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Upturn AI SWOT - About
BlackRock Health Sciences Trust II (BMEZ)
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Upturn Advisory Summary
08/28/2025: 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 8% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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 fund. It focuses on investing in a portfolio of equity securities of companies involved in the health sciences and related industries. Details on its exact founding year and early milestones are less readily available publicly compared to individual companies.
Core Business Areas
- Investment Management: BMEZ operates primarily as an investment fund, managing a portfolio of health sciences companies to generate income and capital appreciation for its shareholders.
Leadership and Structure
As a closed-end fund managed by BlackRock, the leadership primarily resides with BlackRock's portfolio management team and executive leadership.
Top Products and Market Share
Key Offerings
- Health Sciences Portfolio: BMEZ's primary offering is a diversified portfolio of health sciences stocks. Market share is not directly applicable to a closed-end fund. Competitors are other health sciences-focused closed-end funds and ETFs.
Market Dynamics
Industry Overview
The health sciences industry is driven by factors such as aging populations, technological advancements, and increased healthcare spending. It's generally considered a growth sector but sensitive to regulatory changes and patent expirations.
Positioning
BMEZ positions itself to capture growth in the health sciences sector through strategic stock selection within its portfolio. Its competitive advantage lies in BlackRock's expertise and resources in investment management.
Total Addressable Market (TAM)
The global healthcare market is estimated to be in the trillions of dollars. BMEZ's TAM is a portion of this, focusing on publicly traded health sciences companies. BMEZ is positioned to capture a share of investment in publicly traded Health Sciences Companies.
Upturn SWOT Analysis
Strengths
- Experienced management team (BlackRock)
- Diversified portfolio within health sciences
- Access to BlackRock's research and resources
Weaknesses
- Closed-end fund structure (potential for trading at a discount to NAV)
- Management fees
- Concentration risk within a specific sector
Opportunities
- Growth in the health sciences sector
- Innovation in healthcare technology
- Increasing demand for healthcare services
Threats
- Regulatory changes in healthcare
- Patent expirations
- Economic downturn affecting healthcare spending
Competitors and Market Share
Key Competitors
- HQH
- IRY
- IDHC
Competitive Landscape
BMEZ competes with other closed-end funds and ETFs focused on the health sciences sector. Its competitive advantage stems from BlackRock's size, expertise, and investment strategies.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on the performance of the underlying health sciences stocks in BMEZ's portfolio.
Future Projections: Future growth is tied to the outlook for the health sciences sector and BlackRock's investment management capabilities.
Recent Initiatives: Active management of the portfolio, seeking opportunities in emerging health sciences technologies and companies.
Summary
BlackRock Health Sciences Trust II offers investors exposure to the growing health sciences industry through a diversified portfolio. The fund benefits from BlackRock's experienced management but faces risks inherent in sector-specific investing and the closed-end fund structure. The fund's performance relies heavily on the overall health of the healthcare sector. Investors should carefully consider management fees and potential trading discounts.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- Financial news sources
- Market analysis reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual risk tolerance and due diligence.
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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