BLACKROCK INC (BLK) Stock Fundamental Analysis
NYSE:BLK • US09290D1019
1081.05 USD
+10.04 (+0.94%)
At close: Feb 24, 2026
1073 USD
-8.05 (-0.74%)
After Hours: 2/24/2026, 10:25:32 PM
BLK gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 238 industry peers in the Capital Markets industry. BLK has only an average score on both its financial health and profitability. 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.
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.
- In the past 5 years BLK has always been profitable.
- BLK had a positive operating cash flow in 4 of the past 5 years.
1.2 Ratios
- BLK's Return On Assets of 3.75% is in line compared to the rest of the industry. BLK outperforms 59.24% of its industry peers.
- BLK has a Return On Equity of 10.98%. This is in the better half of the industry: BLK outperforms 65.55% of its industry peers.
- The Return On Invested Capital of BLK (3.83%) is comparable to the rest of the industry.
| Industry Rank | Sector 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
1.3 Margins
- BLK's Profit Margin of 26.64% is fine compared to the rest of the industry. BLK outperforms 69.75% of its industry peers.
- BLK's Profit Margin has declined in the last couple of years.
- BLK has a better Operating Margin (33.34%) than 63.03% of its industry peers.
- BLK's Operating Margin has declined in the last couple of years.
- BLK has a better Gross Margin (81.52%) than 86.13% of its industry peers.
- In the last couple of years the Gross Margin of BLK has remained more or less at the same level.
| Industry Rank | Sector 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%
2. Health
2.1 Basic Checks
- BLK has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
2.2 Solvency
- Based on the Altman-Z score of 1.62, we must say that BLK is in the distress zone and has some risk of bankruptcy.
- Looking at the Altman-Z score, with a value of 1.62, BLK is in the better half of the industry, outperforming 65.13% of the companies in the same industry.
- 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.
- BLK has a Debt to FCF ratio of 3.25. This is in the better half of the industry: BLK outperforms 78.15% of its industry peers.
- A Debt/Equity ratio of 0.23 indicates that BLK is not too dependend on debt financing.
- BLK has a better Debt to Equity ratio (0.23) than 73.53% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.23 | ||
| Debt/FCF | 3.25 | ||
| Altman-Z | 1.62 |
ROIC/WACCN/A
WACCN/A
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.
- Looking at the Current ratio, with a value of 2.20, BLK is in the better half of the industry, outperforming 76.05% of the companies in the same industry.
- A Quick Ratio of 2.20 indicates that BLK has no problem at all paying its short term obligations.
- The Quick ratio of BLK (2.20) is better than 76.47% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.2 | ||
| Quick Ratio | 2.2 |
3. Growth
3.1 Past
- BLK shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 10.33%, which is quite good.
- BLK shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.26% yearly.
- Looking at the last year, BLK shows a quite strong growth in Revenue. The Revenue has grown by 18.67% in the last year.
- 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
- The Earnings Per Share is expected to grow by 11.03% on average over the next years. This is quite good.
- 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.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 22.49, BLK is valued on the expensive side.
- 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 26.98.
- BLK is valuated rather expensively with a Price/Forward Earnings ratio of 19.67.
- BLK's Price/Forward Earnings ratio is in line with the industry average.
- BLK's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 28.01.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 22.49 | ||
| Fwd PE | 19.67 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, BLK is valued a bit cheaper than the industry average as 71.85% of the companies are valued more expensively.
- The rest of the industry has a similar Price/Free Cash Flow ratio as BLK.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 42.65 | ||
| EV/EBITDA | 19.86 |
4.3 Compensation for Growth
- BLK's 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)1.57
PEG (5Y)3.1
EPS Next 2Y14.06%
EPS Next 3Y14.49%
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 6.17.
- BLK's Dividend Yield is comparable with the S&P500 average which is at 1.81.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.12% |
5.2 History
- The dividend of BLK is nicely growing with an annual growth rate of 8.75%!
- BLK has been paying a dividend for at least 10 years, so it has 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
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.
- The dividend of BLK is growing, but earnings are growing more, so the dividend growth is sustainable.
DP53.94%
EPS Next 2Y14.06%
EPS Next 3Y14.49%
1081.05
+10.04 (+0.94%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-15 2026-01-15/bmo
Earnings (Next)04-09 2026-04-09
Inst Owners83.42%
Inst Owner Change4.08%
Ins Owners1.92%
Ins Owner Change-0.01%
Market Cap167.72B
Revenue(TTM)24.22B
Net Income(TTM)6.10B
Analysts80
Price Target1327.29 (22.78%)
Short Float %0.99%
Short Ratio2.13
Dividend
| Industry Rank | Sector 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 2026-03-06 (5.73)
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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 22.49 | ||
| Fwd PE | 19.67 | ||
| P/S | 7.33 | ||
| P/FCF | 42.65 | ||
| P/OCF | 39.3 | ||
| P/B | 3.02 | ||
| P/tB | N/A | ||
| EV/EBITDA | 19.86 |
EPS(TTM)48.06
EY4.45%
EPS(NY)54.95
Fwd EY5.08%
FCF(TTM)25.35
FCFY2.34%
OCF(TTM)27.51
OCFY2.54%
SpS147.5
BVpS357.84
TBVpS-51.56
PEG (NY)1.57
PEG (5Y)3.1
Graham Number622.05
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 1.62 |
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.