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Upturn AI SWOT - About
Blackrock Innovation & Growth Trust (BIGZ)
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Upturn Advisory Summary
09/17/2025: 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 2.22% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
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 and Growth Trust (BIGZ) is a closed-end management investment company. It aims to provide total return through current income, current gains, and long-term capital appreciation. The Trust invests primarily in growth equity securities, both public and private companies.
Core Business Areas
- Growth Equity Investments: Investing in both public and private growth equity securities.
Leadership and Structure
Information on specific individuals is not publicly available in the same manner as a traditional operating company. BlackRock is the investment advisor, with portfolio managers overseeing the fund's investments.
Top Products and Market Share
Key Offerings
- Growth Equity Investments: BIGZ offers investors access to a diversified portfolio of innovative growth companies, potentially including both publicly traded and private companies. It is a closed end fund.
Market Dynamics
Industry Overview
The investment management industry is experiencing increasing demand for specialized investment strategies focused on growth and innovation. Investors are seeking diversified portfolios that include exposure to both public and private markets.
Positioning
BIGZ positions itself to offer access to both public and private growth companies, a differentiating factor compared to traditional open-end mutual funds.
Total Addressable Market (TAM)
The TAM for growth equity investments is substantial, encompassing both public and private markets. BIGZ is positioned to capture a portion of this TAM by providing diversified access to innovation and growth opportunities.
Upturn SWOT Analysis
Strengths
- Access to BlackRock's research and investment expertise
- Diversification across public and private growth companies
- Potential for high returns from innovative companies
Weaknesses
- Higher management fees associated with closed-end funds
- Illiquidity of private investments
- Potential for volatility in growth stocks
Opportunities
- Increasing investor demand for growth and innovation exposure
- Expansion into new growth sectors and geographies
- Partnerships with innovative companies
Threats
- Market downturn impacting growth stock valuations
- Competition from other growth-focused investment products
- Economic and regulatory changes impacting innovative industries
Competitors and Market Share
Key Competitors
- ARKK
- VUG
- IWO
Competitive Landscape
BIGZ differentiates itself through its access to both public and private growth equity, while competitors may focus primarily on public markets. BIGZ has a smaller market share in comparison to ARKK and VUG.
Growth Trajectory and Initiatives
Historical Growth: BIGZ's historical growth is linked to the performance of its growth equity investments and the broader market environment.
Future Projections: Future growth is reliant on the ongoing success of the underlying investments and market conditions. Analyst estimates are not directly available due to the fund's closed-end nature.
Recent Initiatives: BIGZ's recent initiatives include adjustments to its portfolio allocation and investment strategies to capitalize on emerging growth trends.
Summary
BlackRock Innovation & Growth Trust provides a way to invest in both private and public growth stocks. Its strength lies in BlackRock's research resources, offering diversification. Its closed-end structure adds complexity, and it faces market volatility risks. BIGZ should continue monitoring industry trends and adapt investment strategy to changing market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
- SEC filings
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data and financial information are subject to change. Investment decisions should be based on individual risk tolerance and thorough research.
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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