BLK BlackRock, Inc. - Fundamental Analysis
At a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
Powered by advanced machine learning algorithms
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Rule-based valuation fallback.
- Insufficient data for clear positives.
Rule-based growth outlook.
- Revenue growth running at 25.2%.
- Earnings contracting year over year.
Historical performance + price trend: Shares moved +76.4% over 5Y and +3.1% over 1Y.
- Healthy profit margin of 26.6%.
Balance sheet & liquidity snapshot.
- D/E ratio of 0.24 keeps leverage manageable.
- Current ratio 2.3 supports liquidity.
Dividend policy fallback.
- Payout ratio in healthy range.
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BLK and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BLK
BlackRock, Inc.
Primary
|
+76.4% | +53.9% | +3.1% | +8.0% | -12.0% | -2.2% |
|
SCHW
The Charles Schwab Corporation
Peer
|
+114.3% | +25.6% | +18.8% | +6.7% | +0.1% | -0.9% |
|
BX
Blackstone Inc.
Peer
|
+194.4% | +58.7% | -19.5% | -2.1% | -12.9% | -3.1% |
|
SPGI
S&P Global Inc.
Peer
|
+51.6% | +42.8% | -2.6% | -5.1% | +2.3% | -0.5% |
|
PGR
The Progressive Corporation
Peer
|
+159.1% | +88.5% | -10.8% | -21.2% | -0.6% | +3.6% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Quarterly Earnings History
EPS performance vs analyst estimates
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BLK
BlackRock, Inc.
|
BULLISH | $164.14B | 27.25 | 12.1% | 26.6% | $1057.94 | |
|
SCHW
The Charles Schwab Corporation
|
BULLISH | $167.73B | 22.11 | 17.0% | 35.9% | $94.39 | |
|
BX
Blackstone Inc.
|
NEUTRAL | $170.2B | 40.64 | 26.5% | 21.2% | $141.44 | |
|
SPGI
S&P Global Inc.
|
BULLISH | $152.3B | 35.97 | 12.0% | 28.1% | $493.9 | |
|
PGR
The Progressive Corporation
|
NEUTRAL | $132.04B | 12.36 | 34.2% | 12.6% | $225.18 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-10-20 | LORD RACHEL | Officer | Sale | 12,000 | $13,980,506 |
| 2025-09-30 | NASSER AMIN H | Director | Stock Award | 24 | - |
| 2025-09-30 | MURPHY KATHLEEN | Director | Stock Award | 286 | - |
| 2025-09-30 | VESTBERG HANS ERIK | Director | Stock Award | 30 | - |
| 2025-09-30 | ROBBINS CHARLES H | Director | Stock Award | 24 | - |
| 2025-09-30 | NIXON, GORDON MELBOURNE | Director | Stock Award | 31 | - |
| 2025-09-30 | PECK KRISTIN C | Director | Stock Award | 28 | - |
| 2025-09-30 | FREDA FABRIZIO | Director | Stock Award | 24 | - |
| 2025-09-30 | JOHNSON MARGARET L | Director | Stock Award | 30 | - |
| 2025-09-30 | DALEY PAMELA | Director | Stock Award | 34 | - |
| 2025-09-30 | FORD WILLIAM E | Director | Stock Award | 31 | - |
| 2025-07-30 | KUSHEL J RICHARD | Officer | Sale | 17,142 | $19,207,562 |
| 2025-07-30 | KUSHEL J RICHARD | Officer | Option Exercise | 17,142 | $8,802,417 |
| 2025-07-25 | FINK LAURENCE D | Chief Executive Officer | Sale | 26,882 | $30,207,026 |
| 2025-07-25 | LORD RACHEL | Officer | Sale | 18,036 | $20,301,296 |
Wall Street Analysts
Professional analyst ratings and price targets