Barings Bdc Stock Performance
| BBDC Stock | USD 9.47 0.04 0.42% |
Barings BDC has a performance score of 11 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.69, which signifies possible diversification benefits within a given portfolio. 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 BDC right now shows a risk of 1.24%. Please confirm Barings BDC value at risk, expected short fall, and the relationship between the treynor ratio and downside variance , to decide if Barings BDC will be following its price patterns.
Risk-Adjusted Performance
11 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Barings BDC are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of rather abnormal fundamental indicators, Barings BDC may actually be approaching a critical reversion point that can send shares even higher in June 2024. ...more
Actual Historical Performance (%)
One Day Return 0.42 | Five Day Return 1.61 | Year To Date Return 7.74 | Ten Year Return (63.39) | All Time Return (40.81) |
Forward Dividend Yield 0.1098 | Payout Ratio 1.1075 | Forward Dividend Rate 1.04 | Dividend Date 2024-03-13 | Ex Dividend Date 2024-03-05 |
1 | Barings BDC Inc Reports Solid Earnings Amidst Market Volatility | 02/22/2024 |
2 | Disposition of tradable shares by Freund Matthew of Barings BDC subject to Rule 16b-3 | 03/08/2024 |
3 | Barings BDC, Inc. Stake Lowered by Almitas Capital LLC - MarketBeat | 03/11/2024 |
| Barings BDC dividend paid on 13th of March 2024 | 03/13/2024 |
4 | Barings BDC Stock 11-Yielders Share Price Hit Record High - Income Investors | 03/20/2024 |
5 | Global Retirement Partners LLC Cuts Position in Barings BDC, Inc. - Defense World | 04/05/2024 |
6 | Has Barings BDC Outpaced Other Finance Stocks This Year | 04/17/2024 |
7 | Disposition of tradable shares by Robert Knapp of Barings BDC subject to Rule 16b-3 | 04/22/2024 |
8 | International Assets Investment Management LLC Takes 125000 Position in Barings BDC, Inc. - Defense World | 04/30/2024 |
9 | Acquisition by David Mihalick of 5000 shares of Barings BDC at 10.7994 subject to Rule 16b-3 | 05/02/2024 |
10 | Barings BDC Stock Sinks As Market Gains What You Should Know - Yahoo New Zealand News | 05/03/2024 |
| Begin Period Cash Flow | 139.4 M | |
| Free Cash Flow | 76.9 M |
Barings |
Barings BDC Relative Risk vs. Return Landscape
If you would invest 851.00 in Barings BDC on February 6, 2024 and sell it today you would earn a total of 96.00 from holding Barings BDC or generate 11.28% return on investment over 90 days. Barings BDC is currently generating 0.1774% in daily expected returns and assumes 1.2442% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of stocks are less volatile than Barings, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Barings BDC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barings BDC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Barings BDC, and traders can use it to determine the average amount a Barings BDC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1426
| Best Portfolio | Best Equity | |||
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| Small Returns | BBDC | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.24 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Barings BDC is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Barings BDC by adding it to a well-diversified portfolio.
Barings BDC Fundamentals Growth
Barings Stock prices reflect investors' perceptions of the future prospects and financial health of Barings BDC, and Barings BDC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Barings Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0498 | ||||
| Profit Margin | 0.44 % | ||||
| Operating Margin | 0.76 % | ||||
| Current Valuation | 2.37 B | ||||
| Shares Outstanding | 106.07 M | ||||
| Price To Earning | 54.76 X | ||||
| Price To Book | 0.81 X | ||||
| Price To Sales | 3.36 X | ||||
| Revenue | 139.67 M | ||||
| Gross Profit | 219.13 M | ||||
| EBITDA | 129.69 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 | 11.28 X | ||||
| Cash Flow From Operations | 76.94 M | ||||
| Earnings Per Share | 1.20 X | ||||
| Market Capitalization | 1 B | ||||
| Total Asset | 2.68 B | ||||
| Retained Earnings | (658 M) | ||||
About Barings BDC Performance
To evaluate Barings BDC Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Barings BDC generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Barings Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Barings BDC market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Barings's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 620.12 | 651.12 | |
| Return On Tangible Assets | 0.05 | 0.04 | |
| Return On Capital Employed | 0.05 | 0.04 | |
| Return On Assets | 0.05 | 0.04 | |
| Return On Equity | 0.11 | 0.06 |
Things to note about Barings BDC performance evaluation
Checking the ongoing alerts about Barings BDC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Barings BDC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Barings BDC has a frail financial position based on the latest SEC disclosures | |
| On 13th of March 2024 Barings BDC paid $ 0.26 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Barings BDC Stock Sinks As Market Gains What You Should Know - Yahoo New Zealand News |
- Analyzing Barings BDC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Barings BDC's stock is overvalued or undervalued compared to its peers.
- Examining Barings BDC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Barings BDC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barings BDC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Barings BDC's stock. These opinions can provide insight into Barings BDC's potential for growth and whether the stock is currently undervalued or overvalued.
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 tightly coupled 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.Note that the Barings BDC information on this page should be used as a complementary analysis to other Barings BDC's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stocks Directory module to find actively traded stocks across global markets.
Complementary Tools for Barings Stock analysis
When running Barings BDC's price analysis, check to measure Barings BDC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Barings BDC is operating at the current time. Most of Barings BDC's value examination focuses on studying past and present price action to predict the probability of Barings BDC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Barings BDC's price. Additionally, you may evaluate how the addition of Barings BDC to your portfolios can decrease your overall portfolio volatility.
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Is Barings BDC's industry 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 0.9 | Dividend Share 1.02 | Earnings Share 1.2 | Revenue Per Share 2.702 | Quarterly Revenue Growth 0.195 |
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.