Values as of: 2024-12-26
COMMON STOCK | Asset Management |
Last Closing
USD 1054.28Change
-0.55 (-0.05)%Market Cap
USD 161.52BVolume
0.29MAnalyst Target
USD 559.43Verdict
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: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| BX | Blackstone Group Inc |
+0.77 (+0.44%) |
USD 207.21B |
| KKR | KKR & Co LP |
-0.06 (-0.04%) |
USD 136.19B |
| APO | Apollo Global Management LLC C.. |
-0.48 (-0.27%) |
USD 100.63B |
| BN | Brookfield Corp |
+0.37 (+0.64%) |
USD 91.05B |
| ARES | Ares Management LP |
+1.66 (+0.92%) |
USD 55.11B |
| AMP | Ameriprise Financial Inc |
+3.61 (+0.67%) |
USD 54.48B |
| OWL | Blue Owl Capital Inc |
-0.05 (-0.21%) |
USD 36.40B |
| RJF | Raymond James Financial Inc. |
+1.43 (+0.91%) |
USD 33.34B |
| BAM | Brookfield Asset Management In.. |
-0.09 (-0.16%) |
USD 24.37B |
| STT-PG | State Street Corporation |
-0.04 (-0.17%) |
USD 18.21B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| VBB | 6.45 % | 0.00 % |
N/A |
N/A | |
| LGRO | Level Four Large Cap Grow.. | 2.91 % | 0.00 % |
+0.04 (+0%) |
N/A |
| DVND | Touchstone ETF Trust - To.. | 2.51 % | 0.00 % |
+0.10 (+0%) |
USD 0.04B |
| GDVD | 2.50 % | 0.00 % |
N/A |
N/A | |
| UPVLD:SW | 2.47 % | 0.00 % |
N/A |
N/A | |
| WF1E:XETRA | Invesco S&P World Financi.. | 1.87 % | 0.00 % |
N/A |
USD 2.77M |
| FSF:CA | CI Global Financial Secto.. | 0.00 % | 1.11 % |
N/A |
CAD 0.46B |
| IBLN | 0.00 % | 0.64 % |
N/A |
N/A | |
| IYF | iShares U.S. Financials E.. | 0.00 % | 0.42 % |
+0.32 (+0%) |
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 % |
N/A |
USD 0.27B |
| TETF | 0.00 % | 0.64 % |
N/A |
N/A | |
| ESNG | 0.00 % | 0.00 % |
N/A |
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 | 29.87% | 93% | A | 86% | B+ | ||
| Dividend Return | 1.88% | 4% | F | 31% | F | ||
| Total Return | 31.75% | 92% | A | 85% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 29.45% | 93% | A | 86% | B+ | ||
| Dividend Return | 1.88% | 4% | F | 31% | F | ||
| Total Return | 31.33% | 91% | A- | 86% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 109.59% | 97% | N/A | 89% | A- | ||
| Dividend Return | 17.07% | 9% | A- | 57% | F | ||
| Total Return | 126.66% | 97% | N/A | 89% | A- | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 15.62% | 92% | A | 76% | C+ | ||
| Dividend Return | 18.17% | 89% | A- | 77% | C+ | ||
| Total Return | 2.55% | 26% | F | 58% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 30.40% | 26% | F | 35% | F | ||
| Risk Adjusted Return | 59.78% | 85% | B | 74% | C | ||
| Market Capitalization | 161.52B | 99% | N/A | 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 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.
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
This stock has shown below median revenue growth in the previous 5 years compared to its sector
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
