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BlackRock Capital Allocation Trust (BCAT)
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Upturn Advisory Summary
11/28/2025: BCAT (1-star) is currently NOT-A-BUY. Pass it for now.
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 16.51% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/28/2025 |
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 provide current income and capital appreciation. While BlackRock, Inc. was founded in 1988, BCAT is a relatively newer closed-end fund focusing on a multi-asset investment strategy.
Core Business Areas
- Multi-Asset Allocation: BCAT invests across various asset classes, including equities and fixed income, seeking to generate both income and capital gains.
Leadership and Structure
BCAT is managed by BlackRock's investment professionals. Specific leadership details for the fund itself are publicly available through BlackRock's investor relations materials.
Top Products and Market Share
Key Offerings
- Closed-End Fund (BCAT): BCAT is a closed-end fund focused on multi-asset investing. Market share is not directly applicable as it's a single fund, but its assets under management (AUM) indicate its size relative to other funds in the space. Competitors include other diversified closed-end funds like those managed by Eaton Vance or Nuveen.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, economic growth, and investor sentiment. Demand for income-generating assets affects funds like BCAT.
Positioning
BCAT aims to provide a diversified investment strategy with a focus on both income and capital appreciation. Its competitive advantage lies in BlackRock's expertise and resource pool.
Total Addressable Market (TAM)
The TAM for multi-asset investment strategies is substantial, encompassing a significant portion of the global investment market. BCAT targets a segment of investors seeking diversification and income within this larger market. Estimated TAM is in the trillions of USD.
Upturn SWOT Analysis
Strengths
- Strong brand reputation of BlackRock
- Diversified investment approach
- Experienced management team
- Access to BlackRock's research and resources
Weaknesses
- Relatively high expense ratio
- Market risk associated with underlying assets
- Dependence on BlackRock's investment performance
Opportunities
- Growing demand for income-generating investments
- Expansion into new asset classes
- Increased investor interest in diversified strategies
Threats
- Economic downturns affecting asset values
- Rising interest rates impacting fixed income
- Increased competition from other investment managers
Competitors and Market Share
Key Competitors
- Eaton Vance
- Nuveen
- PIMCO
Competitive Landscape
BCAT competes with other closed-end funds and investment managers offering diversified strategies. Its advantages include BlackRock's scale and expertise. Its disadvantage is BCAT is a relatively new closed-end fund, so historical performance is limited.
Growth Trajectory and Initiatives
Historical Growth: BCAT's historical growth is tied to market performance and its ability to attract and retain capital. Refer to historical AUM data.
Future Projections: Future growth is subject to market conditions and the fund's ability to generate returns. Analyst estimates may be available from financial data providers.
Recent Initiatives: Recent initiatives may include adjustments to asset allocation strategies or the introduction of new investment themes.
Summary
BlackRock Capital Allocation Trust is a closed-end fund utilizing a multi-asset investment strategy managed by BlackRock. It aims to provide both income and capital appreciation. Its strength lies in BlackRock's brand and resources, but faces challenges with market volatility and competition in the closed-end fund space. BCAT needs to monitor expense ratios and adapt its strategies to changing market conditions. Future performance hinges on the fund's ability to navigate these factors effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock Investor Relations
- Financial Data Providers (e.g., Bloomberg, Refinitiv)
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and fund performance are subject to change.
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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