BCAT Stock Analysis

BlackRock Capital Allocation Trust
FINANCIAL SERVICES ASSET MANAGEMENT

Back to Winners View Yahoo Finance Chart Buy on the Dip

Strong Caution Mixed Weak Unavailable

Score 67%

67%

Good

Several positives, with some caution areas.

Score combines multiple StockValueFinder tests.

Rating REVIEW

Unclear

Rating interpretation is unavailable.

Rating is the simple decision label from the screening rules.

Trend STRONG BUY TREND

Bullish

The available trend signal is constructive.

Trend shows whether price action is helping or hurting the setup.

P/E Ratio 7.43

Value-Friendly

Below 15 is a classic value screen, but not proof of a bargain.

P/E shows how much investors pay for each dollar of earnings.

ROIC 13.92%

Good

10%+ is generally a strong operating-quality signal.

ROIC measures how efficiently capital turns into profit.

Debt Payback N/A

Unavailable

Debt payback is unavailable or not meaningful.

Debt payback estimates how quickly debt could be covered.

Interest Coverage 155.53x

Strong

8x+ means earnings cover interest many times over.

Interest coverage shows how easily earnings cover interest costs.

Price $15.99

Market Price

Price alone is not a buy or sell signal.

Price should be judged with valuation, quality, and trend.

💰 Dividend Income Dividend Payer

$0.26 monthly

Annualized: $3.09 • Yield: 19.84%

Last ex-dividend: 2026-07-15. Dividend payments can change or be suspended.

Estimated income from $1,000 invested $16.13 per monthly payment $193.55 estimated yearly Based on cached price. Estimates exclude taxes, dividend changes, and fractional-share limitations.

Last updated: 2026-07-07 09:02:09

AI Hedge Fund Panel Review

Multi-agent AI second opinion. This is research support, not financial advice.

No AI panel review has been cached yet for this ticker. The next background AI scan can add one automatically.

🟡

Yellow Light Wait for Better Setup

SVF Entry & Exit Plan

This is not a clean entry yet. Review the scanner, AI panel, and exit plan before acting.

Trailing Stop 12.0%

Volatility-adjusted trailing stop estimate.

This entry and exit plan is generated from rule-based price, trend, volatility, and AI-review data. It is a research tool only, not financial advice.

Performance Overview

Trailing adjusted-close returns as of 2026-06-26. Benchmark is SPY.

YTD Return

BCAT +23.87%

SPY +7.47%

1-Year Return

BCAT +30.31%

SPY +20.46%

3-Year Return

BCAT +80.97%

SPY +75.39%

5-Year Return

BCAT +51.34%

SPY +82.87%

Returns are calculated from adjusted close prices and may differ from broker or research-site totals depending on data source, dividend handling, benchmark choice, and latest available trading date.

AI Analyst Explanation

Plain-English expert explanation based on cached fundamentals, moving averages, and chart behavior. Educational only — not financial advice.

THINKING Just a minute...

The AI analyst is reading the chart, moving averages, valuation, fundamentals, and risk signals. The explanation will appear in this box automatically.

Current step Starting analyst queue... The page will update automatically when the explanation is ready.

Data Chart Fundamentals Analyst Writing

Why This Stock Scored This Way

This page uses cached SQL data from the latest StockValueFinder scan, so it loads fast without hitting Alpha Vantage on every page view.

67%

EPS Strength

FAIL

Looks for positive and improving earnings per share.

ROIC 10%+

PASS

Looks for strong return on invested capital.

Interest Coverage 6+

PASS

Checks whether operating income comfortably covers interest expense.

Debt Payback ≤ 3 Years

FAIL

Checks whether free cash flow could pay down long-term debt quickly.

P/E 15 or Less

PASS

Checks whether valuation is reasonable under the current rule set.

Moving Average Trend

STRONG BUY TREND

Uses 20-day, 50-day, and 200-day moving averages for entry timing context.

A high StockValueFinder score is a research signal, not a guarantee. Strong companies can still fall during recessions, sector downturns, valuation resets, or company-specific events. Always review the business, risks, SEC filings, valuation, and your personal investment goals before buying.

Cached Technical Data

Moving average values from the latest stored scan.

20-Day MA15.78

50-Day MA15.58

200-Day MA14.86

MA Score5

30-Day Trendline Analysis

Optional intraday chart with rising support, falling resistance, and multi-timeframe views.

Load detailed price structure only when needed. Downloads roughly 30 days of 5-minute candles, identifies swing points, then calculates validated support and resistance lines.