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Upturn AI SWOT - About
BlackRock Capital Allocation Trust (BCAT)
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Upturn Advisory Summary
10/30/2025: 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 20.79% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/30/2025 |
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 as a closed-end management investment company. It seeks to provide current income and capital appreciation. It leverages BlackRock's expertise across public and private markets.
Core Business Areas
- Investment Management: Manages a diversified portfolio of primarily fixed-income and equity securities. Aims for high current income and capital appreciation.
- Asset Allocation: Employs a flexible allocation strategy across various asset classes based on market conditions.
- Closed-End Fund: Operates as a closed-end fund, meaning a fixed number of shares are offered to the public, and then trade on the secondary market.
Leadership and Structure
BlackRock is the investment advisor for BCAT. BlackRock has a board of directors and a management team responsible for overseeing the fund's operations.
Top Products and Market Share
Key Offerings
- BCAT Shares: BCAT offers common shares traded on the New York Stock Exchange. These shares represent ownership in the fund's diversified portfolio. Competitors include other closed-end funds focused on income and total return, such as GOF and PCI.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, market volatility, and investor sentiment. There's a need for income-generating assets.
Positioning
BCAT leverages BlackRock's brand and multi-asset expertise. The fund focuses on income and total return through dynamic asset allocation.
Total Addressable Market (TAM)
The TAM for investment management targeting income generation is significant, in the trillions of dollars. BCAT is positioned to capture a portion of this TAM through its diversified approach.
Upturn SWOT Analysis
Strengths
- Strong Brand Reputation (BlackRock)
- Experienced Management Team
- Flexible Asset Allocation
- Diversified Portfolio
Weaknesses
- Reliance on Investment Advisor (BlackRock)
- Market Volatility Impact
- Potential for Discount to NAV
- Management Fees
Opportunities
- Increasing Demand for Income-Generating Assets
- Expansion into New Asset Classes
- Growing Investor Interest in Multi-Asset Strategies
- Favorable Market Conditions
Threats
- Rising Interest Rates
- Economic Downturn
- Increased Competition
- Changes in Regulatory Environment
Competitors and Market Share
Key Competitors
- GOF
- PCI
- PDI
Competitive Landscape
BCAT benefits from BlackRock's brand and resources. It competes with other closed-end funds focused on income and total return. Differentiation comes from asset allocation and investment strategy.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on the fund's investment performance and market conditions. Analyze NAV growth, distribution changes, and overall return.
Future Projections: Future projections depend on market outlook, interest rate environment, and BlackRock's investment strategy. Analyst estimates provide insights.
Recent Initiatives: Recent initiatives include adjusting asset allocation based on market opportunities and implementing strategies to enhance income generation.
Summary
BlackRock Capital Allocation Trust offers a diversified approach to income generation managed by a reputable firm. Its strengths lie in its flexible asset allocation and BlackRock's expertise. Potential challenges include market volatility and rising interest rates, requiring careful management of the portfolio to maintain attractive returns.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- SEC Filings
- Financial News Outlets
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own research and risk tolerance.
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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