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ISIN
US09260K1016
CUSIP
09260K101
IPO Date
Jun 26, 2019

Highlights

Market Cap
$2.13B
Enterprise Value
$2.17B
EPS (TTM)
$8.53
PE Ratio
3.64
PEG Ratio
0.40
Total Revenue (TTM)
$361.49M
Gross Profit (TTM)
$169.67M
EBITDA (TTM)
$586.67M
Year Range
$19.93 - $31.88
ROA (TTM)
33.46%
ROE (TTM)
34.16%

Share Price Chart


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Performance

BSTZ Performance Chart

BlackRock Science and Technology Trust II (BSTZ) is up 42.7% since the beginning of the year. At $31 per share, BSTZ is trading just below its 52-week high of $32. Investors who bought $1,000 worth of BSTZ shares 5 years ago would now be looking at an investment worth $1,289.


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S&P 500 Index

Returns By Period

BlackRock Science and Technology Trust II (BSTZ) has returned 42.73% so far this year and 77.01% over the past 12 months.


BlackRock Science and Technology Trust II

1D
-0.23%
1M
8.66%
YTD
42.73%
6M
40.98%
1Y
77.01%
3Y*
34.40%
5Y*
5.21%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BSTZ Monthly Returns History

Based on dividend-adjusted daily data since Jun 26, 2019, BSTZ's average daily return is +0.08%, while the average monthly return is +1.59%. At this rate, an investment would double in approximately 3.7 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +25.9%, while the worst month was Apr 2022 at -17.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BSTZ closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +17.9%, while the worst single day was Mar 12, 2020 at -15.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.31%2.43%-1.94%18.04%17.72%2.58%42.73%
20253.29%-4.61%-10.17%1.29%10.50%8.26%3.60%4.71%1.49%4.19%-2.86%4.64%25.06%
20242.29%10.45%4.54%-10.17%14.39%2.10%-4.38%3.99%0.26%5.21%7.75%-1.83%37.49%
202317.36%-1.86%7.05%-10.63%6.13%5.07%4.00%-4.34%-5.88%-11.92%18.21%-0.88%18.72%
2022-17.24%-10.28%3.57%-17.64%-4.80%-12.67%10.29%-3.80%-12.75%-1.01%0.81%-8.17%-55.34%
2021-2.36%3.15%-1.54%8.49%-1.61%11.00%-3.34%2.75%-5.70%6.76%-1.93%-2.19%12.71%

Benchmark Metrics

BlackRock Science and Technology Trust II has an annualized alpha of 2.27%, beta of 1.13, and R2 of 0.56 versus S&P 500 Index. Calculated based on daily prices since June 26, 2019.

  • This stock captured 134.29% of S&P 500 Index gains and 125.81% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This stock generated an annualized alpha of 2.27% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.13 and R2 of 0.56, this stock moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
2.27%
Beta
1.13
0.56
Upside Capture
134.29%
Downside Capture
125.81%

Return for Risk

Risk / Return Rank

BSTZ ranks 96 for risk / return — in the top 96% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


BSTZ Risk / Return Rank: 9696
Overall Rank
BSTZ Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
BSTZ Sortino Ratio Rank: 9494
Sortino Ratio Rank
BSTZ Omega Ratio Rank: 9494
Omega Ratio Rank
BSTZ Calmar Ratio Rank: 9797
Calmar Ratio Rank
BSTZ Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BSTZBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.12

Sortino ratioReturn per unit of downside risk

+1.03

Omega ratioGain probability vs. loss probability

1.51

1.37

+0.14

Calmar ratioReturn relative to maximum drawdown

8.36

2.78

+5.57

Martin ratioReturn relative to average drawdown

24.86

12.44

+12.43

Dividends

Dividend History

BlackRock Science and Technology Trust II provided a 7.96% dividend yield over the last twelve months, with an annual payout of $2.47 per share. The company has been increasing its dividends for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.002019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$2.47$2.82$2.02$1.82$2.30$2.00$1.25$0.50

Dividend yield

7.96%12.46%9.75%10.90%14.73%5.14%3.42%2.44%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock Science and Technology Trust II. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.16$0.16$0.16$0.16$0.16$0.16$0.98
2025$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.16$0.16$0.52$2.82
2024$0.10$0.10$0.10$0.10$0.11$0.21$0.21$0.21$0.21$0.21$0.22$0.22$2.02
2023$0.19$0.19$0.16$0.16$0.16$0.16$0.16$0.16$0.16$0.10$0.10$0.10$1.82
2022$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$2.30
2021$0.12$0.12$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.19$0.19$0.19$2.00

Dividend Yield & Payout


Dividend Yield

BlackRock Science and Technology Trust II has a dividend yield of 7.96%, which means its dividend payment is significantly above the market average.

Payout Ratio

BlackRock Science and Technology Trust II has a payout ratio of 50.14%, which is quite average when compared to the overall market. This suggests that BlackRock Science and Technology Trust II strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock Science and Technology Trust II. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BlackRock Science and Technology Trust II was 60.51%, occurring on Dec 28, 2022. Recovery took 837 trading sessions.

The current BlackRock Science and Technology Trust II drawdown is 2.08%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-60.51%Dec 2022
1y 1mo3y 4mo
4y 5moNov 2021 - May 2026
COVID crash2020
-41.56%Mar 2020
8mo 11d2mo 10d
10mo 21dJul 2019 - Jun 2020
2021 correction2021
-18.77%Mar 2021
1mo 7d2mo 21d
3mo 28dFeb 2021 - Jun 2021
2020 correction2020
-10.82%Sep 2020
5d29d
1mo 4dSep 2020 - Oct 2020
2021 pullback2021
-9.96%Oct 2021
27d1mo
1mo 27dSep 2021 - Nov 2021

Drawdown Indicators


BSTZBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-60.51%

-56.78%

-3.73%

Max Drawdown (1Y)

Largest decline over 1 year

-9.26%

-9.10%

-0.16%

Max Drawdown (3Y)

Largest decline over 3 years

-25.31%

-18.90%

-6.41%

Max Drawdown (5Y)

Largest decline over 5 years

-60.51%

-25.43%

-35.08%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.08%

-1.80%

-0.28%

Average Drawdown

Average peak-to-trough decline

-27.39%

-10.71%

-16.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

2.03%

+1.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of BlackRock Science and Technology Trust II over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how BlackRock Science and Technology Trust II is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BSTZ, comparing it with other companies in the Capital Markets industry. Currently, BSTZ has a P/E ratio of 3.6. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BSTZ compared to other companies in the Capital Markets industry. BSTZ currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BSTZ relative to other companies in the Capital Markets industry. Currently, BSTZ has a P/S ratio of 5.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BSTZ in comparison with other companies in the Capital Markets industry. Currently, BSTZ has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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