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Upturn AI SWOT - About
BLE 
BlackRock MIT II (BLE)
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Upturn Advisory Summary
09/12/2025: 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 -2.25% | Avg. Invested days 29 | 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 09/12/2025 |
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 does not exist as a publicly traded US stock. This query will be based on BlackRock (BLK). BlackRock was founded in 1988 by Larry Fink and seven others, initially focusing on fixed-income institutional asset management. It grew organically and through acquisitions, becoming a global leader in investment management.
Core Business Areas
- Investment Management: Provides investment strategies across various asset classes (equity, fixed income, alternatives, and multi-asset) to institutional and retail clients.
- Advisory: Offers risk management, strategic advisory, and enterprise investment system services to institutional clients.
- Technology: Through Aladdin, provides an end-to-end investment management platform used by both BlackRock and external clients.
Leadership and Structure
Larry Fink is the Chairman and CEO. The organizational structure is built around investment platforms, client segments, and enabling functions like technology and operations.
Top Products and Market Share
Key Offerings
- iShares ETFs: Exchange-Traded Funds (ETFs) offering exposure to various market segments. BlackRock is the largest ETF provider globally, with a significant market share (estimated 30-40% of the global ETF market). Competitors include Vanguard, State Street, and Invesco. Revenue generated from ETF are in millions of dollars.
- Actively Managed Funds: Various actively managed mutual funds and separate accounts. BlackRock is a major player in actively managed funds market. Competitors include Fidelity, Capital Group, and T. Rowe Price.
- Aladdin Platform: Technology platform for investment management. While its hard to determine market share, Aladdin has thousands of users. Competitors include SimCorp Dimension, Charles River IMS, and Bloomberg AIM.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and influenced by market performance, regulatory changes, and technological advancements. Growth in passive investing and demand for sustainable investing are key trends.
Positioning
BlackRock is the world's largest asset manager, leveraging its scale, brand, and technology platform. Its competitive advantages include its global reach, diverse product offerings, and Aladdin technology.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the hundreds of trillions of dollars. BlackRock is positioned to capture a significant portion of this TAM through its diverse offerings and global presence.
Upturn SWOT Analysis
Strengths
- Global Scale and Reach
- Diversified Product Offerings
- Strong Brand Reputation
- Aladdin Technology Platform
- Experienced Management Team
Weaknesses
- Dependence on Market Performance
- Regulatory Scrutiny
- Potential Conflicts of Interest
- Fee Pressure in Passive Investing
Opportunities
- Growth in Emerging Markets
- Increasing Demand for Sustainable Investing
- Technological Innovation
- Expansion of ETF Offerings
Threats
- Market Volatility and Economic Downturns
- Increased Competition
- Regulatory Changes
- Geopolitical Risks
Competitors and Market Share
Key Competitors
- Vanguard (Private)
- State Street (STT)
- Fidelity (Private)
- Invesco (IVZ)
- T. Rowe Price (TROW)
Competitive Landscape
BlackRock's size and scale provide a significant advantage. However, competitors like Vanguard have lower fees, and specialized players may have advantages in niche areas. Fidelity is also extremely large, but it is a private company and much harder to compete against.
Major Acquisitions
Aperio Group
- Year: 2020
- Acquisition Price (USD millions): 1050
- Strategic Rationale: Expanded BlackRock's customized investment solutions and ESG capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is omitted due to the volatile nature of these numbers.
Future Projections: Future projections are omitted due to the volatile nature of these numbers.
Recent Initiatives: Recent initiatives include expanding ETF offerings, focusing on sustainable investing, and enhancing the Aladdin platform.
Summary
BlackRock is the world's largest asset manager, benefiting from its scale, brand, and technology. Its diverse product offerings and global reach provide a competitive edge. Challenges include regulatory scrutiny, market volatility, and increasing competition. BlackRock's Aladdin platform is a significant differentiator, while continued focus on growth areas like sustainable investing should bolster its future prospects.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Investor Relations
- Company SEC Filings
- Industry Reports
- Market Research
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
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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