The historical rank and industry rank for Bain Capital Specialty Finance's ROE % or its related term are showing as below:
STU:618'
s ROE % Range Over the Past 10 Years
Min: 0.55 Med: 9.14 Max: 11.05
Current: 6.54
During the past 10 years, Bain Capital Specialty Finance's highest ROE % was 11.05%. The lowest was 0.55%. And the median was 9.14%.
STU:618's ROE % is ranked better than 50.5% of 1612
companies
in the Asset Management industry
Industry Median: 6.395
vs STU:618: 6.54
Bain Capital Specialty Finance (STU:618) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Bain Capital Specialty Finance ROE % Related Terms
Bain Capital Specialty Finance ROE % Historical Data
* 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.
For the Asset Management subindustry, Bain Capital Specialty Finance's ROE %, along with its competitors' market caps and ROE % 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.
Bain Capital Specialty Finance ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Bain Capital Specialty Finance's ROE % distribution charts can be found below:
* The bar in red indicates where Bain Capital Specialty Finance's ROE % falls into.
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Bain Capital Specialty Finance (STU:618) has a ROE % of 1.23% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Bain Capital Specialty Finance and its competitors. This is 87% below median its historical median of 9.14. Over the past decade, Bain Capital Specialty Finance's ROE % has ranged from 0.55 to 11.05. According to the industry distribution chart, Bain Capital Specialty Finance ranks #798 out of 1612 companies in the Asset Management industry, placing it in the top 49.5%.
Is Bain Capital Specialty Finance's ROE % too high?
Bain Capital Specialty Finance's current ROE % of 1.23% is 87% below median its 10-year median of 9.14. Over the past 10 years, this metric has ranged from a low of 0.55 to a high of 11.05. The Asset Management industry median ROE % is 6.40. Bain Capital Specialty Finance's value of 1.23% is 80.8% below this industry median. Based on the distribution chart, Bain Capital Specialty Finance ranks #798 out of 1612 companies in the Asset Management industry, which is above the industry midpoint. Overall, Bain Capital Specialty Finance has a GF Score™ of 65/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Bain Capital Specialty Finance's ROE % compare to PCN and PHK?
According to the Asset Management industry distribution chart, Bain Capital Specialty Finance ranks #798 out of 1612 companies for ROE %. This puts Bain Capital Specialty Finance in the upper half of its industry. The industry median ROE % is 6.40. Bain Capital Specialty Finance's value of 1.23% is 80.8% below this benchmark. Historically, Bain Capital Specialty Finance's own ROE % has ranged from 0.55 to 11.05 over the past decade. While the company's 10-year median is 9.14 vs. the industry median of 6.40, Bain Capital Specialty Finance 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.40, based on 1,612 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Bain Capital Specialty Finance's current ROE % of 1.23% is 80.8% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Bain Capital Specialty Finance and its competitors. For the Asset Management industry, the median ROE % is 6.40 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bain Capital Specialty Finance's current ROE % is 1.23%, which is 87% below median its own 10-year median of 9.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bain Capital Specialty Finance stock overvalued right now?
Based on GuruFocus' analysis, Bain Capital Specialty Finance (STU:618) is currently considered Modestly Overvalued. The stock's GF Value™ is €8.90, compared to a current price of €10.67 — trading 19.9% above its estimated fair value. The current ROE % is 1.23%, which is 87% below median its 10-year median of 9.14 and 80.8% below the Asset Management industry median of 6.40. Bain Capital Specialty Finance's overall GF Score™ is 65/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Bain Capital Specialty Finance (STU:618), the current ROE % is 1.23% as of Mar. 2026. 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 Bain Capital Specialty Finance (STU:618) Overvalued in 2026?
Based on GuruFocus' analysis, Bain Capital Specialty Finance stock appears to be overvalued.
The current stock price of €10.67 is trading 19.9% above its estimated GF Value™ of €8.90.
GuruFocus considers Bain Capital Specialty Finance to be Modestly Overvalued.
Key valuation signals for STU:618:
ROE %: 1.23% (87% below median its 10-year median of 9.14)
GF Value™: €8.90 vs. price of €10.67 (19.9% above fair value)
Industry Position: 80.8% below the Asset Management median (#798 of 1612)
No single metric tells the full story. See the STU:618 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Bain Capital Specialty Finance Business Description
Bain Capital Specialty Finance Inc is an externally managed, closed-end, non-diversified management investment company. The company's objective is to provide risk-adjusted returns and current income to investors by investing in middle-market companies. Its portfolio of investments includes First Lien Senior Secured Loan, Preferred Equity, Equity Interest, Warrants, and Second Lien Senior Secured Loan, and others.
65GF Score
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