BLK:NYE-BlackRock Inc. (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 1036.06

Change

+6.24 (+0.61)%

Market Cap

USD 60.67B

Volume

0.53M

Analyst Target

USD 559.43
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

BlackRock Inc along with its subsidiaries, provides investment management services to institutional clients and to individual investors through various investment vehicles.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-07 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

+5.70 (+3.21%)

USD 213.93B
KKR KKR & Co LP

+3.70 (+2.43%)

USD 140.51B
APO Apollo Global Management LLC C..

+4.75 (+2.93%)

USD 91.66B
BN Brookfield Corp

+1.68 (+2.94%)

USD 86.37B
ARES Ares Management LP

+1.00 (+0.59%)

USD 53.70B
AMP Ameriprise Financial Inc

+12.01 (+2.18%)

USD 53.55B
OWL Blue Owl Capital Inc

+0.30 (+1.31%)

USD 33.81B
RJF Raymond James Financial Inc.

+3.98 (+2.51%)

USD 30.30B
BAM Brookfield Asset Management In..

+1.41 (+2.50%)

USD 23.71B
STT-PG State Street Corporation

-0.13 (-0.52%)

USD 19.16B

ETFs Containing BLK

VBB 6.45 % 0.00 %

N/A

N/A
LGRO Level Four Large Cap Grow.. 2.91 % 0.00 %

N/A

N/A
GDVD 2.50 % 0.00 %

N/A

N/A
UBUS:F UBS (Irl) ETF Public Limi.. 2.47 % 0.00 %

+0.70 (+0.00%)

USD 0.18B
UBUW:F UBS (Irl) ETF Public Limi.. 2.47 % 0.00 %

+0.09 (+0.00%)

USD 0.02B
UBUS:XETRA UBS (Irl) ETF plc - Facto.. 2.47 % 0.00 %

+0.48 (+0.00%)

USD 0.49B
UBUW:XETRA UBS (Irl) ETF plc - Facto.. 2.47 % 0.00 %

+0.21 (+0.00%)

USD 0.05B
UPVLE:SW UBS (Irl) ETF plc - Facto.. 2.47 % 0.00 %

N/A

USD 0.02B
UPVLD:SW UBS (Irl) ETF plc - Facto.. 2.47 % 0.00 %

+0.19 (+0.00%)

USD 0.17B
UPVLH:SW UBS (Irl) ETF plc - Facto.. 2.47 % 0.00 %

N/A

USD 5.68M
WF1E:XETRA Invesco Markets II plc - .. 2.17 % 0.00 %

+0.13 (+0.00%)

USD 2.74M
FSF:CA CI Global Financial Secto.. 0.00 % 1.11 %

+0.40 (+0.00%)

CAD 0.46B
IBLN 0.00 % 0.64 %

N/A

N/A
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

+2.06 (+0.00%)

N/A
GOAT 0.00 % 0.00 %

N/A

N/A
VLQ:CA 0.00 % 0.40 %

N/A

N/A
YLD Principal Active High Yie.. 0.00 % 0.65 %

+0.02 (+0.00%)

USD 0.25B
TETF 0.00 % 0.64 %

N/A

N/A
MDVD:CA Mackenzie Global Sustaina.. 0.00 % 0.00 %

N/A

CAD 7.89M
ESNG 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.63% 90% A- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.63% 90% A- 81% B-
Trailing 12 Months  
Capital Gain 58.95% 93% A 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 58.95% 93% A 86% B+
Trailing 5 Years  
Capital Gain 111.35% 94% A 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 111.35% 94% A 85% B
Average Annual (5 Year Horizon)  
Capital Gain 15.55% 94% A 78% C+
Dividend Return 18.13% 92% A 78% C+
Total Return 2.58% 26% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 30.34% 25% F 34% F
Risk Adjusted Return 59.77% 86% B+ 76% C+
Market Capitalization 60.67B 99% N/A 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 25.19 19% 31%
Price/Book Ratio 3.80 10% 24%
Price / Cash Flow Ratio 36.86 10% 8%
Price/Free Cash Flow Ratio 17.93 30% 22%
Management Effectiveness  
Return on Equity 15.20% 76% 76%
Return on Invested Capital 12.13% 74% 75%
Return on Assets 3.43% 68% 62%
Debt to Equity Ratio 20.12% 85% 80%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:
Superior risk adjusted returns

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.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

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.

Overpriced on free cash flow basis

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.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector