Barings Bdc Stock Z Score
| BBDC Stock | USD 9.32 0.08 0.87% |
Barings | Z Score |
Barings BDC Company Z Score Analysis
Barings BDC's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..
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Barings Z Score Driver Correlations
Understanding the fundamental principles of building solid financial models for Barings BDC is extremely important. It helps to project a fair market value of Barings Stock properly, considering its historical fundamentals such as Z Score. Since Barings BDC's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Barings BDC's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Barings BDC's interrelated accounts and indicators.
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To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.
| Competition |
In accordance with the company's disclosures, Barings BDC has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and 100.0% lower than that of the Financials industry. The z score for all United States stocks is 100.0% higher than that of the company.
Barings Z Score Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Barings BDC's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Barings BDC could also be used in its relative valuation, which is a method of valuing Barings BDC by comparing valuation metrics of similar companies.Barings BDC is currently under evaluation in z score category among related companies.
Barings BDC Current Valuation Drivers
We derive many important indicators used in calculating different scores of Barings BDC from analyzing Barings BDC's financial statements. These drivers represent accounts that assess Barings BDC's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Barings BDC's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 515.9M | 446.9M | 719.8M | 838.7M | 918.4M | 964.3M |
Barings BDC Institutional Holders
Institutional Holdings refers to the ownership stake in Barings BDC that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Barings BDC's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Barings BDC's value.| Shares | Dimension Capital Management Llc | 2023-12-31 | 797.1 K | Two Sigma Investments Llc | 2023-12-31 | 782.6 K | Two Sigma Advisers, Llc | 2023-12-31 | 691 K | Raymond James Finl Svs Advisors, Inc. | 2023-12-31 | 645.1 K | Nicola Wealth Management Ltd. | 2023-12-31 | 614 K | T. Rowe Price Associates, Inc. | 2023-12-31 | 591.6 K | Advisor Group Holdings, Inc. | 2023-12-31 | 567.6 K | Rivernorth Capital Management, Llc | 2023-09-30 | 562.1 K | Bulldog Investors, Llc | 2023-12-31 | 518.6 K | Barings Llc | 2023-12-31 | 13.6 M | Ares Management Llc | 2023-12-31 | 4.3 M |
Barings Fundamentals
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0498 | ||||
| Profit Margin | 0.44 % | ||||
| Operating Margin | 0.76 % | ||||
| Current Valuation | 2.36 B | ||||
| Shares Outstanding | 106.07 M | ||||
| Shares Owned By Insiders | 0.49 % | ||||
| Shares Owned By Institutions | 45.36 % | ||||
| Number Of Shares Shorted | 704.83 K | ||||
| 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 | ||||
| Short Ratio | 1.37 X | ||||
| Earnings Per Share | 1.20 X | ||||
| Price To Earnings To Growth | 1.71 X | ||||
| Target Price | 10.25 | ||||
| Beta | 0.67 | ||||
| Market Capitalization | 988.54 M | ||||
| Total Asset | 2.68 B | ||||
| Retained Earnings | (658 M) | ||||
| Annual Yield | 0.11 % | ||||
| Five Year Return | 8.10 % | ||||
| Net Asset | 2.68 B | ||||
| Last Dividend Paid | 1.02 |
About Barings BDC Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Barings BDC's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Barings BDC using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Barings BDC based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Barings BDC in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Barings BDC's short interest history, or implied volatility extrapolated from Barings BDC options trading.
Pair Trading with Barings BDC
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Barings BDC position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Barings BDC will appreciate offsetting losses from the drop in the long position's value.Moving together with Barings Stock
| 0.64 | TW | Tradeweb Markets | PairCorr |
Moving against Barings Stock
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| 0.52 | CDAQW | Compass Digital Acqu | PairCorr |
The ability to find closely correlated positions to Barings BDC could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Barings BDC when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Barings BDC - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Barings BDC to buy it.
The correlation of Barings BDC is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Barings BDC moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Barings BDC moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Barings BDC can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Barings BDC Piotroski F Score and Barings BDC Valuation analysis. 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
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.