Score Overview
PeriodNet IncomeRevenueScoreGrowthTrendConsistencyGrowthTrendConsistency
5 Years
5.7
108.33%
40%
—
142.80%
60%
—
5 Years
Score5.7
Net Growth108.33%
Net Trend40%
Net Income Consistency—
Rev Growth142.80%
Rev Trend60%
Revenue Consistency—
Barings Participation Investors (the Trust) fundamental performance
Between 2020 and 2025, revenue grew from $ 7M to $ 17M and net income grew from $ 6M to $ 13M. Revenue increased in 3 of those 5 years; net income in 2.
Between 2015 and 2025, revenue grew from $ 12M to $ 17M and net income grew from $ 8M to $ 13M. Revenue increased in 6 of those 10 years; net income in 5.
Barings Participation Investors (the Trust) currently holds a 5-year HDB Score of 5.7 out of 10. How the HDB Score is calculated.
Net Income x Stock Price
Historical Returns
| Period | Price | Return |
|---|---|---|
Last Price2026-08-13 | $ 16.16 | — |
1 Year2025-08-13 | $ 17.35 | -6.86% |
5 Years2021-08-13 | $ 9.55 | 69.26% |
10 Years2016-08-12 | $ 7.36 | 119.47% |
20 Years2006-08-11 | $ 3.42 | 372.98% |
30 Years1996-08-13 | $ 0.69 | 23x |
All Time1989-06-30 | $ 0.34 | 47x |
| Period | Last Price2026-08-13 | 1 Year2025-08-13 | 5 Years2021-08-13 | 10 Years2016-08-12 | 20 Years2006-08-11 | 30 Years1996-08-13 | All Time1989-06-30 |
|---|---|---|---|---|---|---|---|
| Price | $ 16.16 | $ 17.35 | $ 9.55 | $ 7.36 | $ 3.42 | $ 0.69 | $ 0.34 |
| Return | — | -6.86% | 69.26% | 119.47% | 372.98% | 23x | 47x |
Prices are split & dividend adjusted. All values are reported in USD.
Fundamental Data
| Year | |||
|---|---|---|---|
| 2025 | $ 17M | $ 13M | $ 13M |
| 2024 | $ 20M | $ 17M | $ 6M |
| 2023 | $ 20M | $ 18M | $ 6M |
| 2022 | $ 8M | $ 6M | $ 4M |
| 2021 | $ 26M | $ 25M | $ 11M |
| 2020 | $ 7M | $ 6M | $ 17M |
| 2019 | $ 18M | $ 17M | $ 13M |
| 2018 | $ 4M | $ 3M | $ 16M |
| 2017 | $ 19M | $ 19M | $ 5M |
| 2016 | $ 12M | $ 11M | $ 4M |
| 2015 | $ 12M | $ 8M | $ 6M |
| 2014 | $ 13M | $ 16M | $ 6M |
| 2013 | $ 12M | $ 13M | $ 10M |
| 2012 | $ 13M | $ 17M | $ 11M |
| 2010 | |||
| 2008 | $ 13M | -$ 7M | |
| 2007 | $ 15M | $ 11M | |
| 2005 | $ 22M | $ 20M |
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