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Upturn AI SWOT - About
BlackRock Health Sciences Trust (BME)
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Upturn Advisory Summary
09/15/2025: BME (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 2.54% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 468.11M USD | Price to earnings Ratio 22.22 | 1Y Target Price - |
Price to earnings Ratio 22.22 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.63 | 52 Weeks Range 33.44 - 39.99 | Updated Date 06/29/2025 |
52 Weeks Range 33.44 - 39.99 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.68% | Basic EPS (TTM) 1.63 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 309.96% | Operating Margin (TTM) 1.96% |
Management Effectiveness
Return on Assets (TTM) 0.1% | Return on Equity (TTM) 4.14% |
Valuation
Trailing PE 22.22 | Forward PE - | Enterprise Value 480385856 | Price to Sales(TTM) 61.86 |
Enterprise Value 480385856 | Price to Sales(TTM) 61.86 | ||
Enterprise Value to Revenue 19.45 | Enterprise Value to EBITDA - | Shares Outstanding 12924100 | Shares Floating - |
Shares Outstanding 12924100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 21.79 |
Upturn AI SWOT
BlackRock Health Sciences Trust
Company Overview
History and Background
BlackRock Health Sciences Trust (BME) is a closed-end fund managed by BlackRock. It focuses on investing in equity securities of companies involved in the healthcare, pharmaceuticals, and biotechnology sectors. The trust aims to provide current income and current gains, with a secondary objective of long-term capital appreciation. Founded to capitalize on the growth within the health sciences industry, it allows investors exposure to innovative companies.
Core Business Areas
- Health Sciences Investment: Focuses on investing in companies within healthcare equipment and supplies, biotechnology, pharmaceuticals, managed healthcare, and healthcare providers and services.
Leadership and Structure
The fund is managed by a team of investment professionals at BlackRock, led by experienced portfolio managers specializing in health sciences. BlackRock's broader organizational structure provides access to extensive research and resources to support the fund's investment decisions.
Top Products and Market Share
Key Offerings
- Healthcare Equity Investments: This involves selecting and managing a portfolio of stocks within the healthcare sector. Market share is difficult to assign to a specific 'product' since BME is a fund. However, BlackRock is a leading asset manager globally with significant AUM in healthcare. Competitors include other healthcare-focused funds and ETFs, such as XLV (Health Care Select Sector SPDR Fund) and IBB (iShares Biotechnology ETF).
Market Dynamics
Industry Overview
The health sciences industry is characterized by innovation, regulation, and demographic trends (aging population). It exhibits high growth potential driven by advancements in biotechnology, pharmaceuticals, and medical technology, but also faces regulatory hurdles and patent expirations.
Positioning
BME positions itself as a vehicle for investors to access the growth potential of the health sciences industry through a diversified portfolio of healthcare stocks. Its competitive advantage stems from BlackRock's research capabilities and expertise in asset management.
Total Addressable Market (TAM)
The global healthcare market is estimated to be worth trillions of dollars. BME is positioned to capture a portion of this market by investing in leading and emerging healthcare companies.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (BlackRock)
- Diversified Portfolio within Health Sciences
- Access to BlackRock's Research Resources
- Strong Brand Recognition
Weaknesses
- Closed-End Fund Structure (Potential for Discount to NAV)
- Concentration Risk within the Health Sciences Sector
- Dependence on BlackRock's Investment Decisions
- Management Fees
Opportunities
- Aging Global Population
- Advances in Biotechnology and Pharmaceuticals
- Increasing Healthcare Spending
- Growth in Emerging Markets
Threats
- Regulatory Changes in the Healthcare Industry
- Patent Expirations
- Competition from Other Healthcare Funds and ETFs
- Economic Downturn Affecting Healthcare Spending
Competitors and Market Share
Key Competitors
- XLV
- IBB
- XBI
Competitive Landscape
BME's advantage lies in BlackRock's expertise. However, it competes with larger, more liquid ETFs like XLV and IBB. BME offers a managed approach, while ETFs typically track indices.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is determined by the performance of the underlying healthcare investments and the fund's ability to generate income and capital gains. Dynamic value and therefore can not be presented here.
Future Projections: Future growth depends on the outlook for the health sciences industry and BlackRock's ability to select winning investments. Analyst estimates are dynamic and vary.
Recent Initiatives: Recent initiatives would be related to portfolio adjustments or strategic shifts in investment focus based on market trends.
Summary
BlackRock Health Sciences Trust (BME) provides exposure to the growing health sciences industry through a managed fund. BlackRock's expertise is a key strength, but the fund faces competition from larger ETFs. Regulatory changes and economic conditions pose potential risks, but demographic trends and innovation drive growth opportunities. Careful analysis is needed to determine BMEu2019s value.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock's official website
- Financial news sources (e.g., Bloomberg, Reuters)
- SEC filings
- Yahoo Finance
- Google Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is dynamic and may change rapidly.
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 Health Sciences Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2005-03-29 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Health Sciences Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the health sciences and related sectors, which include businesses involved in researching, developing, producing, distributing or delivering medical, dental, optical, pharmaceutical or biotechnology products, supplies, equipment, or services. It also invests through equity derivatives, with an emphasis on option writing. The fund benchmarks the performance of its portfolio against the Russell 3000 Healthcare Index. BlackRock Health Sciences Trust was formed on March 31, 2005 and is domiciled in the United States.
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