Bain Capital Specialty Finance, Inc. is a business development company and externally managed specialty finance company focused on lending to middle-market companies. The firm provides direct credit solutions through a diversified portfolio of debt investments, with an emphasis on senior secured loans, first- and second-lien structures, unitranche loans, mezzanine debt, and other junior securities. Its investment activity is centered on supporting companies across a broad range of industries, with a strategy designed to generate current income from privately negotiated credit arrangements. Bain Capital Specialty Finance, Inc. is advised by BCSF Advisors, LP and operates within the broader private credit market, where it serves as a capital provider to businesses seeking flexible financing solutions.
Website200 Clarendon Street
Boston, MA, 02116
United States
The fair value estimate for Bain Capital Specialty Finance has shifted lower, moving from US$13.83 to US$12.67 as part of the latest analyst update. This adjustment aligns with Street research that now clusters price targets around US$12 to US$13. It reflects a balance between solid liquidity and concerns around net asset value, credit quality, and refinancing costs. As you read on, you will see how this evolving narrative may shape expectations and what to watch next around Bain Capital...
Detailed price information for Bain Capital Specialty Finance Inc (BCSF-N) from The Globe and Mail including charting and trades.
Detailed price information for Bain Capital Specialty Finance Inc (BCSF-N) from The Globe and Mail including charting and trades.
BCSF’s 15% yield looks unsustainable amid weak NII coverage, halted specials, and costly refinancing. Read more macro analysis here.
Investors talking about BCSF also mention
| # | Name | Attention |
|---|---|---|
| 1 | Blackstone Secured Lending FundBXSL | 0%0 |
| 2 | Ares Capital Corp.ARCC | 0%+0 |
| 3 | Barings BDC IncBBDC | 0%new |
| 4 | BCB Bancorp Inc.BCBP | 0%+0 |
| 5 | Golub Capital BDC, Inc.GBDC | 0%new |
| 6 | Balchem CorpBCPC | 0%new |
| 7 | SCS - Steelcase Inc. | —— |
| 8 | Goldman Sachs BDC, Inc.GSBD | 0%0 |
| 9 | Carlyle Secured Lending, Inc.CGBD | 0%+0 |
| 10 | Blue Owl Capital CorporationOBDC | 0%+0 |
What share of all stock conversation is about BCSF?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Attention | 0% 0 | 0% 0 | 0% +0 | 0% 0 |
Of the messages about BCSF that take a side, what share is each?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Bullish | — | — | — | 60% -40 | ||
| Bearish | — | — | — | 40% new |
Of the messages about BCSF that carry a topic, what share is each?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Announcements | — | — | — | 77.23% | ||
| Analysts | — | — | — | 20.79% | ||
| Macro | — | — | — | 1.98% | ||
| Controversies | — | — | — | 0% | ||
| Earnings | — | — | — | 0% | ||
| Technical Analysis | — | — | — | 0% |
Of the messages about BCSF, what share comes from each group?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| Regulars | — | — | 4.26% | 12.18% | ||
| Newcomers | — | — | 95.74% | 87.82% |