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Upturn AI SWOT - About
BlackRock Health Sciences Trust (BME)
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Upturn Advisory Summary
04/01/2025: BME (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -5.62% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 500.42M USD | Price to earnings Ratio 23.71 | 1Y Target Price - |
Price to earnings Ratio 23.71 | 1Y Target Price - | ||
Volume (30-day avg) 36666 | Beta 0.65 | 52 Weeks Range 36.07 - 40.87 | Updated Date 04/1/2025 |
52 Weeks Range 36.07 - 40.87 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 8.14% | Basic EPS (TTM) 1.63 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 309.96% | Operating Margin (TTM) 1.96% |
Management Effectiveness
Return on Assets (TTM) 0.1% | Return on Equity (TTM) 4.14% |
Valuation
Trailing PE 23.71 | Forward PE - | Enterprise Value 512464128 | Price to Sales(TTM) 66.13 |
Enterprise Value 512464128 | Price to Sales(TTM) 66.13 | ||
Enterprise Value to Revenue 20.75 | Enterprise Value to EBITDA - | Shares Outstanding 12924100 | Shares Floating - |
Shares Outstanding 12924100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 23.81 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BlackRock Health Sciences Trust
Company Overview
History and Background
BlackRock Health Sciences Trust (BME) is a closed-end fund managed by BlackRock Advisors, LLC. It was formed to invest in the health sciences sector, aiming to generate current income and capital appreciation. Details on its precise founding year and specific milestones would require a deep dive into its prospectus and historical filings.
Core Business Areas
- Health Sciences Investments: BME primarily invests in equity securities of companies engaged in the health sciences and related industries. This includes pharmaceuticals, biotechnology, medical devices, and healthcare services.
Leadership and Structure
BME is managed by BlackRock Advisors, LLC, a subsidiary of BlackRock, Inc. The fund is overseen by a portfolio management team with expertise in the health sciences sector. Specific names of the portfolio managers can be found in the fund's annual reports and prospectuses.
Top Products and Market Share
Key Offerings
- Health Sciences Portfolio: BME's primary offering is its actively managed portfolio of health sciences stocks. Market share is not directly applicable to a closed-end fund, but its AUM (Assets Under Management) reflects its size and influence within the health sciences investment landscape. Competitors are other closed-end and open-end funds focused on the health sciences, such as Tekla Healthcare Opportunities Fund (THQ) and Eaton Vance Healthcare Fund (EVT).
Market Dynamics
Industry Overview
The health sciences industry is characterized by innovation, regulatory oversight, demographic shifts (aging population), and increasing healthcare spending. It is a growing sector, but also faces challenges related to drug pricing, research and development costs, and patent expirations.
Positioning
BME is positioned as a vehicle for investors seeking exposure to the health sciences sector through a diversified, actively managed portfolio. Its competitive advantage lies in BlackRock's extensive research capabilities and expertise in managing investment funds.
Total Addressable Market (TAM)
The global healthcare market is estimated to be in the trillions of dollars. BME's TAM is essentially the portion of global health sciences investments accessible to actively managed funds, but its specific position relative to this figure is constantly changing.
Upturn SWOT Analysis
Strengths
- Experienced management team (BlackRock)
- Diversified portfolio within the health sciences sector
- Access to BlackRock's research resources
- Established track record (dependent on time horizon)
Weaknesses
- Management fees reduce investor returns
- Closed-end fund structure can lead to trading at a discount to NAV
- Subject to market volatility in the health sciences sector
- Performance dependent on manager skill
Opportunities
- Growth in the health sciences sector due to aging population and technological advancements
- Potential for outperformance through active management
- Increased investor interest in specialized investment funds
- Expansion into new health sciences sub-sectors
Threats
- Regulatory changes impacting the health sciences industry
- Competition from other health sciences funds
- Economic downturn affecting healthcare spending
- Patent expirations and generic drug competition
Competitors and Market Share
Key Competitors
- THQ
- EVT
- HQH
Competitive Landscape
BME competes with other closed-end funds and ETFs focused on the health sciences sector. Its advantages include BlackRock's management expertise, while disadvantages include its expense ratio and potential discount to NAV. Market share data for closed-end funds is less commonly tracked as a percent than for operating companies.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: BME's growth is tied to the performance of the health sciences sector and the manager's stock selection abilities.
Future Projections: Future growth depends on market conditions and the fund's ability to generate returns. Analyst estimates are not typically provided for closed-end funds in the same way as for individual stocks.
Recent Initiatives: Recent initiatives would typically involve adjustments to the fund's portfolio based on market conditions and outlook for the health sciences sector.
Summary
BlackRock Health Sciences Trust (BME) offers a vehicle to access the health sciences sector through an actively managed portfolio. It benefits from BlackRock's brand but has management fees which may be a concern. Its performance hinges on the manager's ability to select strong health science stocks. Investors should be aware of fluctuations in the health science sector.
Similar Companies
- THQ
- EVT
- HQH
- IHI
Sources and Disclaimers
Data Sources:
- BlackRock official website
- Financial websites (e.g., Yahoo Finance, Bloomberg)
- Fund prospectuses and annual reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market Share is an estimate based on the investment pool and publicly available information which is scarce.
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 Health Sciences Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2005-03-29 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Health Sciences Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the health sciences and related sectors, which include businesses involved in researching, developing, producing, distributing or delivering medical, dental, optical, pharmaceutical or biotechnology products, supplies, equipment, or services. It also invests through equity derivatives, with an emphasis on option writing. The fund benchmarks the performance of its portfolio against the Russell 3000 Healthcare Index. BlackRock Health Sciences Trust was formed on March 31, 2005 and is domiciled in the United States.
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