Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BTZ
HoldBlackRock Credit Allocation Income Trust · Financial Services · United States · $927M · Avg Vol: $3M/d
COMPANY DESCRIPTION
BlackRock Credit Allocation Income Trust is a closed-end management investment company seeking high current income and some capital appreciation by investing primarily in a diversified portfolio of investment grade and high yield debt securities. The fund benefits from BlackRock's extensive research capabilities, global credit market expertise, and established distribution network. BTZ is a BlackRock-managed closed-end fund focusing on a broad allocation of credit instruments for income generation.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -279.6M | 132.8M | 64.2M | 103.0M | -11.9% | 55.6M |
| EPS | 0.40 | -2.99 | 1.41 | 0.69 | 1.10 | 28.7% | 1.10 |
| Shares | — | 93.5M | 93.3M | 93.3M | 93.3M | -0.2% | — |
| Debt | — | 589.3M | 590.9M | 536.0M | 544.4M | -2.6% | 544.9M |
| Equity | — | 1.0B | 1.1B | 1.1B | 1.1B | 0.4% | — |
| Op CF | — | 103.0M | 97.4M | 141.4M | 88.0M | -5.1% | -169.7M |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | -88.1M | -99.5M | -148.1M | -86.0M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BTZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BTZ | BlackRock Credit Allocation Income Trust(you) | $927M | 54 | Hold |
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | $903M | 55 | Hold |
| CHI | Calamos Convertible Opportunities and Income Fund | $1.0B | 53 | Hold |
| CHY | Calamos Convertible and High Income Fund | $1.0B | 52 | Hold |
| BTO | John Hancock Financial Opportunities Fund | $787M | 55 | Hold |
| STK | Columbia Seligman Premium Technology Growth Fund | $837M | 58 | Hold |
| BCX | Blackrock Resources & Commodities Strategy Trust | $992M | 48 | Hold |
| NBXG | Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc. | $1.2B | 52 | Hold |
| MSDL | Morgan Stanley Direct Lending Fund | $1.3B | 55 | Hold |
| BCSF | Bain Capital Specialty Finance, Inc. | $774M | 50 | Hold |
Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%