Cannae vs Barings BDC

This page compares Cannae and Barings BDC, examining their business models, financial performance, and market context to help readers understand how each company operates and positions itself in the market. The analysis is neutral and accessible, without forecasts or recommendations. Educational content, not financial advice.

About The Companies

Cannae (CNNE)

Cannae Holdings, Inc. (CNNE) is a publicly traded investment holding company with a market capitalisation of about $1.05 billion. It acquires and manages a diversified portfolio of subsidiaries and strategic investments across sectors such as payments, software and financial services, seeking to create value through operational improvements, capital allocation and selective M&A. Investors should note Cannae is a holding vehicle whose returns depend on the performance of underlying assets and management’s decisions rather than single-product sales. Key considerations include portfolio concentration, exposure to cyclical industries, balance-sheet strength and any use of leverage. This summary is for educational purposes only and is not personal investment advice; values can fall as well as rise and past performance is not a guide to the future. Review the company’s latest filings and consider speaking to a financial adviser before making investment decisions.

Barings BDC (BBDC)

Barings BDC, Inc. (BBDC) is a US‑listed business development company that provides financing to middle‑market firms. Managed by Barings, it typically invests across senior secured loans, mezzanine debt and opportunistic equity with a focus on generating current income and long‑term capital appreciation. As a regulated BDC, BBDC tends to be yield‑oriented and distributes much of its earnings as dividends; investors should monitor dividend coverage, fee arrangements, leverage and net asset value (NAV) trends. Performance is sensitive to credit conditions and interest‑rate movements—higher rates can raise income but may stress borrowers, and defaults can erode NAV. Shares trade on the public market and can move independently of NAV, creating premium/discount dynamics. Market capitalisation is approximately $916.99m (as provided). This is general educational information, not personal financial advice; suitability depends on individual circumstances and investors should consider seeking professional guidance.

Comparison Snapshot

Key Financial Metrics

CNNE

Metric

BBDC

$842.78M

Market Cap

$946.43M

19.88%

Potential Profit

10.19%

Buy

Analyst Rating

Buy

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Complexity Kings

Navigate the maze of corporate complexity with this carefully curated collection. Our professional analysts have identified companies whose intricate structures and opaque financial reporting potentially hide significant value that the broader market may have missed.

Published: June 17, 2025

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Which Baskets Do They Appear In?

Complexity Kings

Published: June 17, 2025

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Investment Analysis

Cannae

CNNE

Pros

Cannae Holdings has a diversified portfolio of investments across multiple sectors, including restaurants and financial services.
The company maintains a relatively low debt-to-equity ratio, suggesting a conservative capital structure.
Analysts forecast improving earnings trends, with projected EPS losses narrowing over the next two years.

Considerations

Cannae has reported consecutive years of declining revenue and negative earnings, reflecting ongoing operational challenges.
The company's restaurant segment is exposed to cyclical consumer spending, which can impact profitability during economic downturns.
Recent insider selling activity may raise concerns about management's confidence in the near-term outlook.

Barings BDC

BBDC

Pros

Barings BDC offers a high dividend yield, making it attractive for income-focused investors.
The company operates in the business development sector, providing exposure to private credit and middle-market lending.
Barings BDC maintains a stable portfolio with a focus on diversified investments across industries and geographies.

Considerations

Business development companies are sensitive to interest rate fluctuations, which can affect net interest margins.
Barings BDC's performance is closely tied to the health of the broader credit market and economic cycles.
The company may face increased competition from other BDCs and alternative lenders, potentially compressing returns.

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About The Companies

Comparison Snapshot

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Investment Analysis

Cannae

Pros

Considerations

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Pros

Considerations

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Frequently asked questions

About The Companies

Comparison Snapshot

Cannae vs Barings BDC

About The Companies

Comparison Snapshot

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Which Baskets Do They Appear In?

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Investment Analysis

Cannae

Pros

Considerations

Barings BDC

Pros

Considerations

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Frequently asked questions

What does it mean to compare a diversified holding company with a business development company?

How can different debt levels affect a company’s risk profile?

Why is earnings pressure important in evaluating a stock?

What role do dividends play in assessing income-oriented stocks?

What should I look for when evaluating a diversified portfolio like Cannae’s?

How do you assess a stock with a focus on the credit market like Barings BDC?

How can you compare potential income from two different stock types?

Why are interest rates important when evaluating Barings BDC?

How does economic cyclicality affect Cannae’s restaurant and related segments?

What external factors commonly influence both stocks in this comparison?

How should a beginner use this page to form a simple comparison?

What is the educational disclaimer for this comparison?

About The Companies

Comparison Snapshot