Values as of: 2024-09-18
COMMON STOCK | Asset Management |
Last Closing
USD 825Change
+19.40 (+2.41)%Market Cap
USD 117.47BVolume
12.00Analyst Target
N/AVerdict
Verdict
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York City with additional offices in Boston
Company Website : https://www.blackrock.com
Currency: EUR
Country : Germany
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| BBN1:F | Blackstone Group Inc |
-1.16 (-0.84%) |
USD 166.70B |
| KR51:F | KKR & Co LP |
-0.28 (-0.24%) |
USD 102.21B |
| IVS:F | INVESTOR A (FRIA) O.N. |
+0.03 (+0.11%) |
USD 80.58B |
| IVSD:F | INVESTOR B (FRIA) O.N. |
+0.01 (+0.04%) |
USD 78.97B |
| K7X:F | BROOKFIELD CORP. CL.A |
-1.10 (-2.40%) |
USD 67.29B |
| N7I:F | APOLLO GL.M.NEW DL-00001 |
+0.05 (+0.05%) |
USD 57.95B |
| 0QN:F | Ares Management Corp Class A |
-0.54 (-0.39%) |
USD 43.95B |
| A4S:F | Ameriprise Financial Inc |
+0.70 (+0.17%) |
USD 38.69B |
| IGQ:F | 3I GROUP PLC ADR 1/2 |
+0.20 (+1.05%) |
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| 6EQ:F | EQT AB |
-0.21 (-0.66%) |
USD 34.12B |
N/A
| Market Performance vs. Industry/Classification (Asset Management) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 12.98% | 69% | C- | 69% | C- | ||
| Dividend Return | 2.10% | 24% | F | 28% | F | ||
| Total Return | 15.08% | 64% | D | 64% | D | ||
| Trailing 12 Months | |||||||
| Capital Gain | 27.87% | 75% | C | 78% | C+ | ||
| Dividend Return | 3.15% | 20% | F | 32% | F | ||
| Total Return | 31.01% | 71% | C- | 71% | C- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 103.23% | 94% | A | 87% | B+ | ||
| Dividend Return | 11.98% | 40% | F | 46% | F | ||
| Total Return | 115.20% | 91% | A- | 77% | C+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 14.62% | 88% | B+ | 78% | C+ | ||
| Dividend Return | 16.09% | 84% | B | 73% | C | ||
| Total Return | 1.47% | 41% | F | 46% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.40% | 44% | F | 51% | F | ||
| Risk Adjusted Return | 63.34% | 84% | B | 80% | B- | ||
| Market Capitalization | 117.47B | 100% | F | 99% | N/A | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
The stock is trading high compared to its peers median on a price to book value basis.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company has under performed its peers on annual average total returns in the past 5 years.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
