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BlackRock Energy and Resources Trust
BGR | US
16.18
USD0.50
3.19%
BGR | US
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About BlackRock Energy and Resources Trust
Sector
Financial Services
Industry
Asset Management
Earnings date
30/06/2024
As of date
11/03/2026
Close
16.18
Open
15.75
High
16.21
Low
15.70
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
18.8
Sharpe
1.51
Luna's Score
70/100
Recommendation
Buy
Luna says (BGR | US)
What's Working
Positive Momentum
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%)
Strong Sharpe Ratio (> 1.2)
What's not Working
Smallcap (300M - 2B USD)
High Market Beta (> 0.8)
Declining Revenue (< 0%)
Volatility Signals
Bearish: Increased Volatility (6-month > 1-month volatility)
Risk Meter
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10 days
21.8%1 month
18.8%3 months
24.3%6 months
19.7%Returns
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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
436.66M
MarketCap(USD)
436.66M
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
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Range10D
0.94
Range1M
1.57
Range3M
2.98
Volumes: Market Activity
Volume Averages
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Rel. volume
0.83
Price X volume
2.58M
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) | 24.33 | 21.97 | Par |
| Debt to Equity | 0.00 | 50.50 | Cheaper |
| Debt to Assets | 0.00 | 44.08 | Cheaper |
| Market Cap | 436.66M | 8.59B | Emerging |
