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Blackrock Innovation & Growth Trust (BIGZ)
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Upturn Advisory Summary
12/05/2025: BIGZ (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 -6.21% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.72B USD | Price to earnings Ratio 9.06 | 1Y Target Price - |
Price to earnings Ratio 9.06 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 4.91 - 7.81 | Updated Date 06/29/2025 |
52 Weeks Range 4.91 - 7.81 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.06% | Basic EPS (TTM) 0.89 |
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 9.06 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 38.9 |
Enterprise Value - | Price to Sales(TTM) 38.9 | ||
Enterprise Value to Revenue 38.9 | Enterprise Value to EBITDA - | Shares Outstanding 213338000 | Shares Floating - |
Shares Outstanding 213338000 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 27.43 |
Upturn AI SWOT
Blackrock Innovation & Growth Trust
Company Overview
History and Background
The BlackRock Innovation & Growth Trust (BIGTX) is a closed-end fund managed by BlackRock, Inc. It was launched with the objective of seeking long-term capital appreciation by investing primarily in equity securities of companies that are expected to benefit from innovation, technological advancements, and disruptive growth trends. The fund's evolution is tied to BlackRock's broader strategy of offering specialized investment vehicles focused on high-growth sectors.
Core Business Areas
- Investment Strategy: The Trust invests in a diversified portfolio of equity securities, focusing on companies poised for significant growth due to innovation. This includes sectors like technology, healthcare, biotechnology, and other areas driven by disruptive forces. The fund employs a research-driven approach to identify companies with strong growth potential and sustainable competitive advantages.
Leadership and Structure
The BlackRock Innovation & Growth Trust is managed by a team of portfolio managers at BlackRock, led by a Chief Investment Officer. The organizational structure follows BlackRock's established investment management framework, with dedicated research analysts and a risk management team overseeing the portfolio.
Top Products and Market Share
Key Offerings
- Product Name 1: BlackRock Innovation & Growth Trust (BIGTX) - Equity Portfolio: The core offering is a diversified portfolio of growth-oriented equities. Market share data for individual closed-end funds is not typically reported in the same way as for publicly traded companies. Competitors in this space include other actively managed growth funds and growth-focused ETFs from firms like Vanguard, Fidelity, and ARK Invest.
Market Dynamics
Industry Overview
The industry in which BlackRock Innovation & Growth Trust operates is the actively managed closed-end fund sector focused on growth equity. This sector is characterized by intense competition, evolving investor preferences for growth, and the impact of technological change on various industries. The overall market for investment management services is large and competitive, with a growing demand for specialized strategies.
Positioning
BlackRock Innovation & Growth Trust is positioned as an actively managed option for investors seeking exposure to innovative and high-growth companies. Its competitive advantage lies in BlackRock's extensive research capabilities, global reach, and established track record in asset management. However, it faces competition from a wide array of similar funds and ETFs.
Total Addressable Market (TAM)
The TAM for growth-oriented equity investments is vast, encompassing global equity markets. BlackRock Innovation & Growth Trust's TAM is effectively the portion of this market that seeks actively managed exposure to innovation and growth themes. BlackRock, as a leading global asset manager, is well-positioned to capture a significant share of this TAM through its diverse product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation of BlackRock.
- Access to extensive research and analytical resources.
- Experienced portfolio management team.
- Diversified investment approach within the growth theme.
Weaknesses
- Closed-end fund structure can lead to trading at a premium or discount to NAV.
- Performance is subject to the inherent volatility of growth stocks.
- Higher expense ratios compared to passive ETFs.
- Reliance on specific market trends and technological advancements.
Opportunities
- Continued technological innovation and digital transformation across industries.
- Emerging markets and new growth frontiers.
- Potential for strategic acquisitions of smaller innovative companies.
- Increased investor demand for actively managed growth strategies.
Threats
- Economic downturns and recessions impacting growth stock valuations.
- Increased regulatory scrutiny on technology and innovation sectors.
- Intense competition from other asset managers and passive investment vehicles.
- Disruptions from unforeseen technological shifts or competitive threats.
Competitors and Market Share
Key Competitors
- ARK Innovation ETF (ARKK)
- Fidelity Disruptive Innovation ETF (FDIV)
- Vanguard Growth ETF (VUG)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
BlackRock Innovation & Growth Trust competes in a crowded market for growth-oriented investments. Its advantages include BlackRock's scale and research capabilities, while disadvantages might include a more concentrated portfolio compared to broad-market ETFs and potential underperformance if its specific innovation bets do not materialize. The landscape is heavily influenced by macroeconomic factors and the pace of technological advancement.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is reflected in the performance of its NAV per share and market price over time, driven by the performance of its growth-oriented investments.
Future Projections: Future projections would be based on analyst estimates of the performance of the underlying holdings and the broader growth stock market. These are subject to significant uncertainty.
Recent Initiatives: BlackRock Innovation & Growth Trust's recent initiatives would focus on portfolio adjustments to capitalize on emerging trends and to manage risk, rather than on operational expansion.
Summary
BlackRock Innovation & Growth Trust is a specialized investment vehicle seeking growth through innovation. Its strengths lie in BlackRock's extensive resources and research. However, it faces significant risks associated with market volatility, intense competition from ETFs and other growth funds, and the inherent uncertainty of technological innovation. Investors should be aware of the closed-end fund structure and potential for premiums/discounts to NAV.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock Investor Relations
- SEC Filings (e.g., Prospectus, Annual Reports)
- Financial Data Providers (e.g., Morningstar, Bloomberg - for general market data and competitive analysis)
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Past performance is not indicative of future results. Investing in closed-end funds involves risks, including the potential for loss of principal. Investors should consult with a qualified financial advisor before making any investment decisions.
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 Innovation & Growth Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-03-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
BlackRock Innovation and Growth Term Trust is a mutual fund launched by BlackRock, Inc. and managed by BlackRock Advisors, LLC. BlackRock Innovation and Growth Term Trust is based in United States.
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