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Upturn AI Summary - About
BlackRock Capital Allocation Trust(BCAT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BCAT
11/13/2026: BCAT (2-star) is currently NOT-A-BUY. Pass it for now.
BlackRock Capital Allocation Trust is a closed-end fund designed to provide investors with a mix of current income and capital appreciation through a dynamic, multi-asset strategy. Its primary strength lies in leveraging BlackRock's vast institutional research to tactically pivot between stocks and bonds. The investment story centers on the flexibility to capture gains across different market cycles, making it suitable for dividend-focused and value-oriented investors. However, the fund faces risks including price volatility, the potential for trade at a discount to its net asset value, and sensitivity to interest rate changes. Investors should monitor distributions and the premium-to-discount relationship closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's focus on income and balanced allocation may limit upside compared to pure-growth equity vehicles. |
| Momentum investor | Weak fit | This is a long-term, multi-asset allocation vehicle rather than a high-turnover trading asset. |
| Value investor | Strong fit | Value investors may appreciate the potential to purchase the fund at a discount to its underlying NAV. |
| Dividend investor | Strong fit | The fund is specifically designed to provide regular income distributions to shareholders. |
| Low-risk investor | Mixed fit | While diversified, the fund remains subject to market volatility inherent in both equity and bond markets. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The share price may fluctuate based on market sentiment and discount-to-NAV changes. |
| Valuation risk | Medium | Purchasing shares at a premium to NAV increases the risk of capital loss. |
| Competition risk (Closed-end funds) | Medium | Competition for yield-seeking capital can impact the fund's ability to trade at a premium. |
| Business quality | Strong | BlackRock provides high-quality management and institutional-grade portfolio oversight. |
| Dividend income | Medium / high | Distributions are subject to market conditions and may vary over time. |
| Execution risk | Low | BlackRock has an established track record in managing complex, multi-asset portfolios. |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.41B USD | Price to earnings Ratio 5.55 | 1Y Target Price - |
Price to earnings Ratio 5.55 | 1Y Target Price - | ||
Volume (30-day avg) 620.3K shares | Beta - | 52 Weeks Range 11.15 - 15.26 | Updated Date 11/13/2026 |
52 Weeks Range 11.15 - 15.26 | Updated Date 11/13/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.38 |
Sector & Industry Intelligence
Sector
Financial Services
Constructive- Sentiment
- Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 50.4%
- Active BUY / eligible
- 61 / 121
- 30-Day BUY Count Change
- +45
- Market state
- Bullish
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Asset Management
- BUY participation
- 52.9%
- Active BUY / eligible
- 9 / 17
- 30-Day BUY Count Change
- +3
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 30.52% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees charged on managed assets to cover administrative and portfolio management costs. | The company earns money primarily by charging a fee on the total assets it manages for investors. |
Valuation
Trailing PE 5.55 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 5.75 |
Enterprise Value - | Price to Sales(TTM) 5.75 | ||
Enterprise Value to Revenue 5.77 | Enterprise Value to EBITDA - | Shares Outstanding 107.02M | Shares Floating - |
Shares Outstanding 107.02M | Shares Floating - | ||
Percent Insiders 0.05 | Percent Institutions 18.4 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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