Financial Contrast: Barings BDC (NYSE:BBDC) & AlTi Global (NASDAQ:ALTI)

Barings BDC (NYSE:BBDCGet Free Report) and AlTi Global (NASDAQ:ALTIGet Free Report) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, risk, earnings, valuation, profitability, analyst recommendations and dividends.

Risk and Volatility

Barings BDC has a beta of 0.63, meaning that its share price is 37% less volatile than the S&P 500. Comparatively, AlTi Global has a beta of 0.69, meaning that its share price is 31% less volatile than the S&P 500.

Earnings & Valuation

This table compares Barings BDC and AlTi Global’s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Barings BDC $289.20 million 3.60 $128.00 million $1.23 8.00
AlTi Global $250.88 million 2.12 -$162.61 million ($1.83) -2.42

Barings BDC has higher revenue and earnings than AlTi Global. AlTi Global is trading at a lower price-to-earnings ratio than Barings BDC, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Barings BDC and AlTi Global’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Barings BDC 45.35% 10.77% 4.78%
AlTi Global -29.75% 7.45% 4.93%

Analyst Ratings

This is a summary of recent ratings and target prices for Barings BDC and AlTi Global, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Barings BDC 0 1 1 0 2.50
AlTi Global 0 0 0 1 4.00

Barings BDC presently has a consensus price target of $9.13, indicating a potential downside of 7.27%. AlTi Global has a consensus price target of $9.00, indicating a potential upside of 103.16%. Given AlTi Global’s stronger consensus rating and higher possible upside, analysts plainly believe AlTi Global is more favorable than Barings BDC.

Institutional & Insider Ownership

44.1% of Barings BDC shares are held by institutional investors. Comparatively, 3.6% of AlTi Global shares are held by institutional investors. 0.5% of Barings BDC shares are held by company insiders. Comparatively, 27.5% of AlTi Global shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

Barings BDC beats AlTi Global on 8 of the 14 factors compared between the two stocks.

About Barings BDC

(Get Free Report)

Barings BDC, Inc. is a publicly traded, externally managed investment company that has elected to be treated as a business development company under the Investment Company Act of 1940. It seeks to invest primarily in senior secured loans, first lien debt, unitranche, second lien debt, subordinated debt, equity co-investments and senior secured private debt investments in private middle-market companies that operate across a wide range of industries. It specializes in mezzanine, leveraged buyouts, management buyouts, ESOPs, change of control transactions, acquisition financings, growth financing, and recapitalizations in lower middle market, mature, and later stage companies. It invests in manufacturing and distribution; business services and technology; transportation and logistics; consumer product and services. It invests in United States. It invests in companies with EBITDA of $10 million to $75 million, typically in private equity sponsor backed.

About AlTi Global

(Get Free Report)

AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth Management and Strategic Alternatives. The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services. It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles. In addition, the company offers family office services comprising bookkeeping and back office services, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. It also provides ancillary fund management services, including investments, financial planning and strategy, sales and marketing, and back and middle office infrastructure and administration. The company offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.

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