Overview
Bain Capital Specialty Finance, Inc. is an externally managed specialty finance company focused on lending to middle market companies. BCSF is managed by BCSF Advisors, L.P., an SEC-registered investment adviser and a subsidiary of Bain Capital Credit, L.P. Since commencing investment operations on October 13, 2016, and through September 30, 2020, BCSF has invested approximately $3,712.9 million in aggregate principal amount of debt and equity investments prior to any subsequent exits or repayments. BCSF's investment objective is to generate current income and, to a lesser extent, capital appreciation through direct originations of secured debt, including first lien, first lien/last out, unitranche and second lien debt, investments in strategic joint ventures, equity investments and, to a lesser extent, corporate bonds. BCSF has elected to be regulated as a business development company under the Investment Company Act of 1940, as amended.
Basic Stats
The share price of Bain Capital Specialty Finance, Inc. as of September 4, 2025 is $15.65 / share. This is a decrease of -0.06% from the prior week. The market cap (or net worth) of Bain Capital Specialty Finance, Inc. as of September 4, 2025 is $1,015.84 MM.
The Factor Analysis chart (below right) shows a view of Bain Capital Specialty Finance, Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 1,015.84 MM |
| EV | 2,540.84 MM |
| Shares Out. | 64.87 MM |
| Earnings Date | |
| EPS (TTM) | 1.66 |
| Dividend Yield | 11.49 % |
| Ex-Dividend Date | 2025-09-16 |
| Borrow Rate | 0.41 |
| Short Shares Avail. | 0.45 MM |
| Short Interest | 0.24 MM |
| Short Float | |
| Days to Cover | 1.11 days |
| Risk Free Rate | 4.22 % |
| Price Change (1 yr) | -8.26 % |
| Volatility (1 yr) | 0.23 |
| Beta | 0.79 |
| Sharpe Ratio (1 yr) | -0.55 |
| Sortino Ratio (1 yr) | -0.82 |
| PE Ratio | 9.45 |
| Price/Book | 0.89 |
| Price/TBV | 0.89 |
| Book/Market | 1.12 |
| EBIT/EV | 0.04 |
| EBIT(3yr avg)/EV | 0.05 |
| ROA | 0.04 |
| ROE | 0.09 |
| ROIC | 0.04 |
| CROIC | 0.03 |
| OCROIC | -0.06 |
| Implied Volatility | 26.82 % |
| Put/Call OI Ratio | 0.52 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Bain Capital Specialty Finance, Inc. is $16.49. The forecasts range from a low of $15.66 to a high of $17.85. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Bain Capital Specialty Finance, Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2022-10-24 | Wells Fargo | Underweight | Maintains | |
| 2022-07-25 | Wells Fargo | Equal-Weight | Underweight | Downgrade |
| 2021-08-06 | Oppenheimer | Perform | Maintains | |
| 2021-03-01 | Wells Fargo | Underweight | Equal-Weight | Upgrade |
| 2020-06-29 | B of A Securities | Buy | Neutral | Downgrade |
| 2020-05-04 | Credit Suisse | Outperform | Maintains | |
| 2020-04-07 | Citigroup | Neutral | Maintains | |
| 2020-03-25 | Wells Fargo | Underweight | Maintains | |
| 2020-01-27 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2020-01-15 | Wells Fargo | Equal-Weight | Underweight | Downgrade |
| 2019-04-24 | JMP Securities | Market Perform | Initiate | |
| 2023-03-03 | Wells Fargo | Underweight | Maintains | |
| 2023-03-02 | Citigroup | Neutral | Maintains | |
| 2023-04-18 | Wells Fargo | Underweight | Maintains | |
| 2023-05-11 | Citigroup | Neutral | Neutral | Maintains |
| 2023-05-11 | Wells Fargo | Underweight | Equal-Weight | Upgrade |
| 2024-05-08 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2023-08-10 | Citigroup | Neutral | Neutral | Maintains |
| 2023-08-10 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-05-29 | Wells Fargo | Equal-Weight | Overweight | Upgrade |
| 2024-05-23 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-01-29 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-07-26 | Wells Fargo | Overweight | Overweight | Maintains |
| 2024-08-08 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-01-29 | Wells Fargo | Overweight | Overweight | Maintains |
| 2025-03-03 | Wells Fargo | Overweight | Overweight | Maintains |
| 2024-08-21 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-03-04 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-04-08 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2025-04-28 | Wells Fargo | Overweight | Overweight | Maintains |
