BBDC
Price
$8.83
Change
-$0.03 (-0.34%)
Updated
Jun 5 closing price
Capitalization
979M
61 days until earnings call
IX
Price
$21.39
Change
+$0.18 (+0.85%)
Updated
Jun 6, 10:36 AM (EDT)
Capitalization
23.91B
54 days until earnings call
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BBDC vs IX

Header iconBBDC vs IX Comparison
Open Charts BBDC vs IXBanner chart's image
Barings BDC
Price$8.83
Change-$0.03 (-0.34%)
Volume$679.14K
Capitalization979M
Orix
Price$21.39
Change+$0.18 (+0.85%)
Volume$216
Capitalization23.91B
BBDC vs IX Comparison Chart
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BBDC
Daily Signalchanged days ago
Gain/Loss if bought
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IX
Daily Signalchanged days ago
Gain/Loss if bought
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BBDC vs. IX commentary
Jun 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BBDC is a StrongBuy and IX is a Buy.

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COMPARISON
Comparison
Jun 06, 2025
Stock price -- (BBDC: $8.83 vs. IX: $21.21)
Brand notoriety: BBDC and IX are both not notable
BBDC represents the Investment Managers, while IX is part of the Financial Conglomerates industry
Current volume relative to the 65-day Moving Average: BBDC: 130% vs. IX: 44%
Market capitalization -- BBDC: $979M vs. IX: $23.91B
BBDC [@Investment Managers] is valued at $979M. IX’s [@Financial Conglomerates] market capitalization is $23.91B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The market cap for tickers in the [@Financial Conglomerates] industry ranges from $590.24B to $0. The average market capitalization across the [@Investment Managers] industry is $6.13B. The average market capitalization across the [@Financial Conglomerates] industry is $4.56B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BBDC’s FA Score shows that 4 FA rating(s) are green whileIX’s FA Score has 3 green FA rating(s).

  • BBDC’s FA Score: 4 green, 1 red.
  • IX’s FA Score: 3 green, 2 red.
According to our system of comparison, BBDC is a better buy in the long-term than IX.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BBDC’s TA Score shows that 5 TA indicator(s) are bullish while IX’s TA Score has 5 bullish TA indicator(s).

  • BBDC’s TA Score: 5 bullish, 4 bearish.
  • IX’s TA Score: 5 bullish, 4 bearish.
According to our system of comparison, IX is a better buy in the short-term than BBDC.

Price Growth

BBDC (@Investment Managers) experienced а -1.77% price change this week, while IX (@Financial Conglomerates) price change was +0.14% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.52%. For the same industry, the average monthly price growth was +4.61%, and the average quarterly price growth was +2.33%.

The average weekly price growth across all stocks in the @Financial Conglomerates industry was +1.13%. For the same industry, the average monthly price growth was +1.06%, and the average quarterly price growth was +7.01%.

Reported Earning Dates

BBDC is expected to report earnings on Aug 06, 2025.

IX is expected to report earnings on Jul 30, 2025.

Industries' Descriptions

@Investment Managers (+0.52% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

@Financial Conglomerates (+1.13% weekly)

Financial conglomerates usually encompass a wide range of financial services including (not necessarily limited to) investment banking, insurance, capital raising/underwriting, trading of financial securities, investment advisory services, wealth management of high net-worth individuals, and retail banking. Think Citigroup, American Express Company, ING Group.

SUMMARIES
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FUNDAMENTALS
Fundamentals
IX($23.9B) has a higher market cap than BBDC($979M). IX has higher P/E ratio than BBDC: IX (9.93) vs BBDC (7.69). IX YTD gains are higher at: -0.169 vs. BBDC (-1.552). BBDC has less debt than IX: BBDC (1.44B) vs IX (6.51T). IX has higher revenues than BBDC: IX (1.88T) vs BBDC (140M).
BBDCIXBBDC / IX
Capitalization979M23.9B4%
EBITDAN/AN/A-
Gain YTD-1.552-0.169916%
P/E Ratio7.699.9377%
Revenue140M1.88T0%
Total Cash57.2MN/A-
Total Debt1.44B6.51T0%
FUNDAMENTALS RATINGS
BBDC vs IX: Fundamental Ratings
BBDC
IX
OUTLOOK RATING
1..100
1414
VALUATION
overvalued / fair valued / undervalued
1..100
5
Undervalued
32
Undervalued
PROFIT vs RISK RATING
1..100
1914
SMR RATING
1..100
121
PRICE GROWTH RATING
1..100
5454
P/E GROWTH RATING
1..100
3068
SEASONALITY SCORE
1..100
50n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

BBDC's Valuation (5) in the null industry is in the same range as IX (32) in the Finance Or Rental Or Leasing industry. This means that BBDC’s stock grew similarly to IX’s over the last 12 months.

IX's Profit vs Risk Rating (14) in the Finance Or Rental Or Leasing industry is in the same range as BBDC (19) in the null industry. This means that IX’s stock grew similarly to BBDC’s over the last 12 months.

IX's SMR Rating (1) in the Finance Or Rental Or Leasing industry is in the same range as BBDC (12) in the null industry. This means that IX’s stock grew similarly to BBDC’s over the last 12 months.

IX's Price Growth Rating (54) in the Finance Or Rental Or Leasing industry is in the same range as BBDC (54) in the null industry. This means that IX’s stock grew similarly to BBDC’s over the last 12 months.

BBDC's P/E Growth Rating (30) in the null industry is somewhat better than the same rating for IX (68) in the Finance Or Rental Or Leasing industry. This means that BBDC’s stock grew somewhat faster than IX’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BBDCIX
RSI
ODDS (%)
Bearish Trend 1 day ago
35%
Bearish Trend 1 day ago
46%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
35%
Bearish Trend 1 day ago
45%
Momentum
ODDS (%)
Bullish Trend 1 day ago
46%
Bullish Trend 1 day ago
65%
MACD
ODDS (%)
N/A
N/A
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
38%
Bullish Trend 1 day ago
64%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
44%
Bullish Trend 1 day ago
61%
Advances
ODDS (%)
Bullish Trend 10 days ago
45%
Bullish Trend 8 days ago
59%
Declines
ODDS (%)
Bearish Trend 1 day ago
36%
Bearish Trend 1 day ago
50%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
36%
Bearish Trend 1 day ago
54%
Aroon
ODDS (%)
Bullish Trend 1 day ago
45%
Bullish Trend 1 day ago
60%
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BBDC
Daily Signalchanged days ago
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IX
Daily Signalchanged days ago
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BBDC and

Correlation & Price change

A.I.dvisor indicates that over the last year, BBDC has been closely correlated with BCSF. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if BBDC jumps, then BCSF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BBDC
1D Price
Change %
BBDC100%
-0.34%
BCSF - BBDC
77%
Closely correlated
-0.45%
FSK - BBDC
77%
Closely correlated
-0.43%
SLRC - BBDC
76%
Closely correlated
+0.24%
TSLX - BBDC
76%
Closely correlated
+0.34%
MAIN - BBDC
75%
Closely correlated
+0.21%
More

IX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IX has been loosely correlated with NMR. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if IX jumps, then NMR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IX
1D Price
Change %
IX100%
-0.75%
NMR - IX
53%
Loosely correlated
+0.65%
VOYA - IX
41%
Loosely correlated
+0.17%
SF - IX
36%
Loosely correlated
+1.57%
AER - IX
36%
Loosely correlated
+1.06%
BBDC - IX
35%
Loosely correlated
-0.34%
More