Barings Bdc Stock Performance
| BBDC Stock | USD 10.21 0.22 2.11% |
Barings BDC has a performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. 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 1.05%. 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
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Barings BDC are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound fundamental indicators, Barings BDC is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (2.11) | Five Day Return (3.50) | Year To Date Return 5.58 | Ten Year Return (56.61) | All Time Return (36.19) |
Forward Dividend Yield 0.1019 | Payout Ratio | Forward Dividend Rate 1.04 | Dividend Date 2025-09-10 | Ex Dividend Date 2025-03-05 |
| Barings BDC dividend paid on 11th of December 2024 | 12/11/2024 |
1 | Disposition of 29423 shares by Oconnor Michael James of Barings BDC at 9.7 subject to Rule 16b-3 | 12/12/2024 |
2 | Insider Trading | 12/26/2024 |
3 | Acquisition by Byers Stephen R of 1063 shares of Barings BDC at 9.89 subject to Rule 16b-3 | 12/27/2024 |
4 | Investment Report - Stock Traders Daily | 01/13/2025 |
5 | Private Management Group Inc. Has 29.52 Million Position in Barings BDC, Inc. - MarketBeat | 02/06/2025 |
6 | Acquisition by Craddock Geoff of 10000 shares of Barings BDC at 7.67 subject to Rule 16b-3 | 02/07/2025 |
7 | Barings BDC Q4 Earnings Snapshot | 02/20/2025 |
8 | What To Expect From Barings BDC Inc Q4 2024 Earnings | 02/21/2025 |
| Begin Period Cash Flow | 70.5 M | |
| Free Cash Flow | 122.2 M |
Barings |
Barings BDC Relative Risk vs. Return Landscape
If you would invest 998.00 in Barings BDC on November 28, 2024 and sell it today you would earn a total of 23.00 from holding Barings BDC or generate 2.3% return on investment over 90 days. Barings BDC is currently generating 0.0447% in daily expected returns and assumes 1.0498% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of stocks are less volatile than Barings, and 99% 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 = 0.0426
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BBDC |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Barings BDC is performing at about 3% 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 | 0.0924 | ||||
| Return On Asset | 0.0512 | ||||
| Profit Margin | 0.39 % | ||||
| Operating Margin | 0.74 % | ||||
| Current Valuation | 2.44 B | ||||
| Shares Outstanding | 105.41 M | ||||
| Price To Earning | 54.76 X | ||||
| Price To Book | 0.92 X | ||||
| Price To Sales | 3.76 X | ||||
| Revenue | 211.26 M | ||||
| Gross Profit | 286.17 M | ||||
| EBITDA | 55.77 M | ||||
| Net Income | 13.8 M | ||||
| Cash And Equivalents | 197.77 M | ||||
| Cash Per Share | 1.81 X | ||||
| Total Debt | 1.51 B | ||||
| Debt To Equity | 1.22 % | ||||
| Current Ratio | 14.84 X | ||||
| Book Value Per Share | 11.29 X | ||||
| Cash Flow From Operations | 122.16 M | ||||
| Earnings Per Share | 1.04 X | ||||
| Market Capitalization | 1.08 B | ||||
| Total Asset | 2.7 B | ||||
| Retained Earnings | (656.73 M) | ||||
About Barings BDC Performance
By analyzing Barings BDC's fundamental ratios, stakeholders can gain valuable insights into Barings BDC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Barings BDC has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Barings BDC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.03 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.04 | 0.03 | |
| Return On Equity | 0.09 | 0.10 |
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.| Latest headline from finance.yahoo.com: What To Expect From Barings BDC Inc Q4 2024 Earnings |
- 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.
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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