14 |
Sharpe Ratio 12m | 1.26 |
Alpha | 15.64 |
Beta | 0.39 |
Volatility | 13.41% |
Current Volume | 756.5k |
Average Volume 20d | 434.4k |
As of February 19, 2025, the stock is trading at USD 10.35 with a total of 756,462 shares traded.
Over the past week, the price has changed by +2.27%, over one month by +4.86%, over three months by +6.20% and over the past year by +26.16%.
Partly, yes. Based on ValueRay Fundamental Analyses, Barings BDC (NYSE:BBDC) is currently (February 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 44.81 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BBDC as of February 2025 is 11.45. This means that BBDC is currently undervalued and has a potential upside of +10.63% (Margin of Safety).
Barings BDC has received a consensus analysts rating of 4.25. Therefor, it is recommend to buy BBDC.
- Strong Buy: 2
- Buy: 1
- Hold: 1
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, BBDC Barings BDC will be worth about 12.5 in February 2026. The stock is currently trading at 10.35. This means that the stock has a potential upside of +20.68%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 10.5 | 1% |
Analysts Target Price | 10.5 | 1% |
ValueRay Target Price | 12.5 | 20.7% |