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Upturn AI SWOT - About
BlackRock ESG Capital Allocation Trust (ECAT)
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Upturn Advisory Summary
09/12/2025: ECAT (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 16.49% | Avg. Invested days 55 | 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 09/12/2025 |
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
BlackRock ESG Capital Allocation Trust (ECAT) was formed as a diversified, closed-end management investment company. It aims to provide total return through income, current yield and/or capital appreciation.
Core Business Areas
- Investment Management: Manages a portfolio of primarily equity and debt securities using an asset allocation strategy that is consistent with environmental, social and governance (ESG) factors.
Leadership and Structure
BlackRock Advisors, LLC serves as the investment advisor to the Trust. The fund is overseen by a Board of Trustees and managed by a team of investment professionals.
Top Products and Market Share
Key Offerings
- Diversified Investment Portfolio: ECAT provides investors access to a diversified portfolio of equity and debt securities, with a focus on ESG factors. Limited publicly available market share data specific to this trust.
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with increasing focus on ESG investing. Demand for ESG-focused investment products is growing.
Positioning
ECAT is positioned as an ESG-focused, diversified investment trust within the closed-end fund market. Its competitive advantage lies in BlackRock's expertise and brand recognition.
Total Addressable Market (TAM)
The total global ESG investing market is estimated to be in the trillions of dollars. ECAT is positioned to capture a small portion of this TAM through its specific investment strategy.
Upturn SWOT Analysis
Strengths
- BlackRock's brand reputation
- Focus on ESG investing
- Diversified investment portfolio
- Experienced management team
Weaknesses
- Closed-end fund structure (potential for trading at a discount to NAV)
- Reliance on BlackRock's investment decisions
- Potential for higher management fees
Opportunities
- Growing demand for ESG investments
- Expanding into new ESG investment themes
- Increasing distribution channels
Threats
- Economic downturn impacting investment returns
- Increased competition in the ESG investing space
- Changes in ESG regulations
Competitors and Market Share
Key Competitors
- N/A - ECAT is a trust, not a company. Competitors are other closed-end funds.
- N/A
- N/A
Competitive Landscape
ECAT competes with other closed-end funds offering diversified investment strategies, particularly those focused on ESG themes. The fund's competitive advantage stems from BlackRock's management and brand.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be evaluated based on asset growth and investment performance. This information is not provided here.
Future Projections: Future projections are based on market conditions and analyst estimates. This information is not provided here.
Recent Initiatives: Recent initiatives include adjustments to portfolio allocations in line with ESG themes and capital distributions.
Summary
BlackRock ESG Capital Allocation Trust provides investors with exposure to a diversified portfolio of equities and debt with an ESG lens, leveraged by BlackRock's investment expertise. As a closed-end fund, the share price can trade at a discount or premium to its net asset value, and the success depends on the continued growth of ESG-focused investing and BlackRock's portfolio selection. Investors should carefully consider the fund's objectives, risks, and fees before investing. The fund can enhance market presence with more aggressive marketing.
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 financial advice. Investment decisions should be made based on individual circumstances and after consulting 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 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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