BGR
BuyPremium GrowerFLAGBlackRock Energy and Resources Trust · Financial Services · United States · $437M · Avg Vol: $2M/d
Premium Grower: Strong business with the market behind it, but you are paying up for it.
Insufficient evidence for a screen-pass. BlackRock Energy and Resources Trust: fails the quant gate on value (Q59/V32/M74; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.
The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.
ABOUT BLACKROCK ENERGY AND RESOURCES TRUST
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The BlackRock Energy and Resources Trust is a closed-end fund managed by BlackRock, investing primarily in equity securities of companies operating within the energy and natural resources sectors. The fund benefits from BlackRock's extensive global research capabilities and asset management scale, aiming to generate income and capital appreciation from essential commodity-related industries. BGR offers focused exposure to companies positioned to capitalize on global resource demand and energy transition trends.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 114.0M | 18.6M | 14.9M | 41.1M | -28.8% | 13.1M |
| EPS | 3.05 | 4.02 | 0.69 | 0.48 | 1.59 | -15.1% | 3.71 |
| Shares | — | 28.1M | 27.5M | 26.1M | 25.5M | -9.3% | 25.5M |
| Debt | — | 83.3K | — | — | — | — | — |
| Equity | — | 398.5M | 388.0M | 359.6M | 361.1M | -3.2% | — |
| Op CF | — | 28.4M | 29.5M | 42.6M | 38.6M | 10.7% | 38.6M |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | -28.4M | -29.4M | -42.6M | -38.7M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BGR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BGR | BlackRock Energy and Resources Trust(you) | $437M | 67 | Buy |
| FFA | First Trust Enhanced Equity Income Fund | $447M | 68 | Buy |
| IGD | Voya Global Equity Dividend and Premium Opportunity Fund | $498M | 66 | Buy |
| SOR | Source Capital | $369M | 66 | Buy |
| ETO | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | $499M | 70 | Buy |
| GLAD | Gladstone Capital Corporation | $434M | 73 | Buy |
| ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | $455M | 61 | Hold |
| NMAI | Nuveen Multi-Asset Income Fund | $474M | 61 | Hold |
| EAD | Wells Fargo Advantage Funds - Allspring Income Opportunities Fund | $358M | 63 | Hold |
| HIO | Western Asset High Income Opportunity Fund Inc. | $335M | 65 | Hold |
Peer medians: ROE 9.6% · P/E 12.7x · Gross margin 100.0%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.