BLK:NYE-BlackRock Inc. (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 778.33

Change

-2.59 (-0.33)%

Market Cap

USD 60.67B

Volume

0.67M

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: 2024-05-08 )

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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ARES Ares Management LP

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BK Bank of New York Mellon

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AMP Ameriprise Financial Inc

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EQBBF EQT AB (publ)

N/A

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OWL Blue Owl Capital Inc

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STT State Street Corp

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ETFs Containing BLK

VBB 6.45 % 0.00 %

N/A

N/A
SCHD Schwab U.S. Dividend Equi.. 3.83 % 0.07 %

-1.02 (-0.92%)

USD 54.94B
LGRO Level Four Large Cap Grow.. 3.02 % 0.00 %

-0.28 (-0.92%)

USD 0.08B
GDVD Principal Active Global D.. 2.50 % 0.00 %

-0.30 (-0.92%)

USD 0.04B
IYF iShares U.S. Financials E.. 2.39 % 0.42 %

-1.00 (-0.92%)

USD 2.66B
DVND Touchstone ETF Trust - To.. 2.11 % 0.00 %

-0.32 (-0.92%)

USD 0.03B
ZPW-U:CA BMO US Put Write ETF 1.69 % 0.00 %

-0.13 (-0.92%)

N/A
IBLN 0.00 % 0.64 %

N/A

N/A
KLD 0.00 % 0.50 %

N/A

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 %

-0.04 (-0.92%)

USD 0.20B
TETF 0.00 % 0.64 %

N/A

N/A
SXLF:LSE SPDR S&P U.S. Financials .. 0.00 % 0.00 %

-0.56 (-0.92%)

USD 0.37B
ESNG 0.00 % 0.00 %

N/A

N/A
WF1E:XETRA Invesco Markets II plc - .. 0.00 % 0.00 %

-0.05 (-0.92%)

USD 2.48M

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 -4.12% 7% C- 23% F
Dividend Return 0.63% 5% F 33% F
Total Return -3.49% 7% C- 21% F
Trailing 12 Months  
Capital Gain 23.71% 91% A- 75% C
Dividend Return 3.19% 13% F 47% F
Total Return 26.90% 88% B+ 75% C
Trailing 5 Years  
Capital Gain 68.11% 97% N/A 79% B-
Dividend Return 18.48% 18% F 68% D+
Total Return 86.59% 96% N/A 82% B
Average Annual (5 Year Horizon)  
Capital Gain 15.64% 96% N/A 80% B-
Dividend Return 18.32% 94% A 81% B-
Total Return 2.69% 9% A- 56% F
Risk Return Profile  
Volatility (Standard Deviation) 30.14% 14% F 37% F
Risk Adjusted Return 60.80% 95% A 84% B
Market Capitalization 60.67B 100% F 98% 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 19.84 30% 41%
Price/Book Ratio 2.89 8% 30%
Price / Cash Flow Ratio 28.04 11% 9%
Price/Free Cash Flow Ratio 14.31 35% 27%
Management Effectiveness  
Return on Equity 14.19% 78% 71%
Return on Invested Capital 12.13% 63% 71%
Return on Assets 3.29% 71% 58%
Debt to Equity Ratio 20.12% 70% 81%

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 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