BGH (Barings Global Short Duration High Yield Fund) Pretax Margin %: 82.69% (As of Dec. 2025) — 15% Below Median


BGH Barings Global Short Duration High Yield Fund BGH
38 GF Score
Price $14.00
GF Value $7.56
Valuation Significantly Overvalued
! 5 Warning Signs
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What is Barings Global Short Duration High Yield Fund Pretax Margin %?

Barings Global Short Duration High Yield Fund BGH -0.43% 38 Pretax Margin % is 82.69% as of Dec. 2025, which is 15% below its 10-year median of 97.43. GuruFocus rates BGH with a GF Score™ of 38/100 and a GF Value™ of $7.56 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,572 Asset Management companies, Barings Global Short Duration High Yield Fund ranks better than 51.27% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Barings Global Short Duration High Yield Fund's Pre-Tax Income for the six months ended in Dec. 2025 was $6.76 Mil. Barings Global Short Duration High Yield Fund's Revenue for the six months ended in Dec. 2025 was $8.17 Mil. Therefore, Barings Global Short Duration High Yield Fund's pretax margin for the quarter that ended in Dec. 2025 was 82.69%.

The historical rank and industry rank for Barings Global Short Duration High Yield Fund's Pretax Margin % or its related term are showing as below:

BGH' s Pretax Margin % Range Over the Past 10 Years
Min: 91.15   Med: 97.43   Max: 120.17
Current: 91.15


BGH's Pretax Margin % is ranked better than
51.27% of 1572 companies
in the Asset Management industry
Industry Median: 89.62 vs BGH: 91.15

Barings Global Short Duration High Yield Fund  (NYSE:BGH) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Barings Global Short Duration High Yield Fund Pretax Margin % Related Terms


Barings Global Short Duration High Yield Fund Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Barings Global Short Duration High Yield Fund's Pretax Margin % 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.

Barings Global Short Duration High Yield Fund Pretax Margin % Chart

Barings Global Short Duration High Yield Fund Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only 98.57 103.58 95.75 95.29 91.16

Barings Global Short Duration High Yield Fund Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Pretax Margin % 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 94.30 97.93 92.23 96.13 82.69

BGH vs DBL, CFNB, EOD: Pretax Margin % Comparison

For the Asset Management subindustry, Barings Global Short Duration High Yield Fund's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Global Short Duration High Yield Fund Pretax Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Barings Global Short Duration High Yield Fund's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Barings Global Short Duration High Yield Fund's Pretax Margin % falls into.


BGH
38GF Score
Barings Global Short Duration High Yield Fund BGH
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Barings Global Short Duration High Yield Fund Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Barings Global Short Duration High Yield Fund's Pretax Margin for the fiscal year that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=20.088/22.036
=91.16 %

Barings Global Short Duration High Yield Fund's Pretax Margin for the quarter that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (Q: Dec. 2025 )/Revenue (Q: Dec. 2025 )
=6.757/8.171
=82.69 %

* 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.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 82.69% mean?
Barings Global Short Duration High Yield Fund (BGH) has a Pretax Margin % of 82.69% as of Dec. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Barings Global Short Duration High Yield Fund and its competitors. This is 15% below median its historical median of 97.43. Over the past decade, Barings Global Short Duration High Yield Fund's Pretax Margin % has ranged from 91.15 to 120.17. According to the industry distribution chart, Barings Global Short Duration High Yield Fund ranks #766 out of 1572 companies in the Asset Management industry, placing it in the top 48.7%.
Is Barings Global Short Duration High Yield Fund's Pretax Margin % too high?
Barings Global Short Duration High Yield Fund's current Pretax Margin % of 82.69% is 15% below median its 10-year median of 97.43. Over the past 10 years, this metric has ranged from a low of 91.15 to a high of 120.17. The Asset Management industry median Pretax Margin % is 89.62. Barings Global Short Duration High Yield Fund's value of 82.69% is 7.7% below this industry median. Based on the distribution chart, Barings Global Short Duration High Yield Fund ranks #766 out of 1572 companies in the Asset Management industry, which is above the industry midpoint. Overall, Barings Global Short Duration High Yield Fund has a GF Score™ of 38/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Barings Global Short Duration High Yield Fund's Pretax Margin % compare to DBL and CFNB?
According to the Asset Management industry distribution chart, Barings Global Short Duration High Yield Fund ranks #766 out of 1572 companies for Pretax Margin %. This puts Barings Global Short Duration High Yield Fund in the upper half of its industry. The industry median Pretax Margin % is 89.62. Barings Global Short Duration High Yield Fund's value of 82.69% is 7.7% below this benchmark. Historically, Barings Global Short Duration High Yield Fund's own Pretax Margin % has ranged from 91.15 to 120.17 over the past decade. While the company's 10-year median is 97.43 vs. the industry median of 89.62, Barings Global Short Duration High Yield Fund has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.62, based on 1,572 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Barings Global Short Duration High Yield Fund's current Pretax Margin % of 82.69% is 7.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Barings Global Short Duration High Yield Fund and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barings Global Short Duration High Yield Fund's current Pretax Margin % is 82.69%, which is 15% below median its own 10-year median of 97.43. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barings Global Short Duration High Yield Fund stock overvalued right now?
Based on GuruFocus' analysis, Barings Global Short Duration High Yield Fund (BGH) is currently considered Significantly Overvalued. The stock's GF Value™ is $7.56, compared to a current price of $14.00 — trading 85.2% above its estimated fair value. The current Pretax Margin % is 82.69%, which is 15% below median its 10-year median of 97.43 and 7.7% below the Asset Management industry median of 89.62. Barings Global Short Duration High Yield Fund's overall GF Score™ is 38/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Barings Global Short Duration High Yield Fund (BGH), the current Pretax Margin % is 82.69% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Barings Global Short Duration High Yield Fund (BGH) Overvalued in 2026?

Based on GuruFocus' analysis, Barings Global Short Duration High Yield Fund stock appears to be overvalued. The current stock price of $14.00 is trading 85.2% above its estimated GF Value™ of $7.56. GuruFocus considers Barings Global Short Duration High Yield Fund to be Significantly Overvalued.

Key valuation signals for BGH:

  • Pretax Margin %: 82.69% (15% below median its 10-year median of 97.43)
  • GF Value™: $7.56 vs. price of $14.00 (85.2% above fair value)
  • GF Score™: 38/100 with 5 warning signs
  • Industry Position: 7.7% below the Asset Management median (#766 of 1572)

No single metric tells the full story. See the BGH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Barings Global Short Duration High Yield Fund Business Description

Address 300 South Tryon Street, Suite 2500, Charlotte, NC, USA, 28202
Barings Global Short Duration High Yield Fund is a diversified, closed-end management investment company. Its investment objective is to seek as high a level of current income as the Adviser determines is consistent with capital preservation. The Fund seeks capital appreciation as a secondary investment objective when consistent with its primary investment objective. Under normal market conditions, the Fund will invest at least 80% of its Managed Assets in bonds, loans and other income-producing instruments that are, at the time of purchase, rated below investment grade.
38GF Score

Get the complete analysis for BGH

Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$14.00
Price
$7.56
GF Value