BLK
NEUTRAL
$1023.65
Live
BlackRock, Inc. · NYSE
Target $1225.06
(+19.7%)
$845.82
52W Range
$1219.94
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 14, 2026
Market cap
$159.22B
P/E
29.02
ROE
10.7%
Profit margin
22.9%
Debt/Equity
0.24
Dividend yield
2.24%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
BlackRock exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a very conservative debt-to-equity ratio of 0.24. However, the stock is trading at a massive premium, with a current price of $1023.65 far exceeding both the Graham Number ($535.18) and the growth-based Intrinsic Value ($247.24). While revenue growth remains robust at 23.4%, a concerning divergence is evident as earnings growth has plummeted by 31.7% YoY. The combination of bearish insider activity and a 0/100 technical trend offsets the bullish analyst consensus.
Key Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Robust top-line growth with 23.4% YoY revenue increase
Very low leverage with a Debt/Equity ratio of 0.24
Strong liquidity position with a Current Ratio of 2.04
Dominant market position in asset management with high operating margins (36.74%)
Key Risks
Severe valuation premium relative to Graham and Intrinsic value benchmarks
Significant negative earnings growth (-31.7% YoY) despite revenue gains
Bearish insider sentiment with $69.82M in net selling and zero buys
Technical trend is currently fully bearish (0/100)
Recent earnings volatility with a -21.4% surprise in late 2025
AI Fair Value Estimate
Based on comprehensive analysis
$645.2
-37.0% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
60
Strong
25
50
75
90
60
AI Verdict
Fundamentally sound but severely overvalued
Key drivers: Piotroski Health, Revenue Growth, Valuation Gap, Earnings Contraction
Confidence
90%
Value
25/100
Ref P/E, PEG, Graham Number
Positives
- Forward P/E (16.98) is significantly lower than current P/E (29.02)
Watchpoints
- Price is ~91% above Graham Number
- Price is ~313% above Intrinsic Value
Future
50/100
Ref Growth rates
Positives
- Strong YoY and Q/Q revenue growth (>23%)
Watchpoints
- Negative earnings growth (-31.7% YoY)
- Bearish technical trend
Past
75/100
Ref Historical trends
Positives
- Consistent long-term price appreciation (44% 5Y change)
- History of beating earnings estimates in most quarters
Watchpoints
- Recent decline in earnings surprise average (-4.31% last 4 quarters)
Health
90/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 7/9
- Low Debt/Equity (0.24)
- Strong Current Ratio (2.04)
Watchpoints
- Altman Z-Score not provided
Dividend
60/100
Ref Yield, Payout
Positives
- Sustainable payout ratio (59.02%)
Watchpoints
- Modest yield (2.24%) relative to price premium
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$1023.65
Analyst Target
$1225.06
Upside/Downside
+19.7%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BLK and closest competitors.
Updated 2026-04-13
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BLK
BlackRock, Inc.
Primary
|
+44.0% | +58.9% | +17.4% | -10.4% | +10.8% | +6.7% |
|
BX
Blackstone Inc.
Peer
|
+76.4% | +60.7% | +7.4% | -18.1% | +18.6% | -0.3% |
|
SPGI
S&P Global Inc.
Peer
|
+51.6% | +42.8% | -2.6% | -5.1% | +2.3% | -0.5% |
|
SCHW
The Charles Schwab Corporation
Peer
|
+65.3% | +98.5% | +31.5% | +7.0% | +7.1% | +3.7% |
|
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
Peer
|
+587.0% | +329.9% | +132.7% | +61.9% | +7.1% | +2.4% |
BLK
BlackRock, Inc.
Primary
5Y
+44.0%
3Y
+58.9%
1Y
+17.4%
6M
-10.4%
1M
+10.8%
1W
+6.7%
BX
Blackstone Inc.
Peer
5Y
+76.4%
3Y
+60.7%
1Y
+7.4%
6M
-18.1%
1M
+18.6%
1W
-0.3%
SPG
S&P Global Inc.
Peer
5Y
+51.6%
3Y
+42.8%
1Y
-2.6%
6M
-5.1%
1M
+2.3%
1W
-0.5%
SCH
The Charles Schwab Corporation
Peer
5Y
+65.3%
3Y
+98.5%
1Y
+31.5%
6M
+7.0%
1M
+7.1%
1W
+3.7%
BBV
Banco Bilbao Vizcaya Argentaria, S.A.
Peer
5Y
+587.0%
3Y
+329.9%
1Y
+132.7%
6M
+61.9%
1M
+7.1%
1W
+2.4%
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
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
29.02
Forward P/E
16.98
PEG Ratio
1.26
P/B Ratio
2.84
P/S Ratio
6.58
EV/Revenue
6.84
EV/EBITDA
17.1
Market Cap
$159.22B
Profitability
Profit margins and return metrics
Profit Margin
22.93%
Operating Margin
36.74%
Gross Margin
46.71%
ROE
10.72%
ROA
3.47%
Growth
Revenue and earnings growth rates
Revenue Growth
+23.4%
Earnings Growth
-31.7%
Q/Q Revenue Growth
+23.45%
Q/Q Earnings Growth
-32.5%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.24
Low debt
Current Ratio
2.04
Strong
Quick Ratio
1.46
Good
Cash/Share
$91.66
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$7.0B
Gross Margin
45.6%
Op. Margin
31.8%
Net Margin
16.1%
Total Assets
$170.0B
Liabilities
$108.5B
Equity
$55.9B
Debt/Equity
1.94x
Operating CF
$2.3B
CapEx
$-0.1B
Free Cash Flow
$2.1B
FCF Yield
94%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-14
$N/A
2026-01-15
$13.16
+7.9% surprise
2025-10-14
$8.43
-21.4% surprise
2025-07-15
$10.19
+0.6% surprise
Financial Services Sector Comparison
Comparing BLK against 820 companies in the Financial Services sector
(141 bullish, 351 neutral, 328 bearish)
P/E Ratio
29.02
This Stock
vs
36.01
Sector Avg
-19.4%
(Discount)
Return on Equity (ROE)
10.72%
This Stock
vs
-0.73%
Sector Avg
-1562.4%
(Below Avg)
Profit Margin
22.93%
This Stock
vs
91.62%
Sector Avg
-75.0%
(Weaker)
Debt to Equity
0.24
This Stock
vs
1.36
Sector Avg
-82.1%
(Less Debt)
Revenue Growth
23.4%
This Stock
vs
35.27%
Sector Avg
-33.7%
(Slower)
Current Ratio
2.04
This Stock
vs
3.18
Sector Avg
-35.9%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BLK
BlackRock, Inc.
|
NEUTRAL | $159.22B | 29.02 | 10.7% | 22.9% | $1023.65 | |
|
BX
Blackstone Inc.
|
NEUTRAL | $158.56B | 33.52 | 29.2% | 21.2% | $129.73 | Compare |
|
SPGI
S&P Global Inc.
|
BULLISH | $152.3B | 35.97 | 12.0% | 28.1% | $493.9 | Compare |
|
SCHW
The Charles Schwab Corporation
|
NEUTRAL | $175.69B | 21.56 | 18.1% | 37.0% | $100.27 | Compare |
|
BBVA
Banco Bilbao Vizcaya...
|
NEUTRAL | $141.94B | 12.3 | 18.6% | 32.9% | $24.97 | Compare |
BLK
BlackRock, Inc.
NEUTRAL
Mkt Cap
$159.2B
P/E
29.0
ROE
10.7%
Price
$1023.65
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-31 | FORD WILLIAM E | Director | Stock Award | 38 | - |
| 2026-03-31 | VESTBERG HANS ERIK | Director | Stock Award | 36 | - |
| 2026-03-31 | LEMKAU GREGG | Director | Stock Award | 29 | - |
| 2026-03-31 | NASSER AMIN H | Director | Stock Award | 30 | - |
| 2026-03-31 | MURPHY KATHLEEN | Director | Stock Award | 40 | - |
| 2026-03-31 | ROBBINS CHARLES H | Director | Stock Award | 30 | - |
| 2026-03-31 | NIXON, GORDON MELBOURNE | Director | Stock Award | 38 | - |
| 2026-03-31 | PECK KRISTIN C | Director | Stock Award | 34 | - |
| 2026-03-31 | DALEY PAMELA | Director | Stock Award | 40 | - |
| 2026-03-31 | JOHNSON MARGARET L | Director | Stock Award | 37 | - |
| 2026-03-31 | FREDA FABRIZIO | Director | Stock Award | 21 | - |
| 2026-02-24 | KUSHEL J RICHARD | Officer | Sale | 2,385 | $2,583,790 |
| 2026-02-23 | COHEN STEPHEN | Officer | Sale | 225 | $240,651 |
| 2026-02-19 | COHEN STEPHEN | Officer | Gift | 657 | - |
| 2026-02-13 | GOLDSTEIN ROBERT L | Chief Operating Officer | Gift | 8,634 | - |
FORD WILLIAM E
Director
2026-03-31
38 shares
VESTBERG HANS ERIK
Director
2026-03-31
36 shares
LEMKAU GREGG
Director
2026-03-31
29 shares
NASSER AMIN H
Director
2026-03-31
30 shares
MURPHY KATHLEEN
Director
2026-03-31
40 shares
ROBBINS CHARLES H
Director
2026-03-31
30 shares
NIXON, GORDON MELBOURNE
Director
2026-03-31
38 shares
PECK KRISTIN C
Director
2026-03-31
34 shares
DALEY PAMELA
Director
2026-03-31
40 shares
JOHNSON MARGARET L
Director
2026-03-31
37 shares
FREDA FABRIZIO
Director
2026-03-31
21 shares
KUSHEL J RICHARD
Officer
2026-02-24
2,385 shares
·
$2,583,790
COHEN STEPHEN
Officer
2026-02-23
225 shares
·
$240,651
COHEN STEPHEN
Officer
2026-02-19
657 shares
GOLDSTEIN ROBERT L
Chief Operating Officer
2026-02-13
8,634 shares
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
16 analysts
JP Morgan
2026-04-13
Neutral
Neutral
Evercore ISI Group
2026-04-10
Outperform
Outperform
BMO Capital
2026-04-10
Outperform
Outperform
UBS
2026-04-09
Buy
Buy
Barclays
2026-04-08
Overweight
Overweight
Goldman Sachs
2026-04-07
Buy
Buy
Morgan Stanley
2026-04-01
Overweight
Overweight
UBS
2026-02-23
Neutral
Buy
Freedom Broker
2026-01-23
Hold
Buy
UBS
2026-01-16
Neutral
Neutral
Past News Coverage
Recent headlines mentioning BLK from our newsroom.
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