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Upturn AI SWOT - About
BlackRock Credit Allocation Income Trust (BTZ)
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Upturn Advisory Summary
06/12/2025: 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
Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $
1 Year Target Price $
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 4.3% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/12/2025 |
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 |
Analyst Ratings
Rating 5 | Target Price - | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BlackRock Credit Allocation Income Trust
Company Overview
History and Background
BlackRock Credit Allocation Income Trust (BTZ) is a closed-end fund managed by BlackRock, one of the world's largest asset managers. It aims to provide current income, with a secondary objective of capital appreciation. BTZ leverages BlackRock's expertise in credit markets.
Core Business Areas
- Closed-End Fund Management: BTZ operates as a closed-end fund, meaning it issues a fixed number of shares that trade on an exchange. It invests in a portfolio of credit-related securities to generate income.
Leadership and Structure
BTZ is managed by investment professionals at BlackRock. The fund has a board of trustees that oversees its operations. BlackRock's overall leadership structure applies.
Top Products and Market Share
Key Offerings
- Closed-End Credit Fund: BTZ is a closed-end fund focused on credit investments, including corporate bonds, loans, and other credit instruments. Market share data is not directly available for specific closed-end funds but BlackRock is the global leader in AUM. Competitors are Nuveen, PIMCO, and Eaton Vance who operate similar closed-end funds.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and overall market sentiment. Demand for income-generating assets drives fund flows.
Positioning
BTZ leverages BlackRock's brand and expertise to attract investors seeking income from credit markets. It competes with other closed-end funds with similar investment strategies.
Total Addressable Market (TAM)
The global AUM is over $100 trillion. BlackRock is positioned as a significant player capturing a portion of this TAM through their various investment vehicles including BTZ.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Strong Brand Recognition (BlackRock)
- Diversified Investment Portfolio
- Access to BlackRock's Research Capabilities
Weaknesses
- Leverage (Increases Volatility)
- Management Fees
- Discount to NAV (Net Asset Value)
- Interest Rate Sensitivity
Opportunities
- Rising Interest Rates (Potentially)
- Increased Demand for Income-Generating Assets
- Market Volatility (Active Management)
- Expansion into New Credit Markets
Threats
- Economic Downturn
- Credit Defaults
- Interest Rate Increases (Can Hurt Bond Prices)
- Increased Competition
- Changes in Regulatory Landscape
Competitors and Market Share
Key Competitors
- Nuveen Credit Strategies Income Fund (JQC)
- PIMCO Corporate & Income Opportunity Fund (PTY)
- Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY)
Competitive Landscape
BTZ benefits from BlackRock's resources and brand. Competition is based on investment performance, distribution rates, and expense ratios.
Growth Trajectory and Initiatives
Historical Growth: BTZ's growth depends on its ability to generate income and capital appreciation. Market conditions play a significant role.
Future Projections: Future performance is uncertain and depends on BlackRock's investment strategy and market trends. Analyst estimates are not readily available for individual closed-end funds.
Recent Initiatives: Recent initiatives would involve portfolio adjustments to adapt to changing market conditions and credit opportunities.
Summary
BlackRock Credit Allocation Income Trust leverages BlackRock's expertise to generate income from credit markets. Its strengths include experienced management and a diversified portfolio. However, it faces risks from leverage, interest rate sensitivity, and market volatility. The fund's success depends on its ability to navigate these challenges and deliver consistent returns to shareholders. Investors should consider BTZ as part of their income-generating investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- SEC Filings
- Financial News Outlets
Disclaimers:
The analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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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