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Barings BDC (STU:TRY) Shiller PE Ratio : 18.57 (As of May. 21, 2024)


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What is Barings BDC Shiller PE Ratio?

As of today (2024-05-21), Barings BDC's current share price is €8.915. Barings BDC's E10 for the quarter that ended in Mar. 2024 was €0.48. Barings BDC's Shiller PE Ratio for today is 18.57.

The historical rank and industry rank for Barings BDC's Shiller PE Ratio or its related term are showing as below:

STU:TRY' s Shiller PE Ratio Range Over the Past 10 Years
Min: 4.68   Med: 9.84   Max: 18.65
Current: 18.65

During the past years, Barings BDC's highest Shiller PE Ratio was 18.65. The lowest was 4.68. And the median was 9.84.

STU:TRY's Shiller PE Ratio is ranked worse than
73.65% of 759 companies
in the Asset Management industry
Industry Median: 12.99 vs STU:TRY: 18.65

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Barings BDC's adjusted earnings per share data for the three months ended in Mar. 2024 was €0.377. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is €0.48 for the trailing ten years ended in Mar. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


Barings BDC Shiller PE Ratio Historical Data

The historical data trend for Barings BDC's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Barings BDC Shiller PE Ratio Chart

Barings BDC Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.66 8.06 11.15 10.51 16.02

Barings BDC Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Shiller PE Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 10.75 11.52 15.03 16.02 17.65

Competitive Comparison of Barings BDC's Shiller PE Ratio

For the Asset Management subindustry, Barings BDC's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Barings BDC's Shiller PE Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Barings BDC's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Barings BDC's Shiller PE Ratio falls into.



Barings BDC Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Barings BDC's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=8.915/0.48
=18.57

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Barings BDC's E10 for the quarter that ended in Mar. 2024 is calculated as:

For example, Barings BDC's adjusted earnings per share data for the three months ended in Mar. 2024 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Mar. 2024 (Change)*Current CPI (Mar. 2024)
=0.377/131.7762*131.7762
=0.377

Current CPI (Mar. 2024) = 131.7762.

Barings BDC Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201406 0.640 100.560 0.839
201409 -0.225 100.428 -0.295
201412 -0.016 99.070 -0.021
201503 0.231 99.621 0.306
201506 0.330 100.684 0.432
201509 0.481 100.392 0.631
201512 0.257 99.792 0.339
201603 0.332 100.470 0.435
201606 0.178 101.688 0.231
201609 0.187 101.861 0.242
201612 0.161 101.863 0.208
201703 0.159 102.862 0.204
201706 -0.036 103.349 -0.046
201709 -1.007 104.136 -1.274
201712 0.439 104.011 0.556
201803 0.243 105.290 0.304
201806 0.274 106.317 0.340
201809 -1.663 106.507 -2.058
201812 -0.730 105.998 -0.908
201903 0.575 107.251 0.706
201906 0.159 108.070 0.194
201909 0.091 108.329 0.111
201912 0.198 108.420 0.241
202003 -2.081 108.902 -2.518
202006 1.012 108.767 1.226
202009 0.764 109.815 0.917
202012 0.378 109.897 0.453
202103 0.286 111.754 0.337
202106 0.374 114.631 0.430
202109 0.187 115.734 0.213
202112 0.159 117.630 0.178
202203 0.227 121.301 0.247
202206 -0.218 125.017 -0.230
202209 0.091 125.227 0.096
202212 -0.009 125.222 -0.009
202303 0.346 127.348 0.358
202306 0.342 128.729 0.350
202309 0.159 129.860 0.161
202312 0.266 129.419 0.271
202403 0.377 131.776 0.377

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Barings BDC  (STU:TRY) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Barings BDC Shiller PE Ratio Related Terms

Thank you for viewing the detailed overview of Barings BDC's Shiller PE Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Barings BDC (STU:TRY) Business Description

Traded in Other Exchanges
Address
300 South Tryon Street, Suite 2500, Charlotte, NC, USA, 28202
Barings BDC Inc operates as a closed-end, non-diversified investment company and has elected to be treated as a business development company. The company's investment objective is to generate current income by investing directly in privately-held middle-market companies to help these companies fund acquisitions, growth or refinancing. Barings employs fundamental credit analysis and targets investments in businesses with low levels of cyclicality and operating risk relative to other businesses in this market segment. The holding size of each position will generally be dependent upon a number of factors including total facility size, pricing and structure, and the number of other lenders in the facility.

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