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Upturn AI SWOT - About
BlackRock Health Sciences Trust II (BMEZ)
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Upturn Advisory Summary
07/10/2025: BMEZ (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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/10/2025 |
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 management investment company. It was formed with the objective of providing total return through a combination of current income, current gains, and long-term capital appreciation. The Trust invests primarily in equity securities of companies engaged in the health sciences and related industries.
Core Business Areas
- Investment Management: Focuses on managing a portfolio of equity securities within the health sciences sector.
Leadership and Structure
BlackRock is a global investment management firm. The fund is managed by a team of investment professionals at BlackRock.
Top Products and Market Share
Key Offerings
- BMEZ Fund: A closed-end fund investing in health sciences companies. BlackRock is a major player in the investment management industry, holding large AUM across various funds and asset classes. Competitors include other closed-end health science funds and ETFs such as Tekla Healthcare Opportunities Fund (THQ) and Tekla Healthcare Investors (HQH).
Market Dynamics
Industry Overview
The health sciences industry is experiencing growth driven by aging populations, technological advancements, and increasing healthcare spending. However, it also faces challenges related to regulatory changes, reimbursement pressures, and competition.
Positioning
BMEZ aims to capitalize on the growth potential within the health sciences sector through its active management strategy. Its competitive advantages stem from BlackRock's extensive resources and expertise.
Total Addressable Market (TAM)
The global healthcare market is projected to reach trillions of dollars. BMEZ's TAM is a subset of this, focusing on publicly traded health sciences companies. BlackRock is well-positioned to capture a significant portion of investments in this segment.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Global Reach
- Strong Brand Recognition
- Diversified Portfolio
Weaknesses
- Management Fees
- Market Volatility
- Dependence on Health Sciences Sector Performance
Opportunities
- Aging Population
- Technological Advancements in Healthcare
- Emerging Markets Growth
- Increasing Healthcare Spending
Threats
- Regulatory Changes
- Reimbursement Pressures
- Competition from Other Funds
- Economic Downturns
Competitors and Market Share
Key Competitors
- THQ
- HQH
Competitive Landscape
BMEZ competes with other closed-end funds and ETFs in the health sciences sector. Its advantages include BlackRock's brand and resources, while its disadvantages may include higher management fees.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be determined by examining the fund's NAV (Net Asset Value) and share price performance over time. Data is dynamic and requires a live data feed.
Future Projections: Future projections are based on analyst estimates and are subject to change. This requires accessing analyst reports from financial data providers.
Recent Initiatives: Recent strategic initiatives would be detailed in BlackRock's investor communications and public filings.
Summary
BlackRock Health Sciences Trust II (BMEZ) benefits from BlackRock's strong brand and experienced management, allowing it to attract investments within the growing healthcare sector. However, it is subject to market volatility and competition from other funds, which can impact returns. Regulatory changes and reimbursement pressures within the healthcare industry also pose potential challenges. Maintaining a diversified portfolio and adapting to industry shifts will be critical for continued success. Overall the company is stable and its future is tied to the US and global health industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- Financial News Outlets
- SEC Filings (e.g., 10-K, 10-Q)
- Financial Data Providers (e.g., Bloomberg, Refinitiv)
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 after consulting with a qualified financial advisor. Market data is 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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