ducovest

BLK:NYE-BlackRock Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 1030.98

Change

-5.37 (-0.52)%

Market Cap

USD 153.51B

Volume

0.41M

Analyst Target

USD 559.43
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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 Address: 50 Hudson Yards, New York, NY, United States, 10001

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-13 )

Largest Industry Peers for Asset Management

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

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KKR KKR & Co LP

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APO Apollo Global Management LLC C..

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BN Brookfield Corp

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AMP Ameriprise Financial Inc

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ARES Ares Management LP

-3.05 (-1.79%)

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OWL Blue Owl Capital Inc

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RJF Raymond James Financial Inc.

-1.63 (-1.00%)

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BAM Brookfield Asset Management In..

-0.34 (-0.60%)

 USD 24.28B
STT-PG State Street Corporation

+0.04 (+0.16%)

 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 %

-0.07 (0.00%)

 N/A
GDVD 2.50 % 0.00 %

N/A

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

+0.14 (+0.00%)

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

+0.06 (+0.00%)

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

+0.07 (+0.00%)

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

-0.04 (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 %

-0.16 (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 %

+0.03 (+0.00%)

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

-0.15 (0.00%)

 CAD 0.46B
IBLN 0.00 % 0.64 %

N/A

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

-0.02 (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 %

+0.01 (+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
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.00% 92% A 82% B
Dividend Return 1.88% 6% D- 35% F
Total Return 28.88% 90% A- 82% B
Trailing 12 Months  
Capital Gain 45.45% 93% A 87% B+
Dividend Return 2.86% 7% C- 39% F
Total Return 48.31% 93% A 87% B+
Trailing 5 Years  
Capital Gain 109.99% 96% N/A 86% B+
Dividend Return 18.16% 12% F 58% F
Total Return 128.15% 97% N/A 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.65% 93% A 77% C+
Dividend Return 18.22% 92% A 77% C+
Total Return 2.57% 26% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 30.41% 25% F 35% F
Risk Adjusted Return 59.89% 87% B+ 76% C+
Market Capitalization 153.51B 99% N/A 99% N/A

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 dividend returns

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.

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