Comprehensive Stock Comparison
Compare CDT Equity Inc. (CDT) vs BlackRock Technology and Private Equity Term Trust (BTX) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Stability / Safety |  CDT | Beta 0.34 vs BTX's 1.16 |
| Dividends |  BTX | 12.9% yield; 1-year raise streak; CDT pays no meaningful dividend |
| Momentum (1Y) | BTX | +6.8% vs CDT's -99.4% |
| Efficiency (ROA) | BTX | 1.8% ROA vs CDT's -237.4% |
Who Each Stock Is For
Income & stability
CDTbeta 0.34
Growth exposure
BTXRev growth -81.1%, EPS growth -82.7%
Long-term compounding (10Y)
BTX-45.5% 10Y total return vs CDT's -100.0%
Sleep-well-at-night portfolio
CDTLower volatility, beta 0.34, current ratio 0.25x
Defensive / Recession hedge
CDTBeta 0.34, current ratio 0.25x
Business Model
What each company does and how it makes money
CDT Equity is a healthcare company that facilitates the development and commercialization of clinical-stage medical assets. It generates revenue through licensing agreements, milestone payments, and equity stakes in the biotech companies it partners with — typically taking a share of future commercial success. Its key advantage lies in its founders' deep pharmaceutical industry expertise and strategic approach to identifying promising clinical assets with commercial potential.
BlackRock Technology and Private Equity Term Trust is a closed-end investment fund that pools investor capital to invest primarily in mid- and small-capitalization growth companies in the technology and healthcare sectors. It generates returns through capital appreciation and dividend income from its equity portfolio, with performance tied to the success of its underlying investments. The fund's key advantage is BlackRock's extensive research capabilities and access to innovative companies that traditional investors might overlook.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
BTX 2CDT 1CDT1/1 metricsBTX6/6 metricsBTX6/6 metricsBTX leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). CDT leads in 1 (Valuation Metrics). 1 tied.
Financial Metrics (TTM)
BTX and CDT operate at a comparable scale, with $41M and $0 in trailing revenue.
| Metric | CDTCDT Equity Inc. | BTXBlackRock Technol… |
|---|---|---|
| RevenueTrailing 12 months | $0 | $41M |
| EBITDAEarnings before interest/tax | -$17M | — |
| Net IncomeAfter-tax profit | -$20M | — |
| Free Cash FlowCash after capex | $34M | — |
| Gross MarginGross profit ÷ Revenue | — | +100.0% |
| Operating MarginEBIT ÷ Revenue | — | +87.7% |
| Net MarginNet income ÷ Revenue | — | +87.7% |
| FCF MarginFCF ÷ Revenue | — | +6.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +2.1% | — |
Valuation Metrics
| Metric | CDTCDT Equity Inc. | BTXBlackRock Technol… |
|---|---|---|
| Market CapShares × price | $1M | $773M |
| Enterprise ValueMkt cap + debt − cash | $8M | $773M |
| Trailing P/EPrice ÷ TTM EPS | -0.03x | 38.94x |
| Forward P/EPrice ÷ next-FY EPS est. | — | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 21.64x |
| Price / SalesMarket cap ÷ Revenue | — | 18.99x |
| Price / BookPrice ÷ Book value/share | — | 0.80x |
| Price / FCFMarket cap ÷ FCF | — | 2.79x |
Profitability & Efficiency
BTX delivers a 1.9% return on equity — every $100 of shareholder capital generates $2 in annual profit, vs $-5 for CDT. On the Piotroski fundamental quality scale (0–9), BTX scores 3/9 vs CDT's 1/9, reflecting mixed financial health.
| Metric | CDTCDT Equity Inc. | BTXBlackRock Technol… |
|---|---|---|
| ROE (TTM)Return on equity | -4.7% | +1.9% |
| ROA (TTM)Return on assets | -2.4% | +1.8% |
| ROICReturn on invested capital | — | +1.4% |
| ROCEReturn on capital employed | — | +1.8% |
| Piotroski ScoreFundamental quality 0–9 | 1 | 3 |
| Debt / EquityFinancial leverage | — | — |
| Net DebtTotal debt minus cash | $7M | $0 |
| Cash & Equiv.Liquid assets | $554,000 | — |
| Total DebtShort + long-term debt | $7M | $0 |
| Interest CoverageEBIT ÷ Interest expense | -15.44x | 2313.25x |
Total Returns (with DRIP)
A $10,000 investment in BTX five years ago would be worth $5,453 today (with dividends reinvested), compared to $0 for CDT. Over the past 12 months, BTX leads with a +6.8% total return vs CDT's -99.4%. The 3-year compound annual growth rate (CAGR) favors BTX at 5.8% vs CDT's -98.2% — a key indicator of consistent wealth creation.
| Metric | CDTCDT Equity Inc. | BTXBlackRock Technol… |
|---|---|---|
| YTD ReturnYear-to-date | -50.8% | +0.5% |
| 1-Year ReturnPast 12 months | -99.4% | +6.8% |
| 3-Year ReturnCumulative with dividends | -100.0% | +18.3% |
| 5-Year ReturnCumulative with dividends | -100.0% | -45.5% |
| 10-Year ReturnCumulative with dividends | -100.0% | -45.5% |
| CAGR (3Y)Annualised 3-year return | -98.2% | +5.8% |
Risk & Volatility
CDT is the less volatile stock with a 0.34 beta — it tends to amplify market swings less than BTX's 1.16 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BTX currently trades 88.3% from its 52-week high vs CDT's 0.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CDTCDT Equity Inc. | BTXBlackRock Technol… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.34x | 1.16x |
| 52-Week HighHighest price in past year | $168.00 | $7.50 |
| 52-Week LowLowest price in past year | $0.58 | $5.10 |
| % of 52W HighCurrent price vs 52-week peak | +0.4% | +88.3% |
| RSI (14)Momentum oscillator 0–100 | 27.2 | 47.3 |
| Avg Volume (50D)Average daily shares traded | 575K | 908K |
Analyst Outlook
BTX is the only dividend payer here at 12.93% yield — a key consideration for income-focused portfolios.
| Metric | CDTCDT Equity Inc. | BTXBlackRock Technol… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | — |
| Price TargetConsensus 12-month target | — | — |
| # AnalystsCovering analysts | — | — |
| Dividend YieldAnnual dividend ÷ price | — | +12.9% |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | $0.86 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +12.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 22 | Mar 26 | Change |
|---|---|---|---|
| CDT Equity Inc. (CDT) | 100 | 0 | -100.0% |
| BlackRock Technolog… (BTX) | 100 | 58.33 | -41.7% |
BlackRock Technolog… (BTX) returned -45% over 5 years vs CDT Equity Inc. (CDT)'s -100%.
Chart 2Revenue Growth — 10 Years
| Stock | 2021 | 2024 | Change |
|---|---|---|---|
| CDT Equity Inc. (CDT) | $0.00 | $0.00 | — |
| BlackRock Technolog… (BTX) | $-640M | $41M | +106.4% |
CDT Equity Inc.'s revenue grew from $0M (2021) to $0M (2024) — a 0.0% CAGR. BlackRock Technology and Private Equity Term Trust's revenue grew from $-640M (2021) to $41M (2024) — a 0.0% CAGR.
Chart 3EPS Growth — 10 Years
| Stock | 2021 | 2024 | Change |
|---|---|---|---|
| CDT Equity Inc. (CDT) | -1.01 | -20.53 | -1932.7% |
| BlackRock Technolog… (BTX) | -2.58 | 0.17 | +106.6% |
CDT Equity Inc.'s EPS grew from $-1.01 (2021) to $-20.53 (2024). BlackRock Technology and Private Equity Term Trust's EPS grew from $-2.58 (2021) to $0.17 (2024).
Chart 4Free Cash Flow — 5 Years
CDT Equity Inc. generated $-10M FCF in 2024 (-352% vs 2021). BlackRock Technology and Private Equity Term Trust generated $277M FCF in 2024 (+106% vs 2021).
CDT vs BTX: Frequently Asked Questions
7 questions · data-driven answers · updated daily
01Is CDT or BTX a better buy right now?
BlackRock Technology and Private Equity Term Trust (BTX) offers the better valuation at 38.9x trailing P/E, making it the more compelling value choice. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — CDT or BTX?
Over the past 5 years, BlackRock Technology and Private Equity Term Trust (BTX) delivered a total return of -45.5%, compared to -100.0% for CDT Equity Inc. (CDT). A $10,000 investment in BTX five years ago would be worth approximately $5K today (assuming dividends reinvested). Over 10 years, the gap is even starker: BTX returned -45.5% versus CDT's -100.0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — CDT or BTX?
By beta (market sensitivity over 5 years), CDT Equity Inc. (CDT) is the lower-risk stock at 0.34β versus BlackRock Technology and Private Equity Term Trust's 1.16β — meaning BTX is approximately 240% more volatile than CDT relative to the S&P 500.
04Which has better profit margins — CDT or BTX?
BlackRock Technology and Private Equity Term Trust (BTX) is the more profitable company, earning 87.7% net margin versus 0.0% for CDT Equity Inc. — meaning it keeps 87.7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BTX leads at 87.7% versus 0.0% for CDT. At the gross margin level — before operating expenses — BTX leads at 100.0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
05Which pays a better dividend — CDT or BTX?
In this comparison, BTX (12.9% yield) pays a dividend. CDT does not pay a meaningful dividend and should not be held primarily for income.
06Is CDT or BTX better for a retirement portfolio?
For long-horizon retirement investors, CDT Equity Inc. (CDT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.34)). Both have compounded well over 10 years (CDT: -100.0%, BTX: -45.5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
07What are the main differences between CDT and BTX?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: CDT is a small-cap quality compounder stock; BTX is a small-cap income-oriented stock. BTX pays a dividend while CDT does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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