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BGR

HOLD

BlackRock Energy and Resources Trust · Financial Services · United States · $420M · Avg Vol: $2M/d

54
StockRank
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Q
57
V
37
M
54
P/E (TTM)
10.3x
ROE
11.2%
D/E
0.0x
Dividend %
7.1%
Dir. Trades · 180d
None →
Buybacks · 180d
None →

COMPANY DESCRIPTION

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)

Year20212022202320242025CAGRTTM
Revenue—114.0M18.6M14.9M41.1M-28.8%13.5M
EPS3.054.020.690.481.59-15.1%1.58
Shares—28.1M27.5M26.1M25.5M-9.3%25.5M
Debt—83.3K—————
Equity—398.5M388.0M359.6M361.1M-3.2%—
Op CF—28.4M29.5M42.6M38.6M10.7%38.6M
Inv CF———————
Fin CF—-28.4M-29.4M-42.6M-38.7M——
Loading 1Y...
PRICE (1Y)+13.2%
14.6015.1015.5916.0916.58Jun 18Jul 13Jul 31
SMA 50SMA 200
Close
$16.55
RSI (14)
65.9
52W High
$17.28
From 52W High
1.0%

SCORE BREAKDOWN

Quality
57
ROIC (ROA)
1.6%*51.2
ROE
11.2%58.7
GP/Assets
3.7%42.5
Op. Margin
67.2%83.4
FCF/Assets
1.2%44.3
Piotroski
577.0
Int. Cover
—N/A
D/E Ratio
0.00x94.8
Current Ratio
0.61x20.1
Value
37
P/E (TTM)
10.3x68.0
EV/EBITDA
—N/A
P/FCF
95.8x4.3
P/B
1.2x49.3
P/S
30.8x6.2
Div Yield
7.1%78.2
Momentum
54
52W High %
96%54.0
RS 6M
3%64.5
SMA 50/200
1.06x63.4
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$420M
P/E (Forward)
—
Gross Margin
100.0%

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
BGRBlackRock Energy and Resources Trust(you)$420M54HOLD
NMAINuveen Multi-Asset Income Fund$460M55HOLD
GLADGladstone Capital Corporation$425M57HOLD
VKIInvesco Advantage Municipal Income Trust II$394M57HOLD
BLWBlackRock Limited Duration Income Trust$491M52HOLD
TWNThe Taiwan Fund, Inc.$493M56HOLD
FINSAngel Oak Financial Strategies Income Term Trust$418M59HOLD
BRWSaba Capital Income & Opportunities Fund$336M55HOLD
THWAbrdn World Healthcare Fund$530M55HOLD
ETBEaton Vance Tax-Managed Buy-Write Income Fund$449M49HOLD

Peer medians: ROE 9.6% · P/E 13.5x · Gross margin 100.0%

BlackRock Energy and Resources Trust (BGR): Stock Score Summary

BlackRock Energy and Resources Trust (BGR) has a MoatMap StockRank of 54/100 based on Quality (57/100), Value (37/100), and Momentum (54/100) factor scores. The current signal is HOLD.

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.

Key Financial Metrics

Price$16.55
Market Cap$420M
P/E (TTM)10.34
Price/Book1.15
Return on Equity11.2%
Debt/Equity0.00x
Gross Margin100.0%
Operating Margin67.2%
Revenue Growth-1.5%
Dividend Yield7.1%
Free Cash Flow$4M

BlackRock Energy and Resources Trust operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is BlackRock Energy and Resources Trust’s (BGR) StockRank?
MoatMap’s StockRank for BlackRock Energy and Resources Trust (BGR) is 54/100, with a Hold signal. It is a composite of Quality (57), Value (37), and Momentum (54) factor ranks across MoatMap’s 20,000+ stock universe.
Does BlackRock Energy and Resources Trust have an economic moat?
BlackRock Energy and Resources Trust (BGR) has a Quality factor score of 57/100. 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 Energy and Resources Trust a buy, hold, or sell?
MoatMap’s current signal for BlackRock Energy and Resources Trust (BGR) is Hold, based on a StockRank of 54/100. 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 Energy and Resources Trust in?
BlackRock Energy and Resources Trust (BGR) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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