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BlackRock Energy and Resources Trust
BGR | US
12.92
USD0.11
0.89%
BGR | US
About BlackRock Energy and Resources Trust
Sector
Financial Services
Industry
Asset Management
Earnings date
30/06/2024
As of date
21/10/2024
Close
12.92
Open
12.89
High
12.98
Low
12.88
BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock Inc. The fund is co-managed by BlackRock Advisors LLC and BlackRock International Limited. It invests in public equity markets across the globe with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the energy and natural resources sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through equity derivatives with an emphasis on option writing. It was formerly known as BlackRock Global Energy and Resources Trust. BlackRock Energy and Resources Trust was formed on December 23 2004 and is domiciled in the United States.
View LessBGR | US
Risk
17.4
Sharpe
0.03
Luna's Score
57/100
Recommendation
Hold
Luna says (BGR | US)
What's Working
Strength based on increasing price with high volume
Low 6-Month Volatility (<30%)
Good Dividend Yield (2% <= Dividend Yield <= 8%)
Low Debt to Equity (< 0.25)
Low Debt to Asset (< 0.2)
Value Stock (Price to Book < 3)
Strong Operating Margin (> 25%)
What's not Working
Price Below SMA10D
High Short-term Volatility
Smallcap (300M - 2B USD)
High Market Beta (> 0.8)
Declining Revenue (< 0%)
Weak Sharpe Ratio (< 0.3)
Volatility Signals
Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.
Risk Meter
10 days
20.6%1 month
17.4%3 months
18.4%6 months
16.2%Returns
Fundamental Ratios
PE
6.43
Fwd. PE
-
Price to book
0.84
Debt to equity
0.00
Debt to assets
0.00
Ent. to EBITDA
-
Ent. to rev.
6.26
PEG
-
Other Fundamentals
EBITDA
-
MarketCap
348.79M
MarketCap(USD)
348.79M
Div. yield
7.05
Op. margin
69.04
Erngs. growth
-57.40
Rev. growth
-11.00
Ret. on equity
13.94
Short ratio
0.15
Short perc.
0.07
Market Sentiment (SMA and Price signals)
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bullish (SMA1M > SMA3M)
Long-term: Bullish (SMA6M > SMA12M)
SMAs: Stock Price Trends
Range10D
0.63
Range1M
0.75
Range3M
1.36
Volumes: Market Activity
Rel. volume
1.56
Price X volume
2.39M
Peers
Diversifiers
Industry Comparison
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | - | 332.92 | - |
| Ent. to Revenue | 6.26 | 18.60 | Cheaper |
| PE Ratio | 6.43 | 20.20 | Cheaper |
| Price to Book | 0.84 | 2.63 | Cheaper |
| Dividend Yield | 7.05 | 7.25 | Par |
| Std. Deviation (3M) | 18.40 | 21.97 | Par |
| Debt to Equity | 0.00 | 50.50 | Cheaper |
| Debt to Assets | 0.00 | 44.08 | Cheaper |
| Market Cap | 348.79M | 8.59B | Emerging |
