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BMEZ BlackRock Health Sciences Term Trust - Fundamental Analysis

BEARISH
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BMEZ Stock | Fundamental Analysis & Investment Insights
NYSE Financial Services Asset Management
Current Price Live
$15.54
52W High
$16.75
52W Low
$12.58

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Jan 24, 2026
Market cap
$1.57B
P/E
N/A
ROE
N/A
Profit margin
N/A
Debt/Equity
N/A
Dividend yield
8.49%

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
85%
Analysis Accuracy
The Advanced Deterministic Scorecard reveals severe financial health concerns with a Piotroski F-Score of just 1/9, indicating weak fundamental strength. The absence of an Altman Z-Score and all profitability metrics at 0.00% suggest opaque or non-existent earnings power and potential structural risks. Despite a high dividend yield of 8.49%, the unsustainable 846.82% payout ratio and bearish insider activity raise red flags. Combined with negative long-term price performance and lack of analyst coverage, the investment case lacks foundational support.

Key Strengths

High current dividend yield of 8.49% provides income appeal
Recent short-term price momentum: +16.6% over 6 months
Market cap of $1.57B indicates moderate size and potential liquidity
Part of BlackRock, a globally trusted asset manager
Outperformed sector peers in 3Y return (+31.8%)

Key Risks

Piotroski F-Score of 1/9 signals severe financial weakness
Profit margins at 0.00% across all levels (gross, operating, net)
Extremely high payout ratio (846.82%) threatens dividend sustainability
Insider selling activity: $0.31M in sales, no buys in last 6 months
No analyst coverage or target price data, indicating low institutional interest

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
27
Weak
Value
20
Future
35
Past
40
Health
10
Dividend
30
AI Verdict
High risk, low quality, unsustainable yield
Key drivers: Piotroski F-Score of 1, Zero profitability metrics, Extremely high payout ratio, Lack of analyst coverage, Bearish insider activity
Confidence
90%
Value
20/100

Ref P/E, PEG, Graham Number

Positives
No standout positives identified.
Watchpoints
  • No P/E, P/B, or PEG ratios available
  • Graham Number and Intrinsic Value undefined
  • No valuation benchmarks to assess cheapness
Future
35/100

Ref Growth rates

Positives
  • Sector exposure to health sciences, a potentially growing field
Watchpoints
  • No revenue or earnings growth data available
  • No forward P/E or growth guidance
  • Unclear reinvestment or capital allocation strategy
Past
40/100

Ref Historical trends

Positives
  • 3-year return of +31.8% outperforms many peers
  • 6-month return of +16.6% shows recent strength
Watchpoints
  • 5-year return of -15.2% indicates long-term underperformance
  • Price near 52-week low of $12.58, recently recovered
Health
10/100

Ref Altman Z-Score, Piotroski F-Score

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score of 1/9 (critically weak)
  • All profitability margins at 0.00%
  • No ROE, ROA, or ROIC data
  • No debt/equity or liquidity ratios available
Dividend
30/100

Ref Yield, Payout

Positives
  • High current yield of 8.49%
Watchpoints
  • Payout ratio of 846.82% is unsustainable
  • No data on dividend growth or consistency
  • Dividend strength score of only 40/100

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$15.54

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for BMEZ and closest competitors.

Updated 2026-01-23
Company 5Y 3Y 1Y 6M 1M 1W
BMEZ
BlackRock Health Sciences Term Trust
Primary
-15.2% +31.8% +7.0% +16.6% +2.9% +1.9%
BSTZ
BlackRock Science and Technology Term Trust
Peer
+4.5% +76.4% +17.1% +13.7% -0.8% -0.1%
BFC
Bank First Corporation
Peer
+120.4% +89.8% +41.8% +9.5% +7.0% +6.0%
BCAT
BlackRock Capital Allocation Term Trust
Peer
+28.2% +62.6% +16.7% +9.3% +5.2% +0.9%
BITF
Bitfarms Ltd.
Peer
+20.7% +142.5% +70.2% +122.8% +2.6% -7.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
N/A
PEG Ratio
N/A
P/B Ratio
N/A
P/S Ratio
N/A
EV/Revenue
N/A
EV/EBITDA
N/A
Market Cap
$1.57B

Profitability

Profit margins and return metrics

Profit Margin N/A
Operating Margin N/A
Gross Margin N/A
ROE N/A
ROA N/A

Growth

Revenue and earnings growth rates

Revenue Growth N/A
Earnings Growth N/A
Q/Q Revenue Growth N/A
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$N/A

Financial Services Sector Comparison

Comparing BMEZ against 208 companies in the Financial Services sector (5 bullish, 111 neutral, 92 bearish)

Similar Companies

Peer comparison within the same industry

Company AI Rating Market Cap P/E ROE Profit Margin Price
BMEZ
BlackRock Health Sciences...
BEARISH $1.57B - -% -% $15.54
BSTZ
BlackRock Science and...
BEARISH $1.6B 3.64 -% -% $22.64
BFC
Bank First Corporation
NEUTRAL $1.54B 19.13 11.2% 41.9% $137.32
BCAT
BlackRock Capital...
BEARISH $1.54B 9.72 -% -% $14.67
BITF
Bitfarms Ltd.
BEARISH $1.64B - -12.5% -46.4% $2.74

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date Insider Position Transaction Shares Value
2025-12-19 FAIRBAIRN ROBERT WILLIAM Director Sale 20,588 $308,421
Insider transactions can signal confidence or concerns about company prospects

Past News Coverage

Recent headlines mentioning BMEZ from our newsroom.

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