MPV (Barings Participation Investors) ROE % Adjusted to Book Value: 8.10% (As of Dec. 2025)


MPV Barings Participation Investors MPV
68 GF Score
Price $16.33
GF Value $14.47
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Barings Participation Investors ROE % Adjusted to Book Value?

Barings Participation Investors MPV -0.27% 68 ROE % Adjusted to Book Value is 8.10% as of Dec. 2025. GuruFocus rates MPV with a GF Score™ of 68/100 and a GF Value™ of $14.47 (Modestly Overvalued). The stock has 5 warning signs investors should review.

Barings Participation Investors's ROE % for the quarter that ended in Dec. 2025 was 8.42%. Barings Participation Investors's PB Ratio for the quarter that ended in Dec. 2025 was 1.04. Barings Participation Investors's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 8.10%.


Barings Participation Investors ROE % Adjusted to Book Value Related Terms


Barings Participation Investors ROE % Adjusted to Book Value Historical Data

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The historical data trend for Barings Participation Investors's ROE % Adjusted to Book Value 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 Participation Investors ROE % Adjusted to Book Value Chart

Barings Participation Investors Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only 17.14 5.30 11.13 9.46 7.73

Barings Participation Investors Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value 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 11.21 9.50 9.78 5.85 8.10

MPV vs EHI, EDF, ECF: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Barings Participation Investors's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 Participation Investors ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Barings Participation Investors's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Barings Participation Investors's ROE % Adjusted to Book Value falls into.


MPV
68GF Score
Barings Participation Investors MPV
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Barings Participation Investors ROE % Adjusted to Book Value Calculation

Barings Participation Investors's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=8.04% / 1.04
=7.73%

Barings Participation Investors's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=8.42% / 1.04
=8.10%

* 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.

What does a ROE % Adjusted to Book Value of 8.10% mean?
Barings Participation Investors (MPV) has a ROE % Adjusted to Book Value of 8.10% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Barings Participation Investors and its competitors.
Is Barings Participation Investors' ROE % Adjusted to Book Value too high?
Barings Participation Investors' current ROE % Adjusted to Book Value is 8.10%. Overall, Barings Participation Investors has a GF Score™ of 68/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Barings Participation Investors' ROE % Adjusted to Book Value compare to EHI and EDF?
Barings Participation Investors' ROE % Adjusted to Book Value of 8.10% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Barings Participation Investors and its competitors. Barings Participation Investors's current ROE % Adjusted to Book Value is 8.10%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barings Participation Investors stock overvalued right now?
Based on GuruFocus' analysis, Barings Participation Investors (MPV) is currently considered Modestly Overvalued. The stock's GF Value™ is $14.47, compared to a current price of $16.33 — trading 12.9% above its estimated fair value. The current ROE % Adjusted to Book Value is 8.10%. Barings Participation Investors' overall GF Score™ is 68/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Barings Participation Investors (MPV), the current ROE % Adjusted to Book Value is 8.10% 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 Participation Investors (MPV) Overvalued in 2026?

Based on GuruFocus' analysis, Barings Participation Investors stock appears to be overvalued. The current stock price of $16.33 is trading 12.9% above its estimated GF Value™ of $14.47. GuruFocus considers Barings Participation Investors to be Modestly Overvalued.

Key valuation signals for MPV:

  • ROE % Adjusted to Book Value: 8.10%
  • GF Value™: $14.47 vs. price of $16.33 (12.9% above fair value)
  • GF Score™: 68/100 with 5 warning signs

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


Barings Participation Investors Business Description

Address 300 South Tryon Street, Suite 2500, Charlotte, NC, USA, 28202
Barings Participation Investors is a diversified closed-ended management investment company. The Trust's investment objective is to maintain a portfolio of securities providing a current yield and an opportunity for capital gains. Its principal investments are privately placed, below-investment grade, long-term debt obligations including bank loans and mezzanine debt instruments. The company invests in various sectors such as aerospace and defense; automotive; building materials; consumer products and others.
68GF Score

Get the complete analysis for MPV

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$16.33
Price
$14.47
GF Value