BLK:NYE-BlackRock Inc. (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 915.26

Change

-31.66 (-3.34)%

Market Cap

USD 60.67B

Volume

1.07M

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: 2025-03-10 )

Largest Industry Peers for Asset Management

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

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KKR KKR & Co LP

+3.94 (+3.64%)

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BN Brookfield Corp

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BAM Brookfield Asset Management In..

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APO Apollo Global Management LLC C..

+4.41 (+3.50%)

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ARES Ares Management LP

+1.77 (+1.25%)

USD 58.28B
AMP Ameriprise Financial Inc

-2.32 (-0.48%)

USD 50.08B
RJF Raymond James Financial Inc.

+2.08 (+1.51%)

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OWL Blue Owl Capital Inc

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STT-PG State Street Corporation

-0.02 (-0.09%)

USD 18.60B

ETFs Containing BLK

VBB 6.45 % 0.00 %

N/A

N/A
FSF:CA CI Global Financial Secto.. 3.70 % 1.11 %

N/A

CAD 0.46B
SAMT The Advisorsa€™ Inner C.. 3.00 % 0.00 %

+0.15 (+0.53%)

USD 0.11B
LGRO Level Four Large Cap Grow.. 2.91 % 0.00 %

-0.17 (0.53%)

N/A
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.. 2.05 % 0.00 %

-0.15 (0.53%)

N/A
IBLN 0.00 % 0.64 %

N/A

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

-0.28 (0.53%)

N/A
GOAT 0.00 % 0.00 %

N/A

N/A
SCHD Schwab U.S. Dividend Equi.. 0.00 % 0.07 %

-0.64 (0.53%)

USD 68.08B
VLQ:CA 0.00 % 0.40 %

N/A

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

-0.06 (0.53%)

USD 0.30B
TETF 0.00 % 0.64 %

N/A

N/A
OPEN:XETRA iShares VI Public Limited.. 0.00 % 0.00 %

-0.18 (0.53%)

N/A
NUSA:CA NBI Active U.S. Equity ET.. 0.00 % 0.00 %

-0.31 (0.53%)

CAD 0.07B
ESNG 0.00 % 0.00 %

N/A

N/A
DIVS SmartETFs Dividend Builde.. 0.00 % 0.00 %

-0.28 (0.53%)

USD 0.04B

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 -10.72% 7% C- 18% F
Dividend Return 0.51% 13% F 30% F
Total Return -10.21% 8% B- 18% F
Trailing 12 Months  
Capital Gain 10.92% 87% B+ 78% C+
Dividend Return 1.87% 5% F 33% F
Total Return 12.79% 73% C 76% C+
Trailing 5 Years  
Capital Gain 112.37% 96% N/A 81% B-
Dividend Return 20.29% 19% F 56% F
Total Return 132.66% 95% A 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.90% 92% A 75% C
Dividend Return 17.40% 88% B+ 75% C
Total Return 2.50% 25% F 56% F
Risk Return Profile  
Volatility (Standard Deviation) 29.93% 26% F 35% F
Risk Adjusted Return 58.14% 84% B 71% 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 22.53 22% 35%
Price/Book Ratio 3.14 9% 29%
Price / Cash Flow Ratio 29.66 15% 10%
Price/Free Cash Flow Ratio 15.88 28% 27%
Management Effectiveness  
Return on Equity 14.38% 73% 74%
Return on Invested Capital 11.22% 76% 71%
Return on Assets 3.67% 70% 64%
Debt to Equity Ratio 28.23% 65% 73%

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.

Superior capital utilization

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.

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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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