BlackRock Capital Allocation TrustBCAT +1.46%61 5-Year Yield-on-Cost % is 207.30 as of Jul. 06, 2026, which is 125% above its 10-year median of 91.96. GuruFocus rates BCAT with a GF Score™ of 61/100 and a GF Value™ of $17.85 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 1,113 Asset Management companies, BlackRock Capital Allocation Trust ranks better than 99.91% on this metric.
The historical rank and industry rank for BlackRock Capital Allocation Trust's 5-Year Yield-on-Cost % or its related term are showing as below:
BCAT'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 9.33 Med: 91.96 Max: 246.63
Current: 207.3
During the past 6 years, BlackRock Capital Allocation Trust's highest Yield on Cost was 246.63. The lowest was 9.33. And the median was 91.96.
BCAT's 5-Year Yield-on-Cost % is ranked better than 99.91% of 1113
companies
in the Asset Management industry
Industry Median: 6.39
vs BCAT: 207.30
BlackRock Capital Allocation Trust (NYSE:BCAT) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
BlackRock Capital Allocation Trust 5-Year Yield-on-Cost % Related Terms
BCAT vs BDJ, BST, RQI: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, BlackRock Capital Allocation Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, BlackRock Capital Allocation Trust's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where BlackRock Capital Allocation Trust's 5-Year Yield-on-Cost % falls into.
BlackRock Capital Allocation Trust 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
What does a 5-Year Yield-on-Cost % of 207.30 mean?
BlackRock Capital Allocation Trust (BCAT) has a 5-Year Yield-on-Cost % of 207.30 as of Jul. 06, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on BlackRock Capital Allocation Trust and its competitors. This is 125% above median its historical median of 91.96. Over the past decade, BlackRock Capital Allocation Trust's 5-Year Yield-on-Cost % has ranged from 9.33 to 246.63. According to the industry distribution chart, BlackRock Capital Allocation Trust ranks #1 out of 1113 companies in the Asset Management industry, placing it in the top 0.099999999999994%.
Is BlackRock Capital Allocation Trust's 5-Year Yield-on-Cost % too high?
BlackRock Capital Allocation Trust's current 5-Year Yield-on-Cost % of 207.30 is 125% above median its 10-year median of 91.96. Over the past 10 years, this metric has ranged from a low of 9.33 to a high of 246.63. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. BlackRock Capital Allocation Trust's value of 207.30 is 3144.1% above this industry median. Based on the distribution chart, BlackRock Capital Allocation Trust ranks #1 out of 1113 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. 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 5-Year Yield-on-Cost % compare to BDJ and BST?
According to the Asset Management industry distribution chart, BlackRock Capital Allocation Trust ranks #1 out of 1113 companies for 5-Year Yield-on-Cost %. This places BlackRock Capital Allocation Trust in the top 0% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.39. BlackRock Capital Allocation Trust's value of 207.30 is 3144.1% above this benchmark. Historically, BlackRock Capital Allocation Trust's own 5-Year Yield-on-Cost % has ranged from 9.33 to 246.63 over the past decade. While the company's 10-year median is 91.96 vs. the industry median of 6.39, BlackRock 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.39, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. BlackRock Capital Allocation Trust's current 5-Year Yield-on-Cost % of 207.30 is 3144.1% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on BlackRock Capital Allocation Trust and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BlackRock Capital Allocation Trust's current 5-Year Yield-on-Cost % is 207.30, which is 125% above median its own 10-year median of 91.96. 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 $15.99 — trading 10.4% below its estimated fair value. The current 5-Year Yield-on-Cost % is 207.30, which is 125% above median its 10-year median of 91.96 and 3144.1% above the Asset Management industry median of 6.39. BlackRock Capital Allocation Trust's overall GF Score™ is 61/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For BlackRock Capital Allocation Trust (BCAT), the current 5-Year Yield-on-Cost % is 207.30 as of Jul. 06, 2026. 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 $15.99 is trading 10.4% below its estimated GF Value™ of $17.85.
GuruFocus considers BlackRock Capital Allocation Trust to be Modestly Undervalued.
Key valuation signals for BCAT:
5-Year Yield-on-Cost %: 207.30 (125% above median its 10-year median of 91.96)
GF Value™: $17.85 vs. price of $15.99 (10.4% below fair value)
Industry Position: 3144.1% above the Asset Management median (#1 of 1113)
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 Business Description
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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