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Upturn AI SWOT - About
BlackRock ESG Capital Allocation Trust (ECAT)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $
Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.71% | Avg. Invested days 48 | 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 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BlackRock ESG Capital Allocation Trust
Company Overview
History and Background
BlackRock ESG Capital Allocation Trust (ECAT) is a closed-end fund. It aims to provide total return through a combination of current income, current gains and long-term capital appreciation. It was formed to allocate capital to companies demonstrating ESG principles.
Core Business Areas
- Investment Management: Manages a diversified portfolio of equity and debt securities focusing on companies demonstrating ESG (Environmental, Social, and Governance) characteristics.
Leadership and Structure
The fund is managed by BlackRock Advisors, LLC. It is a closed-end fund, meaning it issues a fixed number of shares.
Top Products and Market Share
Key Offerings
- ECAT Common Stock: Offers investors access to a diversified portfolio of ESG-focused investments across asset classes. The market share is relatively small as it's a closed-end fund. Competitors include other ESG-focused ETFs and mutual funds.
Market Dynamics
Industry Overview
The ESG investment market is experiencing significant growth, driven by increasing investor demand and regulatory focus on sustainability. BlackRock is a major player within this industry.
Positioning
BlackRock is a leading asset manager with a strong commitment to ESG investing. ECAT provides a diversified ESG-focused investment vehicle. Blackrock's brand gives it a competitive advantage.
Total Addressable Market (TAM)
The TAM for ESG investing is estimated to be in the trillions of dollars. BlackRock is well-positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation of BlackRock
- Focus on high-growth ESG market
- Diversified investment strategy
Weaknesses
- Closed-end fund structure limits flexibility
- Dependence on BlackRock's investment management team
- ESG criteria is subjective and can change
Opportunities
- Growing demand for ESG investments
- Potential for outperformance through ESG integration
- Expansion into new ESG-related asset classes
Threats
- Increased competition in the ESG market
- Regulatory changes impacting ESG investments
- Economic downturn affecting investment performance
Competitors and Market Share
Key Competitors
- N/A
Competitive Landscape
ECAT competes with other ESG funds. Its advantages include BlackRock's brand name and expertise. Disadvantages include its closed-end structure.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on market conditions and the fund's investment performance.
Future Projections: Future projections depend on analyst estimates, which are regularly updated.
Recent Initiatives: Recent initiatives involve refining ESG investment strategies and expanding into new ESG-related asset classes.
Summary
BlackRock ESG Capital Allocation Trust offers access to a diversified ESG portfolio leveraging BlackRock's expertise. The fund benefits from the growing ESG investment trend, but faces competition and market risks. Performance hinges on effective ESG integration and market conditions. The closed-end structure can create price volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Website
- Financial News Outlets
- ESG Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and fund-specific factors can change rapidly.
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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