BLACKROCK INC (BLK) Stock Fundamental Analysis

NYSE:BLK • US09290D1019

1051.22 USD
-39.05 (-3.58%)
Last: Feb 27, 2026, 12:39 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

Overall BLK gets a fundamental rating of 6 out of 10. We evaluated BLK against 238 industry peers in the Capital Markets industry. Both the profitability and the financial health of BLK get a neutral evaluation. Nothing too spectacular is happening here. BLK is valued quite expensively, but it does show have an excellent growth rating. These ratings could make BLK a good candidate for growth investing.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • BLK had positive earnings in the past year.
  • In the past year BLK had a positive cash flow from operations.
  • Each year in the past 5 years BLK has been profitable.
  • Of the past 5 years BLK 4 years had a positive operating cash flow.
BLK Yearly Net Income VS EBIT VS OCF VS FCFBLK Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

1.2 Ratios

  • BLK has a Return On Assets (3.75%) which is comparable to the rest of the industry.
  • With a decent Return On Equity value of 10.98%, BLK is doing good in the industry, outperforming 65.55% of the companies in the same industry.
  • BLK's Return On Invested Capital of 3.83% is in line compared to the rest of the industry. BLK outperforms 53.78% of its industry peers.
Industry RankSector Rank
ROA 3.75%
ROE 10.98%
ROIC 3.83%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
BLK Yearly ROA, ROE, ROICBLK Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • BLK has a Profit Margin of 26.64%. This is in the better half of the industry: BLK outperforms 69.75% of its industry peers.
  • In the last couple of years the Profit Margin of BLK has declined.
  • With a decent Operating Margin value of 33.34%, BLK is doing good in the industry, outperforming 63.03% of the companies in the same industry.
  • In the last couple of years the Operating Margin of BLK has declined.
  • BLK has a better Gross Margin (81.52%) than 86.13% of its industry peers.
  • BLK's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 33.34%
PM (TTM) 26.64%
GM 81.52%
OM growth 3Y-6.38%
OM growth 5Y-5.65%
PM growth 3Y-7.5%
PM growth 5Y-5.5%
GM growth 3Y0.26%
GM growth 5Y-0.13%
BLK Yearly Profit, Operating, Gross MarginsBLK Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

6

2. Health

2.1 Basic Checks

  • There is no outstanding debt for BLK. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
BLK Yearly Shares OutstandingBLK Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 50M 100M 150M
BLK Yearly Total Debt VS Total AssetsBLK Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 50B 100B 150B 200B

2.2 Solvency

  • Based on the Altman-Z score of 1.63, we must say that BLK is in the distress zone and has some risk of bankruptcy.
  • BLK's Altman-Z score of 1.63 is fine compared to the rest of the industry. BLK outperforms 65.13% of its industry peers.
  • BLK has a debt to FCF ratio of 3.25. This is a good value and a sign of high solvency as BLK would need 3.25 years to pay back of all of its debts.
  • The Debt to FCF ratio of BLK (3.25) is better than 78.15% of its industry peers.
  • BLK has a Debt/Equity ratio of 0.23. This is a healthy value indicating a solid balance between debt and equity.
  • Looking at the Debt to Equity ratio, with a value of 0.23, BLK is in the better half of the industry, outperforming 73.53% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.23
Debt/FCF 3.25
Altman-Z 1.63
ROIC/WACCN/A
WACCN/A
BLK Yearly LT Debt VS Equity VS FCFBLK Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B

2.3 Liquidity

  • BLK has a Current Ratio of 2.20. This indicates that BLK is financially healthy and has no problem in meeting its short term obligations.
  • BLK has a Current ratio of 2.20. This is in the better half of the industry: BLK outperforms 76.05% of its industry peers.
  • BLK has a Quick Ratio of 2.20. This indicates that BLK is financially healthy and has no problem in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 2.20, BLK is in the better half of the industry, outperforming 76.47% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.2
Quick Ratio 2.2
BLK Yearly Current Assets VS Current LiabilitesBLK Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 10.33% over the past year.
  • Measured over the past 5 years, BLK shows a small growth in Earnings Per Share. The EPS has been growing by 7.26% on average per year.
  • The Revenue has grown by 18.67% in the past year. This is quite good.
  • Measured over the past years, BLK shows a quite strong growth in Revenue. The Revenue has been growing by 8.37% on average per year.
EPS 1Y (TTM)10.33%
EPS 3Y10.77%
EPS 5Y7.26%
EPS Q2Q%10.31%
Revenue 1Y (TTM)18.67%
Revenue growth 3Y10.65%
Revenue growth 5Y8.37%
Sales Q2Q%23.45%

3.2 Future

  • BLK is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 11.03% yearly.
  • Based on estimates for the next years, BLK will show a quite strong growth in Revenue. The Revenue will grow by 10.12% on average per year.
EPS Next Y14.33%
EPS Next 2Y14.06%
EPS Next 3Y14.49%
EPS Next 5Y11.03%
Revenue Next Year17.05%
Revenue Next 2Y13.77%
Revenue Next 3Y13.55%
Revenue Next 5Y10.12%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
BLK Yearly Revenue VS EstimatesBLK Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 10B 20B 30B 40B
BLK Yearly EPS VS EstimatesBLK Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 20 40 60 80 100

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Find the best growth stocksShow best growing peers

3

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 21.87 indicates a rather expensive valuation of BLK.
  • 68.07% of the companies in the same industry are cheaper than BLK, based on the Price/Earnings ratio.
  • BLK's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 27.11.
  • The Price/Forward Earnings ratio is 19.13, which indicates a rather expensive current valuation of BLK.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of BLK is on the same level as its industry peers.
  • BLK is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 28.13, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 21.87
Fwd PE 19.13
BLK Price Earnings VS Forward Price EarningsBLK Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • BLK's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. BLK is cheaper than 72.69% of the companies in the same industry.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as BLK.
Industry RankSector Rank
P/FCF 41.47
EV/EBITDA 20.03
BLK Per share dataBLK EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 100 200 300

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • A more expensive valuation may be justified as BLK's earnings are expected to grow with 14.49% in the coming years.
PEG (NY)1.53
PEG (5Y)3.01
EPS Next 2Y14.06%
EPS Next 3Y14.49%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. Dividend

5.1 Amount

  • BLK has a Yearly Dividend Yield of 2.12%. Purely for dividend investing, there may be better candidates out there.
  • BLK's Dividend Yield is comparable with the industry average which is at 6.37.
  • Compared to an average S&P500 Dividend Yield of 1.80, BLK has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 2.12%

5.2 History

  • On average, the dividend of BLK grows each year by 8.75%, which is quite nice.
  • BLK has paid a dividend for at least 10 years, which is a reliable track record.
  • BLK has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)8.75%
Div Incr Years15
Div Non Decr Years21
BLK Yearly Dividends per shareBLK Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 5 10 15 20

5.3 Sustainability

  • 53.94% of the earnings are spent on dividend by BLK. This is a bit on the high side, but may be sustainable.
  • BLK's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP53.94%
EPS Next 2Y14.06%
EPS Next 3Y14.49%
BLK Yearly Income VS Free CF VS DividendBLK Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B
BLK Dividend Payout.BLK Dividend Payout, showing the Payout Ratio.BLK Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

BLACKROCK INC

NYSE:BLK (2/27/2026, 12:39:10 PM)

1051.22

-39.05 (-3.58%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-15
Earnings (Next)04-09
Inst Owners83.42%
Inst Owner Change4.08%
Ins Owners1.92%
Ins Owner Change-0.01%
Market Cap163.10B
Revenue(TTM)24.22B
Net Income(TTM)6.10B
Analysts80
Price Target1327.29 (26.26%)
Short Float %0.99%
Short Ratio2.13
Dividend
Industry RankSector Rank
Dividend Yield 2.12%
Yearly Dividend20.44
Dividend Growth(5Y)8.75%
DP53.94%
Div Incr Years15
Div Non Decr Years21
Ex-Date03-06
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)5.99%
Min EPS beat(2)1.7%
Max EPS beat(2)10.27%
EPS beat(4)4
Avg EPS beat(4)6.97%
Min EPS beat(4)1.7%
Max EPS beat(4)10.33%
EPS beat(8)8
Avg EPS beat(8)6.64%
EPS beat(12)12
Avg EPS beat(12)8.56%
EPS beat(16)15
Avg EPS beat(16)8.62%
Revenue beat(2)1
Avg Revenue beat(2)0.16%
Min Revenue beat(2)-1.61%
Max Revenue beat(2)1.94%
Revenue beat(4)2
Avg Revenue beat(4)-0.18%
Min Revenue beat(4)-2.22%
Max Revenue beat(4)1.94%
Revenue beat(8)4
Avg Revenue beat(8)-0.08%
Revenue beat(12)5
Avg Revenue beat(12)-0.29%
Revenue beat(16)6
Avg Revenue beat(16)-0.61%
PT rev (1m)0.72%
PT rev (3m)0.51%
EPS NQ rev (1m)-4.06%
EPS NQ rev (3m)-5.69%
EPS NY rev (1m)0.54%
EPS NY rev (3m)0.19%
Revenue NQ rev (1m)-1.04%
Revenue NQ rev (3m)-1.01%
Revenue NY rev (1m)-0.65%
Revenue NY rev (3m)0.68%
Valuation
Industry RankSector Rank
PE 21.87
Fwd PE 19.13
P/S 7.13
P/FCF 41.47
P/OCF 38.21
P/B 2.94
P/tB N/A
EV/EBITDA 20.03
EPS(TTM)48.06
EY4.57%
EPS(NY)54.95
Fwd EY5.23%
FCF(TTM)25.35
FCFY2.41%
OCF(TTM)27.51
OCFY2.62%
SpS147.5
BVpS357.84
TBVpS-51.56
PEG (NY)1.53
PEG (5Y)3.01
Graham Number622.05
Profitability
Industry RankSector Rank
ROA 3.75%
ROE 10.98%
ROCE 4.89%
ROIC 3.83%
ROICexc 4.09%
ROICexgc 40.02%
OM 33.34%
PM (TTM) 26.64%
GM 81.52%
FCFM 17.19%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y-6.38%
OM growth 5Y-5.65%
PM growth 3Y-7.5%
PM growth 5Y-5.5%
GM growth 3Y0.26%
GM growth 5Y-0.13%
F-Score6
Asset Turnover0.14
Health
Industry RankSector Rank
Debt/Equity 0.23
Debt/FCF 3.25
Debt/EBITDA 1.49
Cap/Depr 35.01%
Cap/Sales 1.46%
Interest Coverage 250
Cash Conversion 49.71%
Profit Quality 64.52%
Current Ratio 2.2
Quick Ratio 2.2
Altman-Z 1.63
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)10.33%
EPS 3Y10.77%
EPS 5Y7.26%
EPS Q2Q%10.31%
EPS Next Y14.33%
EPS Next 2Y14.06%
EPS Next 3Y14.49%
EPS Next 5Y11.03%
Revenue 1Y (TTM)18.67%
Revenue growth 3Y10.65%
Revenue growth 5Y8.37%
Sales Q2Q%23.45%
Revenue Next Year17.05%
Revenue Next 2Y13.77%
Revenue Next 3Y13.55%
Revenue Next 5Y10.12%
EBIT growth 1Y5.27%
EBIT growth 3Y3.59%
EBIT growth 5Y2.24%
EBIT Next Year46.36%
EBIT Next 3Y20.07%
EBIT Next 5Y13.24%
FCF growth 1Y-2.82%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-1.57%
OCF growth 3YN/A
OCF growth 5YN/A

BLACKROCK INC / BLK FAQ

Can you provide the ChartMill fundamental rating for BLACKROCK INC?

ChartMill assigns a fundamental rating of 6 / 10 to BLK.


What is the valuation status of BLACKROCK INC (BLK) stock?

ChartMill assigns a valuation rating of 3 / 10 to BLACKROCK INC (BLK). This can be considered as Overvalued.


Can you provide the profitability details for BLACKROCK INC?

BLACKROCK INC (BLK) has a profitability rating of 5 / 10.


What is the financial health of BLACKROCK INC (BLK) stock?

The financial health rating of BLACKROCK INC (BLK) is 6 / 10.


What is the expected EPS growth for BLACKROCK INC (BLK) stock?

The Earnings per Share (EPS) of BLACKROCK INC (BLK) is expected to grow by 14.33% in the next year.