S&P 500   3,841.94
DOW   31,496.30
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S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
pixel
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S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
pixel
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S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
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NYSE:BBDC

Barings BDC Competitors

$9.94
-0.25 (-2.45 %)
(As of 03/5/2021 12:00 AM ET)
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Today's Range
$9.90
Now: $9.94
$10.21
50-Day Range
$8.83
MA: $9.31
$10.19
52-Week Range
$4.67
Now: $9.94
$10.24
Volume332,789 shs
Average Volume307,949 shs
Market Capitalization$476.74 million
P/E RatioN/A
Dividend Yield6.71%
Beta0.7

Competitors

Barings BDC (NYSE:BBDC) Vs. VRTS, AMK, VCTR, PJT, BSIG, and SCU

Should you be buying BBDC stock or one of its competitors? Companies in the industry of "investment advice" are considered alternatives and competitors to Barings BDC, including Virtus Investment Partners (VRTS), AssetMark Financial (AMK), Victory Capital (VCTR), PJT Partners (PJT), BrightSphere Investment Group (BSIG), and Sculptor Capital Management (SCU).

Barings BDC (NYSE:BBDC) and Virtus Investment Partners (NASDAQ:VRTS) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, profitability, earnings, dividends, valuation, risk and institutional ownership.

Volatility and Risk

Barings BDC has a beta of 0.7, indicating that its share price is 30% less volatile than the S&P 500. Comparatively, Virtus Investment Partners has a beta of 1.66, indicating that its share price is 66% more volatile than the S&P 500.

Earnings & Valuation

This table compares Barings BDC and Virtus Investment Partners' top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Barings BDC$75.65 million6.30$58.19 million$0.6116.30
Virtus Investment Partners$563.25 million3.31$95.65 million$14.8016.62

Virtus Investment Partners has higher revenue and earnings than Barings BDC. Barings BDC is trading at a lower price-to-earnings ratio than Virtus Investment Partners, indicating that it is currently the more affordable of the two stocks.

Dividends

Barings BDC pays an annual dividend of $0.68 per share and has a dividend yield of 6.8%. Virtus Investment Partners pays an annual dividend of $3.28 per share and has a dividend yield of 1.3%. Barings BDC pays out 111.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Virtus Investment Partners pays out 22.2% of its earnings in the form of a dividend. Barings BDC has increased its dividend for 1 consecutive years and Virtus Investment Partners has increased its dividend for 3 consecutive years.

Profitability

This table compares Barings BDC and Virtus Investment Partners' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Barings BDC-5.76%5.71%2.50%
Virtus Investment Partners9.48%20.04%3.80%

Analyst Recommendations

This is a breakdown of current recommendations for Barings BDC and Virtus Investment Partners, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Barings BDC00603.00
Virtus Investment Partners01302.75

Barings BDC currently has a consensus target price of $9.25, indicating a potential downside of 6.94%. Virtus Investment Partners has a consensus target price of $252.75, indicating a potential upside of 2.78%. Given Virtus Investment Partners' higher possible upside, analysts plainly believe Virtus Investment Partners is more favorable than Barings BDC.

Institutional and Insider Ownership

74.4% of Barings BDC shares are owned by institutional investors. Comparatively, 83.2% of Virtus Investment Partners shares are owned by institutional investors. 0.2% of Barings BDC shares are owned by company insiders. Comparatively, 5.2% of Virtus Investment Partners shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Virtus Investment Partners beats Barings BDC on 13 of the 17 factors compared between the two stocks.

Barings BDC (NYSE:BBDC) and AssetMark Financial (NYSE:AMK) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, profitability, earnings, dividends, valuation, risk and institutional ownership.

Volatility and Risk

Barings BDC has a beta of 0.7, indicating that its share price is 30% less volatile than the S&P 500. Comparatively, AssetMark Financial has a beta of 1.23, indicating that its share price is 23% more volatile than the S&P 500.

Valuation and Earnings

This table compares Barings BDC and AssetMark Financial's top-line revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Barings BDC$75.65 million6.30$58.19 million$0.6116.30
AssetMark Financial$417.94 million4.13$-420,000.00$0.5444.07

Barings BDC has higher earnings, but lower revenue than AssetMark Financial. Barings BDC is trading at a lower price-to-earnings ratio than AssetMark Financial, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Barings BDC and AssetMark Financial's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Barings BDC-5.76%5.71%2.50%
AssetMark Financial-0.16%2.84%2.03%

Analyst Recommendations

This is a breakdown of current recommendations for Barings BDC and AssetMark Financial, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Barings BDC00603.00
AssetMark Financial03202.40

Barings BDC currently has a consensus target price of $9.25, indicating a potential downside of 6.94%. AssetMark Financial has a consensus target price of $27.80, indicating a potential upside of 16.81%. Given AssetMark Financial's higher possible upside, analysts plainly believe AssetMark Financial is more favorable than Barings BDC.

Insider & Institutional Ownership

74.4% of Barings BDC shares are owned by institutional investors. Comparatively, 23.5% of AssetMark Financial shares are owned by institutional investors. 0.2% of Barings BDC shares are owned by insiders. Comparatively, 7.3% of AssetMark Financial shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Barings BDC beats AssetMark Financial on 9 of the 14 factors compared between the two stocks.

Barings BDC (NYSE:BBDC) and Victory Capital (NASDAQ:VCTR) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, profitability, earnings, dividends, valuation, risk and institutional ownership.

Dividends

Barings BDC pays an annual dividend of $0.68 per share and has a dividend yield of 6.8%. Victory Capital pays an annual dividend of $0.28 per share and has a dividend yield of 1.1%. Barings BDC pays out 111.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Victory Capital pays out 11.3% of its earnings in the form of a dividend. Barings BDC has increased its dividend for 1 consecutive years and Victory Capital has increased its dividend for 1 consecutive years.

Volatility and Risk

Barings BDC has a beta of 0.7, indicating that its share price is 30% less volatile than the S&P 500. Comparatively, Victory Capital has a beta of 1.04, indicating that its share price is 4% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current recommendations for Barings BDC and Victory Capital, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Barings BDC00603.00
Victory Capital23302.13

Barings BDC currently has a consensus target price of $9.25, indicating a potential downside of 6.94%. Victory Capital has a consensus target price of $20.8214, indicating a potential downside of 15.15%. Given Barings BDC's stronger consensus rating and higher possible upside, research analysts plainly believe Barings BDC is more favorable than Victory Capital.

Institutional and Insider Ownership

74.4% of Barings BDC shares are owned by institutional investors. Comparatively, 16.9% of Victory Capital shares are owned by institutional investors. 0.2% of Barings BDC shares are owned by company insiders. Comparatively, 10.2% of Victory Capital shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Earnings & Valuation

This table compares Barings BDC and Victory Capital's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Barings BDC$75.65 million6.30$58.19 million$0.6116.30
Victory Capital$612.37 million2.70$92.49 million$2.489.90

Victory Capital has higher revenue and earnings than Barings BDC. Victory Capital is trading at a lower price-to-earnings ratio than Barings BDC, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Barings BDC and Victory Capital's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Barings BDC-5.76%5.71%2.50%
Victory Capital24.60%42.30%14.49%

Summary

Victory Capital beats Barings BDC on 10 of the 16 factors compared between the two stocks.

PJT Partners (NYSE:PJT) and Barings BDC (NYSE:BBDC) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, profitability, earnings, risk, institutional ownership, dividends and valuation.

Dividends

PJT Partners pays an annual dividend of $0.20 per share and has a dividend yield of 0.3%. Barings BDC pays an annual dividend of $0.68 per share and has a dividend yield of 6.8%. PJT Partners pays out 8.3% of its earnings in the form of a dividend. Barings BDC pays out 111.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. PJT Partners has raised its dividend for 1 consecutive years and Barings BDC has raised its dividend for 1 consecutive years.

Risk & Volatility

PJT Partners has a beta of 0.9, meaning that its share price is 10% less volatile than the S&P 500. Comparatively, Barings BDC has a beta of 0.7, meaning that its share price is 30% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings for PJT Partners and Barings BDC, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
PJT Partners00403.00
Barings BDC00603.00

PJT Partners currently has a consensus price target of $74.00, indicating a potential upside of 8.82%. Barings BDC has a consensus price target of $9.25, indicating a potential downside of 6.94%. Given PJT Partners' higher possible upside, equities analysts clearly believe PJT Partners is more favorable than Barings BDC.

Institutional and Insider Ownership

68.1% of PJT Partners shares are held by institutional investors. Comparatively, 74.4% of Barings BDC shares are held by institutional investors. 9.1% of PJT Partners shares are held by insiders. Comparatively, 0.2% of Barings BDC shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Valuation and Earnings

This table compares PJT Partners and Barings BDC's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PJT Partners$717.64 million2.26$63.79 million$2.4128.22
Barings BDC$75.65 million6.30$58.19 million$0.6116.30

PJT Partners has higher revenue and earnings than Barings BDC. Barings BDC is trading at a lower price-to-earnings ratio than PJT Partners, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares PJT Partners and Barings BDC's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
PJT Partners9.01%27.00%16.89%
Barings BDC-5.76%5.71%2.50%

Summary

PJT Partners beats Barings BDC on 11 of the 15 factors compared between the two stocks.

BrightSphere Investment Group (NYSE:BSIG) and Barings BDC (NYSE:BBDC) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, profitability, earnings, risk, institutional ownership, dividends and valuation.

Risk & Volatility

BrightSphere Investment Group has a beta of 1.86, meaning that its share price is 86% more volatile than the S&P 500. Comparatively, Barings BDC has a beta of 0.7, meaning that its share price is 30% less volatile than the S&P 500.

Valuation and Earnings

This table compares BrightSphere Investment Group and Barings BDC's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BrightSphere Investment Group$819.50 million1.87$223.90 million$1.7710.90
Barings BDC$75.65 million6.30$58.19 million$0.6116.30

BrightSphere Investment Group has higher revenue and earnings than Barings BDC. BrightSphere Investment Group is trading at a lower price-to-earnings ratio than Barings BDC, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of current ratings for BrightSphere Investment Group and Barings BDC, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
BrightSphere Investment Group03202.40
Barings BDC00603.00

BrightSphere Investment Group currently has a consensus price target of $19.80, indicating a potential upside of 2.64%. Barings BDC has a consensus price target of $9.25, indicating a potential downside of 6.94%. Given BrightSphere Investment Group's higher possible upside, equities analysts clearly believe BrightSphere Investment Group is more favorable than Barings BDC.

Dividends

BrightSphere Investment Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.2%. Barings BDC pays an annual dividend of $0.68 per share and has a dividend yield of 6.8%. BrightSphere Investment Group pays out 2.3% of its earnings in the form of a dividend. Barings BDC pays out 111.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. BrightSphere Investment Group has raised its dividend for 1 consecutive years and Barings BDC has raised its dividend for 1 consecutive years.

Institutional and Insider Ownership

99.2% of BrightSphere Investment Group shares are held by institutional investors. Comparatively, 74.4% of Barings BDC shares are held by institutional investors. 25.8% of BrightSphere Investment Group shares are held by insiders. Comparatively, 0.2% of Barings BDC shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Profitability

This table compares BrightSphere Investment Group and Barings BDC's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
BrightSphere Investment Group20.95%80.30%10.42%
Barings BDC-5.76%5.71%2.50%

Summary

BrightSphere Investment Group beats Barings BDC on 12 of the 16 factors compared between the two stocks.

Sculptor Capital Management (NYSE:SCU) and Barings BDC (NYSE:BBDC) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, analyst recommendations, risk, earnings, valuation, institutional ownership and dividends.

Dividends

Sculptor Capital Management pays an annual dividend of $9.40 per share and has a dividend yield of 44.4%. Barings BDC pays an annual dividend of $0.68 per share and has a dividend yield of 6.8%. Sculptor Capital Management pays out 302.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Barings BDC pays out 111.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Barings BDC has raised its dividend for 1 consecutive years.

Valuation & Earnings

This table compares Sculptor Capital Management and Barings BDC's gross revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Sculptor Capital Management$597.35 million1.96$7.05 million$3.116.80
Barings BDC$75.65 million6.30$58.19 million$0.6116.30

Barings BDC has lower revenue, but higher earnings than Sculptor Capital Management. Sculptor Capital Management is trading at a lower price-to-earnings ratio than Barings BDC, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility

Sculptor Capital Management has a beta of 1.47, indicating that its stock price is 47% more volatile than the S&P 500. Comparatively, Barings BDC has a beta of 0.7, indicating that its stock price is 30% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of current recommendations and price targets for Sculptor Capital Management and Barings BDC, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Sculptor Capital Management01102.50
Barings BDC00603.00

Sculptor Capital Management currently has a consensus price target of $22.3750, indicating a potential upside of 5.74%. Barings BDC has a consensus price target of $9.25, indicating a potential downside of 6.94%. Given Sculptor Capital Management's higher possible upside, equities research analysts clearly believe Sculptor Capital Management is more favorable than Barings BDC.

Profitability

This table compares Sculptor Capital Management and Barings BDC's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Sculptor Capital Management1.22%74.87%9.89%
Barings BDC-5.76%5.71%2.50%

Insider & Institutional Ownership

20.3% of Sculptor Capital Management shares are owned by institutional investors. Comparatively, 74.4% of Barings BDC shares are owned by institutional investors. 9.4% of Sculptor Capital Management shares are owned by insiders. Comparatively, 0.2% of Barings BDC shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Sculptor Capital Management beats Barings BDC on 10 of the 17 factors compared between the two stocks.


Barings BDC Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
Virtus Investment Partners logo
VRTS
Virtus Investment Partners
1.7$245.91-3.3%$1.86 billion$563.25 million37.09Dividend Announcement
AMK
AssetMark Financial
1.4$23.80-0.7%$1.72 billion$417.94 million-1,189.41Decrease in Short Interest
Gap Down
Victory Capital logo
VCTR
Victory Capital
1.6$24.54-3.7%$1.66 billion$612.37 million9.26Gap Up
PJT Partners logo
PJT
PJT Partners
1.9$68.00-2.6%$1.62 billion$717.64 million19.48Ex-Dividend
High Trading Volume
BrightSphere Investment Group logo
BSIG
BrightSphere Investment Group
2.0$19.29-3.3%$1.53 billion$819.50 million10.37
Sculptor Capital Management logo
SCU
Sculptor Capital Management
1.3$21.16-1.7%$1.17 billion$597.35 million-10.63
Pzena Investment Management logo
PZN
Pzena Investment Management
0.9$10.46-2.5%$744.44 million$150.75 million49.81
GCMG
GCM Grosvenor
1.5$12.52-0.5%$529.10 millionN/A0.00Dividend Increase
Analyst Revision
Diamond Hill Investment Group logo
DHIL
Diamond Hill Investment Group
1.2$156.70-3.8%$495.17 million$136.62 million13.57Gap Up
Fidus Investment logo
FDUS
Fidus Investment
1.6$15.26-1.8%$372.91 million$77.11 million16.96Analyst Downgrade
Analyst Revision
Gap Down
PUYI
Puyi
0.5$5.94-3.0%$358.27 million$18.33 million0.00
VALU
Value Line
1.1$30.20-1.1%$289.47 million$40.30 million16.24Upcoming Earnings
News Coverage
Saratoga Investment logo
SAR
Saratoga Investment
1.6$22.77-0.6%$254.34 million$58.45 million7.88Analyst Report
Increase in Short Interest
Gap Down
Silvercrest Asset Management Group logo
SAMG
Silvercrest Asset Management Group
2.3$15.00-1.2%$215.58 million$102.15 million13.39Earnings Announcement
Analyst Downgrade
News Coverage
Monroe Capital logo
MRCC
Monroe Capital
1.4$9.69-1.5%$206.44 million$68.19 million-48.45Earnings Announcement
Dividend Announcement
High Trading Volume
Decrease in Short Interest
Analyst Revision
News Coverage
WHG
Westwood Holdings Group
1.0$18.15-0.4%$151.97 million$84.08 million78.92Increase in Short Interest
News Coverage
StoneCastle Financial logo
BANX
StoneCastle Financial
1.2$20.40-0.6%$133.87 million$16.35 million65.81Earnings Announcement
Dividend Announcement
High Trading Volume
Gap Down
Manning & Napier logo
MN
Manning & Napier
0.5$7.50-1.2%$123.68 million$136 million41.67
U.S. Global Investors logo
GROW
U.S. Global Investors
0.4$6.38-0.0%$96.12 million$4.48 million0.00
Great Elm Capital logo
GECC
Great Elm Capital
1.0$3.49-0.3%$76.69 million$27.04 million-1.44
HNNA
Hennessy Advisors
1.4$8.46-0.2%$62.27 million$33.39 million7.98
PHCF
Puhui Wealth Investment Management
0.4$3.88-1.3%$44.65 million$2.18 million0.00Gap Down
Medley Management logo
MDLY
Medley Management
0.5$6.65-0.3%$4.46 million$48.84 million-0.83Gap Down
This page was last updated on 3/7/2021 by MarketBeat.com Staff

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