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BlackRock Health Sciences Trust II (BMEZ)
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Upturn Advisory Summary
11/05/2025: BMEZ (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 10.89% | Avg. Invested days 70 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.46B USD | Price to earnings Ratio 68.67 | 1Y Target Price - |
Price to earnings Ratio 68.67 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.58 - 16.75 | Updated Date 06/29/2025 |
52 Weeks Range 12.58 - 16.75 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 14.07% | Basic EPS (TTM) 0.21 |
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 68.67 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 59.22 |
Enterprise Value - | Price to Sales(TTM) 59.22 | ||
Enterprise Value to Revenue 53.02 | Enterprise Value to EBITDA - | Shares Outstanding 101255000 | Shares Floating - |
Shares Outstanding 101255000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 35.87 |
Upturn AI SWOT
BlackRock Health Sciences Trust II
Company Overview
History and Background
BlackRock Health Sciences Trust II (BMEZ) is a closed-end equity fund. Launched in 2020, it aims to provide total return through a combination of current income, current gains and long-term capital appreciation. It invests in companies involved in the health sciences and related industries.
Core Business Areas
- Investment Management: Manages a portfolio of equity securities in the health sciences and related industries, with a focus on growth and income.
Leadership and Structure
BlackRock Advisors, LLC serves as the investment advisor. The fund is governed by a board of directors and managed by a team of portfolio managers.
Top Products and Market Share
Key Offerings
- Portfolio of Health Sciences Stocks: BMEZ invests in a diversified portfolio of health sciences companies. Market share can be inferred from AUM within the closed-end fund space. Competitors include other health sciences focused funds. While direct revenue attributed to each holding is unavailable, the fund seeks total return from companies across the health sciences sector, including pharmaceuticals, biotechnology, and medical devices.
Market Dynamics
Industry Overview
The health sciences industry is characterized by innovation, regulation, and demographic shifts driving demand. The market is large and growing, driven by an aging population and advancements in medical technology.
Positioning
BMEZ is positioned as a closed-end fund offering exposure to the health sciences sector through a professionally managed portfolio. Its competitive advantage lies in BlackRock's expertise and scale in asset management.
Total Addressable Market (TAM)
The global healthcare market is estimated to be in the trillions of dollars. BMEZ's TAM is a subset of this, focusing on publicly traded equities in the health sciences sector. The fund is positioned to capture a portion of the growth in this market.
Upturn SWOT Analysis
Strengths
- Experienced investment management team (BlackRock)
- Diversified portfolio
- Access to BlackRock's research and resources
- Closed-end fund structure allows for flexible investment strategies
Weaknesses
- Management fees
- Market volatility in the health sciences sector
- Closed-end fund structure can trade at a discount to NAV
- Dependence on the performance of underlying holdings
Opportunities
- Growing demand for healthcare services
- Advancements in medical technology
- Aging population
- Expansion into new markets and therapies
Threats
- Regulatory changes
- Patent expirations
- Competition from other healthcare funds
- Economic downturns affecting healthcare spending
Competitors and Market Share
Key Competitors
- IHI
- XLV
- XBI
Competitive Landscape
BMEZ competes with other healthcare-focused ETFs and mutual funds. Its advantages include BlackRock's brand and expertise, but it faces competition from larger, more liquid ETFs.
Growth Trajectory and Initiatives
Historical Growth: The fund's historical growth is linked to the growth of the health sciences sector and the fund's ability to select successful investments.
Future Projections: Future growth is projected based on trends in healthcare spending, technological advancements, and BlackRock's investment strategies.
Recent Initiatives: Recent initiatives involve adjustments to the portfolio composition based on market conditions and emerging opportunities in the health sciences sector.
Summary
BlackRock Health Sciences Trust II (BMEZ) provides investors with exposure to the growing health sciences sector through a professionally managed closed-end fund. Its strengths lie in BlackRock's expertise and diversified portfolio, while its weaknesses include management fees and market volatility. Opportunities arise from increasing healthcare demand and technological advancements. Threats include regulatory changes and competition from other funds. BMEZu2019s performance depends on the success of its underlying holdings and its ability to navigate the complexities of the healthcare industry.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock official website
- Financial news sources (e.g., Yahoo Finance, Bloomberg)
- Market research reports
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share and other financial data may not be exact and 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 Health Sciences Trust II
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2020-01-29 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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