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Upturn AI SWOT - About
BlackRock Credit Allocation Income Trust (BTZ)
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Upturn Advisory Summary
08/14/2025: BTZ (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.
Number of Analysts
0 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
Analysis of Past Performance
Type Stock | Historic Profit 18.66% | Avg. Invested days 45 | 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 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.02B USD | Price to earnings Ratio 15.83 | 1Y Target Price - |
Price to earnings Ratio 15.83 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 9.31 - 10.92 | Updated Date 06/29/2025 |
52 Weeks Range 9.31 - 10.92 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 9.22% | Basic EPS (TTM) 0.69 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 59.17% | Operating Margin (TTM) 89.54% |
Management Effectiveness
Return on Assets (TTM) 3.57% | Return on Equity (TTM) 5.94% |
Valuation
Trailing PE 15.83 | Forward PE - | Enterprise Value 1554951808 | Price to Sales(TTM) 9.52 |
Enterprise Value 1554951808 | Price to Sales(TTM) 9.52 | ||
Enterprise Value to Revenue 24.24 | Enterprise Value to EBITDA - | Shares Outstanding 93324496 | Shares Floating - |
Shares Outstanding 93324496 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 35.89 |
Upturn AI SWOT
BlackRock Credit Allocation Income Trust
Company Overview
History and Background
BlackRock Credit Allocation Income Trust (BTZ) was founded to provide current income and capital appreciation through investment in a portfolio of credit-related fixed-income securities.
Core Business Areas
- Fixed Income Investment: Primary business is managing a diversified portfolio of fixed-income securities, including corporate bonds, government bonds, and mortgage-backed securities.
Leadership and Structure
BlackRock is a publicly traded investment management firm. The portfolio is managed by a team of investment professionals within BlackRock's fixed income group.
Top Products and Market Share
Key Offerings
- Credit Allocation Income Trust (BTZ): A closed-end fund focusing on a diversified portfolio of credit-related fixed-income securities. Competitors include other closed-end funds with similar investment strategies. Market share data is not readily available as it competes within the broader fixed income investment space.
Market Dynamics
Industry Overview
The fixed-income market is vast and influenced by interest rates, economic growth, and credit spreads. Demand for income-generating assets remains strong.
Positioning
BTZ aims to provide a blend of income and capital appreciation through active management of a diversified portfolio. It differentiates itself through BlackRock's expertise and scale.
Total Addressable Market (TAM)
The total addressable market consists of the global fixed-income market. BTZ's positioning is relative to its ability to attract investors seeking income and total return from fixed-income assets.
Upturn SWOT Analysis
Strengths
- Experienced management team
- BlackRock's brand and resources
- Diversified portfolio
- Active management strategy
Weaknesses
- Market risk associated with fixed-income investments
- Management fees
- Potential for discount to net asset value (NAV)
Opportunities
- Rising interest rate environment (potentially higher yields)
- Increasing demand for fixed income alternatives
- Ability to capitalize on market inefficiencies
Threats
- Economic recession
- Rising interest rates (potential for capital losses)
- Increased competition from other investment vehicles
- Credit risk of underlying holdings
Competitors and Market Share
Key Competitors
- PIMCO Corporate & Income Opportunity Fund (PTY)
- DoubleLine Income Solutions Fund (DSL)
- Nuveen Credit Strategies Income Fund (JQC)
Competitive Landscape
BTZ competes with other closed-end funds and fixed-income investment vehicles. BlackRock's scale and expertise provide a competitive advantage.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by NAV appreciation and the ability to attract new investment.
Future Projections: Future growth is dependent on market conditions and the fund's ability to generate attractive returns relative to its peers.
Recent Initiatives: Initiatives are typically focused on portfolio optimization and adapting to changing market conditions.
Summary
BlackRock Credit Allocation Income Trust provides investors with a diversified exposure to credit-related fixed-income securities, managed by an experienced team. Its strengths lie in BlackRock's resources and active management, while weaknesses include market risk and management fees. Growth potential depends on navigating market conditions and generating competitive returns. Careful monitoring of interest rate risk and credit spreads is essential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- SEC filings
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and risk tolerance. Market share estimates are approximate.
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 Credit Allocation Income Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2006-12-22 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Credit Allocation Income Trust is a closed ended balanced mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited. It invests in the fixed income markets across the globe. For the fixed income portion of the portfolio, the fund primarily invests in securities with an average credit quality of BBB by Standard & Poor's Corporation. It invests in investment grade corporate bonds, high yield bonds, bank loans, preferred securities or convertible bonds or derivatives. The fund was formerly known as BlackRock Preferred & Equity Advantage Trust. BlackRock Credit Allocation Income Trust was formed on December 27, 2006 and is domiciled in the United States.
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