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Barings Participation Investors
How the company evolved, year by year. Revenue and debt come from the annual reports — for most companies, the 10-K filings with the SEC since 2009; dividends from the payments themselves.
The bars are a balance on the closing date; the lines are what happened during the year. Revenue above equity is ordinary, not an anomaly — it means the company turns its capital over more than once a year.
Major managers that reported this stock in their latest 13F.
None of the investors we track reported a position in MPV.
▲ +16.6% over 5Y.
today you would have $1,791.81▲ +79.2%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 4 closed years. Each multiple uses that year’s closing price and that year’s reported numbers — not today’s. The range is set by the annual reports on record.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Year-end price | $15.89 | $17.09 | $15.60 | $12.32 | |
| P/E | 10.5x | — | 10.5x | 9.1x | 18.7x |
| P/S | 10.7x | 11.7x | 9.7x | 8.4x | 15.8x |
| P/B | 1.0x | 1.0x | 1.1x | 1.0x | 0.8x |
| EPS | — |
Not shown for closed-end funds and BDCs. The methods assume operating profit, and a fund’s earnings per share are capital gains on its portfolio plus interest income — running them through Graham or a discounted cash flow produces a number that looks like a valuation and means nothing. What matters for a fund is its price against net asset value, which this site does not track.
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| XHGXChange TEC.INC | $3.41 | — | — | — | — | $175.78M |
| BWIVBlue Water Acquisition Corp. IV | $9.95 | — | — | — | — | $176.7M |
| PAACProem Acquisition Corp. I | $9.97 | — | — | — | — | $176.7M |
| CHECChenghe Acquisition III Co. | $10.23 |
Barings Participation Investors is a closed ended fixed income mutual fund launched and managed by Barings LLC. The fund invests in the fixed income markets of the United States. It primarily invests in below-investment grade, long-term corporate debt obligations which are directly purchased from its issuers. The fund also seeks to invest in warrants, conversion rights, or other equity related instruments. It benchmarks the performance of its portfolio against Standard and Poor's Industrials Composite, Russell 2000 Index, Lehman Brothers U.S. High Yield Index, and Lehman Brothers Intermediate U.S. Credit Index. The fund was formerly known as Babson Capital Participation Investors. Barings Participation Investors was formed on April 7, 1988 and is domiciled in the United States.
Company description provided by Yahoo Finance.
| $1.62 |
| $1.71 |
| $0.66 |
| Dividend yield | 8.73% | 9.31% | 9.19% | 8.27% | 6.98% |
| Payout | 96.91% | — | 96.91% | 75.44% | 130.30% |
| Profit margin | 91.10% | 90.37% | 91.83% | 92.30% | 84.24% |
| ROE | 9.26% | 8.08% | 10.45% | 11.09% | 4.38% |
Median, not average: a single year of near-zero profit produces a P/E of 400 and would drag an average on its own. P/E years above 200x are left out, the same cut the fair price uses — so this median matches the “its own history” method below. Price and EPS have no median: they are series that grow.
| 42.6x |
| — |
| — |
| — |
| $176.72M |
| FTHAForefront Tech Holdings Acquisition Corp | $9.97 | — | — | — | — | $174.84M |
| STEXStreamex Corp. | $0.77 | — | 0.3x | — | -696.88% | $174.07M |