ECAT's ROE % is ranked better than 70.69% of 1614
companies
in the Asset Management industry
Industry Median: 6.36
vs ECAT: 12.78
BlackRock ESG Capital Allocation Trust (NYSE:ECAT) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
BlackRock ESG Capital Allocation Trust ROE % Related Terms
BlackRock ESG Capital Allocation Trust ROE % 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 ESG Capital Allocation Trust ROE % Chart
BlackRock ESG Capital Allocation Trust Annual Data
Trend
Dec21
Dec22
Dec23
Dec24
Dec25
ROE %
3.84
-16.09
16.66
13.43
12.72
BlackRock ESG Capital Allocation Trust Semi-Annual Data
For the Asset Management subindustry, BlackRock ESG Capital Allocation Trust's ROE %, along with its competitors' market caps and ROE % 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 ESG Capital Allocation Trust ROE % vs Asset Management Industry
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
BlackRock ESG Capital Allocation Trust (ECAT) has a ROE % of 14.79% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on BlackRock ESG Capital Allocation Trust and its competitors. This is 16% above median its historical median of 12.72. According to the industry distribution chart, BlackRock ESG Capital Allocation Trust ranks #473 out of 1614 companies in the Asset Management industry, placing it in the top 29.3%.
Is BlackRock ESG Capital Allocation Trust's ROE % too high?
BlackRock ESG Capital Allocation Trust's current ROE % of 14.79% is 16% above median its 10-year median of 12.72. The Asset Management industry median ROE % is 6.36. BlackRock ESG Capital Allocation Trust's value of 14.79% is 132.5% above this industry median. Based on the distribution chart, BlackRock ESG Capital Allocation Trust ranks #473 out of 1614 companies in the Asset Management industry, which is above the industry midpoint. Overall, BlackRock ESG Capital Allocation Trust has a GF Score™ of 56/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does BlackRock ESG Capital Allocation Trust's ROE % compare to QQQX and CET?
According to the Asset Management industry distribution chart, BlackRock ESG Capital Allocation Trust ranks #473 out of 1614 companies for ROE %. This puts BlackRock ESG Capital Allocation Trust in the upper half of its industry. The industry median ROE % is 6.36. BlackRock ESG Capital Allocation Trust's value of 14.79% is 132.5% above this benchmark. While the company's 10-year median is 12.72 vs. the industry median of 6.36, BlackRock ESG Capital Allocation Trust has consistently been above 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.36, based on 1,614 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. BlackRock ESG Capital Allocation Trust's current ROE % of 14.79% is 132.5% above 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on BlackRock ESG Capital Allocation Trust and its competitors. For the Asset Management industry, the median ROE % is 6.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BlackRock ESG Capital Allocation Trust's current ROE % is 14.79%, which is 16% above median its own 10-year median of 12.72. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BlackRock ESG Capital Allocation Trust stock overvalued right now?
Based on GuruFocus' analysis, BlackRock ESG Capital Allocation Trust (ECAT) is currently considered Fairly Valued. The stock's GF Value™ is $14.41, compared to a current price of $15.23 — trading 5.7% above its estimated fair value. The current ROE % is 14.79%, which is 16% above median its 10-year median of 12.72 and 132.5% above the Asset Management industry median of 6.36. BlackRock ESG Capital Allocation Trust's overall GF Score™ is 56/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For BlackRock ESG Capital Allocation Trust (ECAT), the current ROE % is 14.79% 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 ESG Capital Allocation Trust (ECAT) Overvalued in 2026?
Based on GuruFocus' analysis, BlackRock ESG Capital Allocation Trust stock appears to be overvalued.
The current stock price of $15.23 is trading 5.7% above its estimated GF Value™ of $14.41.
GuruFocus considers BlackRock ESG Capital Allocation Trust to be Fairly Valued.
Key valuation signals for ECAT:
ROE %: 14.79% (16% above median its 10-year median of 12.72)
GF Value™: $14.41 vs. price of $15.23 (5.7% above fair value)
Industry Position: 132.5% above the Asset Management median (#473 of 1614)
No single metric tells the full story. See the ECAT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
BlackRock ESG Capital Allocation Trust Business Description
BlackRock ESG Capital Allocation Trust is a non-diversified, closed-ended management investment company. The Trust's investment objectives are to provide total return and income through a combination of current income, current gains, and long-term capital appreciation.
56GF Score
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