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BlackRock Capital Allocation Term Trust (BCAT) Competitors

BlackRock Capital Allocation Term Trust logo
$15.89 +0.15 (+0.95%)
As of 08/21/2026 03:58 PM Eastern

BCAT vs. AVAL, STEP, MKTX, HLNE, and OBDC

Should you buy BlackRock Capital Allocation Term Trust stock or one of its competitors? BlackRock Capital Allocation Term Trust's main competitors and comparable companies include Grupo Aval Acciones y Valores (AVAL), StepStone Group (STEP), MarketAxess (MKTX), Hamilton Lane (HLNE), and Blue Owl Capital (OBDC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does BlackRock Capital Allocation Term Trust compare to Grupo Aval Acciones y Valores?

Grupo Aval Acciones y Valores (NYSE:AVAL) and BlackRock Capital Allocation Term Trust (NYSE:BCAT) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, analyst recommendations, media sentiment, dividends, risk, earnings, valuation and institutional ownership.

Grupo Aval Acciones y Valores presently has a consensus target price of $5.50, suggesting a potential upside of 0.55%. Given Grupo Aval Acciones y Valores' stronger consensus rating and higher possible upside, research analysts plainly believe Grupo Aval Acciones y Valores is more favorable than BlackRock Capital Allocation Term Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Grupo Aval Acciones y Valores
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
BlackRock Capital Allocation Term Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Grupo Aval Acciones y Valores has higher revenue and earnings than BlackRock Capital Allocation Term Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Grupo Aval Acciones y Valores$6.76B0.96$344.37M$0.4013.68
BlackRock Capital Allocation Term Trust$223.60M7.49N/AN/AN/A

Grupo Aval Acciones y Valores has a beta of 0.59, indicating that its share price is 41% less volatile than the broader market. Comparatively, BlackRock Capital Allocation Term Trust has a beta of 0.79, indicating that its share price is 21% less volatile than the broader market.

Grupo Aval Acciones y Valores pays an annual dividend of $0.16 per share and has a dividend yield of 2.9%. BlackRock Capital Allocation Term Trust pays an annual dividend of $3.11 per share and has a dividend yield of 19.6%. Grupo Aval Acciones y Valores pays out 40.0% of its earnings in the form of a dividend.

0.2% of Grupo Aval Acciones y Valores shares are held by institutional investors. Comparatively, 36.1% of BlackRock Capital Allocation Term Trust shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Grupo Aval Acciones y Valores has a net margin of 5.08% compared to BlackRock Capital Allocation Term Trust's net margin of 0.00%. Grupo Aval Acciones y Valores' return on equity of 6.06% beat BlackRock Capital Allocation Term Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Grupo Aval Acciones y Valores5.08% 6.06% 0.60%
BlackRock Capital Allocation Term Trust N/A N/A N/A

In the previous week, Grupo Aval Acciones y Valores and Grupo Aval Acciones y Valores both had 1 articles in the media. BlackRock Capital Allocation Term Trust's average media sentiment score of 1.94 beat Grupo Aval Acciones y Valores' score of 0.75 indicating that BlackRock Capital Allocation Term Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Grupo Aval Acciones y Valores
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
BlackRock Capital Allocation Term Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

Grupo Aval Acciones y Valores and BlackRock Capital Allocation Term Trust tied by winning 6 of the 12 factors compared between the two stocks.

How does BlackRock Capital Allocation Term Trust compare to StepStone Group?

BlackRock Capital Allocation Term Trust (NYSE:BCAT) and StepStone Group (NASDAQ:STEP) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, risk, institutional ownership, valuation, profitability, dividends, earnings and analyst recommendations.

BlackRock Capital Allocation Term Trust has a beta of 0.79, indicating that its share price is 21% less volatile than the broader market. Comparatively, StepStone Group has a beta of 1.27, indicating that its share price is 27% more volatile than the broader market.

In the previous week, StepStone Group had 1 more articles in the media than BlackRock Capital Allocation Term Trust. MarketBeat recorded 2 mentions for StepStone Group and 1 mentions for BlackRock Capital Allocation Term Trust. BlackRock Capital Allocation Term Trust's average media sentiment score of 1.94 beat StepStone Group's score of 0.88 indicating that BlackRock Capital Allocation Term Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock Capital Allocation Term Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
StepStone Group
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

BlackRock Capital Allocation Term Trust has a net margin of 0.00% compared to StepStone Group's net margin of -30.53%. StepStone Group's return on equity of 43.38% beat BlackRock Capital Allocation Term Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
BlackRock Capital Allocation Term TrustN/A N/A N/A
StepStone Group -30.53%43.38%4.40%

StepStone Group has a consensus target price of $70.88, indicating a potential upside of 41.78%. Given StepStone Group's stronger consensus rating and higher probable upside, analysts clearly believe StepStone Group is more favorable than BlackRock Capital Allocation Term Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BlackRock Capital Allocation Term Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
StepStone Group
1 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.60

36.1% of BlackRock Capital Allocation Term Trust shares are held by institutional investors. Comparatively, 55.5% of StepStone Group shares are held by institutional investors. 15.7% of StepStone Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

BlackRock Capital Allocation Term Trust pays an annual dividend of $3.11 per share and has a dividend yield of 19.6%. StepStone Group pays an annual dividend of $1.12 per share and has a dividend yield of 2.2%. StepStone Group pays out -14.5% of its earnings in the form of a dividend. StepStone Group has increased its dividend for 3 consecutive years.

BlackRock Capital Allocation Term Trust has higher earnings, but lower revenue than StepStone Group.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Capital Allocation Term Trust$223.60M7.49N/AN/AN/A
StepStone Group$1.99B2.99-$535.81M-$7.72N/A

Summary

StepStone Group beats BlackRock Capital Allocation Term Trust on 12 of the 16 factors compared between the two stocks.

How does BlackRock Capital Allocation Term Trust compare to MarketAxess?

MarketAxess (NASDAQ:MKTX) and BlackRock Capital Allocation Term Trust (NYSE:BCAT) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, media sentiment, profitability, valuation, analyst recommendations, institutional ownership, earnings and risk.

MarketAxess has a beta of 0.83, meaning that its stock price is 17% less volatile than the broader market. Comparatively, BlackRock Capital Allocation Term Trust has a beta of 0.79, meaning that its stock price is 21% less volatile than the broader market.

99.0% of MarketAxess shares are held by institutional investors. Comparatively, 36.1% of BlackRock Capital Allocation Term Trust shares are held by institutional investors. 0.7% of MarketAxess shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

MarketAxess currently has a consensus target price of $156.10, suggesting a potential downside of 3.71%. Given MarketAxess' stronger consensus rating and higher probable upside, analysts clearly believe MarketAxess is more favorable than BlackRock Capital Allocation Term Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MarketAxess
1 Sell rating(s)
11 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
BlackRock Capital Allocation Term Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

MarketAxess pays an annual dividend of $3.12 per share and has a dividend yield of 1.9%. BlackRock Capital Allocation Term Trust pays an annual dividend of $3.11 per share and has a dividend yield of 19.6%. MarketAxess pays out 36.8% of its earnings in the form of a dividend. MarketAxess has increased its dividend for 2 consecutive years.

In the previous week, MarketAxess had 3 more articles in the media than BlackRock Capital Allocation Term Trust. MarketBeat recorded 4 mentions for MarketAxess and 1 mentions for BlackRock Capital Allocation Term Trust. BlackRock Capital Allocation Term Trust's average media sentiment score of 1.94 beat MarketAxess' score of 1.13 indicating that BlackRock Capital Allocation Term Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MarketAxess
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
BlackRock Capital Allocation Term Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

MarketAxess has a net margin of 35.22% compared to BlackRock Capital Allocation Term Trust's net margin of 0.00%. MarketAxess' return on equity of 22.48% beat BlackRock Capital Allocation Term Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
MarketAxess35.22% 22.48% 12.84%
BlackRock Capital Allocation Term Trust N/A N/A N/A

MarketAxess has higher revenue and earnings than BlackRock Capital Allocation Term Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MarketAxess$846.27M6.74$246.63M$8.4819.12
BlackRock Capital Allocation Term Trust$223.60M7.49N/AN/AN/A

Summary

MarketAxess beats BlackRock Capital Allocation Term Trust on 12 of the 16 factors compared between the two stocks.

How does BlackRock Capital Allocation Term Trust compare to Hamilton Lane?

Hamilton Lane (NASDAQ:HLNE) and BlackRock Capital Allocation Term Trust (NYSE:BCAT) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, profitability, risk, earnings, dividends and media sentiment.

Hamilton Lane has higher revenue and earnings than BlackRock Capital Allocation Term Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hamilton Lane$758.99M7.71$249.18M$6.5616.06
BlackRock Capital Allocation Term Trust$223.60M7.49N/AN/AN/A

Hamilton Lane currently has a consensus target price of $131.71, indicating a potential upside of 25.03%. Given Hamilton Lane's stronger consensus rating and higher possible upside, analysts plainly believe Hamilton Lane is more favorable than BlackRock Capital Allocation Term Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hamilton Lane
0 Sell rating(s)
2 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.89
BlackRock Capital Allocation Term Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Hamilton Lane pays an annual dividend of $2.40 per share and has a dividend yield of 2.3%. BlackRock Capital Allocation Term Trust pays an annual dividend of $3.11 per share and has a dividend yield of 19.6%. Hamilton Lane pays out 36.6% of its earnings in the form of a dividend. Hamilton Lane has raised its dividend for 8 consecutive years.

97.4% of Hamilton Lane shares are owned by institutional investors. Comparatively, 36.1% of BlackRock Capital Allocation Term Trust shares are owned by institutional investors. 24.0% of Hamilton Lane shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, Hamilton Lane and Hamilton Lane both had 1 articles in the media. BlackRock Capital Allocation Term Trust's average media sentiment score of 1.94 beat Hamilton Lane's score of 1.02 indicating that BlackRock Capital Allocation Term Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hamilton Lane
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
BlackRock Capital Allocation Term Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Hamilton Lane has a net margin of 32.14% compared to BlackRock Capital Allocation Term Trust's net margin of 0.00%. Hamilton Lane's return on equity of 25.10% beat BlackRock Capital Allocation Term Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Hamilton Lane32.14% 25.10% 15.75%
BlackRock Capital Allocation Term Trust N/A N/A N/A

Hamilton Lane has a beta of 1.14, meaning that its share price is 14% more volatile than the broader market. Comparatively, BlackRock Capital Allocation Term Trust has a beta of 0.79, meaning that its share price is 21% less volatile than the broader market.

Summary

Hamilton Lane beats BlackRock Capital Allocation Term Trust on 13 of the 16 factors compared between the two stocks.

How does BlackRock Capital Allocation Term Trust compare to Blue Owl Capital?

Blue Owl Capital (NYSE:OBDC) and BlackRock Capital Allocation Term Trust (NYSE:BCAT) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, risk, analyst recommendations, profitability, valuation, dividends, institutional ownership and media sentiment.

Blue Owl Capital pays an annual dividend of $1.24 per share and has a dividend yield of 11.0%. BlackRock Capital Allocation Term Trust pays an annual dividend of $3.11 per share and has a dividend yield of 19.6%. Blue Owl Capital pays out 221.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Blue Owl Capital has increased its dividend for 2 consecutive years.

Blue Owl Capital has a net margin of 16.99% compared to BlackRock Capital Allocation Term Trust's net margin of 0.00%. Blue Owl Capital's return on equity of 9.49% beat BlackRock Capital Allocation Term Trust's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital16.99% 9.49% 4.19%
BlackRock Capital Allocation Term Trust N/A N/A N/A

Blue Owl Capital currently has a consensus target price of $13.00, suggesting a potential upside of 15.04%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, equities analysts plainly believe Blue Owl Capital is more favorable than BlackRock Capital Allocation Term Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75
BlackRock Capital Allocation Term Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

42.8% of Blue Owl Capital shares are owned by institutional investors. Comparatively, 36.1% of BlackRock Capital Allocation Term Trust shares are owned by institutional investors. 0.1% of Blue Owl Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Blue Owl Capital has higher revenue and earnings than BlackRock Capital Allocation Term Trust.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blue Owl Capital$1.85B3.01$800.36M$0.5620.18
BlackRock Capital Allocation Term Trust$223.60M7.49N/AN/AN/A

Blue Owl Capital has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market. Comparatively, BlackRock Capital Allocation Term Trust has a beta of 0.79, meaning that its stock price is 21% less volatile than the broader market.

In the previous week, Blue Owl Capital had 2 more articles in the media than BlackRock Capital Allocation Term Trust. MarketBeat recorded 3 mentions for Blue Owl Capital and 1 mentions for BlackRock Capital Allocation Term Trust. BlackRock Capital Allocation Term Trust's average media sentiment score of 1.94 beat Blue Owl Capital's score of 0.56 indicating that BlackRock Capital Allocation Term Trust is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blue Owl Capital
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
BlackRock Capital Allocation Term Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

Blue Owl Capital beats BlackRock Capital Allocation Term Trust on 12 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BCAT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BCAT vs. The Competition

MetricBlackRock Capital Allocation Term TrustCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$1.68B$5.66B$13.63B$24.30B
Dividend Yield19.68%7.38%5.89%3.70%
P/E RatioN/A39.0929.6130.23
Price / Sales7.491,270.78522.0121.05
Price / CashN/A48.3130.7119.80
Price / BookN/A3.752.844.90
Net IncomeN/A$417.46M$1.31B$1.07B
7 Day Performance0.16%-0.25%-0.30%-0.65%
1 Month Performance2.87%2.06%2.37%3.38%
1 Year Performance7.33%5.71%9.68%14.90%

BlackRock Capital Allocation Term Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.89
+1.0%
N/A+7.3%$1.68B$223.60MN/A147,000
AVAL
Grupo Aval Acciones y Valores
3.0823 of 5 stars
$5.46
-0.5%
$5.50
+0.7%
+65.8%$6.49B$6.76B13.6667,585
STEP
StepStone Group
4.5351 of 5 stars
$48.56
+0.6%
$70.88
+46.0%
-19.0%$5.78B$2.01BN/A1,310
MKTX
MarketAxess
3.994 of 5 stars
$162.62
+0.0%
$156.10
-4.0%
-14.1%$5.72B$870.03M19.18740
HLNE
Hamilton Lane
4.9925 of 5 stars
$102.14
+1.3%
$131.71
+29.0%
-32.8%$5.66B$758.99M15.55530

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This page (NYSE:BCAT) was last updated on 8/23/2026 by MarketBeat.com Staff.
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