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BCSF Bain Capital Specialty Finance, Inc.

USFinancial Services
$12.87+2.55%OpenMarket Cap: $834.9M

As of 2026-07-10 12:28

Why BCSF matters now

Bain Capital Specialty Finance, Inc. (BCSF) is a US stock in Financial Services. The latest InvestLog snapshot shows $12.87 with +2.55% on the session and $834.9M in market capitalization; recent performance reads 1-month -5.64% and YTD -11.07%.

The latest financial table shown here is Q1 2026, with revenue of $53.6M, net income of $3.4M, and EPS of $0.05. Investors can compare that operating picture with valuation signals such as P/E 8.28 and FCF yield 11.3%.

The latest indexable market news headline is "Bain Capital Specialty (BCSF) Upgraded to Buy: What Does It Mean for the Stock?" from Zacks Investment Research.

Additional event context on this page matters because analyst consensus is Hold with a median target of $14.00; recent insider activity includes Hooper Caroline Willis filing . These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

8.28

PEG

P/B

0.73

P/S

4.08

EV/EBITDA

22.85

DCF Value

$56.68

FCF Yield

11.3%

Div Yield

15.3%

Margins & Returns

Gross Margin

61.2%

Operating Margin

49.6%

Net Margin

37.4%

ROE

6.6%

ROA

2.8%

ROIC

3.6%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$53.6M$3.4M$0.05
Q4 2025$51.0M$27.8M$0.43
FY 2025$239.2M$98.8M$1.52
Q3 2025$42.7M$18.7M$0.29

Analyst Ratings

Consensus

Hold

Target (Consensus)

$14.00

Target (Median)

$14.00

Target Range

$14.00 - $14.00

Strong Buy: 1Buy: 0Hold: 2Sell: 0Strong Sell: 0
Keefe, Bruyette & WoodsOutperform
2026-03-03
Wells FargoEqual Weight
2026-03-03
Wells FargoEqual Weight
2026-01-07
Keefe, Bruyette & WoodsOutperform
2025-12-19
Keefe, Bruyette & WoodsMarket Perform
2025-11-13

Trading Activity

Insider Trades

Hooper Caroline Willis
Sell2026-03-05
Rusnak-Carlson Sabrinaofficer: General Counsel
Buy2026-03-03

Company Info

Sector

Financial Services

Industry

Asset Management

Country

US

Exchange

Beta

0.63

Bain Capital Specialty Finance, Inc. functions as a business development company (BDC) whose primary focus is providing direct debt solutions to companies in the middle market segment. The fund's investment mandate is broad, covering a spectrum of debt instruments. This includes various forms of secured senior debt, such as first-lien, stretch senior, and second-lien facilities. It also invests in hybrid financing structures like unitranche loans, as well as subordinated or junior capital, which encompasses mezzanine debt and other junior securities. Furthermore, the firm engages in the secondary acquisition of assets or portfolios, primarily comprising corporate debt from middle-market businesses. Generally, Bain Capital Specialty Finance targets companies that generate annual earnings before interest, taxes, depreciation, and amortization (EBITDA) between $10 million and $150 million.