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Upturn AI SWOT - About
Barings Corporate Investors (MCI)
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Upturn Advisory Summary
03/13/2025: MCI (1-star) is a SELL. SELL since 4 days. Profits (12.73%). Updated daily EoD!
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 18.3% | Avg. Invested days 64 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 478.27M USD | Price to earnings Ratio 13.39 | 1Y Target Price - |
Price to earnings Ratio 13.39 | 1Y Target Price - | ||
Volume (30-day avg) 63139 | Beta 0.7 | 52 Weeks Range 15.55 - 25.24 | Updated Date 04/1/2025 |
52 Weeks Range 15.55 - 25.24 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 6.83% | Basic EPS (TTM) 1.75 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 82.2% | Operating Margin (TTM) 87.39% |
Management Effectiveness
Return on Assets (TTM) 5.87% | Return on Equity (TTM) 10.41% |
Valuation
Trailing PE 13.39 | Forward PE - | Enterprise Value 506922880 | Price to Sales(TTM) 11.05 |
Enterprise Value 506922880 | Price to Sales(TTM) 11.05 | ||
Enterprise Value to Revenue 13.76 | Enterprise Value to EBITDA - | Shares Outstanding 20404200 | Shares Floating - |
Shares Outstanding 20404200 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 15.16 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Barings Corporate Investors
Company Overview
History and Background
Barings Corporate Investors (MCI) is a closed-end management investment company. Founded to provide shareholders with a high level of current income and realized gains.
Core Business Areas
- Closed-End Fund: Actively manages a portfolio of investments, seeking both income and capital appreciation through investments in debt and equity securities.
Leadership and Structure
Managed by Barings LLC, a subsidiary of MassMutual. The fund has a dedicated management team responsible for investment decisions and portfolio oversight.
Top Products and Market Share
Key Offerings
- Closed-End Investment Fund: MCI is a diversified closed-end fund. Market share data specific to MCI is not publicly available as it competes within a broader category of closed-end funds. Competitors include other closed-end funds and ETFs with similar investment objectives.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and overall market sentiment. Demand for income-generating investments is a key driver.
Positioning
MCI aims to provide a balance of income and capital appreciation. Its competitive advantage lies in its active management and investment expertise.
Total Addressable Market (TAM)
The TAM for closed-end funds is significant, encompassing trillions of dollars. MCI's positioning within this TAM is dependent on its performance relative to its peers.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Established Track Record
- Diversified Investment Portfolio
Weaknesses
- Closed-End Structure (Potential for Discount to NAV)
- Reliance on Barings LLC
- Sensitivity to Market Volatility
Opportunities
- Growing Demand for Income-Generating Investments
- Expansion into New Asset Classes
- Capitalizing on Market Dislocations
Threats
- Rising Interest Rates
- Increased Competition from Other Investment Vehicles
- Economic Downturn
Competitors and Market Share
Key Competitors
- GHY
- EAD
- BME
Competitive Landscape
MCI's competitive landscape involves other closed-end funds and investment vehicles. Its advantages include active management.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth trends depend on market conditions and investment performance. This requires historical data analysis.
Future Projections: Future projections are dependent on market conditions and investment strategies. Analyst estimates would be needed.
Recent Initiatives: Information on recent strategic initiatives is not readily available and requires company announcements.
Summary
Barings Corporate Investors is a closed-end fund managed by Barings LLC seeking income and gains. Its strengths lie in its experienced management team. Weaknesses include sensitivity to market volatility. Opportunities arise from the demand for income investments. Threats include rising interest rates.
Similar Companies
- GHY
- EAD
- BME
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Market Data Providers
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Financial data can be changed based on the source and timeframe being provided.
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 Barings Corporate Investors
Exchange NYSE | Headquaters Charlotte, NC, United States | ||
IPO Launch date 1985-07-01 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Babson Capital Corporate Investors trust is a closed ended fixed income mutual fund launched and managed by Barings LLC. It invests in fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in a portfolio of privately placed, below-investment grade, long term corporate debt obligations. The fund also invests in marketable investment grade debt securities, other marketable debt securities, and marketable common stocks. It was formerly known as Babson Capital Corporate Investors. Babson Capital Corporate Investors trust was formed in 1971 and is domiciled in the United States.
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