Barings Competitors
| MPV Stock | USD 19.04 0.56 3.03% |
Barings Participation and Avidbank Holdings, Correlation Summary
Weak diversification
The correlation between MPV and AVBH is 0.34, which Macroaxis classifies as Weak diversification for the selected horizon. Used correctly, the chart helps investors judge whether adding the second position genuinely diversifies the first.
Moving against Barings Stock
The mean reversion framework for Barings Participation is built on the premise that markets are not perfectly efficient and that prices periodically overshoot their intrinsic value in both directions.
Barings Participation Competition Correlation Matrix
Correlation analysis between Barings Participation Investors and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Barings Stock performing well and Barings Participation Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Barings Participation's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| SWKH | 0.67 | -0.08 | 0.00 | -0.23 | 0.00 | 1.27 | 5.48 | |||
| EARN | 1.16 | -0.13 | 0.00 | 47.76 | 0.00 | 2.29 | 10.12 | |||
| TPVG | 1.36 | -0.29 | 0.00 | -0.53 | 0.00 | 1.71 | 9.03 | |||
| MLCI | 2.38 | -0.47 | 0.00 | 6.18 | 0.00 | 5.85 | 17.60 | |||
| LIEN | 1.04 | -0.06 | 0.00 | 0.44 | 0.00 | 2.61 | 7.55 | |||
| SSSS | 1.76 | 0.05 | 0.02 | 0.02 | 1.86 | 5.17 | 12.59 | |||
| FRAF | 1.79 | -0.08 | 0.00 | -0.10 | 0.00 | 2.87 | 15.30 | |||
| AVBH | 0.90 | 0.10 | 0.09 | 0.14 | 1.04 | 1.97 | 8.79 |
Peer Comparison: Net Income
Net income is one of the most important fundamental items in finance. It plays a large role in Barings Participation financial statement analysis. It represents the amount of money remaining after all of Barings Participation Investors operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Compare Barings Participation and related stocks such as SWK Holdings Corp, Ellington Residential, and Triplepoint Venture Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SWKH | -12.6 M | -1.1 M | -1.4 M | 12.9 M | 20.8 M | -7.4 M | 28.9 M | 3 M | 6.2 M | 23.8 M | 5.2 M | 25.9 M | 13.5 M | 15.9 M | 13.5 M | 15.5 M | 16.3 M |
| EARN | -2.1 M | -2.1 M | -2.1 M | -1.9 M | 16.2 M | 30 K | 11.9 M | 10.8 M | -11.3 M | 22.3 M | 20.1 M | -6.3 M | -30.2 M | 4.6 M | 6.6 M | -14.5 M | -13.7 M |
| TPVG | 17.1 M | 17.1 M | 17.1 M | 17.1 M | 17.1 M | 15.5 M | 11.1 M | 19.2 M | 36.6 M | 31.8 M | 35.3 M | 76.6 M | -20.1 M | -39.8 M | 32 M | 49.2 M | 51.7 M |
| MLCI | 28.7 M | 28.7 M | 28.7 M | 28.7 M | 28.7 M | 28.7 M | 28.7 M | 28.7 M | 28.7 M | 28.7 M | 28.7 M | 28.7 M | 48.3 M | -16.5 M | 5.6 M | 5 M | 4.8 M |
| LIEN | -958.3 K | -958.3 K | -958.3 K | -958.3 K | -958.3 K | -958.3 K | -958.3 K | -958.3 K | -958.3 K | -958.3 K | -958.3 K | -563.4 K | 1.7 M | 7.3 M | 9.6 M | 11.1 M | 11.6 M |
| SSSS | -3.6 M | -3.6 M | -19.8 M | 35.4 M | -2.1 M | 8.5 M | -75 M | 17.6 M | 891.7 K | 24 M | 75.3 M | 147.1 M | -132.2 M | 5.1 M | -38.1 M | -34.3 M | -32.6 M |
| FRAF | 4.2 M | 6.6 M | 5.4 M | 6.2 M | 8.4 M | 10.2 M | 8.1 M | 2.2 M | 6.1 M | 16.1 M | 12.8 M | 19.6 M | 14.9 M | 13.6 M | 11.1 M | 21.2 M | 22.3 M |
Barings Participation Competitive Analysis
Understanding where Barings Participation stands in its competitive peer group is essential for assessing its investment potential. Investors can use Barings Participation's competitive analysis to identify whether the company commands pricing power or faces margin pressure.| Better Than Average | Worse Than Peers | View Performance Chart |
Barings Participation Peer Performance Charts
How to Analyze Barings Participation Against Peers
Barings Participation's peer analysis compares Barings Participation with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether Barings Participation trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where Barings Participation leads or lags and what catalysts could close or widen the gap.