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BlackRock ESG Capital Allocation Trust

ECATNYSE
Financial Services
Asset Management
$14.65
$-0.05(-0.34%)
U.S. Market opens in 0h 14m

BlackRock ESG Capital Allocation Trust Fundamental Analysis

BlackRock ESG Capital Allocation Trust (ECAT) shows moderate financial fundamentals with a PE ratio of 6.98, profit margin of 98.68%, and ROE of 12.72%. The company generates $0.2B in annual revenue with weak year-over-year growth of -17.77%.

Key Strengths

Operating Margin98.68%
PEG Ratio0.07

Areas of Concern

Cash Position0.22%
Current Ratio0.02
We analyze ECAT's fundamental strength across five key dimensions.

The stock receives a Fundamental Health Score of 35.2/100 based on profitability, valuation, growth, and balance sheet metrics. The F grade reflects weak fundamentals and significant financial concerns.

Fundamental Health Score

F
35.2/100

We analyze ECAT's fundamental strength across five key dimensions:

Efficiency Score

Excellent

ECAT demonstrates superior asset utilization.

ROA > 10%
11.91%

Valuation Score

Excellent

ECAT trades at attractive valuation levels.

PE < 25
6.98
PEG Ratio < 2
0.07

Growth Score

Weak

ECAT faces weak or negative growth trends.

Revenue Growth > 5%
-17.77%
EPS Growth > 10%
-18.56%

Financial Health Score

Moderate

ECAT shows balanced financial health with some risks.

Debt/Equity < 1
0.00
Current Ratio > 1
0.02

Profitability Score

Moderate

ECAT maintains healthy but balanced margins.

ROE > 15%
12.72%
Net Margin ≥ 15%
98.68%
Positive Free Cash Flow
Yes

Key Financial Metrics

Is ECAT Expensive or Cheap?

P/E Ratio

ECAT trades at 6.98 times earnings. This suggests potential undervaluation.

6.98

PEG Ratio

When adjusting for growth, ECAT's PEG of 0.07 indicates potential undervaluation.

0.07

Price to Book

The market values BlackRock ESG Capital Allocation Trust at 0.93 times its book value. This may indicate undervaluation.

0.93

EV/EBITDA

Enterprise value stands at 6.86 times EBITDA. This is generally considered low.

6.86

How Well Does ECAT Make Money?

Net Profit Margin

For every $100 in sales, BlackRock ESG Capital Allocation Trust keeps $98.68 as profit after all expenses.

98.68%

Operating Margin

Core operations generate 98.68 in profit for every $100 in revenue, before interest and taxes.

98.68%

ROE

Management delivers $12.72 in profit for every $100 of shareholder equity.

12.72%

ROA

BlackRock ESG Capital Allocation Trust generates $11.91 in profit for every $100 in assets, demonstrating efficient asset deployment.

11.91%

Following the Money - Real Cash Generation

Operating Cash Flow

BlackRock ESG Capital Allocation Trust generates strong operating cash flow of $337.67M, reflecting robust business health.

$337.67M

Free Cash Flow

BlackRock ESG Capital Allocation Trust generates strong free cash flow of $337.67M, providing ample flexibility for dividends, buybacks, or growth.

$337.67M

FCF Per Share

Each share generates $3.39 in free cash annually.

$3.39

FCF Yield

ECAT converts 23.60% of its market value into free cash.

23.60%

Financial Ratios Analysis

Valuation Ratios

P/E Ratio

Price to earnings ratio

6.98

vs 25 benchmark

PEG Ratio

Price/earnings to growth ratio

0.07

vs 25 benchmark

P/B Ratio

Price to book value ratio

0.93

vs 25 benchmark

P/S Ratio

Price to sales ratio

6.75

vs 25 benchmark

Financial Health

Debt/Equity

Total debt to shareholders' equity

0.00

vs 25 benchmark

Current Ratio

Current assets to current liabilities

0.02

vs 25 benchmark

Efficiency Ratios

ROE

Return on equity percentage

0.13

vs 25 benchmark

ROA

Return on assets percentage

0.12

vs 25 benchmark

ROCE

Return on capital employed

0.13

vs 25 benchmark

How ECAT Stacks Against Its Sector Peers

MetricECAT ValueSector AveragePerformance
P/E Ratio6.9819.03 Better (Cheaper)
ROE12.72%818.00% Weak
Net Margin98.68%1571.00% Weak
Debt/Equity0.000.98 Strong (Low Leverage)
Current Ratio0.02669.04 Weak Liquidity
ROA11.91%-21643.00% (disorted) Strong

ECAT outperforms its industry in 3 out of 6 key metrics, particularly excelling in ROA, but lagging in ROE.

Historical Growth Performance

5-Year Growth Trajectory

This section reviews BlackRock ESG Capital Allocation Trust's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.

Revenue CAGR

203.71%

Industry Style: Value, Dividend, Cyclical

High Growth

EPS CAGR

200.00%

Industry Style: Value, Dividend, Cyclical

High Growth

FCF CAGR

116.88%

Industry Style: Value, Dividend, Cyclical

High Growth

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