BCSF trades 13.2% below Wall Street's consensus target of $14.00.
Last 12 months price action with 12-month analyst target path
The base valuation assumes BCSF achieves its forward estimates and maintains a stable P/E multiple of 7.3x. This scenario reflects the blended consensus of 8 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 22, 2026, Bain Capital Specialty Finance, Inc. (BCSF) has a Wall Street consensus price target of $14.00, based on estimates from 8 covering analysts. With the stock currently trading at $12.37, this represents a potential upside of +13.2%. The company has a market capitalization of $802M.
Analyst price targets range from a low of $14.00 to a high of $14.00, representing a 0% spread in expectations. The median target of $14.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Hold, with 2 analysts rating the stock as a Buy or Strong Buy,6 rating it Hold, and 0 rating it Sell or Strong Sell. The bearish sentiment suggests caution about the stock at current levels.
From a valuation perspective, BCSF trades at a trailing P/E of 8.1x and forward P/E of 7.3x. The forward PEG ratio of 0.12 suggests the stock may be undervalued relative to its growth. Analysts expect EPS to grow +48.5% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $11.09, with bear and bull scenarios of $6.99 and $14.61 respectively. Model confidence stands at 46/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
ARCCAres Capital Corporation | $12.9B | $18.03 | $19.00 | +5.4% | Buy | 9.4x | 32 |
GBDCGolub Capital BDC, Inc. | $3.2B | $12.35 | $14.25 | +15.4% | Buy | 9.0x | 12 |
TPVGTriplePoint Venture Growth BDC Corp. | $203M | $5.00 | $8.95 | +79.0% | Hold | 5.3x | 12 |
CGBDCarlyle Secured Lending, Inc. | $761M | $10.95 | $12.00 | +9.6% | Hold | 7.9x | 7 |
SLRCSLR Investment Corp. | $678M | $12.42 | $14.50 | +16.7% | Buy | 9.1x | 15 |
PFLTPennantPark Floating Rate Capital Ltd. | $742M | $7.48 | $9.75 | +30.3% | Buy | 6.9x | 11 |
TRINTrinity Capital Inc. | $1.2B | $16.83 | $16.30 | -3.1% | Buy | 8.1x | 7 |
FSKFS KKR Capital Corp. | $2.9B | $10.27 | $11.00 | +7.1% | Hold | 6.2x | 13 |
BBDCBarings BDC, Inc. | $868M | $8.29 | $12.50 | +50.8% | Buy | 8.4x | 19 |
OCSLOaktree Specialty Lending Corporation | $1.0B | $11.59 | $12.50 | +7.9% | Hold | 7.7x | 12 |
Quick answers to the most common questions about buying BCSF stock.
Bain Capital Specialty Finance, Inc. (BCSF) has a consensus 12-month price target of $14, implying 13.2% upside from $12.37. The 8 analysts covering BCSF see moderate appreciation potential.
BCSF has a consensus rating of "Hold" based on 8 Wall Street analysts. The rating breakdown is mixed, with 6 Hold ratings making up the largest segment. The consensus 12-month price target of $14 implies 13.2% upside from current levels.
With a forward P/E of 7.3408x, BCSF trades at a relatively low valuation. The consensus target of $14 implies 13.2% appreciation, suggesting meaningful undervaluation.
The most bullish Wall Street analyst has a price target of $14 for BCSF, while the most conservative target is $14. The consensus of $14 represents the median expectation. Our quantitative valuation model projects a bull case target of $15 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
BCSF is moderately covered, with 8 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 2 have Buy ratings, 6 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month BCSF stock forecast based on 8 Wall Street analysts shows a consensus price target of $14, with estimates ranging from $14 (bear case) to $14 (bull case). The median consensus rating is "Hold". Our proprietary valuation model produces a base case fair value of $11, with bear/bull scenarios of $7/$15.
Our quantitative valuation model calculates BCSF's fair value at $11 (base case), with a bear case of $7 and bull case of $15. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 46/100.
BCSF trades at a forward P/E ratio of 7.3x based on next-twelve-months earnings estimates compared to a trailing P/E of 8.1x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are optimistic on BCSF, with a "Hold" consensus rating and $14 price target (13.2% upside). 2 of 8 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
BCSF analyst price targets range from $14 to $14, a 0% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $14 consensus represents the middle ground. Our model's $7-$15 range provides an independent fundamental perspective.
DCF models, multiple analysis, and analyst estimates.
10-year return with dividends reinvested.
See how regular investing compounds over time.
Compare growth, multiples, and margins vs sector.