BLK

BlackRock, Inc.

Fundamental data last updated:October 14, 2026

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company profile

SECTOR

Financial Services

industry

Asset Management

Exchange

NYSE

County of HQ

US

Next Earnings Date

Pending Announcement

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

26.27

Market Cap ($M USD)

$164.25B

Forward P/E

14.12

PEG

0.16

PRICE TO SALES

6.39

PRICE TO BOOK

2.90

EV / EBITDA

17.30

5-Year Average P/E

Free Cash Flow Yield

2.17%

DCF Value

$555.46

Graham Number

$575.15

Price to FCF

46.09

EV to FCF

47.52

Earnings Yield

3.81%

FCF Yield

2.17%

DIVIDEND

Yield

2.02%

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

$74.94

Next Year Revenue Growth Estimate

$37.91B

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

1.67

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, Inc. appears to be trading at a premium relative to its intrinsic value. The snapshot price was significantly above its DCF value and Graham Number, suggesting potential overvaluation. However, the Forward P/E of 14.37 indicates a more reasonable future outlook, and the Earnings Yield of 3.74% reflects moderate profitability. The Altman Z-score of 1.67 raises concerns about financial distress, hinting at potential vulnerabilities. Overall, while the market may be optimistic, caution is warranted given the valuation discrepancies.

AI Exposure / Tech Reliance

As a leader in asset management, BlackRock is well-positioned to leverage AI and technological advancements. The industry's reliance on data analytics and algorithmic trading aligns with AI trends, enhancing decision-making and operational efficiency. BlackRock's scale and resources provide a competitive edge in adapting to these shifts.

The Bull Case

For the value-driven investor, BlackRock offers compelling reasons to buy. The ROIC of 4.57% and a robust operating margin of 29.87% highlight efficient capital use and strong pricing power. Despite a modest FCF Yield of 2.13%, the company's Piotroski F-Score of 5 suggests solid financial health. These metrics underscore BlackRock's ability to generate consistent cash flow and maintain competitive advantages in asset management.

The Bear Case

Despite its strengths, BlackRock faces significant structural risks. The Price/Book ratio of 2.95 and Price/Sales of 6.50 indicate a potentially overvalued stock, especially when juxtaposed with its low FCF Yield. The stock's proximity to its 52-week high suggests technical overextension, raising the risk of a pullback. Additionally, the Altman Z-score signals caution, pointing to underlying financial vulnerabilities.

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

15.30%

Distance to 52-Week Low

13.30%

EARNINGS SURPRISE %

7.55%

50-DAY SMA

$1029.71

200-DAY SMA

$1078.16

⚠️ 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.