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BCAT
Upturn stock ratingUpturn stock rating

BlackRock Capital Allocation Trust (BCAT)

Upturn stock ratingUpturn stock rating
$15.09
Last Close (24-hour delay)
Profit since last BUY5.6%
upturn advisory
Consider higher Upturn Star rating
BUY since 34 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

06/27/2025: BCAT (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $

1 Year Target Price $

Analysts Price Target For last 52 week
$Target price
Low$
Current$15.09
high$

Analysis of Past Performance

Type Stock
Historic Profit 14.2%
Avg. Invested days 48
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

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

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

BlackRock Capital Allocation Trust

stock logo

Company Overview

overview logo History and Background

BlackRock Capital Allocation Trust (BCAT) was formed as a closed-end management investment company. It leverages BlackRock's expertise to allocate capital across various asset classes. Specific founding details beyond its formation as a closed-end fund are limited in publicly available information.

business area logo Core Business Areas

  • Multi-Asset Allocation: BCAT invests across a range of asset classes, including public and private equity, fixed income, and alternative investments, seeking to provide current income and capital appreciation.

leadership logo Leadership and Structure

Information about the direct leadership of BCAT specifically is sparse. It is managed by BlackRock Advisors, LLC, which is headed by senior leadership within BlackRock, Inc. The fund operates under a board of trustees.

Top Products and Market Share

overview logo Key Offerings

  • Closed-End Fund (BCAT): BCAT is a diversified closed-end fund aiming for income and capital appreciation through dynamic asset allocation. Market share data is not directly applicable to a single fund, but rather to the overall closed-end fund market. Competitors include other multi-asset closed-end funds and ETFs. Main competitors: PIMCO, Eaton Vance, Nuveen.

Market Dynamics

industry overview logo Industry Overview

The closed-end fund industry is subject to market volatility, interest rate fluctuations, and investor sentiment. Multi-asset funds gain popularity during times of uncertainty when diversification is prized.

Positioning

BCAT leverages BlackRock's vast investment resources and expertise to implement its allocation strategy. Its competitive advantage lies in BlackRock's global reach and analytical capabilities.

Total Addressable Market (TAM)

The TAM is the entire closed-end fund market, which is several hundred billion USD. BCAT's positioning within this TAM depends on its assets under management (AUM) relative to the total industry AUM.

Upturn SWOT Analysis

Strengths

  • Access to BlackRock's global investment platform
  • Experienced investment team
  • Diversified asset allocation strategy
  • Strong brand recognition (BlackRock)

Weaknesses

  • Reliance on BlackRock's performance
  • Closed-end fund structure can trade at a discount to NAV
  • Management fees can impact returns
  • Complexity of multi-asset allocation

Opportunities

  • Growing demand for diversified investment solutions
  • Increasing interest in alternative investments
  • Potential for alpha generation through active management
  • Expanding into new asset classes or geographies

Threats

  • Market volatility
  • Rising interest rates
  • Increased competition from other investment managers
  • Economic downturns
  • Changes in investor sentiment

Competitors and Market Share

competitor logo Key Competitors

  • CLM
  • CRF
  • GOF

Competitive Landscape

BCAT competes with other closed-end funds, ETFs, and investment managers for investor capital. Its advantages include access to BlackRock's resources and a diversified investment strategy. Disadvantages are related to its closed-end structure and management fees.

Growth Trajectory and Initiatives

Historical Growth: BCAT's historical growth is tied to its ability to generate positive returns across different asset classes. Growth is also dependent on inflows of new capital.

Future Projections: Future growth depends on market conditions, the fund's investment strategy, and BlackRock's overall performance. Analyst estimates are not readily available for BCAT as a standalone entity.

Recent Initiatives: Recent initiatives likely involve adjustments to the fund's asset allocation strategy based on current market conditions.

Summary

BlackRock Capital Allocation Trust benefits from the investment expertise of BlackRock. It uses a diversified approach in a closed-end fund and has the advantage of a well-known parent company. BCAT's future performance depends on how well it can continue to adapt its asset allocation strategy. Investors should carefully consider the closed-end fund structure and market volatility before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • BlackRock official website
  • Financial news sources
  • SEC filings

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own research and risk tolerance. Market share data is based on estimated AUM within the closed-end fund market and may not be precise.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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