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Upturn AI SWOT - About
BlackRock Science and Technology Trust II (BSTZ)
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Upturn Advisory Summary
08/28/2025: BSTZ (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 40.06% | Avg. Invested days 75 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.45B USD | Price to earnings Ratio 2.62 | 1Y Target Price - |
Price to earnings Ratio 2.62 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 15.22 - 22.28 | Updated Date 06/29/2025 |
52 Weeks Range 15.22 - 22.28 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 12.67% | Basic EPS (TTM) 7.86 |
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 2.62 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 5.44 |
Enterprise Value - | Price to Sales(TTM) 5.44 | ||
Enterprise Value to Revenue 5.3 | Enterprise Value to EBITDA - | Shares Outstanding 70506800 | Shares Floating - |
Shares Outstanding 70506800 | Shares Floating - | ||
Percent Insiders 0.04 | Percent Institutions 28.33 |
Upturn AI SWOT
BlackRock Science and Technology Trust II
Company Overview
History and Background
BlackRock Science and Technology Trust II (BSTZ) was founded in 2019. It is a closed-end management investment company focused on investing in technology and/or science-related companies. Its creation reflects BlackRock's strategy to capitalize on the growing technology sector.
Core Business Areas
- Investment Management: Actively manages a portfolio of equity securities in science and technology companies, aiming to provide both current income and capital appreciation.
Leadership and Structure
BlackRock is a publicly traded company (BLK). The portfolio managers for BSTZ are primarily part of BlackRock's global allocation and equity teams. The fund is overseen by BlackRock's board of directors.
Top Products and Market Share
Key Offerings
- Closed-End Fund (BSTZ): BSTZ is a closed-end fund that invests in both public and private science and technology companies. Competitors include other closed-end funds focusing on technology, such as ARKK, although ARKK is an ETF. Market share is not directly applicable to a specific product. BSTZ manages assets and its success is gauged by total return.
Market Dynamics
Industry Overview
The technology sector continues to grow, driven by innovation in areas such as artificial intelligence, cloud computing, biotechnology, and renewable energy. It is characterized by rapid technological advancements and is affected by regulatory changes and economic cycles.
Positioning
BSTZ is positioned as a fund that provides access to a diversified portfolio of science and technology companies, including private companies. Its competitive advantage lies in BlackRock's research capabilities and established network, allowing them to make informed investment decisions.
Total Addressable Market (TAM)
The global technology market is estimated in the trillions of USD. BSTZ targets a portion of this TAM by investing in specific science and tech companies. Their positioning within this TAM relies on stock picking and managing the fund to maximize returns.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Access to BlackRock's global research network
- Diversified portfolio
- Ability to invest in private companies
Weaknesses
- High expense ratio compared to ETFs
- Market risk associated with technology stocks
- Dependence on management's investment decisions
- Closed-end fund structure limitations
Opportunities
- Growing demand for technology investments
- Potential for investments in disruptive technologies
- Expansion of private equity investments
- Increasing interest in science-based solutions
Threats
- Economic downturn impacting technology spending
- Increased competition from other investment funds
- Regulatory changes affecting technology companies
- Volatility in financial markets
Competitors and Market Share
Key Competitors
- ARKK
- QQQ
- VGT
Competitive Landscape
BSTZ competes with other technology-focused investment vehicles. Its advantage includes private equity investment capabilities. Disadvantages include a higher expense ratio compared to broader tech ETFs and the closed-end fund structure's potential for trading at a discount to NAV.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are unavailable as I do not have access to live financial data.
Future Projections: Future projections based on analyst estimates are unavailable as I do not have access to live financial data.
Recent Initiatives: Recent initiatives would include portfolio adjustments, private equity investments and marketing strategies. This information can be derived from earning calls, investor reports and press releases.
Summary
BlackRock Science and Technology Trust II (BSTZ) offers access to technology and science companies, including private investments, leveraging BlackRock's expertise. It faces competition from ETFs and closed-end funds, and its success depends on portfolio management. High fees and market risks are concerns, but opportunities exist in technology growth and private equity. The fund needs to effectively manage risk and costs to deliver strong returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- BlackRock Investor Relations
- Market Data Aggregators (Yahoo Finance, Google Finance)
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market conditions 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 Science and Technology Trust II
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2019-06-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Science and Technology Term Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating in the science and technology sectors. It primarily invests in growth stocks of companies across all market capitalizations. BlackRock Science and Technology Term Trust was formed in June 2019 and is domiciled in the United States.
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