BLK:NYE-BlackRock Inc.

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 449.31

Change

+9.19 (+2.09)%

Market Cap

USD 60.67B

Volume

0.54M

Analyst Target

USD 512.67
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

BlackRock Inc along with its subsidiaries, provides investment management services to institutional clients and to individual investors through various investment vehicles.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-18 )

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STT-PD State Street Corporation

N/A

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ETFs Containing BLK

VBB 6.45 % 0.00 %

N/A

N/A
LGRO Level Four Large Cap Grow.. 2.97 % 0.00 %

+0.14 (+0.00%)

USD 0.08B
GDVD Principal Active Global D.. 2.50 % 0.00 %

+0.16 (+0.00%)

USD 0.03B
DVND Touchstone ETF Trust - To.. 2.25 % 0.00 %

+0.41 (+0.00%)

USD 0.03B
XUFN:SW Xtrackers MSCI USA Financ.. 2.10 % 0.00 %

+0.11 (+0.00%)

USD 1.11B
XUSF:CA iShares S&P U.S. Financia.. 2.03 % 0.00 %

N/A

CAD 3.55M
WF1E:XETRA Invesco Markets II plc - .. 1.93 % 0.00 %

N/A

USD 2.31M
ZPW:CA BMO US Put Write ETF 1.69 % 0.71 %

-0.05 (0.00%)

CAD 0.06B
FAS Direxion Daily Financial .. 0.00 % 1.04 %

+3.78 (+0.00%)

USD 2.06B
FNCL Fidelity® MSCI Financial.. 0.00 % 0.08 %

+0.75 (+0.00%)

USD 1.58B
IBLN 0.00 % 0.64 %

N/A

N/A
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

+1.27 (+0.00%)

USD 2.52B
IYG iShares U.S. Financial Se.. 0.00 % 0.42 %

+0.83 (+0.00%)

USD 1.30B
KLD 0.00 % 0.50 %

N/A

N/A
GOAT 0.00 % 0.00 %

N/A

N/A
ZPW-U:CA BMO US Put Write ETF 0.00 % 0.00 %

N/A

N/A
UYG ProShares Ultra Financial.. 0.00 % 0.95 %

+1.51 (+0.00%)

USD 0.64B
VFH Vanguard Financials Index.. 0.00 % 0.10 %

+1.35 (+0.00%)

USD 10.01B
VLQ:CA 0.00 % 0.40 %

N/A

N/A
XLF Financial Select Sector S.. 0.00 % 0.13 %

+0.49 (+0.00%)

USD 36.31B
YLD Principal Active High Yie.. 0.00 % 0.65 %

+0.07 (+0.00%)

USD 0.17B
TETF 0.00 % 0.64 %

N/A

N/A
IUFS:LSE iShares S&P 500 Financial.. 0.00 % 0.00 %

+0.02 (+0.00%)

USD 1.03B
UC96:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

+10.50 (+0.00%)

USD 0.33B
UIFS:LSE iShares S&P 500 USD Finan.. 0.00 % 0.00 %

+1.38 (+0.00%)

USD 1.03B
UPVL:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

+4.75 (+0.00%)

USD 9.13M
XSFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

+2.00 (+0.00%)

USD 1.08B
XUFN:LSE db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

-0.01 (0.00%)

USD 1.08B
QDVH:F iShares S&P 500 Financial.. 0.00 % 0.00 %

+0.06 (+0.00%)

USD 1.03B
UBUS:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

+0.20 (+0.00%)

USD 0.33B
UBUW:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

+0.15 (+0.00%)

USD 0.02B
XUFN:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

+0.10 (+0.00%)

USD 1.08B
QDVH:XETRA iShares S&P 500 Financial.. 0.00 % 0.00 %

+0.02 (+0.00%)

USD 1.03B
UBUS:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

+0.17 (+0.00%)

USD 0.49B
UBUW:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

+0.19 (+0.00%)

USD 0.05B
XUFN:XETRA db x-trackers MSCI USA Fi.. 0.00 % 0.00 %

+0.04 (+0.00%)

USD 1.08B
ESNG 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.38% 74% C 63% D
Dividend Return 1.68% 17% F 53% F
Total Return 16.06% 70% C- 64% D
Trailing 12 Months  
Capital Gain -14.83% 20% F 24% F
Dividend Return 2.44% 12% F 41% F
Total Return -12.39% 19% F 24% F
Trailing 5 Years  
Capital Gain 40.48% 91% A- 79% B-
Dividend Return 15.74% 31% F 55% F
Total Return 56.22% 88% B+ 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 8.17% 95% A 78% C+
Dividend Return 10.74% 89% A- 79% B-
Total Return 2.57% 30% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 19.58% 28% F 36% F
Risk Adjusted Return 54.85% 54% F 63% D
Market Capitalization 60.67B 100% F 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.80 28% 40%
Price/Book Ratio 2.15 31% 36%
Price / Cash Flow Ratio 5.56 16% 20%
Price/Free Cash Flow Ratio 23.62 11% 23%
Management Effectiveness  
Return on Equity 17.62% 81% 79%
Return on Invested Capital 20.42% 80% 84%
Return on Assets 3.22% 70% 57%
Debt to Equity Ratio 12.00% 82% 87%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.