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BCAT

Buy

BlackRock Capital Allocation Term Trust · Financial Services · United States · $1.7B · Avg Vol: $10M/d

67
StockRank
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Q
47
V
43
M
70
P/E (TTM)
7.4x
ROE
13.9%
D/E
—
Dividend %
19.8%
Dir. Trades · 180d
None →
Buybacks · 180d
None →

COMPANY DESCRIPTION

BlackRock Capital Allocation Term Trust is a closed-end management investment company that utilizes a dynamic, unconstrained asset allocation strategy across global equity, debt, and derivative instruments. The trust is designed to provide total return and income by shifting capital opportunistically based on market conditions, including exposure to private markets. It benefits from BlackRock's institutional-grade risk management and extensive global investment platform.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue—-320.4M206.9M197.7M223.6M4.0%223.6M
EPS1.10-2.811.921.832.1217.8%2.12
Shares—108.1M107.5M104.8M104.8M-3.1%104.8M
Debt690.6M1.8M———-99.7%—
Equity—1.8B1.9B1.7B1.6B-4.3%—
Op CF—867.9M181.3M354.9M329.5M-27.6%329.5M
Inv CF———————
Fin CF—-879.9M-177.6M-326.9M-344.7M——
Loading 1Y...
PRICE (1Y)+3.5%
15.3115.5315.7515.9716.19Jul 20Aug 10Aug 28
SMA 50SMA 200

Close
$16.00
RSI (14)
55.8
52W High
$16.04
From 52W High
1.0%

SCORE BREAKDOWN

Quality
47
ROIC (ROA)
11.3%*86.4
ROE
13.9%69.9
GP/Assets
—N/A
Op. Margin
0.0%15.3
FCF/Assets
—N/A
Piotroski
693.5
Int. Cover
—N/A
D/E Ratio
—N/A
Current Ratio
—N/A
Value
43
P/E (TTM)
7.4x81.9
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
—N/A
P/S
7.4x21.3
Div Yield
19.8%98.8
Momentum
70
52W High %
100%96.5
RS 6M
4%64.0
SMA 50/200
1.11x75.7
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$1.7B
P/E (Forward)
—
Gross Margin
—

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BCAT are excluded.

TickerCompanyMkt CapStockRankSignal
BCATBlackRock Capital Allocation Term Trust(you)$1.7B67Buy
GAMGeneral American Investors Company, Inc.$1.6B64Hold
WWH.LWorldwide Healthcare Ord$1.9B71Buy
TYTri-Continental Corporation$1.9B71Buy
ECATBlackRock ESG Capital Allocation Term Trust$1.5B61Hold
OCSLOaktree Specialty Lending Corporation$1.1B67Buy
JFRNuveen Floating Rate Income Fund$1.2B64Hold
BDJBlackRock Enhanced Equity Dividend Trust$1.7B74Buy
EVTEaton Vance Tax-Advantaged Dividend Income Fund$2.2B63Hold
BSTBlackRock Science and Technology Trust$1.6B74Buy

Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%

BlackRock Capital Allocation Term Trust (BCAT): Stock Score Summary

BlackRock Capital Allocation Term Trust (BCAT) has a MoatMap StockRank of 67/100 based on Quality (47/100), Value (43/100), and Momentum (70/100) factor scores. The current signal is BUY.

BlackRock Capital Allocation Term Trust is a closed-end management investment company that utilizes a dynamic, unconstrained asset allocation strategy across global equity, debt, and derivative instruments. The trust is designed to provide total return and income by shifting capital opportunistically based on market conditions, including exposure to private markets. It benefits from BlackRock's institutional-grade risk management and extensive global investment platform.

Key Financial Metrics

Price$16.00
Market Cap$1.7B
P/E (TTM)7.45
Return on Equity13.9%
Operating Margin0.0%
Dividend Yield19.8%

BlackRock Capital Allocation Term Trust operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is BlackRock Capital Allocation Term Trust’s (BCAT) StockRank?
MoatMap’s StockRank for BlackRock Capital Allocation Term Trust (BCAT) is 67/100, with a Buy signal. It is a composite of Quality (47), Value (43), and Momentum (70) factor ranks across MoatMap’s 20,000+ stock universe.
Does BlackRock Capital Allocation Term Trust have an economic moat?
BlackRock Capital Allocation Term Trust (BCAT) has a Quality factor score of 47/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is BlackRock Capital Allocation Term Trust a buy, hold, or sell?
MoatMap’s current signal for BlackRock Capital Allocation Term Trust (BCAT) is Buy, based on a StockRank of 67/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is BlackRock Capital Allocation Term Trust in?
BlackRock Capital Allocation Term Trust (BCAT) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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