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Upturn AI SWOT - About
BCSF 
Bain Capital Specialty Finance Inc (BCSF)
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Upturn Advisory Summary
04/01/2025: BCSF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 6.12% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.08B USD | Price to earnings Ratio 8.97 | 1Y Target Price 18 |
Price to earnings Ratio 8.97 | 1Y Target Price 18 | ||
Volume (30-day avg) 390754 | Beta 1.16 | 52 Weeks Range 13.91 - 18.69 | Updated Date 03/31/2025 |
52 Weeks Range 13.91 - 18.69 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 10.12% | Basic EPS (TTM) 1.85 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 40.81% | Operating Margin (TTM) 76.06% |
Management Effectiveness
Return on Assets (TTM) 5.24% | Return on Equity (TTM) 10.49% |
Valuation
Trailing PE 8.97 | Forward PE 10.38 | Enterprise Value 2409347328 | Price to Sales(TTM) 3.69 |
Enterprise Value 2409347328 | Price to Sales(TTM) 3.69 | ||
Enterprise Value to Revenue 17.87 | Enterprise Value to EBITDA 21.91 | Shares Outstanding 64614600 | Shares Floating - |
Shares Outstanding 64614600 | Shares Floating - | ||
Percent Insiders 0.58 | Percent Institutions 55.4 |
Analyst Ratings
Rating 3.67 | Target Price 16.83 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Bain Capital Specialty Finance Inc
Company Overview
History and Background
Bain Capital Specialty Finance, Inc. (BCSF) was formed to invest primarily in middle-market companies. While specific founding details are sparse, it leverages the expertise of Bain Capital Credit, focusing on direct lending and opportunistic investments.
Core Business Areas
- Direct Lending: Provides first lien senior secured loans, second lien senior secured loans, mezzanine debt, and equity co-investments to middle-market companies.
- Opportunistic Investments: Invests in a variety of credit instruments, including stressed and distressed debt, as well as other special situation investments.
Leadership and Structure
BCSF is externally managed by BCSF Advisor, L.L.C., an affiliate of Bain Capital Credit, L.P. The leadership team consists of experienced investment professionals from Bain Capital Credit.
Top Products and Market Share
Key Offerings
- Senior Secured Loans: Provides senior secured loans to middle-market companies. Market share data is not readily available for BCSF specifically, but the direct lending market is highly competitive. Competitors include Ares Capital Corporation (ARCC) and Golub Capital BDC (GBDC).
- Mezzanine Debt: Offers mezzanine debt financing to support acquisitions, growth capital, and recapitalizations. Market share data is not readily available for BCSF. Competitors include Apollo Investment Corporation (AINV) and Prospect Capital Corporation (PSEC).
Market Dynamics
Industry Overview
The direct lending industry is experiencing growth driven by increased demand for private credit solutions and reduced activity from traditional banks. This provides opportunities for BDCs like BCSF.
Positioning
BCSF is positioned as a provider of flexible capital solutions to middle-market companies. Its affiliation with Bain Capital Credit provides access to deal flow and expertise.
Total Addressable Market (TAM)
The global private credit market is estimated to be worth trillions of dollars. BCSF is positioned to capture a portion of this TAM by focusing on middle-market lending opportunities.
Upturn SWOT Analysis
Strengths
- Strong affiliation with Bain Capital Credit
- Experienced management team
- Disciplined investment approach
- Diversified investment portfolio
Weaknesses
- External management structure can create conflicts of interest
- Reliance on Bain Capital Credit for deal flow
- Sensitivity to economic downturns
- Relatively small market cap compared to peers
Opportunities
- Growing demand for private credit
- Expansion into new investment strategies
- Strategic acquisitions
- Increased regulatory scrutiny of traditional banks
Threats
- Increased competition from other BDCs and private credit funds
- Rising interest rates
- Economic recession
- Regulatory changes
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- PSEC
- AINV
Competitive Landscape
BCSF operates in a highly competitive market. Its key advantage is its affiliation with Bain Capital Credit, which provides access to deal flow and expertise. However, it faces competition from larger BDCs with greater resources.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth data is dynamically updated, so data can not be included.
Future Projections: Future projections data is dynamically updated, so data can not be included.
Recent Initiatives: BCSF continues to focus on strategic deployment of capital and active portfolio management to drive long-term shareholder value.
Summary
Bain Capital Specialty Finance (BCSF) is a BDC leveraging Bain Capital Credit's expertise to invest in middle-market companies. Its strengths lie in its affiliation and disciplined investment approach, but it faces challenges due to its external management structure and competitive landscape. Growth opportunities exist in the expanding private credit market, while economic downturns and regulatory changes pose threats. BCSF is smaller compared to its larger BDC peers and is focusing on strategic capital deployment.
Similar Companies
- ARCC
- GBDC
- PSEC
- AINV
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bain Capital Specialty Finance Inc
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 2018-11-15 | CEO & Director Mr. Michael Alexander Ewald | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Bain Capital Specialty Finance, Inc. is business development company specializing in direct loans to middle-market companies. The fund seeks to invest in senior investments with a first or second lien on collateral, senior first lien, stretch senior, senior second lien, unitranche, mezzanine debt, junior securities, other junior investments, and secondary purchases of assets or portfolios that primarily consist of middle-market corporate debt. It typically invests in companies with EBITDA between $10 million and $150 million.
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