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Upturn AI SWOT - About
BlackRock Capital Allocation Trust (BCAT)
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Upturn Advisory Summary
09/17/2025: BCAT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 18.72% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.58B USD | Price to earnings Ratio 8.25 | 1Y Target Price - |
Price to earnings Ratio 8.25 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.19 - 15.12 | Updated Date 06/29/2025 |
52 Weeks Range 12.19 - 15.12 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 22.12% | Basic EPS (TTM) 1.83 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 8.25 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 8.11 |
Enterprise Value - | Price to Sales(TTM) 8.11 | ||
Enterprise Value to Revenue 8 | Enterprise Value to EBITDA - | Shares Outstanding 104775000 | Shares Floating - |
Shares Outstanding 104775000 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 26.22 |
Upturn AI SWOT
BlackRock Capital Allocation Trust
Company Overview
History and Background
BlackRock Capital Allocation Trust (BCAT) was formed to seek current income and capital appreciation by allocating its assets among various asset classes, including both public and private equity and debt. It leverages BlackRock's global resources.
Core Business Areas
- Investment Management: Allocates capital across various asset classes, including public equity, private equity, public debt, and private debt.
Leadership and Structure
BlackRock is a publicly traded company (BLK). Gordon Phillps and David Fisher are key portfolio managers for BCAT. BlackRock's organizational structure is hierarchical, with teams dedicated to specific investment strategies.
Top Products and Market Share
Key Offerings
- Closed-End Fund: BCAT is a closed-end fund investing in a diverse mix of public and private assets to generate income and capital appreciation. Competitors include other closed-end funds like PDI, RQI and GOF. Market share data is less relevant here due to its specific mandate.
Market Dynamics
Industry Overview
The investment management industry is characterized by increasing competition, regulatory changes, and demand for diverse investment strategies. Closed end funds compete with actively managed ETF's and mutual funds.
Positioning
BCAT is positioned as a diversified investment vehicle leveraging BlackRock's global platform and expertise. Its competitive advantage lies in its access to private markets.
Total Addressable Market (TAM)
The TAM for alternative investments like those held by BCAT is in the trillions of dollars. BCAT aims to capture a portion of this market by offering access to a diversified portfolio.
Upturn SWOT Analysis
Strengths
- Access to BlackRock's global resources and expertise
- Diversified investment portfolio
- Experienced management team
- Access to private markets
Weaknesses
- High management fees
- Complexity of investment strategy
- Potential for illiquidity in private investments
- Dependence on BlackRock's brand and reputation
Opportunities
- Growing demand for alternative investments
- Expansion into new asset classes
- Partnerships with other financial institutions
- Increased retail investor interest in closed-end funds
Threats
- Economic downturn
- Increased competition from other investment managers
- Regulatory changes
- Market volatility
- Rising interest rates
Competitors and Market Share
Key Competitors
- PDI
- RQI
- GOF
- OXSQ
Competitive Landscape
BCAT differentiates itself through BlackRock's global platform and expertise in asset allocation and access to private market assets, however, its performance faces the same market risks as other closed end funds.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to NAV appreciation and successful capital deployment in attractive investments.
Future Projections: Future growth depends on market conditions and BlackRock's ability to generate returns from its investment strategy. Analyst estimates are available from financial data providers.
Recent Initiatives: Recent initiatives include adjusting asset allocation based on market outlook and identifying new investment opportunities.
Summary
BlackRock Capital Allocation Trust leverages BlackRock's global reach and asset allocation expertise. It aims to deliver income and capital appreciation through a diversified portfolio including private assets. Its success hinges on BlackRock's investment decisions and market conditions. High fees and the complexity of private investments pose risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- SEC Filings
- Financial News Outlets
Disclaimers:
The analysis provided is for informational purposes only and should not be considered financial advice. Market share data is based on limited available public information. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock Capital Allocation Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2020-09-25 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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