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Upturn AI SWOT - About
BlackRock Energy and Resources Closed Fund (BGR)
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Upturn Advisory Summary
09/15/2025: BGR (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 -15.71% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 344.90M USD | Price to earnings Ratio 27.52 | 1Y Target Price - |
Price to earnings Ratio 27.52 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.69 | 52 Weeks Range 11.08 - 13.94 | Updated Date 06/29/2025 |
52 Weeks Range 11.08 - 13.94 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.84% | Basic EPS (TTM) 0.48 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 105.98% | Operating Margin (TTM) 64.24% |
Management Effectiveness
Return on Assets (TTM) 1.48% | Return on Equity (TTM) 3.78% |
Valuation
Trailing PE 27.52 | Forward PE - | Enterprise Value 344669632 | Price to Sales(TTM) 25.84 |
Enterprise Value 344669632 | Price to Sales(TTM) 25.84 | ||
Enterprise Value to Revenue 23.17 | Enterprise Value to EBITDA - | Shares Outstanding 26108900 | Shares Floating - |
Shares Outstanding 26108900 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 27.08 |
Upturn AI SWOT
BlackRock Energy and Resources Closed Fund
Company Overview
History and Background
BlackRock Energy and Resources Closed Fund (BGR) was formed to provide total return through a combination of current income, current gains, and long-term capital appreciation. It invests primarily in equity securities of energy and natural resources companies.
Core Business Areas
- Equity Investment: Investing in equity securities of energy and natural resources companies.
- Portfolio Management: Managing a portfolio of investments to achieve the fund's objectives.
Leadership and Structure
The fund is managed by BlackRock Advisors, LLC. Specific leadership details would involve researching the specific portfolio management team assigned to BGR within BlackRock.
Top Products and Market Share
Key Offerings
- Investment Fund: BGR offers an investment fund focused on energy and natural resources companies. Market share data is not directly applicable to closed-end funds in the same way as operational companies. Competitors include other closed-end funds focused on the same sector, such as those from Tortoise and Cushing.
Market Dynamics
Industry Overview
The energy and natural resources industry is cyclical and influenced by global demand, supply, geopolitical factors, and technological advancements. The industry is currently navigating the energy transition.
Positioning
BGR is positioned as a vehicle for investors seeking exposure to energy and natural resource equities within a diversified portfolio. Its competitive advantage lies in BlackRock's resources and expertise.
Total Addressable Market (TAM)
The TAM for energy and natural resources investments is significant, representing a large portion of the global equity market. BGR's position within this TAM is as a specialized investment vehicle targeting a subset of the market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- BlackRock's Brand Recognition
- Diversified Portfolio within Sector
- Access to BlackRock's Research Capabilities
Weaknesses
- Closed-End Fund Structure (Potential for Discount to NAV)
- Sector-Specific Focus
- Dependence on Energy and Natural Resource Prices
- Management Fees
Opportunities
- Rising Energy Demand
- Increased Investment in Renewable Energy
- Technological Advancements in Resource Extraction
- Geopolitical Events Creating Price Volatility
Threats
- Decline in Energy Prices
- Increased Regulation of Energy Sector
- Shifting Investor Sentiment Towards ESG Investing
- Economic Recession
Competitors and Market Share
Key Competitors
- Cushing NextGen Infrastructure ETF (SZC)
- Tortoise Energy Infrastructure Corp (TYG)
Competitive Landscape
BGR competes with other closed-end funds and ETFs focused on energy and natural resources. BlackRock's brand and resources provide a competitive advantage.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the overall performance of the energy and natural resources sector.
Future Projections: Future growth depends on analyst estimates for energy and resource prices and the fund's ability to generate returns.
Recent Initiatives: Recent initiatives focus on portfolio management strategies and adapting to changing market conditions.
Summary
BlackRock Energy and Resources Closed Fund offers investors exposure to the energy sector through a closed-end fund structure. Its performance is highly dependent on energy and resource prices, presenting both opportunities and risks. BlackRock's brand and management expertise are strengths, but the fund's sector-specific focus and closed-end structure require careful consideration. Investors should monitor market dynamics and the fund's net asset value.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock's Official Website
- SEC Filings
- Financial News Outlets
- Analyst Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual risk tolerance and after consulting with a financial advisor.
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 Energy and Resources Closed Fund
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2004-12-23 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the energy and natural resources sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through equity derivatives, with an emphasis on option writing. It was formerly known as BlackRock Global Energy and Resources Trust. BlackRock Energy and Resources Trust was formed on December 23, 2004 and is domiciled in the United States.
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