BLK

BlackRock, Inc.

Fundamental data last updated:May 19, 2026

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company profile

SECTOR

Financial Services

industry

Asset Management

Exchange

NYSE

County of HQ

US

Next Earnings Date

07/21/2026

Business Summary

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, Massachusetts; London, United Kingdom; Gurgaon, India; Hong Kong; Greenwich, Connecticut; Princeton, New Jersey; Edinburgh, United Kingdom; Sydney, Australia; Taipei, Taiwan; Singapore; Sao Paulo, Brazil; Philadelphia, Pennsylvania; Washington, District of Columbia; Toronto, Canada; Wilmington, Delaware; and San Francisco, California.

 


VALUATION

P/E

27.02

Market Cap ($M USD)

$168.96B

Forward P/E

14.54

PEG

0.17

PRICE TO SALES

6.57

PRICE TO BOOK

2.98

EV / EBITDA

17.79

5-Year Average P/E

Free Cash Flow Yield

2.11%

DCF Value

$554.76

Graham Number

$575.15

Price to FCF

47.41

EV to FCF

48.85

Earnings Yield

3.70%

FCF Yield

2.11%

DIVIDEND

Yield

1.96%

Annual Payout

$21.36

Payout Ratio

55.67%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$40.28

Next Year EPS Growth Estimate

$74.86

Next Year Revenue Growth Estimate

$3.79T

Return on Equity (ROE)

11.52%

FREE CASH FLOW

Operating Margin

29.87%

Debt-to-Equity

0.27

Piotroski F-Score

5

Altman Z-Score

1.68

Return on Invested Capital (ROIC)

4.57%

Current Ratio

6.80

Quick Ratio

6.80

Net Debt to EBITDA

0.52

Interest Coverage

12.47

Gross Profit margin

59.14%

FCF PER SHARE

$22.95

REVENUE PER SHARE

$165.55

Gainseekers Quantitative Analysis

Summary

BlackRock’s current valuation raises eyebrows. The stock has traded significantly above its DCF value, suggesting a potential overvaluation. However, the Forward P/E ratio indicates a more reasonable future outlook, hinting at expected earnings growth. The Altman Z-score is concerning, pointing to potential financial distress, while the Earnings Yield suggests limited immediate returns. This juxtaposition of metrics paints a complex picture of a company priced for growth but shadowed by financial caution.

AI Exposure / Tech Reliance

As a leader in asset management, BlackRock is well-positioned to leverage AI and tech advancements. Their industry inherently benefits from data-driven insights, enhancing portfolio management and client engagement. This adaptability ensures they remain at the forefront of financial innovation.

The Bull Case

For the discerning GARP investor, BlackRock offers compelling strengths. The robust ROIC and solid operating margins reflect efficient capital use and pricing power. Despite a modest FCF Yield, the Piotroski F-Score indicates moderate financial health, suggesting resilience. These metrics collectively highlight a company capable of generating sustainable returns, appealing to those seeking growth at a reasonable price.

The Bear Case

Yet, the stock is not without its pitfalls. High valuation multiples, such as Price/Book and Price/Sales, suggest an expensive entry point. The Altman Z-score raises red flags about financial stability, and the stock's proximity to its 52-week high indicates potential overextension. These factors could deter investors wary of paying a premium for uncertain growth.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$1,311.78

Institutional Ownership %

1-Year Beta

1.46

Insider Buying % (6 Mo)

Distance to 52-Week High

12.08%

Distance to 52-Week Low

15.72%

EARNINGS SURPRISE %

7.55%

50-DAY SMA

$1010.53

200-DAY SMA

$1080.35

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.