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Upturn AI SWOT - About
BlackRock Capital Allocation Trust (BCAT)
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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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
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 Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| 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 - |
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 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.
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 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
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
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
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.
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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