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Upturn AI SWOT - About
BlackRock Credit Allocation Income Trust (BTZ)
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Upturn Advisory Summary
09/17/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 10% | Avg. Invested days 50 | 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 09/17/2025 |
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) is a closed-end management investment company. It was founded with the goal of providing current income and capital appreciation.
Core Business Areas
- Investment Management: Management of a diversified portfolio of fixed-income securities, including U.S. government securities, corporate bonds, and mortgage-backed securities.
Leadership and Structure
BTZ is managed by BlackRock Advisors, LLC. Specific portfolio managers may change over time.
Top Products and Market Share
Key Offerings
- Closed-End Fund: BTZ focuses on a diversified portfolio of primarily fixed-income securities. Market share data is not directly applicable to a single closed-end fund, as its size and performance are relative to the broader closed-end fund universe. Competitors include other closed-end funds with similar investment objectives.
Market Dynamics
Industry Overview
The closed-end fund market is influenced by factors such as interest rates, credit spreads, and investor sentiment.
Positioning
BTZ aims to provide income and capital appreciation by actively managing a portfolio of credit-related investments. Competitive advantage stems from BlackRock's investment expertise.
Total Addressable Market (TAM)
The total addressable market consists of all investable assets in the fixed-income space. BTZ's position is relative to the size and performance of other closed-end funds.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (BlackRock)
- Diversified Portfolio
- Established Track Record
- Access to BlackRock's Research and Resources
Weaknesses
- Sensitivity to Interest Rate Changes
- Market Volatility Impact
- Management Fees
- Potential for Discount to NAV
Opportunities
- Rising Interest Rate Environment (potentially higher income)
- Market Dislocations Creating Attractive Valuations
- Demand for Income-Generating Investments
- Expansion into New Credit Sectors
Threats
- Economic Downturn
- Increased Competition from Other Funds
- Changes in Regulations
- Credit Defaults
Competitors and Market Share
Key Competitors
- EAD
- DMO
- FAX
Competitive Landscape
BTZ benefits from BlackRock's resources but competes with other closed-end funds for investor capital.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the performance of its underlying investments and overall market conditions.
Future Projections: Future projections require analyst estimates and are subject to change.
Recent Initiatives: Monitor BlackRock's press releases for recent initiatives.
Summary
BlackRock Credit Allocation Income Trust (BTZ) leverages BlackRock's expertise to manage a diversified fixed-income portfolio, aiming for current income and capital appreciation. Its strengths include its experienced management and access to BlackRock's resources. Potential weaknesses involve market volatility and sensitivity to interest rate changes. BTZ faces threats such as economic downturns and increasing competition, while opportunities lie in rising interest rates and market dislocations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- SEC Filings
- Yahoo Finance
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and thorough research. 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 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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