Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

BBDC Relative to the S&P 500

BBDC Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Barings BDC, Inc. (NYSE:BBDC) seasonal charts above shows that a Buy Date of November 7 and a Sell Date of March 4 has resulted in a geometric average return of 6.1% above the benchmark rate of the S&P 500 Total Return Index over the past 15 years. This seasonal timeframe has shown positive results compared to the benchmark in 12 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 15 years by an average of 6.44% per year.

The seasonal timeframe correlates Fairly Well with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Barings BDC Inc is a US-based specialty finance company. Its core business is to provide customized finance to lower middle-market companies primarily in the United States. The company’s investment objective is to seek attractive returns by generating current income from debt investments and capital appreciation from equity related investments. It invests in high yield subordinated debt securities secured by second lien security interests in portfolio company assets, coupled with equity instruments of privately held companies as well as in senior secured debt which is restricted to a certain limit. It generates revenues in the form of interest income, primarily from investments in debt securities, and loan origination.

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Stocks mentioned in this post: BBDC