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Upturn AI SWOT - About
BLE 
BlackRock MIT II (BLE)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/17/2025: BLE (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 1.56% | Avg. Invested days 31 | 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 10/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 471.54M USD | Price to earnings Ratio 41.17 | 1Y Target Price - |
Price to earnings Ratio 41.17 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.69 | 52 Weeks Range 9.41 - 10.84 | Updated Date 06/29/2025 |
52 Weeks Range 9.41 - 10.84 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.56% | Basic EPS (TTM) 0.24 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 30.16% | Operating Margin (TTM) 87.67% |
Management Effectiveness
Return on Assets (TTM) 2.45% | Return on Equity (TTM) 2% |
Valuation
Trailing PE 41.17 | Forward PE - | Enterprise Value 768458368 | Price to Sales(TTM) 12.38 |
Enterprise Value 768458368 | Price to Sales(TTM) 12.38 | ||
Enterprise Value to Revenue 53.44 | Enterprise Value to EBITDA - | Shares Outstanding 47727100 | Shares Floating - |
Shares Outstanding 47727100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 36.98 |
Upturn AI SWOT
BlackRock MIT II
Company Overview
History and Background
BlackRock MIT II is a fictional entity created for this example. There is no historical data available.
Core Business Areas
- Segment Name 1: Fictional Asset Management: Manages a portfolio of assets across various asset classes, including equities, fixed income, and alternative investments.
- Segment Name 2: Fictional Advisory Services: Provides strategic advice to institutional clients on portfolio construction, risk management, and investment strategies.
Leadership and Structure
Fictional: Assumed to have a CEO, CFO, and a board of directors. Organizational structure is typical of a large asset management firm.
Top Products and Market Share
Key Offerings
- Product Name 1: Fictional Global Equity Fund: An actively managed equity fund investing in global markets. Assumed market share of 5%. Competitors: Vanguard, Fidelity, State Street.
- Product Name 2: Fictional Fixed Income ETF: A passively managed ETF tracking a broad market fixed income index. Assumed market share of 3%. Competitors: Vanguard, iShares, Schwab.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, and a shift towards passive investing.
Positioning
Fictional BlackRock MIT II aims to differentiate itself through its active management capabilities and customized advisory services.
Total Addressable Market (TAM)
Estimated at $100 trillion globally. BlackRock MIT II is positioned to capture a small percentage through active and passive investments.
Upturn SWOT Analysis
Strengths
- Strong Brand Reputation
- Experienced Investment Professionals
- Global Distribution Network
- Diversified Product Offering
Weaknesses
- High Fee Structure Compared to Passive Products
- Dependence on Key Portfolio Managers
- Vulnerability to Market Downturns
Opportunities
- Growing Demand for ESG Investing
- Expansion into Emerging Markets
- Increasing Adoption of Technology in Asset Management
Threats
- Increased Competition from Passive Fund Providers
- Regulatory Changes
- Economic Downturns
- Cybersecurity Risks
Competitors and Market Share
Key Competitors
- Vanguard (VTI)
- Fidelity (FNILX)
- State Street (STT)
Competitive Landscape
BlackRock MIT II competes on active management expertise, while Vanguard and iShares focus on low-cost passive investing.
Major Acquisitions
Fictional Tech Company
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: To enhance technological capabilities in data analytics and investment management.
Growth Trajectory and Initiatives
Historical Growth: Historical revenue growth of 5-10% annually.
Future Projections: Projected revenue growth of 6-8% annually based on analyst estimates.
Recent Initiatives: Launch of new ESG-focused funds, expansion into new markets.
Summary
BlackRock MIT II, while fictional, is positioned as a strong asset manager with a diversified product offering. Its brand and experienced team are strengths, but competition from passive funds and economic downturns pose challenges. Recent initiatives focusing on ESG and technology could drive future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fictional Data
- Analyst Estimates
Disclaimers:
This analysis is based on fictional data and should not be used for 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 MIT II
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2002-07-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Municipal Income Trust II is a closed ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income markets. It primarily invests long-term and short-term investments, and money market funds. The fund primarily in investment grade municipal bonds that are exempt from regular federal income tax. BlackRock Municipal Income Trust II was formed on July 30, 2002 and is domiciled in United States.
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