BGS vs. BCSF

Last updated Apr 1, 2026

Compare and contrast key facts about B&G Foods, Inc. (BGS) and Bain Capital Specialty Finance, Inc. (BCSF).

Performance

BGS vs. BCSF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in B&G Foods, Inc. (BGS) and Bain Capital Specialty Finance, Inc. (BCSF). The values are adjusted to include any dividend payments, if applicable.

BGS vs. BCSF - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BGS B&G Foods, Inc.	16.19%	-26.81%	-28.30%	0.33%	-60.70%	17.69%	67.73%	-31.93%	-2.72%
BCSF Bain Capital Specialty Finance, Inc.	-7.71%	-9.60%	29.52%	41.95%	-13.31%	36.98%	-28.91%	28.19%	-4.60%

Fundamentals

Market Cap BGS : $383.62M BCSF : $803.78M
EPS BGS : -$0.54 BCSF : $1.87K
PS Ratio BGS : 0.21 BCSF : 0.00
PB Ratio BGS : 0.85 BCSF : 0.00
Total Revenue (TTM) BGS : $1.83B BCSF : $217.36B
Gross Profit (TTM) BGS : $398.63M BCSF : $0.00
EBITDA (TTM) BGS : $161.44M BCSF : $0.00

Returns By Period

In the year-to-date period, BGS achieves a 16.19% return, which is significantly higher than BCSF's -7.71% return.

BGS

• 1D: -2.04%
• 1M: -5.91%
• YTD: 16.19%
• 6M: 17.74%
• 1Y: -17.16%
• 3Y*: -24.30%
• 5Y*: -23.89%
• 10Y*: -11.01%

BCSF

• 1D: 1.31%
• 1M: -0.56%
• YTD: -7.71%
• 6M: -5.98%
• 1Y: -14.33%
• 3Y*: 14.05%
• 5Y*: 7.63%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BGS vs. BCSF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BGS

BGS Risk / Return Rank: 31
BGS Sharpe Ratio Rank: 28
BGS Sortino Ratio Rank: 29
BGS Omega Ratio Rank: 29
BGS Calmar Ratio Rank: 34
BGS Martin Ratio Rank: 36

BCSF

BCSF Risk / Return Rank: 15
BCSF Sharpe Ratio Rank: 17
BCSF Sortino Ratio Rank: 17
BCSF Omega Ratio Rank: 18
BCSF Calmar Ratio Rank: 12
BCSF Martin Ratio Rank: 10

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BGS vs. BCSF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for B&G Foods, Inc. (BGS) and Bain Capital Specialty Finance, Inc. (BCSF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BGS	BCSF	Difference
Sharpe ratio Return per unit of total volatility	-0.30	-0.56	+0.26
Sortino ratio Return per unit of downside risk	-0.06	-0.64	+0.59
Omega ratio Gain probability vs. loss probability	0.99	0.92	+0.07
Calmar ratio Return relative to maximum drawdown	-0.27	-0.82	+0.55
Martin ratio Return relative to average drawdown	-0.38	-1.53	+1.14
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BGS vs. BCSF - Sharpe Ratio Comparison

The current BGS Sharpe Ratio is -0.30, which is higher than the BCSF Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of BGS and BCSF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BGS	BCSF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.30	-0.56	+0.26
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.49	0.38	-0.87
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.24	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.04	0.21	-0.17

Correlation

The correlation between BGS and BCSF is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BGS vs. BCSF - Dividend Comparison

BGS's dividend yield for the trailing twelve months is around 15.80%, more than BCSF's 15.48% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BGS B&G Foods, Inc.	15.80%	17.67%	11.03%	7.24%	14.48%	6.18%	6.85%	10.60%	6.54%	5.29%	3.94%	3.94%
BCSF Bain Capital Specialty Finance, Inc.	15.48%	14.02%	10.27%	10.62%	11.60%	8.94%	11.73%	8.30%	2.44%	0.00%	0.00%	0.00%

Drawdowns

BGS vs. BCSF - Drawdown Comparison

The maximum BGS drawdown since its inception was -86.50%, which is greater than BCSF's maximum drawdown of -62.42%. Use the drawdown chart below to compare losses from any high point for BGS and BCSF.

Drawdown Indicators

	BGS	BCSF	Difference
Max Drawdown Largest peak-to-trough decline	-86.50%	-62.42%	-24.08%
Max Drawdown (1Y) Largest decline over 1 year	-43.14%	-18.06%	-25.08%
Max Drawdown (5Y) Largest decline over 5 years	-84.68%	-26.38%	-58.30%
Max Drawdown (10Y) Largest decline over 10 years	-86.50%	—	—
Current Drawdown Current decline from peak	-80.89%	-23.35%	-57.54%
Average Drawdown Average peak-to-trough decline	-31.54%	-12.13%	-19.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	30.42%	9.76%	+20.66%

Volatility

BGS vs. BCSF - Volatility Comparison

B&G Foods, Inc. (BGS) has a higher volatility of 19.76% compared to Bain Capital Specialty Finance, Inc. (BCSF) at 7.25%. This indicates that BGS's price experiences larger fluctuations and is considered to be riskier than BCSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BGS	BCSF	Difference
Volatility (1M) Calculated over the trailing 1-month period	19.76%	7.25%	+12.51%
Volatility (6M) Calculated over the trailing 6-month period	37.70%	17.11%	+20.59%
Volatility (1Y) Calculated over the trailing 1-year period	57.97%	25.74%	+32.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	49.04%	20.07%	+28.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	46.49%	31.20%	+15.29%

Financials

BGS vs. BCSF - Profitability Comparison

The chart below illustrates the profitability comparison between B&G Foods, Inc. and Bain Capital Specialty Finance, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BGS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, B&G Foods, Inc. reported a gross profit of 122.74M and revenue of 539.56M. Therefore, the gross margin over that period was 22.8%.

BCSF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Bain Capital Specialty Finance, Inc. reported a gross profit of -83.07M and revenue of 217.22B. Therefore, the gross margin over that period was -0.0%.

BGS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, B&G Foods, Inc. reported an operating income of 28.24M and revenue of 539.56M, resulting in an operating margin of 5.2%.

BCSF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Bain Capital Specialty Finance, Inc. reported an operating income of -73.93M and revenue of 217.22B, resulting in an operating margin of -0.0%.

BGS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, B&G Foods, Inc. reported a net income of -15.18M and revenue of 539.56M, resulting in a net margin of -2.8%.

BCSF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Bain Capital Specialty Finance, Inc. reported a net income of 121.53B and revenue of 217.22B, resulting in a net margin of 56.0%.