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BlackRock Tchnlgy nd Prvt Eqty Trm Trst (BTX) Competitors

$8.93 +0.11 (+1.25%)
As of 09/4/2026 03:57 PM Eastern

BTX vs. TY, NUV, USA, TOP, and STEW

Should you buy BlackRock Tchnlgy nd Prvt Eqty Trm Trst stock or one of its competitors? BlackRock Tchnlgy nd Prvt Eqty Trm Trst's main competitors and comparable companies include Tri Continental (TY), Nuveen Municipal Value Fund (NUV), Liberty All-Star Equity Fund (USA), TOP Financial Group (TOP), and SRH Total Return Fund (STEW). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does BlackRock Tchnlgy nd Prvt Eqty Trm Trst compare to Tri Continental?

BlackRock Tchnlgy nd Prvt Eqty Trm Trst (NYSE:BTX) and Tri Continental (NYSE:TY) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, profitability, analyst recommendations, valuation, dividends and media sentiment.

BlackRock Tchnlgy nd Prvt Eqty Trm Trst pays an annual dividend of $0.57 per share and has a dividend yield of 6.4%. Tri Continental pays an annual dividend of $1.11 per share and has a dividend yield of 3.1%. BlackRock Tchnlgy nd Prvt Eqty Trm Trst pays out -25.1% of its earnings in the form of a dividend.

Company Net Margins Return on Equity Return on Assets
BlackRock Tchnlgy nd Prvt Eqty Trm TrstN/A N/A N/A
Tri Continental N/A N/A N/A

BlackRock Tchnlgy nd Prvt Eqty Trm Trst has a beta of 4.61, suggesting that its share price is 361% more volatile than the broader market. Comparatively, Tri Continental has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market.

26.0% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are owned by institutional investors. Comparatively, 10.2% of Tri Continental shares are owned by institutional investors. 20.5% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are owned by insiders. Comparatively, 8.7% of Tri Continental shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Tri Continental has lower revenue, but higher earnings than BlackRock Tchnlgy nd Prvt Eqty Trm Trst.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Tchnlgy nd Prvt Eqty Trm Trst$11.48M45.75-$133.54M-$2.27N/A
Tri ContinentalN/AN/AN/AN/AN/A

In the previous week, BlackRock Tchnlgy nd Prvt Eqty Trm Trst's average media sentiment score of 0.00 equaled Tri Continental'saverage media sentiment score.

Company Overall Sentiment
BlackRock Tchnlgy nd Prvt Eqty Trm Trst Neutral
Tri Continental Neutral

Summary

BlackRock Tchnlgy nd Prvt Eqty Trm Trst beats Tri Continental on 6 of the 6 factors compared between the two stocks.

How does BlackRock Tchnlgy nd Prvt Eqty Trm Trst compare to Nuveen Municipal Value Fund?

BlackRock Tchnlgy nd Prvt Eqty Trm Trst (NYSE:BTX) and Nuveen Municipal Value Fund (NYSE:NUV) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, valuation, risk, media sentiment and profitability.

In the previous week, Nuveen Municipal Value Fund had 2 more articles in the media than BlackRock Tchnlgy nd Prvt Eqty Trm Trst. MarketBeat recorded 2 mentions for Nuveen Municipal Value Fund and 0 mentions for BlackRock Tchnlgy nd Prvt Eqty Trm Trst. Nuveen Municipal Value Fund's average media sentiment score of 1.47 beat BlackRock Tchnlgy nd Prvt Eqty Trm Trst's score of 0.00 indicating that Nuveen Municipal Value Fund is being referred to more favorably in the news media.

Company Overall Sentiment
BlackRock Tchnlgy nd Prvt Eqty Trm Trst Neutral
Nuveen Municipal Value Fund Positive

BlackRock Tchnlgy nd Prvt Eqty Trm Trst has a beta of 4.61, meaning that its stock price is 361% more volatile than the broader market. Comparatively, Nuveen Municipal Value Fund has a beta of 0.38, meaning that its stock price is 62% less volatile than the broader market.

26.0% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are held by institutional investors. Comparatively, 22.5% of Nuveen Municipal Value Fund shares are held by institutional investors. 20.5% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are held by insiders. Comparatively, 1.0% of Nuveen Municipal Value Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Nuveen Municipal Value Fund has lower revenue, but higher earnings than BlackRock Tchnlgy nd Prvt Eqty Trm Trst.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Tchnlgy nd Prvt Eqty Trm Trst$11.48M45.75-$133.54M-$2.27N/A
Nuveen Municipal Value FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
BlackRock Tchnlgy nd Prvt Eqty Trm TrstN/A N/A N/A
Nuveen Municipal Value Fund N/A N/A N/A

BlackRock Tchnlgy nd Prvt Eqty Trm Trst pays an annual dividend of $0.57 per share and has a dividend yield of 6.4%. Nuveen Municipal Value Fund pays an annual dividend of $0.13 per share and has a dividend yield of 1.5%. BlackRock Tchnlgy nd Prvt Eqty Trm Trst pays out -25.1% of its earnings in the form of a dividend.

Summary

BlackRock Tchnlgy nd Prvt Eqty Trm Trst beats Nuveen Municipal Value Fund on 6 of the 8 factors compared between the two stocks.

How does BlackRock Tchnlgy nd Prvt Eqty Trm Trst compare to Liberty All-Star Equity Fund?

Liberty All-Star Equity Fund (NYSE:USA) and BlackRock Tchnlgy nd Prvt Eqty Trm Trst (NYSE:BTX) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, earnings, dividends, media sentiment, analyst recommendations, institutional ownership, risk and valuation.

Liberty All-Star Equity Fund has a beta of 1.02, suggesting that its stock price is 2% more volatile than the broader market. Comparatively, BlackRock Tchnlgy nd Prvt Eqty Trm Trst has a beta of 4.61, suggesting that its stock price is 361% more volatile than the broader market.

Liberty All-Star Equity Fund has higher earnings, but lower revenue than BlackRock Tchnlgy nd Prvt Eqty Trm Trst.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Liberty All-Star Equity FundN/AN/AN/AN/AN/A
BlackRock Tchnlgy nd Prvt Eqty Trm Trst$11.48M45.75-$133.54M-$2.27N/A

Company Net Margins Return on Equity Return on Assets
Liberty All-Star Equity FundN/A N/A N/A
BlackRock Tchnlgy nd Prvt Eqty Trm Trst N/A N/A N/A

In the previous week, Liberty All-Star Equity Fund had 1 more articles in the media than BlackRock Tchnlgy nd Prvt Eqty Trm Trst. MarketBeat recorded 1 mentions for Liberty All-Star Equity Fund and 0 mentions for BlackRock Tchnlgy nd Prvt Eqty Trm Trst. Liberty All-Star Equity Fund's average media sentiment score of 1.42 beat BlackRock Tchnlgy nd Prvt Eqty Trm Trst's score of 0.00 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the media.

Company Overall Sentiment
Liberty All-Star Equity Fund Positive
BlackRock Tchnlgy nd Prvt Eqty Trm Trst Neutral

10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. Comparatively, 26.0% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are owned by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are owned by insiders. Comparatively, 20.5% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Liberty All-Star Equity Fund pays an annual dividend of $0.67 per share and has a dividend yield of 11.2%. BlackRock Tchnlgy nd Prvt Eqty Trm Trst pays an annual dividend of $0.57 per share and has a dividend yield of 6.4%. BlackRock Tchnlgy nd Prvt Eqty Trm Trst pays out -25.1% of its earnings in the form of a dividend.

Summary

BlackRock Tchnlgy nd Prvt Eqty Trm Trst beats Liberty All-Star Equity Fund on 5 of the 8 factors compared between the two stocks.

How does BlackRock Tchnlgy nd Prvt Eqty Trm Trst compare to TOP Financial Group?

BlackRock Tchnlgy nd Prvt Eqty Trm Trst (NYSE:BTX) and TOP Financial Group (NASDAQ:TOP) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, dividends, profitability, media sentiment, institutional ownership and valuation.

26.0% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are held by institutional investors. Comparatively, 0.3% of TOP Financial Group shares are held by institutional investors. 20.5% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are held by company insiders. Comparatively, 85.6% of TOP Financial Group 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.

TOP Financial Group has lower revenue, but higher earnings than BlackRock Tchnlgy nd Prvt Eqty Trm Trst. TOP Financial Group is trading at a lower price-to-earnings ratio than BlackRock Tchnlgy nd Prvt Eqty Trm Trst, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Tchnlgy nd Prvt Eqty Trm Trst$11.48M45.75-$133.54M-$2.27N/A
TOP Financial Group$4.72M386.53-$1.17M-$0.02N/A

BlackRock Tchnlgy nd Prvt Eqty Trm Trst has a beta of 4.61, suggesting that its stock price is 361% more volatile than the broader market. Comparatively, TOP Financial Group has a beta of -1.08, suggesting that its stock price is 208% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
BlackRock Tchnlgy nd Prvt Eqty Trm TrstN/A N/A N/A
TOP Financial Group N/A N/A N/A

In the previous week, TOP Financial Group had 12 more articles in the media than BlackRock Tchnlgy nd Prvt Eqty Trm Trst. MarketBeat recorded 12 mentions for TOP Financial Group and 0 mentions for BlackRock Tchnlgy nd Prvt Eqty Trm Trst. TOP Financial Group's average media sentiment score of 0.83 beat BlackRock Tchnlgy nd Prvt Eqty Trm Trst's score of 0.00 indicating that TOP Financial Group is being referred to more favorably in the news media.

Company Overall Sentiment
BlackRock Tchnlgy nd Prvt Eqty Trm Trst Neutral
TOP Financial Group Positive

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BlackRock Tchnlgy nd Prvt Eqty Trm Trst
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
TOP Financial Group
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Summary

TOP Financial Group beats BlackRock Tchnlgy nd Prvt Eqty Trm Trst on 7 of the 11 factors compared between the two stocks.

How does BlackRock Tchnlgy nd Prvt Eqty Trm Trst compare to SRH Total Return Fund?

BlackRock Tchnlgy nd Prvt Eqty Trm Trst (NYSE:BTX) and SRH Total Return Fund (NYSE:STEW) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, valuation, media sentiment, risk, earnings and profitability.

SRH Total Return Fund has lower revenue, but higher earnings than BlackRock Tchnlgy nd Prvt Eqty Trm Trst.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock Tchnlgy nd Prvt Eqty Trm Trst$11.48M45.75-$133.54M-$2.27N/A
SRH Total Return FundN/AN/AN/AN/AN/A

BlackRock Tchnlgy nd Prvt Eqty Trm Trst has a beta of 4.61, indicating that its stock price is 361% more volatile than the broader market. Comparatively, SRH Total Return Fund has a beta of 0.82, indicating that its stock price is 18% less volatile than the broader market.

26.0% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are held by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are held by institutional investors. 20.5% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst shares are held by company insiders. Comparatively, 0.1% of SRH Total Return Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Company Net Margins Return on Equity Return on Assets
BlackRock Tchnlgy nd Prvt Eqty Trm TrstN/A N/A N/A
SRH Total Return Fund N/A N/A N/A

In the previous week, SRH Total Return Fund had 1 more articles in the media than BlackRock Tchnlgy nd Prvt Eqty Trm Trst. MarketBeat recorded 1 mentions for SRH Total Return Fund and 0 mentions for BlackRock Tchnlgy nd Prvt Eqty Trm Trst. SRH Total Return Fund's average media sentiment score of 1.86 beat BlackRock Tchnlgy nd Prvt Eqty Trm Trst's score of 0.00 indicating that SRH Total Return Fund is being referred to more favorably in the news media.

Company Overall Sentiment
BlackRock Tchnlgy nd Prvt Eqty Trm Trst Neutral
SRH Total Return Fund Very Positive

BlackRock Tchnlgy nd Prvt Eqty Trm Trst pays an annual dividend of $0.57 per share and has a dividend yield of 6.4%. SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.1%. BlackRock Tchnlgy nd Prvt Eqty Trm Trst pays out -25.1% of its earnings in the form of a dividend.

Summary

BlackRock Tchnlgy nd Prvt Eqty Trm Trst beats SRH Total Return Fund on 6 of the 8 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 BTX 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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BTX vs. The Competition

MetricBlackRock Tchnlgy nd Prvt Eqty Trm TrstCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$525.32M$5.72B$14.28B$23.69B
Dividend YieldN/A7.39%5.88%3.72%
P/E Ratio-3.9331.6426.1729.32
Price / Sales45.751,246.76520.6220.77
Price / CashN/A48.2139.5933.23
Price / BookN/A1.982.137.60
Net Income-$133.54M$419.47M$1.32B$1.07B
7 Day Performance-0.33%7.29%3.83%-0.05%
1 Month Performance4.87%0.61%1.60%-0.24%
1 Year Performance27.39%7.46%11.95%12.79%

BlackRock Tchnlgy nd Prvt Eqty Trm Trst Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BTX
BlackRock Tchnlgy nd Prvt Eqty Trm Trst
0.1343 of 5 stars
$8.93
+1.2%
N/A+27.4%$525.32M$11.48MN/AN/A
TY
Tri Continental
N/A$35.65
-0.2%
N/A+5.9%$1.90BN/AN/AN/A
NUV
Nuveen Municipal Value Fund
N/A$8.87
-0.2%
N/A+2.0%$1.86BN/AN/A640
USA
Liberty All-Star Equity Fund
N/A$5.99
-0.6%
N/A-9.0%$1.84BN/AN/AN/A
TOP
TOP Financial Group
0.8584 of 5 stars
$15.06
-0.9%
N/A+157.3%$1.83B$4.72MN/A11

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This page (NYSE:BTX) was last updated on 9/5/2026 by MarketBeat.com Staff.
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