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BlackRock ESG Capital Allocation Trust (ECAT)
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Upturn Advisory Summary
02/19/2026: ECAT (1-star) is a SELL. SELL since 1 days. Simulated Profits (-2.47%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.59B USD | Price to earnings Ratio 6.77 | 1Y Target Price - |
Price to earnings Ratio 6.77 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.61 - 16.08 | Updated Date 06/29/2025 |
52 Weeks Range 12.61 - 16.08 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 22.18% | Basic EPS (TTM) 2.37 |
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 6.77 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 6.66 |
Enterprise Value - | Price to Sales(TTM) 6.66 | ||
Enterprise Value to Revenue 6.52 | Enterprise Value to EBITDA - | Shares Outstanding 99345800 | Shares Floating - |
Shares Outstanding 99345800 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 44.19 |
Upturn AI SWOT
BlackRock ESG Capital Allocation Trust
Company Overview
History and Background
The BlackRock ESG Capital Allocation Trust (ESGT) is a closed-end fund managed by BlackRock. It aims to provide income and total return by investing in a diversified portfolio of global equity and debt securities, with a focus on companies and sovereign entities that demonstrate strong environmental, social, and governance (ESG) characteristics. The trust was launched to meet the growing investor demand for sustainable investment solutions.
Core Business Areas
- ESG-focused Investments: The core business is to allocate capital to global equity and debt securities selected based on ESG criteria, aiming for attractive risk-adjusted returns.
- Income Generation: A significant objective is to generate consistent income through dividends from equity holdings and interest from debt instruments.
- Capital Appreciation: The trust also seeks to achieve long-term capital appreciation by investing in companies with sustainable growth potential.
Leadership and Structure
Managed by BlackRock, a global investment management corporation. Specific portfolio managers are responsible for the day-to-day investment decisions, guided by BlackRock's proprietary ESG research and investment framework. The trust operates as a closed-end fund, meaning its shares are traded on an exchange at market prices, which can differ from its net asset value.
Top Products and Market Share
Key Offerings
- Product Name 1: [object Object]
Market Dynamics
Industry Overview
The sustainable investing market is experiencing rapid growth, driven by increasing investor awareness, regulatory tailwinds, and the growing recognition of ESG factors' impact on long-term financial performance. This includes a broad range of products from passive ETFs to actively managed funds and alternative investments.
Positioning
BlackRock ESG Capital Allocation Trust is positioned as a solution for investors seeking integrated ESG considerations within a diversified capital allocation strategy. Its advantage lies in BlackRock's extensive resources in ESG research and its established brand reputation. However, it competes in a crowded space with numerous other ESG offerings.
Total Addressable Market (TAM)
The TAM for ESG investments is substantial and rapidly expanding, with trillions of dollars globally now managed under ESG mandates. BlackRock ESG Capital Allocation Trust targets a segment of this market focused on capital allocation with a dual objective of income and growth, alongside sustainability.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and resources of BlackRock.
- Focus on a growing investor demand for ESG solutions.
- Diversified investment strategy across asset classes and geographies.
- Experienced portfolio management team.
Weaknesses
- Closed-end fund structure can lead to premiums or discounts to NAV.
- Performance may be influenced by broader ESG market trends and sentiment.
- Potential for higher fees compared to passive ESG ETFs.
Opportunities
- Increasing institutional and retail investor adoption of ESG strategies.
- Potential for regulatory support and incentives for sustainable investments.
- Expansion into new ESG themes and asset classes.
- Greater integration of ESG data and analytics.
Threats
- Increased competition in the ESG investment space.
- Potential for 'greenwashing' concerns and reputational damage.
- Changes in ESG regulations or reporting standards.
- Market volatility and economic downturns impacting overall investment performance.
Competitors and Market Share
Key Competitors
- iShares ESG Aware ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)
Competitive Landscape
BlackRock ESG Capital Allocation Trust competes with a wide array of ESG-focused ETFs and mutual funds. While its brand and resources are strengths, its closed-end structure and specific allocation strategy differentiate it from more passively managed ETFs. Its performance relative to benchmarks and peer funds is crucial for competitive positioning.
Growth Trajectory and Initiatives
Historical Growth: Growth trajectory is assessed by the trend in NAV per share, market price appreciation, and consistent income generation over time. The fund's growth is tied to the performance of its underlying ESG-focused investments and overall market conditions.
Future Projections: Future projections are typically based on analyst expectations for the ESG market, broader economic outlook, and the specific investment strategies employed by the fund. These are not typically provided by the fund itself in a granular fashion.
Recent Initiatives: Recent initiatives would include any changes to investment strategy, adjustments in portfolio holdings to align with evolving ESG trends, or efforts to enhance shareholder value, such as discount management strategies for closed-end funds.
Summary
BlackRock ESG Capital Allocation Trust is a closed-end fund focused on sustainable investments, leveraging BlackRock's expertise. Its strengths lie in its brand and ESG focus within a growing market. However, it faces challenges from intense competition and the inherent risks of closed-end fund structures. Continued strong performance and effective ESG integration are key to its success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock Official Fund Prospectus and Fact Sheets
- Financial Data Providers (e.g., Morningstar, Bloomberg)
- Industry Research Reports on Sustainable Investing
Disclaimers:
This information is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data and competitor information are estimates and 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 ESG Capital Allocation Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-09-28 | President, CEO, CFO, Treasurer, Secretary & Trustee Mr. John M. Perlowski C.P.A. | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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