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BTX

SELL

BlackRock Innovation and Growth Term Trust · Financial Services · United States · $957M · Avg Vol: $6M/d

32
StockRank
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Q
29
V
28
M
65
P/E (TTM)
22.3x
ROE
0.9%
D/E
Dividend %
8.3%

COMPANY DESCRIPTION

BlackRock Technology and Private Equity Term Trust is a mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. BlackRock Technology and Private Equity Term Trust is domiciled in the United States.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue-1.7B215.6M40.7M11.5M-76.9%11.5M
EPS-2.58-6.910.980.170.07-72.4%0.37
Shares229.7M224.4M213.3M116.7M-49.2%116.7M
Debt0.1M
Equity2.0B2.0B1.8B915.5M-23.3%
Op CF310.5M216.6M277.2M877.8M41.4%877.8M
Inv CF
Fin CF-310.5M-216.6M-277.2M-877.4M
Loading 1Y...
PRICE (1Y)-1.9%
7.678.018.358.699.03Jun 26Jul 20Aug 7
SMA 50SMA 200

Close
$8.58
RSI (14)
60.4
52W High
$9.38
From 52W High
0.9%

SCORE BREAKDOWN

Quality
29
ROIC (ROA)
0.9%*34.4
ROE
0.9%12.7
GP/Assets
N/A
Op. Margin
0.0%14.9
FCF/Assets
N/A
Piotroski
454.1
Int. Cover
N/A
D/E Ratio
N/A
Current Ratio
N/A
Value
28
P/E (TTM)
22.3x20.7
EV/EBITDA
N/A
P/FCF
N/A
P/B
N/A
P/S
83.9x2.0
Div Yield
8.3%85.3
Momentum
65
52W High %
92%43.7
RS 6M
28%94.6
SMA 50/200
1.20x93.6
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$957M
P/E (Forward)
Gross Margin

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
BTXBlackRock Innovation and Growth Term Trust(you)$957M32SELL
RPCRidgepost Capital, Inc$927M30SELL
EMOClearBridge Energy Midstream Opportunity Fund Inc$1.1B33SELL
KBDCKayne Anderson BDC, Inc.$892M28SELL
BBNBlackRock Taxable Municipal Bond Trust$969M27SELL
RNPCohen & Steers REIT and Preferred Income Fund, Inc.$991M36HOLD
MUCBlackRock MuniHoldings California Quality Fund, Inc.$1.0B36HOLD
PTACohen & Steers Tax-Advantaged Preferred Securities and Income Fund$1.0B28SELL
EVVEaton Vance Limited Duration Income Fund$1.1B35HOLD
FPFFirst Trust Intermediate Duration Preferred & Income Fund$1.1B28SELL

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

BlackRock Innovation and Growth Term Trust (BTX): Stock Score Summary

BlackRock Innovation and Growth Term Trust (BTX) has a MoatMap StockRank of 32/100 based on Quality (29/100), Value (28/100), and Momentum (65/100) factor scores. The current signal is SELL.

BlackRock Technology and Private Equity Term Trust is a mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. BlackRock Technology and Private Equity Term Trust is domiciled in the United States.

Key Financial Metrics

Price$8.58
Market Cap$957M
P/E (TTM)22.30
Return on Equity0.9%
Operating Margin0.0%
Dividend Yield8.3%

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

Frequently Asked Questions

What is BlackRock Innovation and Growth Term Trust’s (BTX) StockRank?
MoatMap’s StockRank for BlackRock Innovation and Growth Term Trust (BTX) is 32/100, with a Sell signal. It is a composite of Quality (29), Value (28), and Momentum (65) factor ranks across MoatMap’s 20,000+ stock universe.
Does BlackRock Innovation and Growth Term Trust have an economic moat?
BlackRock Innovation and Growth Term Trust (BTX) has a Quality factor score of 29/100. 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 Innovation and Growth Term Trust a buy, hold, or sell?
MoatMap’s current signal for BlackRock Innovation and Growth Term Trust (BTX) is Sell, based on a StockRank of 32/100. 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 Innovation and Growth Term Trust in?
BlackRock Innovation and Growth Term Trust (BTX) operates in the Financial Services sector, specifically the Asset Management industry (United States).