Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.018
Buy
RSI(14)
51.322
Neutral
STOCH(KDJ)(9,3,3)
74.173
Neutral
ATR(14)
0.158
Low Volatility
CCI(14)
2.158
Neutral
Williams %R
39.450
Buy
TRIX(12,20)
0.032
Sell
StochRSI(14)
0.000
Sell
Barings BDC Inc
BBDC8.950USD
-0.080-0.89%
Close 12/15, 16:00（ET）Quotes delayed by 15 min
941.17MMarket Cap
9.28P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Barings BDC Inc
Currency: USD Updated: 2025-12-12Key Insights
Barings BDC Inc's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 2/28 in the Collective Investments industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 9.70.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Barings BDC Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
5
analysts
Buy
Current Rating
9.700
Target Price
+8.74%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Barings BDC Inc Highlights
StrengthsRisks
Barings BDC, Inc. is a closed-end, non-diversified investment company. The Company’s investment objective is to generate current income by investing directly in privately held middle-market companies to help these companies fund acquisitions, growth or refinancing. The Company seeks to invest primarily in senior secured loans in middle-market companies that operate across a range of industries. It invests primarily in loans that have terms of between five and seven years, and bear interest at rates ranging from the London Interbank Offered Rate (LIBOR) (or an applicable successor rate) plus 450 basis points to LIBOR plus 650 basis points per annum. Its investment capabilities include first lien debt, unitranche, second lien debt and equity co-investments. It invests in various industries, including banking, finance, insurance and real estate, business, healthcare & pharmaceuticals, and others. Its investment activities are managed by its investment adviser, Barings LLC.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 143.48% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 265.26M.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 99.79%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 99.79%.
Fairly Valued
The company’s latest PB is 0.81, at a medium 3-year percentile range.
Institutional Buying
The latest institutional holdings are 48.45M shares, increasing 0.10% quarter-over-quarter.
Held by Invesco
Star Investor Invesco holds 1.07M shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-12The current financial score of Barings BDC Inc is 7.42, ranking 11/28 in the Collective Investments industry. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 62.34M, representing a year-over-year decrease of 0.55%, while its net profit experienced a year-over-year decrease of 6.95%.
Score
Financials
7.94
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
7.88
Operational Efficiency
7.81
Growth Potential
6.33
Shareholder Returns
7.12
Barings BDC Inc's Company Valuation
Currency: USD Updated: 2025-12-12The current valuation score of Barings BDC Inc is 8.19, ranking 10/28 in the Collective Investments industry. Its current P/E ratio is 9.37, which is 1989.99% below the recent high of 195.78 and 22.71% above the recent low of 7.24.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 2/28
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-12The current earnings forecast score of Barings BDC Inc is 8.40, ranking 3/28 in the Collective Investments industry. The average price target for Barings BDC Inc is 9.50, with a high of 10.00 and a low of 9.50.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
5
analysts
Buy
Current Rating
9.700
Target Price
+8.74%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
32
Total
5
Median
4
Average
Company name
Ratings
Analysts
Barings BDC Inc
BBDC
5
Sixth Street Specialty Lending Inc
TSLX
12
FS KKR Capital Corp
FSK
11
SLR Investment Corp
SLRC
9
Gladstone Capital Corp
GLAD
8
PennantPark Floating Rate Capital Ltd
PFLT
8
1
2
3
...
7
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-12The current price momentum score of Barings BDC Inc is 8.98, ranking 11/28 in the Collective Investments industry. Currently, the stock price is trading between the resistance level at 9.26 and the support level at 8.71, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
8.990
Sell
MA10
8.922
Buy
MA20
8.902
Buy
MA50
8.851
Buy
MA100
9.091
Sell
MA200
9.075
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-12The current institutional shareholding score of Barings BDC Inc is 5.00, ranking 3/28 in the Collective Investments industry. The latest institutional shareholding proportion is 51.05%, representing a quarter-over-quarter decrease of 1.40%. The largest institutional shareholder is Invesco, holding a total of 1.07M shares, representing 1.02% of shares outstanding, with 2.27% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Barings LLC
Ares Management LLC
Private Management Group, Inc.
Van Eck Associates Corporation
Cresset Asset Management, LLC
Two Sigma Investments, LP
UBS Financial Services, Inc.
Franklin Advisers, Inc.
Kovitz Investment Group Partners, LLC
1
2
Risk Assessment
Currency: USD Updated: 2025-12-12The current risk assessment score of Barings BDC Inc is 9.18, ranking 4/28 in the Collective Investments industry. The company's beta value is 0.67. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.67
VaR
+1.88%
240-Day Maximum Drawdown
+26.45%
240-Day Volatility
+23.85%
Return
Best Daily Return
60 days
+2.85%
120 days
+4.46%
5 years
+7.35%
Worst Daily Return
60 days
-2.68%
120 days
-3.99%
5 years
-6.78%
Sharpe Ratio
60 days
-0.72
120 days
+0.02
5 years
+0.47
Risk Assessment
Maximum Drawdown
240 days
+26.45%
3 years
+26.45%
5 years
+37.31%
Return-to-Drawdown Ratio
240 days
-0.21
3 years
+0.03
5 years
-0.06
Skewness
240 days
-0.34
3 years
-0.19
5 years
-0.15
Volatility
Realised Volatility
240 days
+23.85%
5 years
+21.74%
Standardised True Range
240 days
+1.90%
5 years
+1.89%
Downside Risk-Adjusted Return
120 days
+3.56%
240 days
+3.56%
Maximum Daily Upside Volatility
60 days
+13.01%
Maximum Daily Downside Volatility
60 days
+12.54%
Liquidity
Average Turnover Rate
60 days
+0.37%
120 days
+0.44%
5 years
--
Turnover Deviation
20 days
-10.22%
60 days
-14.56%
120 days
+1.60%
Peer Comparison
Collective Investments
Barings BDC Inc
BBDC
7.98 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Crescent Capital BDC Inc
CCAP
8.23 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Fidus Investment Corp
FDUS
7.78 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Sixth Street Specialty Lending Inc
TSLX
7.68 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SLR Investment Corp
SLRC
7.62 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Apollo Global Management Inc
APO
7.61 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Barings BDC Inc?
The TradingKey Stock Score provides a comprehensive assessment of Barings BDC Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Barings BDC Inc’s performance and outlook.
How do we generate the financial health score of Barings BDC Inc?
To generate the financial health score of Barings BDC Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Barings BDC Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Barings BDC Inc.
How do we generate the company valuation score of Barings BDC Inc?
To generate the company valuation score of Barings BDC Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Barings BDC Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Barings BDC Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Barings BDC Inc.
How do we generate the earnings forecast score of Barings BDC Inc?
To calculate the earnings forecast score of Barings BDC Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Barings BDC Inc’s future.
How do we generate the price momentum score of Barings BDC Inc?
When generating the price momentum score for Barings BDC Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Barings BDC Inc’s prices. A higher score indicates a more stable short-term price trend for Barings BDC Inc.
How do we generate the institutional confidence score of Barings BDC Inc?
To generate the institutional confidence score of Barings BDC Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Barings BDC Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Barings BDC Inc.
How do we generate the risk management score of Barings BDC Inc?
To assess the risk management score of Barings BDC Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Barings BDC Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Barings BDC Inc.
