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Upturn AI SWOT - About
Blackrock Innovation & Growth Trust (BIGZ)
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Upturn Advisory Summary
08/28/2025: BIGZ (1-star) is a SELL. SELL since 4 days. Profits (5.32%). Updated daily EoD!
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 2.18% | Avg. Invested days 56 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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
BlackRock Innovation & Growth Trust (BIGZ) is a closed-end management investment company. Its investment objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. The Trust seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in securities of innovative growth companies.
Core Business Areas
- Investment Management: Investment of capital in innovative growth companies, including both public and private companies.
Leadership and Structure
The portfolio management team is led by BlackRock, Inc., a global investment management firm. Specific portfolio managers and their experience are detailed in regulatory filings. The fund is structured as a closed-end trust.
Top Products and Market Share
Key Offerings
- BIGZ Portfolio: The BIGZ portfolio itself is the key offering. Its performance is judged by its ability to deliver returns in line with its investment objective. Market share is not directly applicable here, as it's the overall return that matters. Competitors include other closed-end funds focused on growth and innovation.
Market Dynamics
Industry Overview
The industry comprises investment firms and funds targeting growth and innovation companies. These companies span various sectors, including technology, healthcare, and consumer discretionary. The industry is sensitive to macroeconomic conditions, interest rates, and investor sentiment towards growth stocks.
Positioning
BIGZ is positioned as an actively managed fund that invests in both public and private companies within the innovation and growth space. Its competitive advantage lies in BlackRock's expertise and access to private market opportunities.
Total Addressable Market (TAM)
The TAM for growth equity investments is vast, encompassing the total market capitalization of all publicly traded growth companies plus the aggregate valuation of private companies in high-growth sectors. BIGZ aims to capture a portion of this TAM through its stock selections and private equity investments.
Upturn SWOT Analysis
Strengths
- Experienced management team (BlackRock)
- Access to private market deals
- Diversified portfolio across growth sectors
- Actively managed investment strategy
Weaknesses
- High expense ratio compared to passive ETFs
- Performance dependent on active management skill
- Illiquidity of private investments
- Volatility associated with growth stocks
Opportunities
- Growing investor interest in innovation themes
- Potential for outperformance through private investments
- Increasing availability of data and analytics for stock selection
- Expansion into new growth sectors
Threats
- Economic downturn impacting growth stocks
- Rising interest rates reducing valuations of growth companies
- Increased competition from other investment funds
- Regulatory changes impacting private investments
Competitors and Market Share
Key Competitors
- ARKK
- VONG
- XT
- IWF
Competitive Landscape
BIGZ differentiates itself through its actively managed approach, including private investments. Its disadvantage compared to passive ETFs like ARKK, VONG, XT, and IWF is its higher expense ratio.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the performance of the underlying growth and innovation stocks held by the fund.
Future Projections: Future projections are dependent on analysts' forecasts for the growth and innovation sectors. Projections can be obtained from research reports.
Recent Initiatives: Recent initiatives include adjustments to portfolio allocations based on market conditions and the identification of new investment opportunities.
Summary
BlackRock Innovation & Growth Trust (BIGZ) is an actively managed fund targeting innovative growth companies, including private investments. Its strength lies in BlackRock's expertise, but its weakness is its high expense ratio. The fund is well-positioned to capitalize on the growth of the innovation sector. However, it faces threats from economic downturns and competition from other funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock, Inc. reports
- Financial websites (e.g., Yahoo Finance, Google Finance)
- Investment research reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data is an estimate.
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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