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Equity
Barings Participation Investors (the Trust)(MPV)
USD --+0.00%
Reward49Moderate
Risk26Low
📊75%Data
Strong 76% profit margin · 7.8% dividend yield · Revenue down 10% YoY
MPV
+0.0 · +0.00%
USD · NYSE
Barings Participation Investors (the Trust) | Financial Services
Defensive Anchor
Market Cap:202.76M
ℹ️
Reward Rating
49
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
26
Low
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on MPV to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $5.65.

What is Barings Participation Investors (the Trust)?

Barings Participation Investors is a closed ended fixed income mutual fund launched and managed by Barings LLC.

MPV · Verdict

Moderate reward · low risk

MPV stands out on cash flow and volatility, but watch the growth signal.

Based on 88% data coverage

MPV · Verdict

What’s working & what to watch

Strengths 4

  • Cash flow80/100

    64% free-cash-flow margin

  • Volatility80/100

    Top decile vs peers

  • Balance sheet75/100

    Interest covered 11.6×

  • Profitability69/100

    85% net margin · 9% ROE

Watchouts 1

  • Growth38/100

    Rev -8.4% CAGR · earnings -12.1%

Model-based scoring. For information only — not financial advice.

What is Barings Participation Investors (the Trust)?

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. The company is listed on the NYSE in USA, operating in the Financial Services sector, with a market capitalisation of 202.76M, and a P/E ratio of 13.2x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue growth is subdued, limiting near-term earnings expansion.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Discount reflects uncertainty around future performance.

OpenBook Logo Analysis

Reward: Moderate (49)

The scoring profile indicates limited reward potential at this time, with profitability and momentum offering the most support. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap202.76M
P/E Ratio13.2238
Dividend Yield7.80%
52 Week High19.8036
52 Week Low13.9914
Last AnnualDecember
IPO Date6/30/1989
IncorporatedUSA
Shares Outstanding11M
No. of EmployeesN/A
IndustryAsset Management
ExchangeNYSE
Beta0.43
CurrencyUSD
Websitewww.babsoncapital.com/mpv
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