BlackRock, Inc. BLK
Composite 51/100; the shares have moved about 29% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 44/100 — a slight mark against it.
Income ranks 61/100 — a slight point in its favour. Momentum ranks 58/100 — a slight point in its favour. Quality ranks 53/100 — a slight point in its favour.
Valuation ranks 44/100 — a slight mark against it. Growth ranks 47/100 — a slight mark against it.
What the company does BlackRock is a global asset manager offering equity, fixed income, real estate, and alternative investments across mutual funds, ETFs, and institutional portfolios. It serves pension plans, insurers, governments, and retail investors with risk management and advisory services.
Key financials ROE 12% and ROA 4% reflect steady profitability, while net margins of 24% and revenue growth of 19% indicate operational strength. Debt/equity at 0.23 and interest coverage of 20x suggest conservative leverage. Forward P/E of 21x and PEG of 0.63 point to reasonable valuation relative to growth.
Stock health Momentum is mixed: +11% over 3 months but -6% from its 52-week high, with RSI at 48 indicating neutral momentum. Quality and income scores are above average (53/100 and 60/100), while growth lags at 45/100.
Price vs fair value The stock trades at a **discount of 16.50%** to the analyst mean target of 1314.44. - AI-driven ETF flows and infrastructure build-out cited as long-term growth drivers (BlackRock: AI Boom Still in Phase 1 as Amazon, Google, Microsoft Fuel 'Massive Build-Out') - Tokenization initiatives in APAC may unlock new AUM streams (Federated Hermes' APAC Tokenization Push: A New AUM Growth Lever?) - Comparative value debate vs peers like AMG highlighted (AMG vs. BLK: Which Stock Is the Better Value Option?)
Looking forward Forward P/E compression to 21x and PEG of 0.63 suggest improving valuation optics. EPS growth remains negative near-term (-16%), but revenue growth of 19% supports long-term scale. Dividend yield of 2% with a 44% payout ratio balances income and reinvestment.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.