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Upturn AI SWOT - About
Blackrock Innovation & Growth Trust (BIGZ)
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Upturn Advisory Summary
03/31/2025: BIGZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -0.89% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.72B USD | Price to earnings Ratio 9.06 | 1Y Target Price - |
Price to earnings Ratio 9.06 | 1Y Target Price - | ||
Volume (30-day avg) 880025 | Beta - | 52 Weeks Range 6.06 - 8.11 | Updated Date 04/2/2025 |
52 Weeks Range 6.06 - 8.11 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 8.06% | Basic EPS (TTM) 0.89 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 9.06 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 32.98 |
Enterprise Value - | Price to Sales(TTM) 32.98 | ||
Enterprise Value to Revenue 32.98 | Enterprise Value to EBITDA - | Shares Outstanding 213338000 | Shares Floating - |
Shares Outstanding 213338000 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 27.43 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Blackrock Innovation & Growth Trust
Company Overview
History and Background
BlackRock Innovation and Growth Trust (BIGZ) is a closed-end fund managed by BlackRock. It seeks to invest in innovative growth companies across various sectors. The fund was launched to capitalize on opportunities in rapidly growing segments of the economy, aiming for long-term capital appreciation. Its history focuses on identifying and investing in companies with significant growth potential.
Core Business Areas
- Investment Management: BIGZ's primary business is investment management, specifically focusing on identifying and investing in companies with innovative growth potential. This includes in-depth research, due diligence, and portfolio construction.
Leadership and Structure
The fund is managed by a team of investment professionals at BlackRock, led by portfolio managers specializing in growth investing. BlackRock's organizational structure supports the fund's operations with research, trading, and risk management resources.
Top Products and Market Share
Key Offerings
- BIGZ Shares: Shares of the BlackRock Innovation and Growth Trust represent an investment in a diversified portfolio of innovative growth companies. It does not have market share in a conventional sense. Itu2019s a fund, not an operating company. Competitors are other closed-end funds and investment vehicles focused on growth stocks.
Market Dynamics
Industry Overview
The industry comprises investment management focused on growth companies. It's characterized by identifying and capitalizing on rapidly evolving technological and economic landscapes. Demand is driven by investors seeking high-growth potential, while supply consists of numerous investment funds.
Positioning
BIGZ is positioned as a closed-end fund providing access to a portfolio of innovative growth companies. Its competitive advantages include BlackRock's brand recognition, extensive research capabilities, and established investment process.
Total Addressable Market (TAM)
The TAM is represented by the total assets under management (AUM) within growth-oriented investment strategies. BIGZ aims to capture a portion of this TAM by delivering superior investment performance within its chosen niche.
Upturn SWOT Analysis
Strengths
- BlackRock brand recognition
- Experienced management team
- Access to BlackRock's research resources
- Diversified portfolio
Weaknesses
- High management fees
- Market volatility impacting fund performance
- Concentration risk within growth sectors
Opportunities
- Emerging technologies and growth trends
- Increased investor demand for growth investments
- Expanding investment universe
Threats
- Economic downturns
- Increased competition from other investment funds
- Regulatory changes impacting investment strategies
Competitors and Market Share
Key Competitors
- ARKK
- VUG
- IWF
Competitive Landscape
BIGZ faces competition from other growth-oriented ETFs and mutual funds. Its advantages lie in BlackRock's resources and investment expertise, while disadvantages include its relatively smaller AUM compared to larger competitors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on overall market conditions and the performance of underlying holdings.
Future Projections: Future growth is tied to the performance of innovative growth companies and market sentiment.
Recent Initiatives: Recent initiatives likely involve adjusting portfolio allocations to capitalize on emerging opportunities in the growth space.
Summary
Blackrock Innovation & Growth Trust offers exposure to innovative growth companies, backed by BlackRock's resources. However, it is relatively small and faces stiff competition from larger, more established ETFs. Its performance is vulnerable to market volatility, particularly within the growth sector. Investors should carefully weigh its strengths against potential risks.
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IWF
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QQQ
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VUG
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VUG
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Sources and Disclaimers
Data Sources:
- BlackRock official website
- Financial news outlets
- SEC filings
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional. Market share data is approximate and based on available sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Blackrock Innovation & Growth Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-03-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
BlackRock Innovation and Growth Term Trust is a mutual fund launched by BlackRock, Inc. and managed by BlackRock Advisors, LLC. BlackRock Innovation and Growth Term Trust is based in United States.
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