Price (90d)
No price history yet — the daily price refresh runs once a day.
Signal Score (90d)
70Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $239.19M | $98.76M | $1.52 |
| 2024 | $212.88M | $119.42M | $1.85 |
| 2023 | $218.00M | $123.38M | $1.91 |
| 2022 | $168.82M | $105.48M | $1.63 |
| 2021 | $175.41M | $119.81M | $1.86 |
Social Signal Score
Earnings
Mon, Nov 9(in 3 months)
Consensus estimate $0.44 per share
Typical surprise +4.2% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 10$0.44 vs $0.42beat
- Mon, May 11$0.42 vs $0.44miss
- Thu, Feb 26$0.46 vs $0.45beat
- Mon, Nov 10$0.45 vs $0.45beat
- Tue, Aug 5$0.47 vs $0.43beat
- Mon, May 5$0.50 vs $0.48beat
Estimates and results for BCSF via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from BCSF's reported EPS growth of -4.9% a year over 4 years.
- EPS in 5 years
- $1.19
- Implied price
- $10.67
- Return from $12.55
- -3.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $5.30 — -57.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 5 | 7 | 9 | 11 | 13 |
|---|---|---|---|---|---|
| -14.9% | -23.0% | -17.6% | -13.4% | -9.8% | -6.8% |
| -9.9% | -18.5% | -12.8% | -8.3% | -4.5% | -1.3% |
| -4.9% | -13.9% | -7.9% | -3.2% | 0.8% | 4.2% |
| 0.1% | -9.4% | -3.1% | 1.9% | 6.1% | 9.7% |
| 5.1% | -4.9% | 1.7% | 7.0% | 11.4% | 15.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (3)
- Newsseekingalpha.com·3d ago·Negative
Bain Capital Specialty Finance: The Dividend Cut Is Coming (Rating Downgrade) BCSF has several signs of an upcoming dividend cut. Its nearly 15% forward yield is unsustainable, with only a 5% NII margin of safety and special dividends already halted. Upcoming $300M debt refinancing at higher rates and persistent NAV declines increase pressure on NII and dividend stability.
View source ↗ - Newsmarketbeat.com·4d ago·Negative
Bain Capital Specialty Finance Q2 Earnings Call Highlights Bain Capital Specialty Finance NYSE: BCSF reported second-quarter net investment income of $28.6 million, or $0.44 per share, which covered its $0.42-per-share base dividend by 105%, the company said during its earnings call. Net investment income represented an annualized return on equity of 10.5%.
View source ↗ - Newsbusinesswire.com·4d ago·Negative
Bain Capital Specialty Finance, Inc. Announces June 30, 2026 Financial Results and Declares Third Quarter 2026 Dividend of $0.42 per Share BOSTON--(BUSINESS WIRE)--Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the “Company”, “our” or “we”) today announced financial results for the second quarter ended June 30, 2026, and that its Board of Directors (the “Board”) has declared a dividend of $0.42 per share for the third quarter of 2026. "BCSF delivered solid net investment income per share duri
View source ↗