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BlackRock Capital Allocation TrustBCAT +1.07%61 Equity-to-Asset is 0.81 as of Dec. 2025, which is 9% below its 10-year median of 0.89. GuruFocus rates BCAT with a GF Score™ of 61/100 and a GF Value™ of $17.85 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 1,634 Asset Management companies, BlackRock Capital Allocation Trust ranks worse than 51.96% on this metric.
The historical rank and industry rank for BlackRock Capital Allocation Trust's Equity-to-Asset or its related term are showing as below:
BCAT'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.81 Med: 0.89 Max: 0.98
Current: 0.81
During the past 6 years, the highest Equity to Asset Ratio of BlackRock Capital Allocation Trust was 0.98. The lowest was 0.81. And the median was 0.89.
BCAT's Equity-to-Asset is ranked worse than 51.96% of 1634
companies
in the Asset Management industry
Industry Median: 0.83
vs BCAT: 0.81
BlackRock Capital Allocation Trust (NYSE:BCAT) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
BlackRock Capital Allocation Trust Equity-to-Asset Related Terms
BlackRock Capital Allocation Trust Equity-to-Asset Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
BlackRock Capital Allocation Trust Equity-to-Asset Chart
BCAT vs TSLX, BST, TRIN: Equity-to-Asset Comparison
For the Asset Management subindustry, BlackRock Capital Allocation Trust's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
BlackRock Capital Allocation Trust Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, BlackRock Capital Allocation Trust's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where BlackRock Capital Allocation Trust's Equity-to-Asset falls into.
BlackRock Capital Allocation Trust Equity-to-Asset Calculation
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
BlackRock Capital Allocation Trust (BCAT) has a Equity-to-Asset of 0.81 as of Dec. 2025. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on BlackRock Capital Allocation Trust and its competitors. This is near median its historical median of 0.89. Over the past decade, BlackRock Capital Allocation Trust's Equity-to-Asset has ranged from 0.81 to 0.98. According to the industry distribution chart, BlackRock Capital Allocation Trust ranks #849 out of 1634 companies in the Asset Management industry, placing it in the top 52%.
Is BlackRock Capital Allocation Trust's Equity-to-Asset too high?
BlackRock Capital Allocation Trust's current Equity-to-Asset of 0.81 is near median its 10-year median of 0.89. Over the past 10 years, this metric has ranged from a low of 0.81 to a high of 0.98. The Asset Management industry median Equity-to-Asset is 0.83. BlackRock Capital Allocation Trust's value of 0.81 is 2.4% below this industry median. Based on the distribution chart, BlackRock Capital Allocation Trust ranks #849 out of 1634 companies in the Asset Management industry, which is below the industry midpoint. Overall, BlackRock Capital Allocation Trust has a GF Score™ of 61/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does BlackRock Capital Allocation Trust's Equity-to-Asset compare to TSLX and BST?
According to the Asset Management industry distribution chart, BlackRock Capital Allocation Trust ranks #849 out of 1634 companies for Equity-to-Asset. This places BlackRock Capital Allocation Trust in the lower half of its industry. The industry median Equity-to-Asset is 0.83. BlackRock Capital Allocation Trust's value of 0.81 is 2.4% below this benchmark. Historically, BlackRock Capital Allocation Trust's own Equity-to-Asset has ranged from 0.81 to 0.98 over the past decade. While the company's 10-year median is 0.89 vs. the industry median of 0.83, BlackRock Capital Allocation Trust has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,634 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. BlackRock Capital Allocation Trust's current Equity-to-Asset of 0.81 is 2.4% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on BlackRock Capital Allocation Trust and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BlackRock Capital Allocation Trust's current Equity-to-Asset is 0.81, which is near median its own 10-year median of 0.89. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BlackRock Capital Allocation Trust stock overvalued right now?
Based on GuruFocus' analysis, BlackRock Capital Allocation Trust (BCAT) is currently considered Modestly Undervalued. The stock's GF Value™ is $17.85, compared to a current price of $16.03 — trading 10.2% below its estimated fair value. The current Equity-to-Asset is 0.81, which is near median its 10-year median of 0.89 and 2.4% below the Asset Management industry median of 0.83. BlackRock Capital Allocation Trust's overall GF Score™ is 61/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For BlackRock Capital Allocation Trust (BCAT), the current Equity-to-Asset is 0.81 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is BlackRock Capital Allocation Trust (BCAT) Overvalued in 2026?
Based on GuruFocus' analysis, BlackRock Capital Allocation Trust stock appears to be undervalued.
The current stock price of $16.03 is trading 10.2% below its estimated GF Value™ of $17.85.
GuruFocus considers BlackRock Capital Allocation Trust to be Modestly Undervalued.
Key valuation signals for BCAT:
Equity-to-Asset: 0.81 (near median its 10-year median of 0.89)
GF Value™: $17.85 vs. price of $16.03 (10.2% below fair value)
Industry Position: 2.4% below the Asset Management median (#849 of 1634)
No single metric tells the full story. See the BCAT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
BlackRock Capital Allocation Trust is a non-diversified, closed-end management investment company. The investment objective is to provide total return and income through a combination of current income, current gains and long-term capital appreciation.
61GF Score
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