BlackRock, Inc. BLK
Financial Services · Asset Management · United States · S&P 500
Based on the available data, BlackRock, Inc. gets an algorithmic score of 66/100. It trades at 1,067.94 $, with a bullish technical trend (RSI 44.7) and 27.4% annual volatility.
Updated: 2026-09-30
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Strengths
- High net margin (24.1%): pricing power / competitive advantage.
- Sustained revenue growth (10.7% compound annual).
Weaknesses
- —
Fundamentals
| P/E | 25.57 |
| Forward P/E | 16.61 |
| PEG | 0.89 |
| P/B | 2.87 |
| EV/EBITDA | 15.60 |
| P/S | 6.36 |
| ROE % | 12.28 |
| ROA % | 3.74 |
| Gross margin % | 47.15 |
| Operating margin % | 35.08 |
| Net margin % | 24.09 |
| Revenue growth % (y/y) | 30.60 |
| Earnings growth % (y/y) | 19.60 |
| Revenue CAGR % | 10.65 |
| Earnings CAGR % | 2.36 |
| Debt/Equity % | 23.19 |
| Current ratio | 2.45 |
| FCF yield % | 2.05 |
| Dividend yield % | 2.15 |
| Payout % | 52.43 |
Returns
| 1 month | -7.8 % |
| 3 months | +11.6 % |
| 6 months | +15.6 % |
| YTD | +0.0 % |
| 1 year | -5.7 % |
| 3 years | +73.0 % |
| 5 years | +42.6 % |
Risk
| 1-year volatility | 27.4 % |
| Beta | 1.11 |
| 5-year max drawdown | -43.9 % |
| Sharpe 1A | -0.22 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.