BLACKROCK INC (BLK) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:BLK • US09290D1019

1056.38 USD
+1.58 (+0.15%)
At close: Feb 6, 2026
1055 USD
-1.38 (-0.13%)
After Hours: 2/6/2026, 8:19:48 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall BLK gets a fundamental rating of 5 out of 10. We evaluated BLK against 239 industry peers in the Capital Markets industry. BLK has only an average score on both its financial health and profitability. BLK is quite expensive at the moment. It does show a decent growth rate. Finally BLK also has an excellent dividend rating. With these ratings, BLK could be worth investigating further for dividend investing!.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • In the past year BLK was profitable.
  • In the past year BLK had a positive cash flow from operations.
  • Each year in the past 5 years BLK has been profitable.
  • BLK had a positive operating cash flow in 4 of the past 5 years.
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 in line with its industry peers.
  • With a decent Return On Equity value of 10.98%, BLK is doing good in the industry, outperforming 64.85% of the companies in the same industry.
  • BLK has a Return On Invested Capital (3.83%) which is in line with 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's Profit Margin of 26.64% is fine compared to the rest of the industry. BLK outperforms 69.04% of its industry peers.
  • BLK's Profit Margin has declined in the last couple of years.
  • The Operating Margin of BLK (33.34%) is better than 64.02% of its industry peers.
  • BLK's Operating Margin has declined in the last couple of years.
  • The Gross Margin of BLK (81.52%) is better than 86.19% 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

More info and screens

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

  • BLK has an Altman-Z score of 1.60. This is a bad value and indicates that BLK is not financially healthy and even has some risk of bankruptcy.
  • BLK has a Altman-Z score of 1.60. This is in the better half of the industry: BLK outperforms 65.69% of its industry peers.
  • The Debt to FCF ratio of BLK is 3.25, which is a good value as it means it would take BLK, 3.25 years of fcf income to pay off all of its debts.
  • The Debt to FCF ratio of BLK (3.25) is better than 77.41% 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.
  • BLK has a Debt to Equity ratio of 0.23. This is in the better half of the industry: BLK outperforms 74.48% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.23
Debt/FCF 3.25
Altman-Z 1.6
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

  • A Current Ratio of 2.20 indicates that BLK has no problem at all paying its short term obligations.
  • With a decent Current ratio value of 2.20, BLK is doing good in the industry, outperforming 74.48% 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.
  • With a decent Quick ratio value of 2.20, BLK is doing good in the industry, outperforming 74.90% 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

6

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an nice 10.33% over the past year.
  • 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 11.24% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 8.65% on average over the next years. This is quite good.
EPS Next Y14.33%
EPS Next 2Y14.06%
EPS Next 3Y14.49%
EPS Next 5Y11.24%
Revenue Next Year16.99%
Revenue Next 2Y13.67%
Revenue Next 3Y13.55%
Revenue Next 5Y8.65%

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 stable.
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

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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 21.98 indicates a rather expensive valuation of BLK.
  • Compared to the rest of the industry, the Price/Earnings ratio of BLK indicates a slightly more expensive valuation: BLK is more expensive than 64.44% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.92. BLK is valued slightly cheaper when compared to this.
  • The Price/Forward Earnings ratio is 19.23, which indicates a rather expensive current valuation of BLK.
  • The rest of the industry has a similar Price/Forward Earnings ratio as BLK.
  • BLK's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.78.
Industry RankSector Rank
PE 21.98
Fwd PE 19.23
BLK Price Earnings VS Forward Price EarningsBLK Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • 71.97% of the companies in the same industry are more expensive than BLK, based on the Enterprise Value to EBITDA ratio.
  • BLK's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 41.67
EV/EBITDA 19.41
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)3.03
EPS Next 2Y14.06%
EPS Next 3Y14.49%

More info and screens

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

7

5. Dividend

5.1 Amount

  • BLK has a Yearly Dividend Yield of 2.17%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 6.09, BLK has a dividend in line with its industry peers.
  • BLK's Dividend Yield is a higher than the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 2.17%

5.2 History

  • The dividend of BLK is nicely growing with an annual growth rate of 8.75%!
  • 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.
  • 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%
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 (2/6/2026, 8:19:48 PM)

After market: 1055 -1.38 (-0.13%)

1056.38

+1.58 (+0.15%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-15
Earnings (Next)04-09
Inst Owners83.42%
Inst Owner Change-0.99%
Ins Owners1.92%
Ins Owner Change-0.17%
Market Cap163.90B
Revenue(TTM)24.22B
Net Income(TTM)6.10B
Analysts80.91
Price Target1327.29 (25.65%)
Short Float %0.81%
Short Ratio1.85
Dividend
Industry RankSector Rank
Dividend Yield 2.17%
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)0.38%
PT rev (3m)0.48%
EPS NQ rev (1m)-4.06%
EPS NQ rev (3m)-5.6%
EPS NY rev (1m)0.97%
EPS NY rev (3m)0.19%
Revenue NQ rev (1m)-1.04%
Revenue NQ rev (3m)-0.82%
Revenue NY rev (1m)0.6%
Revenue NY rev (3m)0.63%
Valuation
Industry RankSector Rank
PE 21.98
Fwd PE 19.23
P/S 7.16
P/FCF 41.67
P/OCF 38.4
P/B 2.95
P/tB N/A
EV/EBITDA 19.41
EPS(TTM)48.06
EY4.55%
EPS(NY)54.95
Fwd EY5.2%
FCF(TTM)25.35
FCFY2.4%
OCF(TTM)27.51
OCFY2.6%
SpS147.5
BVpS357.84
TBVpS-51.56
PEG (NY)1.53
PEG (5Y)3.03
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 1.6
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 5Y11.24%
Revenue 1Y (TTM)18.67%
Revenue growth 3Y10.65%
Revenue growth 5Y8.37%
Sales Q2Q%23.45%
Revenue Next Year16.99%
Revenue Next 2Y13.67%
Revenue Next 3Y13.55%
Revenue Next 5Y8.65%
EBIT growth 1Y5.27%
EBIT growth 3Y3.59%
EBIT growth 5Y2.24%
EBIT Next Year46.36%
EBIT Next 3Y20.07%
EBIT Next 5Y12.13%
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 5 / 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.