BBDC (Barings BDC) 5-Year Yield-on-Cost %: 19.87 (As of Jul. 25, 2026) — 23% Above Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BBDC Barings BDC Inc BBDC
67 GF Score
Price $8.23
GF Value $8.66
Valuation Fairly Valued
! 4 Warning Signs
View Full Analysis

What is Barings BDC 5-Year Yield-on-Cost %?

Barings BDC BBDC +0.49% 67 5-Year Yield-on-Cost % is 19.87 as of Jul. 25, 2026, which is 23% above its 10-year median of 16.11. GuruFocus rates BBDC with a GF Score™ of 67/100 and a GF Value™ of $8.66 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,113 Asset Management companies, Barings BDC ranks better than 93.17% on this metric.

Barings BDC's yield on cost for the quarter that ended in Mar. 2026 was 19.87.


The historical rank and industry rank for Barings BDC's 5-Year Yield-on-Cost % or its related term are showing as below:

BBDC' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.81   Med: 16.11   Max: 29.88
Current: 19.87


During the past 13 years, Barings BDC's highest Yield on Cost was 29.88. The lowest was 3.81. And the median was 16.11.


BBDC's 5-Year Yield-on-Cost % is ranked better than
93.17% of 1113 companies
in the Asset Management industry
Industry Median: 6.47 vs BBDC: 19.87

Barings BDC  (NYSE:BBDC) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Barings BDC 5-Year Yield-on-Cost % Related Terms


BBDC vs PHK, OXLC, RPC: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Barings BDC's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Barings BDC's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Barings BDC's 5-Year Yield-on-Cost % falls into.


BBDC
67GF Score
Barings BDC Inc BBDC
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Barings BDC 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Barings BDC is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 19.87 mean?
Barings BDC (BBDC) has a 5-Year Yield-on-Cost % of 19.87 as of Jul. 25, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Barings BDC and its competitors. This is 23% above median its historical median of 16.11. Over the past decade, Barings BDC's 5-Year Yield-on-Cost % has ranged from 3.81 to 29.88. According to the industry distribution chart, Barings BDC ranks #76 out of 1113 companies in the Asset Management industry, placing it in the top 6.8%.
Is Barings BDC's 5-Year Yield-on-Cost % too high?
Barings BDC's current 5-Year Yield-on-Cost % of 19.87 is 23% above median its 10-year median of 16.11. Over the past 10 years, this metric has ranged from a low of 3.81 to a high of 29.88. The Asset Management industry median 5-Year Yield-on-Cost % is 6.47. Barings BDC's value of 19.87 is 207.1% above this industry median. Based on the distribution chart, Barings BDC ranks #76 out of 1113 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Barings BDC has a GF Score™ of 67/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Barings BDC's 5-Year Yield-on-Cost % compare to PHK and OXLC?
According to the Asset Management industry distribution chart, Barings BDC ranks #76 out of 1113 companies for 5-Year Yield-on-Cost %. This places Barings BDC in the top 7% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.47. Barings BDC's value of 19.87 is 207.1% above this benchmark. Historically, Barings BDC's own 5-Year Yield-on-Cost % has ranged from 3.81 to 29.88 over the past decade. While the company's 10-year median is 16.11 vs. the industry median of 6.47, Barings BDC has consistently been above 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.47, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Barings BDC's current 5-Year Yield-on-Cost % of 19.87 is 207.1% above 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Barings BDC and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.47 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barings BDC's current 5-Year Yield-on-Cost % is 19.87, which is 23% above median its own 10-year median of 16.11. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barings BDC stock overvalued right now?
Based on GuruFocus' analysis, Barings BDC (BBDC) is currently considered Fairly Valued. The stock's GF Value™ is $8.66, compared to a current price of $8.23 — trading 5% below its estimated fair value. The current 5-Year Yield-on-Cost % is 19.87, which is 23% above median its 10-year median of 16.11 and 207.1% above the Asset Management industry median of 6.47. Barings BDC's overall GF Score™ is 67/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Barings BDC (BBDC), the current 5-Year Yield-on-Cost % is 19.87 as of Jul. 25, 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 Barings BDC (BBDC) Overvalued in 2026?

Based on GuruFocus' analysis, Barings BDC stock appears to be undervalued. The current stock price of $8.23 is trading 5% below its estimated GF Value™ of $8.66. GuruFocus considers Barings BDC to be Fairly Valued.

Key valuation signals for BBDC:

  • 5-Year Yield-on-Cost %: 19.87 (23% above median its 10-year median of 16.11)
  • GF Value™: $8.66 vs. price of $8.23 (5% below fair value)
  • GF Score™: 67/100 with 4 warning signs
  • Industry Position: 207.1% above the Asset Management median (#76 of 1113)

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


Barings BDC Business Description

Other Exchanges TRY:Germany
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. It 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.
67GF Score

Get the complete analysis for BBDC

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$8.23
Price
$8.66
GF Value