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BBDC$8.84+2.08%
Fair $8.84+0.0%

BBDC

Barings BDC, Inc.

Financial Services / Asset ManagementNYSE

$8.84

+0.18 (+2.08%)

Fairly Valued+0.0%Fair Value $8.84Fund rank 30/100 · Data gapFallback financials|
SA 41/C
F-Score: 3/9
Declining Revenue

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 37.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

41/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 6Warnings: 1unknown: 6
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 2 consecutive years
Thesis & Journal · BBDCLocal privado en este navegador · Barings BDC, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$926M

P/E

10.4x

↓

EV/EBITDA

N/A

•

ROE

8.8%

↑

Gross Margin

N/A

•

Debt/Equity

1.23

↑
52-Week Range$9
$8$10

TradingView lightweight chart

BBDC price, volumen y niveles de valoración

Último $8.840Periodo -42.0%
Fair value: $8.840

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2025 · 5 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

141.3%

FCF / Net income

1.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.6M · net income $101.9M · FCF $160.5M

2020-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

89.7%— pts

FCF margin

141.3%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$113.6M$113.6M$123.6M$139.7M$16.0M——
Net Income$101.9M$101.9M$110.3M$128.0M$4.7M$77.7M$8.2M
EPS0.970.971.041.200.050.900.64
Net Margin89.7%89.7%89.2%91.6%29.2%——
Balance Sheet
Debt/Equity1.231.231.221.201.210.97—
Current Ratio6.406.40—————
Cash Flow
Free Cash Flow$160.5M$160.5M$122.2M$76.9M$86.3M——
Returns
ROE8.8%8.8%9.3%10.7%0.4%10.5%1.1%
Valuation
P/E10.4010.409.337.46168.00——
P/B0.800.800.860.800.73——
Growth & Yield
Revenue Growth-8.1%-8.1%-11.5%772.7%———
EPS Growth-6.7%-6.7%-13.3%2300.0%—40.6%—
Dividend Yield11.8%11.8%—————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-6.8%

fácil

EPS terminal req.

$0.78

Spread vs growth

0.1%

5Y implied EPS CAGR

-0.4%

fácil

EPS terminal req.

$0.95

Spread vs growth

-6.3%

10Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$1.53

Spread vs growth

-11.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +6.7%

Total return

+6.7%

Start / end P/E

9.0x → 9.1x

EPS bridge

1.04 → 0.97

Residual

-0.1%

EPS growth-6.7%
Multiple rerating+1.8%
Dividend+11.8%
Residual / FX / buybacks / cross-term-0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.