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Upturn AI SWOT - About
BlackRock ESG Capital Allocation Trust (ECAT)
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Upturn Advisory Summary
10/15/2025: 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 17.01% | Avg. Invested days 59 | 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 10/15/2025 |
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) is a closed-end fund managed by BlackRock Advisors, LLC. It was designed to provide a total return through a combination of current income, current gains, and long-term capital appreciation by investing in a portfolio of equity and debt securities. It focuses on companies exhibiting ESG characteristics.
Core Business Areas
- Investment Management: Manages a diversified portfolio of equity and debt securities, emphasizing companies with ESG characteristics.
- Closed-End Fund: Operates as a closed-end fund, offering a fixed number of shares to investors.
- ESG Investing: Focuses on investing in companies that meet specific environmental, social, and governance criteria.
Leadership and Structure
Managed by BlackRock Advisors, LLC. BlackRock is a global investment management firm with a vast team of portfolio managers and analysts.
Top Products and Market Share
Key Offerings
- ECAT Shares: Publicly traded shares of the closed-end fund. The market share is its AUM (Assets Under Management) compared to other ESG-focused closed-end funds. Competitors include Nuveen ESG funds, Eaton Vance funds, and others. AUM is subject to change based on performance and capital allocation.
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with increasing demand for ESG-focused investments. The closed-end fund market offers opportunities for specialized investment strategies.
Positioning
BlackRock ESG Capital Allocation Trust is positioned as a provider of ESG-focused investment solutions within the broader investment management industry. Its competitive advantage lies in BlackRock's expertise and global reach.
Total Addressable Market (TAM)
The TAM for ESG investing is substantial and growing, estimated in the trillions of dollars globally. ECAT is positioned to capture a portion of this market through its ESG focus and BlackRock's brand recognition.
Upturn SWOT Analysis
Strengths
- Strong brand reputation of BlackRock
- Experienced investment management team
- Focus on ESG investing
- Diversified investment portfolio
Weaknesses
- Market Volatility
- Reliance on BlackRock's overall reputation
- Closed-end fund structure can lead to trading at a discount or premium to NAV
- Management fees can impact returns.
Opportunities
- Growing demand for ESG investments
- Expansion into new ESG-related investment areas
- Increased investor awareness of ESG factors
- Potential for higher returns from ESG-focused companies
Threats
- Economic downturn
- Increased competition from other ESG funds
- Changes in ESG regulations
- Investor sentiment shift away from ESG investing
Competitors and Market Share
Key Competitors
- Nuveen ESG funds (NUV), Eaton Vance funds (EV)
- State Street Corporation (STT), T. Rowe Price (TROW)
- Invesco (IVZ), Franklin Resources (BEN)
Competitive Landscape
BlackRock benefits from its brand and size but faces competition from other specialized ESG funds and larger asset managers.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is linked to the overall performance of ESG-focused investments and BlackRock's asset management capabilities.
Future Projections: Future growth will depend on the continued demand for ESG investing and the fund's ability to generate attractive returns.
Recent Initiatives: Recent initiatives likely include expanding ESG investment strategies and promoting the fund to a wider investor base.
Summary
BlackRock ESG Capital Allocation Trust leverages BlackRock's expertise in asset management and its growing focus on ESG investing. Its strengths lie in its brand and diversified portfolio. However, the fund faces threats from market volatility and competition. The fund is positioned to benefit from increased demand for ESG investments, but the success will depend on performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock's official website
- SEC filings
- Market data providers (e.g., Bloomberg, Reuters)
- Third-party financial analysis reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary.
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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