Bain Capital Specialty Stock Buy Hold or Sell Recommendation
| BCSF Stock | USD 16.32 0.09 0.55% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Bain Capital Specialty is 'Buy'. Macroaxis provides Bain Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BCSF positions. The advice algorithm takes into account all of Bain Capital's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Bain Capital's buy or sell advice are summarized below:
Real Value 17.22 | Target Price 15.19 | Hype Value 16.26 | Market Value 16.32 | Naive Value 16.2 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Bain Capital Specialty given historical horizon and risk tolerance towards Bain Capital. When Macroaxis issues a 'buy' or 'sell' recommendation for Bain Capital Specialty, the advice is generated through an automated system that utilizes algorithms and statistical models.
Bain |
Execute Bain Capital Buy or Sell Advice
The Bain recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Bain Capital Specialty. Macroaxis does not own or have any residual interests in Bain Capital Specialty or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Bain Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Bain Capital Trading Alerts and Improvement Suggestions
| Bain Capital is unlikely to experience financial distress in the next 2 years | |
| Bain Capital has a strong financial position based on the latest SEC filings | |
| Latest headline from businesswire.com: Bain Capital Specialty Finance, Inc. Schedules Earnings Release for the First Quarter Ended March 31, 2024 |
Bain Capital Returns Distribution Density
The distribution of Bain Capital's historical returns is an attempt to chart the uncertainty of Bain Capital's future price movements. The chart of the probability distribution of Bain Capital daily returns describes the distribution of returns around its average expected value. We use Bain Capital Specialty price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Bain Capital returns is essential to provide solid investment advice for Bain Capital.
| Mean Return | 0.14 | Value At Risk | -1.14 | Potential Upside | 1.32 | Standard Deviation | 0.83 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Bain Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Bain Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Bain Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Bain Capital Specialty backward and forwards among themselves. Bain Capital's institutional investor refers to the entity that pools money to purchase Bain Capital's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Millennium Management Llc | 2023-12-31 | 412.9 K | Hennion & Walsh Asset Management Inc | 2023-12-31 | 360 K | Two Sigma Advisers, Llc | 2023-12-31 | 323.2 K | Two Sigma Investments Llc | 2023-12-31 | 309.5 K | Goldman Sachs Group Inc | 2023-12-31 | 251.1 K | Arete Wealth Advisors, Llc | 2023-12-31 | 240 K | Muzinich & Co Inc | 2023-12-31 | 237.3 K | Sumitomo Mitsui Trust Holdings Inc | 2024-03-31 | 237.1 K | Mariner Wealth Advisors, Llc | 2023-12-31 | 207.4 K | Bain Capital Credit | 2023-12-31 | 12.3 M | Bank Of America Corp | 2023-12-31 | 4.1 M |
Bain Capital Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 35.6M | 12.9M | 121.9M | (77.9M) | (13.2M) | (12.6M) | |
| Net Borrowings | 364.5M | (113.5M) | (36.8M) | 330.5M | 297.5M | 312.3M | |
| Free Cash Flow | (242.8M) | 89.4M | 265.6M | (316.8M) | 125.9M | 132.2M | |
| Depreciation | 110.0 | 16.5M | (33.6M) | 325K | (1.8M) | (1.8M) | |
| Other Non Cash Items | (349.8M) | 77.8M | 188.9M | (414.0M) | (5.0M) | (5.3M) | |
| Dividends Paid | 81.2M | 86.3M | 87.8M | 87.8M | 99.4M | 68.6M | |
| Net Income | 98.1M | 8.3M | 119.8M | 105.5M | 123.4M | 69.0M | |
| End Period Cash Flow | 68.8M | 81.7M | 203.6M | 125.7M | 112.5M | 114.6M | |
| Change To Netincome | (351.3M) | 91.6M | 149.5M | (417.9M) | (480.5M) | (504.6M) |
Bain Capital Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Bain Capital or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Bain Capital's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Bain stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.07 | |
β | Beta against NYSE Composite | 0.76 | |
σ | Overall volatility | 0.85 | |
Ir | Information ratio | 0.06 |
Bain Capital Volatility Alert
Bain Capital Specialty has low volatility with Treynor Ratio of 0.17, Maximum Drawdown of 4.49 and kurtosis of 3.37. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Bain Capital's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Bain Capital's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Bain Capital Fundamentals Vs Peers
Comparing Bain Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Bain Capital's direct or indirect competition across all of the common fundamentals between Bain Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Bain Capital or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Bain Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Bain Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Bain Capital to competition |
| Fundamentals | Bain Capital | Peer Average |
| Return On Equity | 0.11 | -0.31 |
| Return On Asset | 0.0555 | -0.14 |
| Profit Margin | 0.41 % | (1.27) % |
| Operating Margin | 0.74 % | (5.51) % |
| Current Valuation | 2.24 B | 16.62 B |
| Shares Outstanding | 64.56 M | 571.82 M |
| Shares Owned By Insiders | 0.55 % | 10.09 % |
| Shares Owned By Institutions | 53.23 % | 39.21 % |
| Number Of Shares Shorted | 111.5 K | 4.71 M |
| Price To Earning | 10.38 X | 28.72 X |
| Price To Book | 0.89 X | 9.51 X |
| Price To Sales | 3.41 X | 11.42 X |
| Revenue | 253.49 M | 9.43 B |
| Gross Profit | 219.54 M | 27.38 B |
| EBITDA | 207.82 M | 3.9 B |
| Net Income | 123.38 M | 570.98 M |
| Cash And Equivalents | 44.17 M | 2.7 B |
| Cash Per Share | 0.68 X | 5.01 X |
| Total Debt | 1.26 B | 5.32 B |
| Debt To Equity | 1.24 % | 48.70 % |
| Current Ratio | 3.41 X | 2.16 X |
| Book Value Per Share | 17.60 X | 1.93 K |
| Cash Flow From Operations | 125.87 M | 971.22 M |
| Short Ratio | 0.34 X | 4.00 X |
| Earnings Per Share | 1.91 X | 3.12 X |
| Price To Earnings To Growth | 1.07 X | 4.89 X |
| Target Price | 15.67 | |
| Beta | 1.18 | -0.15 |
| Market Capitalization | 1.05 B | 19.03 B |
| Total Asset | 2.47 B | 29.47 B |
| Retained Earnings | (31.98 M) | 9.33 B |
| Annual Yield | 0.10 % | |
| Net Asset | 2.47 B |
Note: Disposition of 2176110 shares by Bain Capital Credit Member, Llc of Bain Capital subject to Rule 16b-3 [view details]
Bain Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Bain . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Bain Capital Buy or Sell Advice
When is the right time to buy or sell Bain Capital Specialty? Buying financial instruments such as Bain Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2023 | 2024 (projected) | Common Stock Total Equity | 74.8K | 78.5K | Total Stockholder Equity | 1.1B | 862.7M |
Use Investing Ideas to Build Portfolios
In addition to having Bain Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run SPAC Thematic Idea Now
SPAC
Entities that are involved in raising capital, merging with and acquiring companies, and investing in private equity through leveraged buyouts. The SPAC theme has 25 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize SPAC Theme or any other thematic opportunities.
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Check out Bain Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
Complementary Tools for Bain Stock analysis
When running Bain Capital's price analysis, check to measure Bain Capital'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 Bain Capital is operating at the current time. Most of Bain Capital's value examination focuses on studying past and present price action to predict the probability of Bain Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Bain Capital's price. Additionally, you may evaluate how the addition of Bain Capital to your portfolios can decrease your overall portfolio volatility.
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Is Bain Capital'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 Bain Capital. If investors know Bain 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 Bain Capital 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 (0.29) | Dividend Share 1.6 | Earnings Share 1.91 | Revenue Per Share 4.612 | Quarterly Revenue Growth 0.202 |
The market value of Bain Capital Specialty is measured differently than its book value, which is the value of Bain that is recorded on the company's balance sheet. Investors also form their own opinion of Bain Capital's value that differs from its market value or its book value, called intrinsic value, which is Bain Capital'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 Bain Capital's market value can be influenced by many factors that don't directly affect Bain Capital'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 Bain Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Bain Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bain Capital'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.